KF

Kingdom Financial Group LLC.

13F
Kingdom Financial Group LLC.
Last update 2025-04-24 45 Stocks (2 new)
Value $136.00 Mil Turnover 1 %
Countries:
Kingdom Financial Group LLC. 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
IWY
iShares Russell Top 200 Growth ETF
86,862
18,322.7
-5.99%
13.430
-0.89%
0.160
+19.63%
+8.32%
14,456.8
 
MUB
iShares National Muni Bond ETF
135,803
14,319.1
-11.07%
10.500
-1.23%
0.040
+0.30%
-1.32%
37,825.3
 
IWX
iShares Russell Top 200 Value ETF
153,795
12,638.9
-5.58%
9.260
-0.49%
0.500
+9.37%
+9.09%
2,783.1
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
224,907
10,415.4
-3.89%
7.640
-0.28%
0.050
+0.73%
+3.55%
14,409.6
 
USIG
iShares U.S. Credit Bond ETF
193,777
9,898.1
-4.06%
7.260
-0.28%
0.080
+1.76%
+4.00%
14,226.7
 
VOO
Vanguard S&P 500 ETF
17,081
8,778.1
-2.76%
6.430
-0.18%
0.000
+15.73%
+9.09%
664,840.7
 
EFV
iShares MSCI EAFE Value ETF
126,167
7,436.3
+2.97%
5.450
+0.16%
0.040
+9.46%
+26.25%
26,660.2
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
119,401
7,092.4
+0.56%
5.200
+0.03%
0.020
+0.59%
+4.17%
31,595.5
 
EFG
iShares MSCI EAFE Growth ETF
64,230
6,423.0
-3.45%
4.710
-0.15%
0.050
+8.76%
+16.08%
13,089.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
106,978
6,278.5
-10.40%
4.600
-0.49%
0.030
+0.64%
+2.72%
22,502.9
 

Kingdom Financial Group LLC.'s Historical Top Holdings Breakdowns

Kingdom Financial Group LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-1.23%
104.71 ($106.35) 107.68
$103.49
-2.69%
Reduce -11.07%
135,803
-16,912
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Reduce
Reduce
-0.89%
210.19 ($230.05) 243.33
$254.29
10.54%
Reduce -5.99%
86,862
-5,537
IWX
iShares Russell Top 200 Value ETF
2025-03-31
Reduce
Reduce
-0.49%
78.54 ($82.27) 84.86
$85.50
3.93%
Reduce -5.58%
153,795
-9,096
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.49%
461.52 ($511.2) 548.18
$285.08
-44.23%
Reduce -76.42%
439
-1,423
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.49%
58.07 ($58.36) 58.69
$58.55
0.33%
Reduce -10.4%
106,978
-12,419
SCHP
Schwab U.S. Tips ETF
2025-03-31
Sold Out
Sold Out
-0.29%
25.69 ($26.29) 26.89
$26.60
1.18%
Sold Out
0
-16,323
USIG
iShares U.S. Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.28%
49.67 ($50.66) 51.43
$51.10
0.87%
Reduce -4.06%
193,777
-8,200
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Reduce
Reduce
-0.28%
44.68 ($45.73) 46.49
$45.94
0.45%
Reduce -3.89%
224,907
-9,115
IWP
iShares Russell Mid-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.27%
114.9 ($128.55) 139.6
$141.71
10.24%
Reduce -10.59%
26,150
-3,098
TUA
Simplify Short Term Treasury Futures Strategy ETF
Simplify Short Term Treasury Futures Strategy ETF
2025-03-31
Add
Add
+0.24%
20.94 ($21.46) 22
$21.62
0.75%
Add 97.55%
30,600
15,110

Kingdom Financial Group LLC. Total Holding History ($B)

To

Kingdom Financial Group LLC.'s Asset Allocation

To

Kingdom Financial Group LLC. Past Portfolios

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

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Kingdom Financial Group LLC.'s Hypothetical Growth since 2025-03-31

Kingdom Financial Group LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kingdom Financial Group LLC.'s Holdings Heat Map

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Kingdom Financial Group LLC.'s Holdings Bubble Chart

Kingdom Financial Group LLC. News

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