Michels Family Financial, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Chelsea Michels - CFO
Location
Fort Worth, TX
Holdings as of
31 Dec 2024
Value $
$109,238,815
Num holdings
121
Filing time
20 Feb 2025, 10:37:09 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, SCHD, IVV, XOM, and VONG.
Next filing
Q1 2025 - 15 May 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Chelsea Michels CFO Fort Worth, Texas 14 Feb 2025