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John O'Connor

Freedom Investment Management, Inc.

Assets Managed
$336.951M
Holdings
106
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-2.02%(2Q avg: -5.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Freedom Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Freedom Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 336.951M in assets, with a quarterly growth rate of -2.02% and a 2-quarter average growth rate of -5.55%. The portfolio is managed by John O'Connor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -14.08%
12.94%
$43.594M
1.186M shares@ $36.76 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -11.84%
10.79%
$36.347M
512,578 shares@ $70.91 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -6.93%
9.21%
$31.009M
872,760 shares@ $35.53 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -4.86%
8.83%
$29.738M
151,572 shares@ $196.2 avg price
EZM
Wisdomtree Us Midcap Fund
Recent Activity
Decreased -2.47%
5.87%
$19.766M
294,048 shares@ $67.23 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -4.96%
5.18%
$17.45M
515,358 shares@ $33.87 avg price
AVDS
Avantis Intl Sm Cap Eq Etf
Recent Activity
Decreased -9.6%
4.38%
$14.742M
205,183 shares@ $71.86 avg price
IVLU
Ishares Msci International V
Recent Activity
Decreased -4.21%
3.84%
$12.916M
325,506 shares@ $39.69 avg price
REET
Ishares Global Reit Etf
Recent Activity
New Position
3.51%
$11.799M
469,145 shares@ $25.16 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -5.97%
3%
$10.098M
288,196 shares@ $35.04 avg price

1-10 of 106