SF

Security Financial Services, INC.

13F
Security Financial Services, INC.
Last update 2025-05-07 169 Stocks (11 new)
Value $504.00 Mil Turnover 12 %
Countries:
Top Holdings: SPLG(10.03%)IVW(4.86%)QUAL(4.78%)DYNF(4.25%)DFUS(3.41%)
Summary Stock Picks Current Portfolio
Security Financial Services, I... 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
SPLG
SPDR Portfolio S&P 500 ETF
768,300
50,523.4
-14.13%
10.030
-1.77%
0.080
+16.68%
+7.38%
72,719.7
 
IVW
iShares S&P 500 Growth ETF
263,715
24,480.7
+2.20%
4.860
+0.10%
0.050
+24.45%
+9.38%
61,026.0
 
QUAL
iShares MSCI USA Quality Factor ETF
140,946
24,086.3
+5.02%
4.780
+0.23%
0.050
+12.61%
+4.33%
53,585.8
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
439,551
21,432.5
+4.23%
4.250
+0.17%
0.140
+18.04%
+8.19%
19,302.3
 
DFUS
Dimensional U.S. Equity Market ETF
283,632
17,154.0
-2.88%
3.410
-0.11%
0.130
+17.40%
+7.12%
15,751.1
 
IVE
iShares S&P 500 Value ETF
83,101
15,837.4
+57.39%
3.140
+1.14%
0.040
+8.84%
+4.93%
39,744.8
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
543,295
14,810.2
+40.23%
2.940
+0.84%
0.130
-3.74%
+2.16%
11,500.8
 
VOO
Vanguard S&P 500 ETF
27,200
13,978.4
-1.49%
2.770
-0.05%
0.000
+16.76%
+7.46%
616,819.8
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
320,273
12,311.3
+9.78%
2.440
+0.22%
0.160
+16.87%
+6.67%
8,546.7
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
242,244
11,162.6
-3.70%
2.220
-0.09%
0.030
+0.39%
+3.69%
32,811.1
 

Security Financial Services, INC.'s Historical Top Holdings Breakdowns

Security Financial Services, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.77%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Reduce -14.13%
768,300
-126,443
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+1.35%
●
25.77 ($26.17) 26.48
$26.38
0.80%
Add 485.79%
310,846
257,782
IQDG
WisdomTree International Quality Dividend Growth Fund
WisdomTree International Quality Dividend Growth Fund
2025-03-31
Reduce
Reduce
-1.24%
●
34.14 ($36.39) 37.91
$39.58
8.75%
Reduce -63.13%
104,543
-178,979
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+1.14%
●
185.78 ($193.5) 198.58
$198.67
2.67%
Add 57.39%
83,101
30,300
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-1.02%
●
51.88 ($56.57) 60.73
$63.95
13.05%
Reduce -34.14%
184,054
-95,429
BTHM
BLACKROCK ETF TRUS
2025-03-31
New Buy
New Buy
+0.91%
●
31.08 ($33.64) 35.42
$33.22
-1.24%
New holding
144,268
144,268
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-03-31
Add
Add
+0.85%
●
41.61 ($43.53) 44.72
$44.08
1.26%
Add 808.35%
111,119
98,886
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Add
Add
+0.84%
●
25.54 ($26.65) 27.64
$26.22
-1.61%
Add 40.23%
543,295
155,875
IAU
iShares Gold Trust
2025-03-31
Add
Add
+0.82%
●
49.74 ($54.09) 58.96
$62.87
16.23%
Add 127.52%
124,952
70,034
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Add
Add
+0.77%
●
199.2 ($212.96) 222.69
$227.39
6.78%
Add 131.75%
33,954
19,303

Security Financial Services, INC. Total Holding History ($B)

To

Security Financial Services, INC.'s Asset Allocation

To

Security Financial Services, INC. Past Portfolios

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

Top Ranked Articles

  • 1

Security Financial Services, INC.'s Hypothetical Growth since 2025-03-31

Security Financial Services, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Security Financial Services, INC.'s Holdings Heat Map

Size field:

Security Financial Services, INC.'s Holdings Bubble Chart

Security Financial Services, INC. News

  • 1

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