Skip to main content

25 LLC

SEC CIK
0001968777
Latest filing
Jul 28, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 5, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
52
+3 vs. Q1 2024
Portfolio value
$210.6M
+$6.23M (+3.1%) vs. Q1 2024
Filed
Jul 5, 2024
SEC
Holdings of 25 LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF175,641$32.1M15.2%+555+0.3%Added–
Vanguard Star FDS921909768VG TL INTL STK F523,033$31.5M15.0%+16,811+3.3%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF246,602$19.7M9.4%+19,577+8.6%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF164,019$19.3M9.1%−110.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF116,741$18.7M8.9%−952−0.8%Reduced–
Vanguard Morningstar Growth ETF922908736ETF36,368$13.6M6.5%+1,048+3.0%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS199,348$11.6M5.5%+28,955+17.0%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF49,017$10.7M5.1%+59+0.1%Added–
iShares Tr464288414NATIONAL MUN ETF93,904$10.0M4.8%+5,850+6.6%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD171,041$8.57M4.1%+8,642+5.3%Added–
Vanguard S&P 500 ETF922908363ETF9,383$4.69M2.2%−17−0.2%Reduced–
AAPLApple Inc.Stock14,934$3.15M1.5%−400−2.6%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF86,928$2.80M1.3%−9,854−10.2%Reduced–
GOOGAlphabet Inc.Stock11,114$2.04M1.0%−1,073−8.8%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF72,375$1.97M0.9%+576+0.8%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE47,788$1.88M0.9%+99+0.2%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF25,733$1.33M0.6%+56+0.2%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY38,292$1.01M0.5%+3,423+9.8%Added–
MSFTMicrosoft CorpStock2,250$1.01M0.5%+4+0.2%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL27,711$995.9K0.5%+255+0.9%Added–
AMZNAmazon Com IncStock4,871$941.3K0.4%+6+0.1%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF15,670$922.2K0.4%−60.0%Reduced–
Dimensional ETF Trust25434V849NATL MUN BD ETF15,356$733.5K0.3%+3,289+27.3%Added–
Schwab International Small-Cap Equity ETF808524888ETF19,920$708.7K0.3%+13,127+193.2%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO26,496$708.3K0.3%−1,787−6.3%Reduced–
Dimensional U.S. Small Cap ETF25434V500ETF11,083$665.9K0.3%−94−0.8%Reduced–
ProShares Tr74347X831ULTRAPRO QQQ8,919$658.4K0.3%+71+0.8%Added–
iShares Tr464288877EAFE VALUE ETF12,082$640.8K0.3%+257+2.2%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF19,899$636.6K0.3%+2,910+17.1%Added–
NVDANVIDIA CorpStock5,032$621.7K0.3%+2,512+99.7%AddedConverted for a 10-for-1 splitHistory
SPYSPDR S&P 500 ETF TrustETF1,031$561.3K0.3%−61−5.6%ReducedHistory
WMTWalmart Inc.Stock7,144$483.7K0.2%+13+0.2%AddedHistory
HDHome Depot, Inc.Stock1,200$413.3K0.2%−2−0.2%ReducedHistory
FASTFastenal CoStock6,383$401.1K0.2%+38+0.6%AddedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF13,707$394.5K0.2%+1,784+15.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF4,044$392.5K0.2%−2,910−41.8%Reduced–
TSLATesla, Inc.Stock1,908$377.6K0.2%−30−1.5%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF8,779$364.7K0.2%+2,200+33.4%Added–
Schwab International Equity ETF808524805ETF8,532$327.8K0.2%+188+2.3%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF11,205$284.8K0.1%+197+1.8%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V9,874$265.7K0.1%−49−0.5%Reduced–
METAMeta Platforms, Inc.Stock500$252.3K0.1%−3−0.6%ReducedHistory
FISVFiserv IncStock1,608$239.7K0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,294$235.6K0.1%+1,294NewHistory
SNASnap-on IncCOM883$230.9K0.1%+6+0.7%AddedHistory
LLYEli Lilly & CoStock251$227.3K0.1%+251NewHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,650$222.7K0.1%00.0%Unchanged–
Dimensional ETF Trust25434V765INTL HIGH PROFIT8,226$216.5K0.1%−906−9.9%Reduced–
NFLXNetflix IncStock316$213.3K0.1%+316NewHistory
UNHUnitedHealth Group IncStock416$211.9K0.1%−1−0.2%ReducedHistory
JPMJPMorgan Chase & CoStock1,044$211.2K0.1%−3−0.3%ReducedHistory
ORCLOracle CorpStock1,447$204.3K0.1%+1,447NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of 25 LLC in Q2 2024
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$543–

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of 25 LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
LOWLowes Companies IncStock787$200.6K0.1%History