Free Trial

Tull Financial Group, Inc. Top Holdings and 13F Report (2024)

About Tull Financial Group, Inc.

Investment Activity

  • Tull Financial Group, Inc. has $164.47 thousand in total holdings as of September 30, 2024.
  • Tull Financial Group, Inc. owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.

Largest Holdings

VANGUARD MALVERN FDS
$13,291

Sector Allocation

Map of 500 Largest Holdings ofTull Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$50,95388,80631.0%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$24,687316,29315.0%ETF
JPMorgan US Quality Factor ETF stock logo
JQUA
JPMorgan US Quality Factor ETF
$24,025424,69614.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$19,639232,33611.9%ETF
VANGUARD MALVERN FDS
$13,291167,8338.1%CORE BD ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$11,234166,3986.8%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$11,014150,0086.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,46628,8880.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,0101,9140.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$8982,3930.5%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$8293,3360.5%Transportation
NVIDIA Co. stock logo
NVDA
NVIDIA
$7816,4340.5%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$64213,4150.4%ETF
Apple Inc. stock logo
AAPL
Apple
$5742,4650.3%Computer and Technology
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$3854,6680.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3771,4400.2%Auto/Tires/Trucks
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3707,2320.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3667960.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3481,8670.2%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3155,9600.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$2663,7360.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2631,5190.2%Consumer Staples
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2275370.1%Finance
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$2141,7930.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2052,4660.1%ETF
Walgreens Boots Alliance, Inc. stock logo
WBA
Walgreens Boots Alliance
$9010,0000.1%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data