Institutional Fund
Freedom Investment Management, Inc.
South Windsor, CTCIK 15666535 filings on record
Portfolio Value
$336.95M
Q1 2026
Holdings
106
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-2.0%
from $343.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.9%
- Dimensional ETF Trust10.8%
- Dimensional ETF Trust9.2%
- Vanguard Index Fds8.8%
- Wisdomtree Tr5.9%
- Dimensional ETF Trust5.2%
- Other47.2%
Portfolio Holdings
106 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.19M | $43.59M | 12.9% | −194.3K | Reduced |
| 2 | Dimensional ETF Trust | 512.6K | $36.35M | 10.8% | −68.9K | Reduced |
| 3 | Dimensional ETF Trust | 872.8K | $31.01M | 9.2% | −65.0K | Reduced |
| 4 | Vanguard Index Fds | 151.6K | $29.74M | 8.8% | −7.7K | Reduced |
| 5 | Wisdomtree Tr | 294.0K | $19.77M | 5.9% | −7.5K | Reduced |
| 6 | Dimensional ETF Trust | 515.4K | $17.45M | 5.2% | −26.9K | Reduced |
| 7 | American Centy ETF Tr | 205.2K | $14.74M | 4.4% | −21.8K | Reduced |
| 8 | Ishares Tr | 325.5K | $12.92M | 3.8% | −14.3K | Reduced |
| 9 | Ishares Tr | 469.1K | $11.80M | 3.5% | +469.1K | New |
| 10 | Dimensional ETF Trust | 288.2K | $10.10M | 3.0% | −18.3K | Reduced |
96 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio