Freedom Investment Management, Inc. - Portfolio overview

Freedom Investment Management, Inc. has 153 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DUHP - DIMENSIONAL ETF TRUST, 16.38%
2. DFUS - DIMENSIONAL ETF TRUST, 13.67%
3. EZM - WISDOMTREE TR, 7.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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