Filer Name: HOPWOOD FINANCIAL SERVICES, INC.
CIK: 2023166
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 310
Portfolio Value: $0.13B

Hopwood Financial Services, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 23,041 $14M 10.23% - -
CGXU US CAP GROUP INTL FOCUS 476,434 $12M 8.91% - -
IJH US ISHARES CORE S&P MIDCAP ETF 185,076 $12M 8.74% - -
BSV US VANGUARD SHORT-TERM BOND ETF 84,251 $7M 4.93% - -
IJR US ISHARES CORE S&P SMALL-CAP E 52,578 $6M 4.59% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 10,500 $6M 4.53% - -
XOM US EXXON MOBIL CORP 47,285 $5M 3.85% - -
SCHD US SCHWAB US DVD EQUITY ETF 172,188 $5M 3.56% - -
TCHP US T ROWE PRICE BLUE CHIP GROWT 92,945 $4M 2.97% - -
IVV US ISHARES CORE S&P 500 ETF 4,797 $3M 2.14% - -
CGGR US CAP GROUP GROWTH EQUITY 74,328 $3M 2.09% - -
VGT US VANGUARD INFO TECH ETF 4,422 $3M 2.08% - -
MSFT US MICROSOFT CORP 6,248 $3M 2.00% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 8,854 $3M 1.94% - -
IVW US ISHARES S&P 500 GROWTH ETF 20,263 $2M 1.56% - -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 17,609 $2M 1.54% - -
AAPL US APPLE INC 8,061 $2M 1.53% - -
IVE US ISHARES S&P 500 VALUE ETF 8,943 $2M 1.29% - -
TSPA US T ROWE PRICE US EQY RESEARCH 44,531 $2M 1.25% - -
VTV US VANGUARD VALUE ETF 8,526 $1M 1.09% - -
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