Allen A. Osgood, Jr.

@Financial Freedom, Llc

Latest period2024 - Q4

Reported3d 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
COINCoinbase Global Inc Com Cl A Recent Activity	0.15%	$268,164 1,080 shares@ $248.3 avg price
VONGVanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Recent Activity Increased 0.08%	0.14%	$261,859 2,535 shares@ $103.3 avg price	Increased 0.08%
VOEVanguard Mid-cap Value Index Fund Recent Activity Increased 0.26%	0.14%	$258,606 1,599 shares@ $161.73 avg price	Increased 0.26%
VYMVanguard Whitehall Fds High Div Yld Recent Activity Increased 0.68%	0.14%	$246,608 1,933 shares@ $127.58 avg price	Increased 0.68%
CSCOCisco Systems Inc Recent Activity Increased 0.54%	0.13%	$242,957 4,104 shares@ $59.21 avg price	Increased 0.54%
ONEYSpdr Ser Tr Russell Yield Recent Activity Increased 0.33%	0.13%	$236,728 2,175 shares@ $108.85 avg price	Increased 0.33%
XLISelect Sector Spdr Tr Indl Recent Activity	0.13%	$231,307 1,756 shares@ $131.73 avg price
FXOFirst Tr Exchange Traded Fd Ii Financial Alphadex Fd Usd Isin #us33734x1357 Sedol #b50p3c2 Recent Activity Decreased -13.26%	0.12%	$226,541 4,185 shares@ $54.14 avg price	Decreased -13.26%
VXUSVanguard Total International Stock Index Fund Recent Activity Decreased -2.46%	0.12%	$225,841 3,832 shares@ $58.94 avg price	Decreased -2.46%
IEMGIshares Core Msci Emerging Markets Etf Recent Activity Increased 1.85%	0.12%	$225,289 4,314 shares@ $52.23 avg price	Increased 1.85%