Freedom Investment Management, Inc.

CIK 0001566653 • 6 13F filings • May 14, 2025 – Aug 10, 2026

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Filer information

Filed by: Freedom Investment Management, Inc., President/CCO
Address: 1645 ELLINGTON ROAD, 3RD FLOOR, SOUTH WINDSOR, CT, 06074
Phone: (860) 969-3670
AUM: $343.9M

AUM over time

$359.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $343.9M112 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$311K	0.1%Prev: 0.1%	995 SH	Decreased-979 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$269K	0.1%Prev: 0.1%	3,492 SH	Decreased-703 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$15.8M	4.6%Prev: 4.3%	226,992 SH	Decreased-14,476 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$9.8M	2.8%Prev: 2.7%	166,300 SH	Decreased-8,987 SH
APPLE INC	COM	$2.4M	0.7%Prev: 0.7%	8,771 SH	Decreased-2,090 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.2%Prev: 0.4%	1 SH	Decreased-1 SH
BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$1.1M	0.3%Prev: 0.1%	41,887 SH	Increased+21,260 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$370K	0.1%Prev: 0.1%	11,098 SH	Decreased-4,309 SH
BLACKROCK ETF TRUST	ISHARES US CARBO	$230K	0.1%	3,110 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$320K	0.1%Prev: 0.1%	5,261 SH	Decreased-815 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$248K	0.1%Prev: 0.1%	6,421 SH	Decreased-3,356 SH
BONDBLOXX ETF TRUST	BBB RATED 5 10 Y	$311K	0.1%Prev: 0.1%	5,972 SH	Increased+97 SH
DBX ETF TR	XTRACK MUN INFRA	$820K	0.2%Prev: 0.4%	33,406 SH	Decreased-27,268 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$255K	0.1%Prev: 0.1%	7,706 SH	Increased+220 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$11.8M	3.4%Prev: 3.3%	351,153 SH	Decreased-38,863 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$17.7M	5.1%Prev: 5.0%	542,295 SH	Decreased-60,222 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.2M	0.6%Prev: 0.5%	43,312 SH	Increased-40 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$32.3M	9.4%Prev: 8.6%	937,782 SH	Decreased-55,387 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.0M	0.6%Prev: 0.5%	62,470 SH	Increased-14 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$1.0M	0.3%Prev: 0.3%	14,087 SH	Increased+43 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	0.7%Prev: 0.6%	56,492 SH	Increased+1,655 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$43.1M	12.5%Prev: 12.0%	581,454 SH	Decreased-43,688 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$52.5M	15.3%Prev: 14.6%	1,380,264 SH	Decreased-77,203 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$278K	0.1%Prev: 0.1%	5,973 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.2M	0.9%Prev: 0.8%	46,549 SH	Increased-213 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.1M	2.9%Prev: 2.7%	306,518 SH	Increased-9,603 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$371K	0.1%	8,536 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.3M	1.0%Prev: 0.9%	55,227 SH	Increased-201 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$782K	0.2%Prev: 0.2%	23,906 SH	Increased-26 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$328K	0.1%Prev: 0.1%	13,245 SH	Decreased-43 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$771K	0.2%Prev: 0.5%	15,740 SH	Decreased-18,460 SH
FLEXSHARES TR	US QUALITY CAP	$272K	0.1%	3,359 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$336K	0.1%	5,795 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$273K	0.1%	7,834 SH	New
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$536K	0.2%Prev: 0.2%	14,546 SH	Decreased-2,956 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$876K	0.3%	20,973 SH	New
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$302K	0.1%Prev: 0.1%	12,640 SH	Increased+173 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$309K	0.1%Prev: 0.1%	1,221 SH	Increased-15 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$2.7M	0.8%Prev: 0.8%	100,969 SH	Decreased-16,156 SH
INVESCO QQQ TR	UNIT SER 1	$275K	0.1%Prev: 0.1%	448 SH	Decreased-373 SH
ISHARES GOLD TR	ISHARES NEW	$221K	0.1%Prev: 0.1%	2,719 SH	Decreased-315 SH
ISHARES INC	ESG AWR MSCI EM	$279K	0.1%Prev: 0.1%	6,309 SH	Decreased-4,416 SH
ISHARES INC	MSCI GBL MIN VOL	$402K	0.1%Prev: 0.1%	3,383 SH	Increased+783 SH
ISHARES INC	MSCI JAPAN ETF	$210K	0.1%	2,596 SH	New
ISHARES TR	CORE INTL AGGR	$399K	0.1%Prev: 0.1%	7,982 SH	Decreased-430 SH
ISHARES TR	CORE MSCI EAFE	$1.1M	0.3%Prev: 0.3%	11,993 SH	Increased+270 SH
ISHARES TR	CORE MSCI EURO	$340K	0.1%Prev: 0.1%	4,788 SH	Decreased-416 SH
ISHARES TR	CORE S&P MCP ETF	$317K	0.1%Prev: 0.1%	4,810 SH	Decreased-330 SH
ISHARES TR	CORE S&P500 ETF	$587K	0.2%Prev: 0.2%	857 SH	Decreased-392 SH
ISHARES TR	CORE UNIVRSL USD	$452K	0.1%	9,719 SH	New
ISHARES TR	CORE US AGGBD ET	$771K	0.2%Prev: 0.2%	7,722 SH	Increased+213 SH
ISHARES TR	EAFE VALUE ETF	$282K	0.1%Prev: 0.1%	3,949 SH	Decreased-1,197 SH
ISHARES TR	GLB INFRASTR ETF	$301K	0.1%Prev: 0.1%	4,906 SH	Decreased-1,716 SH
ISHARES TR	ISHS 5-10YR INVT	$413K	0.1%Prev: 0.1%	7,665 SH	Increased+111 SH
ISHARES TR	MSCI INTL VLU FT	$12.9M	3.8%Prev: 3.4%	339,831 SH	Increased-23,170 SH
ISHARES TR	MSCI USA MMENTM	$226K	0.1%Prev: 0.1%	901 SH	Increased+106 SH
ISHARES TR	MSCI USA QLT FCT	$320K	0.1%Prev: 0.2%	1,613 SH	Decreased-1,431 SH
ISHARES TR	RUS MD CP GR ETF	$213K	0.1%Prev: 0.1%	1,559 SH	Decreased-5 SH
ISHARES TR	RUS MDCP VAL ETF	$244K	0.1%Prev: 0.1%	1,728 SH	Decreased-33 SH
ISHARES TR	S&P 100 ETF	$206K	0.1%	601 SH	New
ISHARES TR	S&P 500 GRWT ETF	$303K	0.1%Prev: 0.1%	2,455 SH	Decreased-669 SH
ISHARES TR	S&P 500 VAL ETF	$207K	0.1%Prev: 0.1%	977 SH	Decreased-37 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$302K	0.1%Prev: 0.1%	6,592 SH	Increased+105 SH
J P MORGAN EXCHANGE TRADED F	INTERNL GWT	$383K	0.1%Prev: 0.2%	5,216 SH	Decreased-5,071 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	0.4%Prev: 0.5%	29,569 SH	Decreased-7,029 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$222K	0.1%Prev: 0.1%	4,356 SH	Decreased-5,082 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.1M	0.6%Prev: 0.5%	31,507 SH	Increased-86 SH
KRANESHARES TRUST	KRANESHARES VALU	$497K	0.1%Prev: 0.6%	19,438 SH	Decreased-60,872 SH
MICROSOFT CORP	COM	$302K	0.1%Prev: 0.2%	624 SH	Decreased-585 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$433K	0.1%Prev: 0.3%	4,429 SH	Decreased-5,267 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$287K	0.1%Prev: 0.1%	6,437 SH	Decreased-6,142 SH
NVIDIA CORPORATION	COM	$363K	0.1%Prev: 0.3%	1,944 SH	Decreased-3,621 SH
ORACLE CORP	COM	$252K	0.1%Prev: 0.1%	1,292 SH	Decreased-209 SH
PIMCO ETF TR	ACTIVE BD ETF	$8.2M	2.4%Prev: 2.5%	88,476 SH	Decreased-14,074 SH
PIMCO ETF TR	MULTISECTOR BD	$428K	0.1%Prev: 0.1%	16,024 SH	Increased+630 SH
PIMCO ETF TR	MUNI INCOME OPP	$1.3M	0.4%	28,646 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$223K	0.1%	6,812 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$918K	0.3%Prev: 0.2%	28,153 SH	Increased-509 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$396K	0.1%	3,363 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$267K	0.1%	2,233 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$643K	0.2%	11,743 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$391K	0.1%	2,528 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$330K	0.1%	2,124 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$903K	0.3%	6,270 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$391K	0.1%Prev: 0.1%	8,813 SH	Increased+591 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$244K	0.1%Prev: 0.1%	5,982 SH	Decreased-4,883 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.3%Prev: 0.3%	1,631 SH	Decreased-246 SH
SPDR SERIES TRUST	STATE STREET SPD	$9.5M	2.8%	125,019 SH	New
STRATEGY SHS	DAY HAGAN SMART	$239K	0.1%Prev: 0.1%	4,903 SH	Increased-16 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.7M	0.5%Prev: 0.5%	22,198 SH	Increased+197 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$360K	0.1%Prev: 0.1%	7,454 SH	Decreased-159 SH
VANGUARD INDEX FDS	GROWTH ETF	$814K	0.2%Prev: 0.2%	1,669 SH	Increased-24 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$399K	0.1%Prev: 0.2%	1,430 SH	Decreased-1,109 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	0.6%Prev: 0.6%	3,500 SH	Increased-38 SH
VANGUARD INDEX FDS	SMALL CP ETF	$816K	0.2%Prev: 0.2%	3,162 SH	Increased+17 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$291K	0.1%Prev: 0.1%	868 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$30.4M	8.8%Prev: 8.3%	159,320 SH	Decreased-8,963 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$281K	0.1%Prev: 0.1%	5,233 SH	Increased+70 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$261K	0.1%Prev: 0.1%	5,688 SH	Decreased-7 SH
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.5M	0.4%Prev: 0.4%	14,479 SH	Increased+125 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$221K	0.1%Prev: 0.1%	3,962 SH	Decreased+62 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$241K	0.1%Prev: 0.1%	5,118 SH	Increased+286 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.0M	0.3%Prev: 0.3%	8,362 SH	Decreased-264 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.5M	0.4%Prev: 0.4%	16,463 SH	Increased-127 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$368K	0.1%Prev: 0.1%	1,561 SH	Increased-3 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$379K	0.1%Prev: 0.1%	2,370 SH	Increased+1 SH
VANGUARD STAR FDS	VG TL INTL STK F	$870K	0.3%Prev: 0.2%	11,528 SH	Increased+105 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$760K	0.2%Prev: 0.2%	12,167 SH	Increased-85 SH
WISDOMTREE TR	INTL SMCAP DIV	$447K	0.1%Prev: 0.1%	5,516 SH	Increased-16 SH
WISDOMTREE TR	US MIDCAP FUND	$20.1M	5.9%Prev: 5.4%	301,519 SH	Decreased-11,028 SH
WISDOMTREE TR	US SMALLCAP FUND	$400K	0.1%Prev: 0.1%	7,030 SH	Increased-10 SH
WISDOMTREE TR	YIELD ENHANCD US	$2.8M	0.8%Prev: 0.9%	64,291 SH	Decreased-9,974 SH

Sold (vs prior filing)

ALPHABET INC — $462K
AMAZON COM INC — $358K
BLACKROCK ETF TRUST — $276K
BOOKING HOLDINGS INC — $228K
FIRST TR EXCH TRADED FD III — $920K
GLOBAL X FDS — $398K
GLOBAL X FDS — $752K
GLOBAL X FDS — $435K
GLOBAL X FDS — $344K
GLOBAL X FDS — $945K
GOLDMAN SACHS ETF TR — $270K
INNOVATOR ETFS TRUST — $332K
INNOVATOR ETFS TRUST — $267K
INTUIT — $225K
INVESCO EXCHANGE TRADED FD T — $727K
ISHARES INC — $217K
ISHARES TR — $491K
ISHARES TR — $469K
ISHARES TR — $237K
ISHARES TR — $354K
… and 25 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001062993-26-000676	$343.9M	View
Nov 14, 2025	Q3 2025	13F-HR	0001062993-25-016827	$378.3M	View
Aug 10, 2026	Q2 2026