13F-HR filed by Kingdom Financial Group LLC.
Kingdom Financial Group LLC. filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-12, with 49 holding rows worth $133,782,756.
- Accession
- 0001962236-24-000006
- Filer
- CIK 1962236
- Filed
- 2024-11-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 49 entries on the cover page, a total value of $133,782,756 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,782,756 with VALUE read as dollars as filed, 13F file number 028-23315. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 153,832 | $16,710,779 | dollars as filed | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 167,816 | $13,638,377 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 248,706 | $11,741,366 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 212,458 | $11,171,020 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 18,596 | $9,812,191 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 99,399 | $8,677,709 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 126,596 | $7,648,919 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 69,240 | $7,453,637 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 125,038 | $7,379,705 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 47,122 | $6,232,004 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 99,547 | $5,714,977 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 30,752 | $3,606,991 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 54,253 | $3,338,761 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 28,060 | $2,507,527 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 19,403 | $1,309,915 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 7,118 | $1,153,466 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 16,061 | $1,137,610 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,879 | $1,136,877 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,854 | $1,084,287 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,013 | $939,326 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 7,842 | $794,133 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H687 | ALLIANZIM US EQT | 26,165 | $746,422 | dollars as filed | |
| PIMCO ETF TR | 72201R577 | ULTR SH GO AC FD | 7,057 | $714,303 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 6,316 | $697,106 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 13,820 | $651,206 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H711 | ALLIA US AUG ETF | 19,279 | $556,086 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,241 | $534,205 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,012 | $443,629 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,363 | $440,298 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H646 | ALLIANZIM US EQT | 15,600 | $409,937 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 13,749 | $399,678 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,186 | $392,031 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,038 | $384,391 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 742 | $341,513 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,683 | $332,107 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 367 | $324,922 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,295 | $315,494 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 3,043 | $298,504 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | N SHORT TERM TREA | 11,262 | $258,917 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F433 | FT VEST U.S EQT | 7,226 | $255,945 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,331 | $252,346 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,188 | $250,476 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,645 | $245,325 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H406 | ALLIANZIM US EQT | 7,076 | $244,394 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 4,369 | $234,303 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 746 | $225,477 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,011 | $223,457 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 829 | $216,891 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 4,120 | $203,816 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001962236-24-000006 | this filing | 2024-11-12 | acceptance time not in the bulk data set |