Fund HoldingsFreedom Together Foundation

Total Portfolio Value
$900.13M
Total Bought
$831.06M
Total Sold
$877.66M
Net Transaction
-$46.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)01,418,000+1,418,0000831,06192.33%+831,061
EBAY INC.(EBAY)9,4660-9,4666160-616
PAYPAL HLDGS INC(PYPL)10,3930-10,3938110-811
BROADCOM INC(AVGO)7,4401,740-5,7001,2834030.04%-880
VERIZON COMMUNICATIONS INC(VZ)34,0877,087-27,0001,5312830.03%-1,247
DELL TECHNOLOGIES INC(DELL)13,1872,687-10,5001,5633100.03%-1,254
BANK NEW YORK MELLON CORP31,6806,680-25,0002,2775130.06%-1,763
AT&T INC(T)111,66822,668-89,0002,4575160.06%-1,941
DISCOVER FINL SVCS39,6297,629-32,0005,5601,3220.15%-4,238
PFIZER INC(PFE)201,29340,293-161,0005,8251,0690.12%-4,756
MERCK & CO INC(MRK)67,31713,317-54,0007,6451,3250.15%-6,320
KEYSIGHT TECHNOLOGIES INC(KEYS)60,18712,187-48,0009,5661,9580.22%-7,608
MONDELEZ INTL INC(MDLZ)145,91128,911-117,00010,7491,7270.19%-9,022
AMERICAN EXPRESS CO(AXP)43,8518,851-35,00011,8922,6270.29%-9,266
CISCO SYS INC(CSCO)227,95845,958-182,00012,1322,7210.30%-9,411
COMCAST CORP NEW(CCZ)287,04357,043-230,00011,9902,1410.24%-9,849
AGILENT TECHNOLOGIES INC(A)101,35720,357-81,00015,0492,7350.30%-12,315
ORACLE CORP(ORCL)114,44423,444-91,00019,5013,9070.43%-15,595
JPMORGAN CHASE & CO.(JPM)99,85519,855-80,00021,0554,7590.53%-16,296
AUTOMATIC DATA PROCESSING IN89,48717,487-72,00024,7645,1190.57%-19,645
TEXAS INSTRS INC(TXN)122,32524,325-98,00025,2694,5610.51%-20,707
ELI LILLY & CO(LLY)43,8688,868-35,00038,8646,8460.76%-32,018
UNITEDHEALTH GROUP INC(UNH)71,35514,355-57,00041,7207,2620.81%-34,458
APPLE INC(AAPL)339,73767,737-272,00079,15916,9631.88%-62,196
SPDR S&P 500 ETF TR(SPY)1,037,8000-1,037,800595,4480-595,448
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