Fund HoldingsFreedom Together Foundation

Total Portfolio Value
$946.73M
Total Bought
$460.06M
Total Sold
$444.08M
Net Transaction
+$15.98M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)251,8001,037,800+786,000137,035595,44862.90%+458,414
PAYPAL HLDGS INC(PYPL)26,89310,393-16,5001,5618110.09%-750
EBAY INC.(EBAY)26,5669,466-17,1001,4276160.07%-811
BROADCOM INC(AVGO)1,8247,440+5,6162,9281,2830.14%-1,645
VERIZON COMMUNICATIONS INC(VZ)87,08734,087-53,0003,5911,5310.16%-2,061
BANK NEW YORK MELLON CORP79,68031,680-48,0004,7722,2770.24%-2,496
AT&T INC(T)280,668111,668-169,0005,3642,4570.26%-2,907
DELL TECHNOLOGIES INC(DELL)33,18713,187-20,0004,5771,5630.17%-3,014
DISCOVER FINL SVCS99,62939,629-60,00013,0325,5600.59%-7,473
PFIZER INC(PFE)501,293201,293-300,00014,0265,8250.62%-8,201
KEYSIGHT TECHNOLOGIES INC(KEYS)151,18760,187-91,00020,6759,5661.01%-11,109
MONDELEZ INTL INC(MDLZ)366,911145,911-221,00024,01110,7491.14%-13,261
MERCK & CO INC(MRK)172,31767,317-105,00021,3337,6450.81%-13,688
AMERICAN EXPRESS CO(AXP)110,85143,851-67,00025,66811,8921.26%-13,775
CISCO SYS INC(CSCO)569,958227,958-342,00027,07912,1321.28%-14,947
COMCAST CORP NEW(CCZ)722,043287,043-435,00028,27511,9901.27%-16,285
AGILENT TECHNOLOGIES INC(A)254,357101,357-153,00032,97215,0491.59%-17,923
ORACLE CORP(ORCL)288,444114,444-174,00040,72819,5012.06%-21,227
TEXAS INSTRS INC(TXN)246,325122,325-124,00047,91825,2692.67%-22,649
AUTOMATIC DATA PROCESSING IN225,48789,487-136,00053,82124,7642.62%-29,058
JPMORGAN CHASE & CO.(JPM)249,85599,855-150,00050,53621,0552.22%-29,480
UNITEDHEALTH GROUP INC(UNH)179,35571,355-108,00091,33841,7204.41%-49,618
ELI LILLY & CO(LLY)112,86843,868-69,000102,18838,8644.11%-63,324
APPLE INC(AAPL)850,737339,737-511,000179,18279,1598.36%-100,024
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