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Kingdom Financial Group LLC.

Q4 2023 · 13F-HR

Kingdom Financial Group LLC.holdings as filed

Filed 2024-01-17 · accession 0001962236-24-000001

$114.7M
Reported value
74
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288414MUBISHARES TR$12.5M10.9%114,849CommonNONE
464289438IWYISHARES TR$11.1M9.72%63,619CommonNONE
464289420IWXISHARES TR$6.9M6.02%98,385CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$6.8M5.94%147,066CommonNONE
464288620USIGISHARES TR$6.1M5.33%119,267CommonNONE
922908363VOOVANGUARD INDEX FDS$6.0M5.19%13,642CommonNONE
46434G103IEMGISHARES INC$4.4M3.81%86,345CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.9M3.39%65,462CommonNONE
464287473IWSISHARES TR$3.7M3.26%32,174CommonNONE
464288877EFVISHARES TR$3.6M3.17%69,779CommonNONE
464288885EFGISHARES TR$3.6M3.15%37,319CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.5M3.09%60,828CommonNONE
47103U886VNLAJANUS DETROIT STR TR$3.1M2.74%64,981CommonNONE
037833100AAPLAPPLE INC$2.2M1.91%11,410CommonNONE
464287481IWPISHARES TR$2.2M1.91%20,948CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.0M1.74%24,545CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.7M1.46%27,242CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M1.26%9,244CommonNONE
594918104MSFTMICROSOFT CORP$1.4M1.23%3,763CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M1.02%2,218CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M1.00%11,531CommonNONE
464289479ILTBISHARES TR$1.1M0.98%21,370CommonNONE
78464A144SPBOSPDR SER TR$1.1M0.97%37,875CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.1M0.96%21,793CommonNONE
46435G326IDEVISHARES TR$988,9160.86%15,534CommonNONE
023135106AMZNAMAZON COM INC$978,9490.85%6,443CommonNONE
78464A854SPYMSPDR SER TR$900,6040.79%16,111CommonNONE
97717X511AGGYWISDOMTREE TR$871,9550.76%19,808CommonNONE
166764100CVXCHEVRON CORP NEW$850,3420.74%5,701CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$816,0190.71%9,446CommonNONE
46429B267GOVTISHARES TR$757,2980.66%32,869CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$750,4240.65%15,075CommonNONE
46436E718SGOVISHARES TR$721,3690.63%7,194CommonNONE
46625H100JPMJPMORGAN CHASE & CO$627,8390.55%3,691CommonNONE
72201R833MINTPIMCO ETF TR$620,7350.54%6,220CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$618,4480.54%1,734CommonNONE
464288646IGSBISHARES TR$611,2410.53%11,921CommonNONE
67066G104NVDANVIDIA CORPORATION$605,8310.53%1,223CommonNONE
88160R101TSLATESLA INC$561,0680.49%2,258CommonNONE
02079K305GOOGLALPHABET INC$535,9910.47%3,837CommonNONE
438516106HONHONEYWELL INTL INC$527,2110.46%2,514CommonNONE
33939L761SKORFLEXSHARES TR$513,5240.45%10,706CommonNONE
46436F103IAUMISHARES GOLD TR$507,0690.44%24,615CommonNONE
78464A664SPTLSPDR SER TR$505,6240.44%17,423CommonNONE
369550108GDGENERAL DYNAMICS CORP$462,1800.40%1,780CommonNONE
464287226AGGISHARES TR$446,8060.39%4,502CommonNONE
464287200IVVISHARES TR$395,4950.34%828CommonNONE
46432F339QUALISHARES TR$385,5190.34%2,620CommonNONE
46429B366CMBSISHARES TR$377,3470.33%8,065CommonNONE
30303M102METAMETA PLATFORMS INC$369,1800.32%1,043CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$360,9030.31%11,911CommonNONE
842587107SOSOUTHERN CO$342,9240.30%4,891CommonNONE
742718109PGPROCTER AND GAMBLE CO$340,8810.30%2,326CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$338,1730.29%6,778CommonNONE
713448108PEPPEPSICO INC$336,7950.29%1,983CommonNONE
532457108LLYELI LILLY & CO$333,0750.29%571CommonNONE
11135F101AVGOBROADCOM INC$321,7190.28%288CommonNONE
46434V613IUSBISHARES TR$304,6310.27%6,612CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$282,8420.25%4,619CommonNONE
79466L302CRMSALESFORCE INC$277,0860.24%1,053CommonNONE
46434V860TFLOISHARES TR$276,8690.24%5,486CommonNONE
437076102HDHOME DEPOT INC$268,2020.23%774CommonNONE
369604301GEGENERAL ELECTRIC CO$259,1090.23%2,030CommonNONE
00287Y109ABBVABBVIE INC$255,4580.22%1,648CommonNONE
580135101MCDMCDONALDS CORP$247,7940.22%836CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$246,6520.22%5,061CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$242,2590.21%4,823CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$228,9440.20%4,780CommonNONE
78468R606SPHYSPDR SER TR$221,3650.19%9,468CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$218,0200.19%1,698CommonNONE
46429B697USMVISHARES TR$216,6910.19%2,777CommonNONE
33939L662HYGVFLEXSHARES TR$212,4420.19%5,198CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$208,9790.18%1,278CommonNONE
37950E291DIVGLOBAL X FDS$176,1150.15%10,251CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.