Filer Name: BUCK WEALTH STRATEGIES, LLC
CIK: 1973259
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 79
Portfolio Value: $0.48B

Buck Wealth Strategies, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 43,651 $26M 5.34% 67.8% -
TLT US ISHARES 20+ YEAR TREASURY BD 222,540 $19M 4.04% 122.2% -
AGG US ISHARES CORE U.S. AGGREGATE 177,669 $17M 3.58% 60.7% -
SGOV US ISHARES 0-3 MONTH TREASURY B 156,306 $16M 3.26% 52.0% -
AAPL US APPLE INC 59,873 $15M 3.12% 26.8% -
VNLA US JANUS HENDERSON SHORT DURATI 290,531 $14M 2.95% 50.8% -
IJR US ISHARES CORE S&P SMALL-CAP E 119,910 $14M 2.87% 75.2% -
VO US VANGUARD MID-CAP ETF 52,238 $14M 2.87% 80.1% -
AMZN US AMAZON.COM INC 57,610 $13M 2.63% 26.7% -
GOOGL US ALPHABET INC-CL A 62,907 $12M 2.47% 33.4% -
MSFT US MICROSOFT CORP 26,602 $11M 2.33% 39.4% -
SPSB US SPDR PORT SHRT TRM CORP BND 374,470 $11M 2.32% 58.4% -
PULS US PGIM ULTRA SHORT BOND ETF 225,767 $11M 2.32% 52.5% -
QQQ US INVESCO QQQ TRUST SERIES 1 21,675 $11M 2.30% 68.3% -
IVW US ISHARES S&P 500 GROWTH ETF 107,768 $11M 2.27% 80.0% -
TIP US ISHARES TIPS BOND ETF 100,532 $11M 2.23% 57.9% -
CSCO US CISCO SYSTEMS INC 172,015 $10M 2.12% 16.2% -
GLD US SPDR GOLD SHARES 41,809 $10M 2.10% 59.0% -
JPM US JPMORGAN CHASE & CO 41,286 $10M 2.06% 1.6% -
WMT US WALMART INC 105,429 $10M 1.98% 10.0% -
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