KF
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Kingdom Financial Group LLC.13F | |
Kingdom Financial Group LLC. | |
Last update 2025-04-24 | 45 Stocks (2 new) |
Value $136.00 Mil | Turnover 1 % |
Kingdom Financial Group LLC. Top Holdings of 2025-03-31
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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
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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)
Kingdom Financial Group LLC.'s Asset Allocation
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
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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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