Freedom Investment Management, Inc.
CIK: 0001566653SEC EDGAR →
Portfolio Value
$343.9M
Holdings
117
As of
Q4 2025
New Positions
5
Closed Positions
598
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,380,264 | $52.5M | 15.26% |
| 2 | DIMENSIONAL ETF TRUST | 581,454 | $43.1M | 12.54% |
| 3 | DIMENSIONAL ETF TRUST | 937,782 | $32.3M | 9.40% |
| 4 | VANGUARD INDEX FDS | 159,320 | $30.4M | 8.85% |
| 5 | WISDOMTREE TR | 301,519 | $20.1M | 5.86% |
| 6 | DIMENSIONAL ETF TRUST | 542,295 | $17.7M | 5.14% |
| 7 | AMERICAN CENTY ETF TR | 226,992 | $15.8M | 4.61% |
| 8 | ISHARES TR | 339,831 | $12.9M | 3.76% |
| 9 | DIMENSIONAL ETF TRUST | 351,153 | $11.8M | 3.44% |
| 10 | DIMENSIONAL ETF TRUST | 306,518 | $10.1M | 2.93% |
Quarterly Changes
New Positions (9)
Closed Positions (32)
$1.0M · 18K shares
$945K · 27K shares
$920K · 18K shares
$752K · 17K shares
$727K · 10K shares
$654K · 8K shares
$567K · 7K shares
$567K · 6K shares
$554K · 6K shares
$517K · 12K shares
$469K · 6K shares
$462K · 2K shares
$435K · 12K shares
$398K · 17K shares
$386K · 2K shares
$381K · 4K shares
$358K · 2K shares
$354K · 3K shares
$344K · 10K shares
$332K · 12K shares
$315K · 429 shares
$300K · 879 shares
$270K · 3K shares
$267K · 8K shares
$237K · 307 shares
$237K · 4K shares
$228K · 42 shares
$225K · 2K shares
$225K · 329 shares
$219K · 592 shares
$217K · 3K shares
$216K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $335.3M | 97.5% |
| Unknown | 8 | $4.9M | 1.4% |
| Technology | 4 | $3.3M | 1.0% |
| Communication Services | 1 | $310K | 0.1% |