Householder Group Estate & Retirement Specialist, LLC ETFs

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYJ Ishares Tr	$0	$45,000 0.03% of portfolio	342	Q3 2024 Reduced 40.63%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$44,000 0.03% of portfolio	1,909	Q4 2024 Reduced 26.26%
FXZ First Tr Exchange Traded Fd Fi	$0	$41,000 0.03% of portfolio	726	Q4 2024 Reduced 0.27%
ONEV Spdr Russell 1000 Low Volatili	$0	$41,000 0.03% of portfolio	327	Q4 2024 Added 0.62%
DFAE Dimensional ETF Tr	$0	$40,000 0.03% of portfolio	1,579	Q4 2024 Reduced 46.6%
XLF Financial Sector Spdr	$0	$40,000 0.03% of portfolio	838	Q4 2024 Reduced 88.02%
MGV Vanguard Mega Cap Value	$0	$36,000 0.03% of portfolio	290	Q4 2024 Reduced 42.23%
XAR Spdr S&P Aerospace & Defense E	$0	$34,000 0.03% of portfolio	210	Q4 2024 Reduced 61.61%
SCHD Schwab Strategic Tr Us Dividen	$0	$33,000 0.02% of portfolio	1,235	Q4 2024 Reduced 98.87%
IXUS Ishares Tr	$0	$30,000 0.02% of portfolio	457	Q4 2024 Reduced 72.78%
FBND Fidelity Merrimack Str Tr Tota	$0	$29,000 0.02% of portfolio	666	Q4 2024 Reduced 53.62%
NOCT Innovator Growth 100 Power Buf	$0	$26,000 0.02% of portfolio	512	Q4 2023 New
WBIF Absolute Shs Tr Wbi Bullbear V	$0	$25,000 0.02% of portfolio	887	Q4 2024 Reduced 72.22%
DLN Wisdomtree Tr U.S Largecap Div	$0	$24,000 0.02% of portfolio	318	Q3 2024 Reduced 38.61%
GUNR Flexshares Tr Morningstar Glob	$0	$24,000 0.02% of portfolio	676	Q3 2023 Reduced 10.94%
QDF Flexshares Quality Dividend In	$0	$24,000 0.02% of portfolio	350	Q4 2024 Reduced 13.37%
FXH First Tr Exchange Trd Fd Healt	$0	$23,000 0.02% of portfolio	228	Q4 2024 Reduced 23.49%
PYZ Invesco Exchange Traded Fd Tr	$0	$22,000 0.02% of portfolio	255	Q4 2024 Added 0.39%
XLI Industrial Sector Spdr	$0	$22,000 0.02% of portfolio	173	Q4 2024 Reduced 92.49%
BSV Vanguard Bd Index Fd Inc Short	$0	$21,000 0.02% of portfolio	279	Q4 2024 Reduced 92.32%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$21,000 0.02% of portfolio	1,839	Q4 2024 Reduced 85.76%
SPHQ Invesco Exchange Traded Fd Tr	$0	$21,000 0.02% of portfolio	322	Q4 2024 Reduced 98.24%
WDIV Spdr S&P Global Dividend ETF	$0	$21,000 0.02% of portfolio	352	Q4 2024 Added 1.15%
JQUA J P Morgan ETF Tr U S Quality	$0	$20,000 0.01% of portfolio	357	Q4 2024 Reduced 53.76%
HYD Vaneck High Yield Muni ETF	$0	$20,000 0.01% of portfolio	403	Q4 2024 Added 1.26%
IVW Ishares S&P 500 Growth ETF	$0	$19,000 0.01% of portfolio	190	Q4 2024 Reduced 99.58%
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$19,000 0.01% of portfolio	150	Q4 2023 Reduced 50.0%
IWD Ishares Russell 1000 Val ETF	$0	$19,000 0.01% of portfolio	106	Q4 2024 Reduced 95.26%
BOCT Innovator U.S. Equity Buffer E	$0	$19,000 0.01% of portfolio	458	Q4 2023 New
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$18,000 0.01% of portfolio	300	Q2 2024 New
SZNE Pacer Fds Tr Cfra Stovall Eql	$0	$18,000 0.01% of portfolio	510	Q4 2023 Reduced 22.73%
NXTG First Tr Exchange Traded Fd Ii	$0	$18,000 0.01% of portfolio	222	Q4 2024 Reduced 28.39%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$17,000 0.01% of portfolio	455	Q4 2024 Reduced 92.5%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$16,000 0.01% of portfolio	194	Q1 2023 New
MGK Vanguard Mega Cap Growth ETF	$0	$16,000 0.01% of portfolio	46	Q4 2024 Reduced 79.0%
SPSB Spdr Portfolio Short Term Corp	$0	$15,000 0.01% of portfolio	518	Q4 2024 Reduced 74.52%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$15,000 0.01% of portfolio	312	Q4 2024 Reduced 99.63%
AGG Ishares Core U.S. Aggregate Bo	$0	$14,000 0.01% of portfolio	149	Q4 2024 Reduced 95.67%
OIH Vaneck ETF Tr Oil Services ETF	$0	$13,000 0.01% of portfolio	50	Q1 2023 New
CORP Pimco Investment Grade Corp Bd	$0	$13,000 0.01% of portfolio	137	Q4 2024 Reduced 54.33%
MXI Ishares Global Materials ETF	$0	$12,000 0.01% of portfolio	167	Q1 2023 New
IUSG Ishares Core S&P U.S Growth Et	$0	$12,000 0.01% of portfolio	87	Q4 2024 Reduced 94.99%
DVY Ishares Tr	$0	$12,000 0.01% of portfolio	95	Q4 2024 Reduced 99.16%
BNDX Vanguard Total International B	$0	$11,000 0.01% of portfolio	230	Q4 2024 Reduced 95.51%
XLP Consumer Staples Sector Spdr	$0	$11,000 0.01% of portfolio	150	Q4 2024 Reduced 82.62%
DUHP Dimensional ETF Tr Dimensional	$0	$11,000 0.01% of portfolio	349	Q4 2024 New
LVHD Franklin U.S. Low Volatility H	$0	$10,000 0.01% of portfolio	269	Q4 2024 Added 0.75%
GLDM World Gold Trust	$8.47B	$9,000 0.01% of portfolio	182	Q4 2024 Reduced 86.89%
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$9,000 0.01% of portfolio	365	Q4 2024 Reduced 69.35%
IYG Ishares Tr	$0	$9,000 0.01% of portfolio	125	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.