Kades & Cheifetz LLC 13F Holdings
CIK 0001957259 · BERWYN, PA
As of Dec 31, 2024, Kades & Cheifetz LLC reported 108 positions worth
CIK 0001957259 · BERWYN, PA
As of Dec 31, 2024, Kades & Cheifetz LLC reported 108 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 589,033 | 6.1M | 8.24% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 57,053 | 1.2M | 5.72% |
| STRATEGY SHS | — | — | 452,030 | $9.6M | 4.93% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 99,730 | $9.0M | 4.61% |
| APPLE INC | AAPL | Technology | 33,373 | $8.4M | 4.28% |
| ISHARES GOLD TRUST | IAU | — | 127,620 | $6.3M | 3.23% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 69,739 | $6.1M | 3.11% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 158,726 | $5.5M | 2.79% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 63,096 | $5.4M | 2.74% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 52,214 | $5.1M | 2.59% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 46,619 | $5.0M | 2.54% |
| SCHWAB STRATEGIC TR | — | — | 186,286 | $4.5M | 2.32% |
| ISHARES PREFERRED & INCOME S | PFF | — | 143,991 | $4.5M | 2.32% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 51,780 | $4.0M | 2.05% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 161,308 | $3.9M | 1.99% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 65,231 | $3.8M | 1.94% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 35,024 | $3.7M | 1.89% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 25,567 | $3.3M | 1.67% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 57,533 | $3.2M | 1.63% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 30,924 | $3.1M | 1.59% |
| INVESCO PREFERRED ETF | PGX | — | 241,109 | $2.8M | 1.42% |
| SCHWAB US TIPS ETF | SCHP | — | 103,539 | $2.7M | 1.37% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 11,891 | $2.5M | 1.26% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 86,798 | $2.4M | 1.24% |
| NVIDIA CORP | NVDA | Technology | 17,729 | $2.4M | 1.22% |