Freedom Investment Management, Inc.

Est. AUM

$319.6M

13F long equity, this entity only

Positions

106

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$43.5M	1184464	13.62%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$36.3M	512578	11.37%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$30.4M	855986	9.51%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$29.4M	149857	9.20%	SOLE
5	WISDOMTREE TR	US MIDCAP FUND	$19.8M	294048	6.18%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$17.4M	515358	5.46%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$14.7M	205183	4.61%	SOLE
8	ISHARES TR	MSCI INTL VLU FT	$12.9M	325506	4.04%	SOLE
9	ISHARES TR	GLOBAL REIT ETF	$11.8M	469145	3.69%	SOLE
10	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.0M	286676	3.14%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$10.0M	161226	3.14%	SOLE
12	PIMCO ETF TR	ACTIVE BD ETF	$9.3M	101172	2.92%	SOLE
13	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$9.2M	257143	2.88%	SOLE
14	GLOBAL X FDS	US NATURAL GAS	$7.5M	161672	2.36%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.4M	54391	1.06%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.3M	45855	1.02%	SOLE
17	WISDOMTREE TR	YIELD ENHANCD US	$3.2M	73841	1.00%	SOLE
18	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$3.1M	115774	0.98%	SOLE
19	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.3M	60073	0.73%	SOLE
20	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.2M	42476	0.70%	SOLE
21	APPLE INC	COM	$2.2M	8511	0.68%	SOLE
22	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.1M	31497	0.66%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3513	0.66%	SOLE
24	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.0M	62281	0.63%	SOLE
25	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	30729	0.48%	SOLE
26	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.5M	19249	0.47%	SOLE
27	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.5M	14558	0.46%	SOLE
28	PIMCO ETF TR	MUNI INCOME OPP	$1.4M	29918	0.42%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11486	0.35%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	18744	0.33%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$1.0M	13877	0.31%	SOLE
32	DBX ETF TR	XTRACK MUN INFRA	$856K	34755	0.27%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$819K	20036	0.26%	SOLE
34	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$817K	24049	0.26%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$750K	15740	0.23%	SOLE
36	VANGUARD STAR FDS	VG TL INTL STK F	$735K	9536	0.23%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.22%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$689K	2631	0.22%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$663K	7788	0.21%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$607K	6413	0.19%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$550K	5734	0.17%	SOLE
42	ISHARES TR	CORE US AGGBD ET	$537K	5409	0.17%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$497K	5146	0.16%	SOLE
44	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$492K	13898	0.15%	SOLE
45	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$450K	13230	0.14%	SOLE
46	WISDOMTREE TR	INTL SMCAP DIV	$437K	5366	0.14%	SOLE
47	KRANESHARES TRUST	KRANESHARES VALU	$400K	16071	0.13%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$396K	8664	0.12%	SOLE
49	ISHARES INC	MSCI GBL MIN VOL	$386K	3228	0.12%	SOLE
50	WISDOMTREE TR	US SMALLCAP FUND	$386K	6652	0.12%	SOLE

1–50 of 106

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.