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Houlihan Financial Resource Group, Ltd.

Q2 2025 Holdings

Filed 2025-08-14 | 107 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VO)MID CAP ETF922908629$9.2K32,4220.4%
J P Morgan Exchange Traded F(JPST)ULTRA SHRT ETF46641Q837$10.2K202,2810.5%
Ishares TR(IJR)CORE S&P SCP ETF464287804$11.8K107,8230.5%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$26.0K41,6581.1%
Cisco SYS Inc(CSCO)COM17275R102$323.0K4,67214.2%
Corteva Inc(CTVA)COM22052L104$684.0K9,18330.1%
Costco Whsl Corp New(COST)COM22160K105$1.0M1,04645.2%
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