Notify me when Freedom Investment Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 117 | $343,923,124 | +$5,238,416 | -$46,423,817 | -$41,185,401 | DUHP, DFUS, DFIC, VTV, EZM | 13F-HR | 06 Feb 2026, 15:12 |
| Q3 2025 | 140 | $378,272,093 | +$4,366,846 | -$928,357,923 | -$923,991,077 | DUHP, DFUS, DFIC, VTV, EZM | 13F-HR | 14 Nov 2025, 13:54 |
| Q2 2025 | 734 | $1,253,128,312 | +$117,455,470 | -$150,488,679 | -$33,033,209 | SPY, DUHP, DFUS, DFIC, VTV | 13F-HR | 30 Jul 2025, 16:34 |
| Q1 2025 | 736 | $1,191,419,735 | +$103,513,163 | -$103,784,079 | -$270,916 | SPY, DUHP, VTV, IVLU, DFIC | 13F-HR | 14 May 2025, 16:30 |
| Q4 2024 | 751 | $1,203,277,300 | +$93,600,942 | -$125,117,094 | -$31,516,152 | SPY, DUHP, VTV, DFIC, IVLU | 13F-HR | 13 Feb 2025, 16:05 |
| Q3 2024 | 758 | $1,255,269,024 | +$140,158,857 | -$170,524,168 | -$30,365,311 | SPY, DUHP, VTV, BIL, DFIC | 13F-HR | 13 Nov 2024, 16:23 |
| Q2 2024 | 772 | $1,221,533,916 | +$152,470,013 | -$176,671,450 | -$24,201,437 | SPY, BIL, DUHP, VTV, FJAN | 13F-HR | 13 Aug 2024, 17:04 |
| Q1 2024 | 786 | $1,247,567,545 | +$128,026,695 | -$162,254,111 | -$34,227,416 | BIL, SPY, DUHP, VTV, FJAN | 13F-HR | 14 May 2024, 10:22 |
| Q4 2023 | 744 | $1,227,198,611 | +$441,986,127 | -$103,655,042 | +$338,331,085 | BIL, SPY, DUHP, VTV, FMAY | 13F-HR | 14 Feb 2024, 10:20 |
| Q3 2023 | 674 | $817,420,640 | +$143,344,363 | -$181,679,407 | -$38,335,044 | BIL, SPY, FTEC, AGG, AAPL | 13F-HR | 13 Nov 2023, 13:12 |
| Q2 2023 | 698 | $891,475,360 | +$172,471,777 | -$188,472,382 | -$16,000,605 | SPY, BIL, TLT, AAPL, SGOL | 13F-HR | 14 Aug 2023, 06:01 |
| Q1 2023 | 697 | $884,758,543 | +$200,235,070 | -$233,046,931 | -$32,811,861 | TLT, BIL, SPY, AAPL, FHLC | 13F-HR | 15 May 2023, 11:35 |
| Q4 2022 | 702 | $888,480,051 | +$96,208,414 | -$134,419,001 | -$38,210,587 | BIL, TLT, VDE, FHLC, RSPT | 13F-HR | 14 Feb 2023, 14:14 |
| Q3 2022 | 722 | $867,419,259 | +$102,225,986 | -$118,815,682 | -$16,589,696 | BIL, TLT, VDE, FHLC, AAPL | 13F-HR | 24 Oct 2022, 16:43 |
| Q2 2022 | 728 | $936,948,986 | +$147,358,528 | -$189,938,660 | -$42,580,132 | TLT, BIL, FHLC, AAPL, VDE | 13F-HR | 08 Aug 2022, 15:07 |
| Q1 2022 | 773 | $1,114,775,000 | +$231,673,189 | -$416,217,255 | -$184,544,066 | TLT, BIL, VDE, AAPL, RSPT | 13F-HR | 16 May 2022, 11:13 |
| Q4 2021 | 860 | $1,364,965,000 | +$175,352,027 | -$167,048,525 | +$8,303,502 | TLT, BIL, AAPL, PDP, MDYV | 13F-HR | 14 Feb 2022, 14:58 |
| Q3 2021 | 811 | $1,308,227,000 | +$184,068,540 | -$208,683,066 | -$24,614,526 | TLT, VDE, FNCL, PDP, MDYV | 13F-HR | 12 Nov 2021, 12:32 |
| Q2 2021 | 868 | $1,343,011,000 | +$150,087,157 | -$160,656,274 | -$10,569,117 | TLT, FNCL, MDYV, BIL, VNQ | 13F-HR | 11 Aug 2021, 18:13 |
| Q1 2021 | 836 | $1,287,408,000 | +$522,425,798 | -$173,317,720 | +$349,108,078 | TLT, FNCL, MDYV, BIL, VNQ | 13F-HR | 14 May 2021, 13:07 |
| Q4 2020 | 612 | $910,292,000 | +$166,652,367 | -$248,230,750 | -$81,578,383 | TLT, BIV, VPU, LQD, HYG | 13F-HR | 11 Feb 2021, 14:05 |
| Q3 2020 | 553 | $918,631,000 | +$108,627,803 | -$128,191,527 | -$19,563,724 | IEI, TLT, BND, SHY, FTEC | 13F-HR | 09 Nov 2020, 18:30 |
| Q2 2020 | 563 | $917,663,000 | +$145,409,920 | -$88,773,930 | +$56,635,990 | IEI, BND, SHY, TLT, VPU | 13F-HR | 10 Aug 2020, 14:14 |
| Q1 2020 | 665 | $462,754,000 | $0 | $0 | $0 | BND, SHY, TLT, SJNK, LQD | 13F-HR | 12 May 2020, 17:21 |
| Q4 2019 | 663 | $1,134,893,000 | +$259,709,096 | -$319,505,219 | -$59,796,123 | IJH, BND, SHY, SPY, EFA | 13F-HR | 24 Jan 2020, 14:44 |
| Q3 2019 | 683 | $1,150,718,000 | +$151,733,382 | -$201,077,275 | -$49,343,893 | IEI, BND, VNQ, TIP, AGG | 13F-HR | 05 Nov 2019, 16:42 |
| Q2 2019 | 684 | $1,193,951,000 | +$244,764,407 | -$385,603,673 | -$140,839,266 | IEI, BND, SPY, BWX, HYG | 13F-HR | 18 Jul 2019, 16:08 |
| Q1 2019 | 680 | $1,246,385,000 | +$307,651,425 | -$463,066,609 | -$155,415,184 | MDY, VNQ, SPY, BND, JNK | 13F-HR | 18 Apr 2019, 13:28 |
| Q4 2018 | 758 | $1,285,913,000 | +$397,032,556 | -$560,390,692 | -$163,358,136 | MDY, BND, GBIL, HYG, LQD | 13F-HR | 25 Jan 2019, 13:08 |
| Q3 2018 | 899 | $1,586,226,000 | +$101,333,578 | -$214,570,027 | -$113,236,449 | IEI, VNQ, SPY, TIP, HYG | 13F-HR | 16 Oct 2018, 18:57 |
| Q2 2018 | 947 | $1,660,350,000 | +$587,980,676 | -$907,639,489 | -$319,658,813 | IEI, VNQ, PDBC, TIP, HYG | 13F-HR | 27 Jul 2018, 13:48 |
| Q1 2018 | 1,110 | $1,959,066,000 | +$330,688,078 | -$314,351,168 | +$16,336,910 | MDY, Swan Defined Risk I, GBIL, PDBC, BIL | 13F-HR | 06 Apr 2018, 14:42 |
| Q4 2017 | 1,128 | $1,957,399,000 | +$535,976,724 | -$457,358,434 | +$78,618,290 | MDY, Swan Defined Risk I, SPY, PDBC, BIL | 13F-HR | 25 Jan 2018, 17:13 |
| Q3 2017 | 1,093 | $1,821,507,000 | +$225,564,023 | -$211,114,733 | +$14,449,290 | IEI, Swan Defined Risk I, EFA, PDBC, HYG | 13F-HR | 03 Oct 2017, 10:38 |
| Q2 2017 | 1,059 | $1,755,770,000 | +$413,981,606 | -$407,430,969 | +$6,550,637 | IEI, Swan Defined Risk I, EFA, SPY, TUZ | 13F-HR | 14 Jul 2017, 10:31 |
| Q1 2017 | 1,050 | $1,717,764,000 | +$305,755,870 | -$235,536,667 | +$70,219,203 | MDY, Swan Defined Risk I, SPY, IEI, EFA | 13F-HR | 01 May 2017, 17:49 |
| Q4 2016 | 975 | $1,593,042,000 | +$533,687,051 | -$479,346,674 | +$54,340,377 | MDY, Swan Defined Risk I, SPY, IEI, PDBC | 13F-HR | 04 Jan 2017, 19:37 |
| Q3 2016 | 889 | $1,561,132,000 | +$279,880,210 | -$207,628,744 | +$72,251,466 | IEI, Swan Defined Risk I, TUZ, BOND, HYG | 13F-HR | 04 Oct 2016, 17:21 |
| Q2 2016 | 835 | $1,467,357,000 | +$473,858,212 | -$424,224,201 | +$49,634,011 | IEI, Swan Defined Risk I, VNQ, PDBC, TUZ | 13F-HR | 14 Jul 2016, 11:22 |
| Q1 2016 | 821 | $1,381,105,000 | +$268,990,017 | -$238,016,202 | +$30,973,815 | MDY, Swan Defined Risk I, VNQ, AGG, BOND | 13F-HR | 08 Apr 2016, 13:44 |
| Q4 2015 | 776 | $1,318,467,000 | +$605,233,565 | -$523,763,505 | +$81,470,060 | MDY, Swan Defined Risk I, VNQ, SPY, GSLC | 13F-HR | 05 Jan 2016, 13:25 |
| Q3 2015 | 682 | $610,188,000 | $0 | $0 | $0 | AGG, SPNS, BLT, PIMCO 1-3 YEAR U.S. TREASURY INDEX FUND, IHG | 13F-HR | 13 Oct 2015, 12:58 |
| Q2 2015 | 681 | $967,211,000 | +$309,215,786 | -$239,666,762 | +$69,549,024 | IEI, Swan Defined Risk I, EFA, QQQ, SPY | 13F-HR | 04 Aug 2015, 19:50 |
| Q1 2015 | 634 | $906,625,000 | +$255,865,140 | -$132,938,237 | +$122,926,903 | MDY, Swan Defined Risk I, VNQ, EFA, QQQ | 13F-HR | 14 May 2015, 15:54 |
| Q4 2014 | 587 | $770,328,000 | +$316,356,671 | -$125,039,548 | +$191,317,123 | MDY, SPY, VNQ, Swan Defined Risk I, QQQ | 13F-HR | 13 Feb 2015, 17:40 |
| Q3 2014 | 493 | $566,799,000 | +$114,404,465 | -$132,482,934 | -$18,078,469 | IEI, SPY, VNQ, TUZ, BIL | 13F-HR | 12 Nov 2014, 18:41 |
| Q2 2014 | 498 | $594,646,000 | +$248,448,536 | -$128,213,708 | +$120,234,828 | IEI, BIL, SPY, VNQ, Swan Defined Risk I | 13F-HR | 14 Aug 2014, 19:01 |
| Q1 2014 | 434 | $468,021,000 | +$136,628,818 | -$78,676,123 | +$57,952,695 | MDY, BIL, BND, VNQ, SPY | 13F-HR | 14 May 2014, 15:17 |
| Q4 2013 | 435 | $402,676,000 | $0 | $0 | $0 | MDY, EFA, SPY, BOND, HYG | 13F-HR | 12 Feb 2014, 17:11 |