FD

Financial Designs Corp

13F
Financial Designs Corp
Last update 2025-04-14 20 Stocks (2 new)
Value $144.00 Mil Turnover 14 %
Countries:
Top Holdings: ITOT(23.06%)AGG(16.52%)OMFL(8.76%)DIVO(8.23%)HEGD(7.97%)
Summary Stock Picks Current Portfolio
Financial Designs Corp Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
271,360
33,108.6
-2.64%
23.060
-0.62%
0.050
-6.37%
-3.55%
65,671.6
 
AGG 		iShares Core U.S. Aggregate Bond ETF
239,852
23,726.2
-0.91%
16.520
-0.14%
0.020
+1.87%
+2.40%
122,574.4
 
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
235,876
12,574.5
-0.67%
8.760
-0.06%
0.270
-2.70%
+0.98%
4,695.2
 
DIVO 		Amplify CPW Enhanced Dividend Income ETF
289,867
11,817.9
-0.25%
8.230
-0.02%
0.290
-2.96%
+1.72%
4,151.3
 
HEGD 		Swan Hedged Equity US Large Cap ETF
522,308
11,438.5
New Holding
7.970
+7.97%
3.170
-2.08%
-0.07%
388.6
 
IXUS 		iShares Core MSCI Total International Stock ETF
161,713
11,289.2
-0.83%
7.860
-0.06%
0.030
+7.06%
+10.72%
41,704.7
 
VFLO 		VictoryShares Free Cash Flow ETF
243,018
8,330.7
+1.51%
5.800
+0.09%
0.240
-5.34%
-1.38%
3,537.6
 
RUNN 		Running Oak Efficient Growth ETF
235,472
7,636.4
New Holding
5.320
+5.32%
2.410
-5.03%
-1.46%
315.8
 
BALT 		Innovator Defined Wealth Shield ETF
182,581
5,729.4
+2.68%
3.990
+0.10%
0.420
-0.44%
+0.45%
1,373.6
 
PALC 		Pacer Lunt Large Cap Multi-Factor Alternator ETF
99,067
4,750.0
+4.26%
3.310
+0.14%
1.520
-7.28%
-4.29%
294.2
 

Financial Designs Corp's Historical Top Holdings Breakdowns

Financial Designs Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HEGD 		Swan Hedged Equity US Large Cap ETF2025-03-31New Buy
+7.97%
●
21.79 ($22.52) 23.09
$22.39
-0.60%
New holding
522,308
522,308
IVVB 		iShares Large Cap Deep Buffer ETF2025-03-31Reduce
-6.47%
●
29.27 ($30.6) 31.53
$29.58
-3.33%
Reduce -96.97%
10,035
-321,412
RUNN 		Running Oak Efficient Growth ETF2025-03-31New Buy
+5.32%
●
31.61 ($33.21) 34.39
$32.29
-2.77%
New holding
235,472
235,472
SPGP 		Invesco S&P 500 GARP ETF2025-03-31Sold Out
-4.53%
●
96.88 ($105.33) 111.25
$98.66
-6.33%
Sold Out
0
-65,525
GTO 		Invesco Total Return Bond ETF2025-03-31Reduce
-4.07%
●
45.9 ($46.7) 47.37
$46.34
-0.77%
Reduce -88.38%
17,533
-133,321
SFLR 		Innovator Equity Managed Floor ETF2025-03-31Sold Out
-1.56%
●
30.99 ($32.71) 33.91
$31.68
-3.15%
Sold Out
0
-72,563
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Reduce
-0.62%
●
120.29 ($128.89) 134.6
$123.69
-4.03%
Reduce -2.64%
271,360
-7,358
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Reduce
-0.14%
●
95.85 ($97.76) 99.25
$97.95
0.19%
Reduce -0.91%
239,852
-2,197
PALC 		Pacer Lunt Large Cap Multi-Factor Alternator ETF2025-03-31Add
+0.14%
●
46.71 ($49.83) 52.3
$47.07
-5.54%
Add 4.26%
99,067
4,045
BALT 		Innovator Defined Wealth Shield ETF2025-03-31Add
+0.10%
●
31.31 ($31.58) 31.89
$31.56
-0.06%
Add 2.68%
182,581
4,765

Financial Designs Corp Total Holding History ($B)

To

Financial Designs Corp's Asset Allocation

To

Financial Designs Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Designs Corp's Hypothetical Growth since 2025-03-31

Financial Designs Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Financial Designs Corp's Holdings Heat Map

Size field:

Financial Designs Corp's Holdings Bubble Chart

Financial Designs Corp News

  • 1

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