Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$189.672M

Total holdings360

Assets growth rate0.41%

Assets growth rate (2-Q avg)3.86%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Freedom, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Financial Freedom, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.672M in assets, with a quarterly growth rate of 0.41% and a 2-quarter average growth rate of 3.86%. The portfolio is managed by Allen A. Osgood, Jr., and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VCITVanguard Scottsdale Funds Vanguard Inter-term Corp Bd Etf Recent Activity Increased 5.31%	8.9%	$16.877M 210,257 shares@ $80.27 avg price	Increased 5.31%
VGTVanguard World Fd Inf Tech Etf Recent Activity Increased 0.62%	5.04%	$9.556M 15,368 shares@ $621.82 avg price	Increased 0.62%
XLESelect Sector Spdr Tr Energy Recent Activity Increased 0.67%	3.63%	$6.876M 80,276 shares@ $85.66 avg price	Increased 0.67%
VFHVanguard World Fd Financials Etf Recent Activity Increased 0.11%	3.38%	$6.404M 54,235 shares@ $118.08 avg price	Increased 0.11%
XLVHealth Care Select Sector Spdr Fund Recent Activity Increased 0.1%	2.81%	$5.321M 38,680 shares@ $137.58 avg price	Increased 0.1%
IYWIshares Us Technology Etf Recent Activity Increased 4.56%	2.43%	$4.596M 28,811 shares@ $159.53 avg price	Increased 4.56%
SMHVaneck Etf Trust Semiconductr Etf Recent Activity Increased 0.33%	2.43%	$4.591M 18,959 shares@ $242.18 avg price	Increased 0.33%
IMTMIshares Tr Msci Intl Moment Recent Activity Increased 28.79%	2.4%	$4.546M 121,544 shares@ $37.41 avg price	Increased 28.79%
VOVanguard Mid-cap Index Fund Recent Activity Increased 0.99%	1.53%	$2.9M 10,980 shares@ $264.13 avg price	Increased 0.99%
VHTVanguard World Fd Health Car Etf Recent Activity Increased 0.81%	1.49%	$2.812M 11,084 shares@ $253.7 avg price	Increased 0.81%