Freedom Investment Management, Inc.

Institutional manager (13F) · CIK 1566653

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $319M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$44M	1,185,914
2	DIMENSIONAL ETF TRUST	$36M	512,578
3	DIMENSIONAL ETF TRUST	$31M	872,760
4	VANGUARD INDEX FDS	$30M	151,572
5	WISDOMTREE TR	$20M	294,048
6	DIMENSIONAL ETF TRUST	$17M	515,358
7	AMERICAN CENTY ETF TR	$15M	205,183
8	ISHARES TR	$13M	325,506
9	ISHARES TR	$12M	469,145
10	DIMENSIONAL ETF TRUST	$10M	288,196
11	AMERICAN CENTY ETF TR	$10M	161,226
12	PIMCO ETF TR	$9M	102,180
13	DIMENSIONAL ETF TRUST	$9M	257,431
14	GLOBAL X FDS	$8M	161,672
15	SPDR SERIES TRUST	$4M	69,679
16	DIMENSIONAL ETF TRUST	$3M	54,391
17	DIMENSIONAL ETF TRUST	$3M	45,855
18	WISDOMTREE TR	$3M	73,841
19	INVESCO EXCH TRADED FD TR II	$3M	115,774
20	SPDR SERIES TRUST	$3M	25,704
21	DIMENSIONAL ETF TRUST	$2M	60,073
22	DIMENSIONAL ETF TRUST	$2M	42,476
23	APPLE INC	$2M	8,832
24	JOHN HANCOCK EXCHANGE TRADED	$2M	31,497
25	VANGUARD INDEX FDS	$2M	3,513
26	DIMENSIONAL ETF TRUST	$2M	62,821
27	VANGUARD BD INDEX FDS	$2M	21,126
28	VANGUARD SCOTTSDALE FDS	$2M	17,440
29	J P MORGAN EXCHANGE TRADED F	$2M	30,729
30	VANGUARD MUN BD FDS	$1M	14,558
31	PIMCO ETF TR	$1M	29,918
32	STATE STR SPDR S&P 500 ETF T	$1M	1,850
33	ISHARES TR	$1M	12,007
34	DIMENSIONAL ETF TRUST	$1M	13,877
35	BLACKROCK ETF TRUST	$982k	40,391
36	SPDR SERIES TRUST	$970k	10,254
37	VANGUARD SCOTTSDALE FDS	$890k	8,110
38	SPDR SERIES TRUST	$863k	8,933
39	DBX ETF TR	$856k	34,755
40	INNOVATOR ETFS TRUST	$819k	20,036
41	DIMENSIONAL ETF TRUST	$817k	24,049
42	VANGUARD INDEX FDS	$789k	3,012
43	ISHARES TR	$787k	7,929
44	FIRST TR EXCHNG TRADED FD VI	$750k	15,740
45	VANGUARD STAR FDS	$735k	9,536
46	BERKSHIRE HATHAWAY INC DEL	$718k	1
47	SPDR SERIES TRUST	$663k	7,788
48	SCHWAB STRATEGIC TR	$653k	22,429
49	SPDR SERIES TRUST	$550k	5,734
50	VANGUARD TAX-MANAGED FDS	$516k	8,060

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.