Financial Designs Corp Top Holdings and 13F Report (2024) → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) About Financial Designs CorpInvestment ActivityFinancial Designs Corp has $151.73 million in total holdings as of March 31, 2024.Financial Designs Corp owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 21.23% of the portfolio was purchased this quarter.About 6.18% of the portfolio was sold this quarter.This quarter, Financial Designs Corp has purchased 9 new stocks and bought additional shares in 3 stocks.Financial Designs Corp sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $34,973,142iShares Core U.S. Aggregate Bond ETF $23,278,967Invesco Russell 1000 Dynamic Multifactor ETF $12,940,389FT Vest U.S. Equity Buffer ETF October $12,211,327Amplify YieldShares CWP Dividend & Option Income ETF $11,756,379 Largest New Holdings this Quarter Invesco Total Return Bond ETF $6,943,327 HoldingInvesco S&P 500 GARP ETF $6,673,728 HoldingPacer Lunt Large Cap Multi-Factor Alternator ETF $4,574,356 HoldingSchwab US Dividend Equity ETF $3,377,591 HoldingSchwab US Broad Market ETF $2,872,478 Holding Largest Purchases this Quarter Invesco Total Return Bond ETF 148,330 shares (about $6.94M)Invesco S&P 500 GARP ETF 62,670 shares (about $6.67M)Pacer Lunt Large Cap Multi-Factor Alternator ETF 98,099 shares (about $4.57M)Schwab US Dividend Equity ETF 41,890 shares (about $3.38M)Schwab US Broad Market ETF 47,051 shares (about $2.87M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 13,569 shares (about $1.33M)iShares Core S&P Total U.S. Stock Market ETF 10,205 shares (about $1.18M)Invesco Russell 1000 Dynamic Multifactor ETF 5,428 shares (about $299.79K)VictoryShares Free Cash Flow ETF 5,111 shares (about $165.65K)FT Vest U.S. Equity Buffer ETF October 1,344 shares (about $54.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Designs Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$34,973,142$1,176,637 ▼-3.3%303,32323.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$23,278,967$1,328,948 ▼-5.4%237,68615.3%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$12,940,389$299,788 ▼-2.3%234,3008.5%ETFFOCTFT Vest U.S. Equity Buffer ETF October$12,211,327$54,526 ▼-0.4%300,9948.0%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$11,756,379$34,720 ▲0.3%302,3767.7%ETFIXUSiShares Core MSCI Total International Stock ETF$10,729,548$5,157 ▲0.0%158,1137.1%ManufacturingVFLOVictoryShares Free Cash Flow ETF$8,132,739$165,648 ▼-2.0%250,9335.4%ETFGTOInvesco Total Return Bond ETF$6,943,327$6,943,327 ▲New Holding148,3304.6%ETFSPGPInvesco S&P 500 GARP ETF$6,673,728$6,673,728 ▲New Holding62,6704.4%ETFBALTInnovator Defined Wealth Shield ETF$5,646,478$115,928 ▲2.1%192,9763.7%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$4,574,356$4,574,356 ▲New Holding98,0993.0%ETFSCHDSchwab US Dividend Equity ETF$3,377,591$3,377,591 ▲New Holding41,8902.2%ETFSCHBSchwab US Broad Market ETF$2,872,478$2,872,478 ▲New Holding47,0511.9%ETFSFLRInnovator Equity Managed Floor ETF$2,477,446$2,477,446 ▲New Holding82,5541.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,394,714$2,394,714 ▲New Holding52,0591.6%ETFINNOVATOR ETFS TRUST$2,253,715$2,253,715 ▲New Holding85,6601.5%EQUITY DEF PROTNSLViShares Silver Trust$256,279$256,279 ▲New Holding11,2650.2%ETFSGOLabrdn Physical Gold Shares ETF$234,383$234,383 ▲New Holding11,0350.2%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$0$6,355,589 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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