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Disclosed positions
Vishria Bird Financial Group, LLC: source evidence dated 2025-10-22T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IBDT
- Class
- IBDS DEC28 ETF
- Reported value
- $66,454,284
- Reported amount
- 2,604,008
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002063364-25-000248Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IBDT | IBDS DEC28 ETF | $66,454,284 | 2,604,008 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $29,417,045 | 121,008 | SH | None |
| ISHARES TR | IBMQ | IBONDS DEC 28 | $29,349,723 | 1,144,685 | SH | None |
| APPLE INC | AAPL | COM | $24,658,115 | 96,839 | SH | None |
| FEDEX CORP | FDX | COM | $24,205,189 | 102,647 | SH | None |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $19,430,467 | 877,222 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $19,387,722 | 826,064 | SH | None |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $19,362,847 | 912,481 | SH | None |
| MICROSOFT CORP | MSFT | COM | $18,323,517 | 35,377 | SH | None |
| AMAZON COM INC | AMZN | COM | $15,942,978 | 72,610 | SH | None |
| CONFLUENT INC | CFLT | CLASS A COM | $14,763,296 | 745,621 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $14,615,407 | 24,344 | SH | None |
| GLOBAL X FDS | PAVE | US INFR DEV ETF | $14,387,023 | 302,058 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCW | BULLETSHS 2032 | $14,359,928 | 687,736 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $13,313,238 | 112,036 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,724,431 | 212,357 | SH | None |
| INNOVATOR ETFS TRUST | TJUL | EQUITY DEF PROTN | $11,171,408 | 381,472 | SH | None |
| ISHARES TR | IBMT | IBONDS DEC 2031 | $10,567,888 | 408,263 | SH | None |
| ISHARES TR | IBMS | IBONDS DEC 2030 | $10,420,681 | 399,566 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $9,949,803 | 408,784 | SH | None |
| ISHARES TR | IBMR | IBONDS DEC 2029 | $9,775,514 | 382,903 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,600,681 | 131,791 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCT | BULETSHS 2029 | $8,336,517 | 443,196 | SH | None |
| BLACKSTONE INC | BX | COM | $8,315,099 | 48,669 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $8,040,500 | 123,700 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $7,711,700 | 11,576 | SH | None |
| ISHARES TR | IBMP | IBONDS DEC 27 | $5,919,346 | 232,359 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCV | BULETSHS 2031 CP | $4,680,058 | 280,579 | SH | None |
| SPDR SERIES TRUST | BIL | BLOOMBERG 1-3 MO | $4,539,591 | 49,478 | SH | None |
| BROADCOM INC | AVGO | COM | $3,755,366 | 11,383 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,317,638 | 13,622 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $2,631,780 | 59,035 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $2,113,444 | 86,973 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $1,528,437 | 4,182 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $1,443,782 | 4,278 | SH | None |
| AMERIPRISE FINL INC | AMP | COM | $1,295,682 | 2,638 | SH | None |
| TESLA INC | TSLA | COM | $1,238,545 | 2,785 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,235,552 | 6,622 | SH | None |
| INNOVATOR ETFS TRUST | PMAY | US EQTY PWR BUF | $1,182,836 | 30,411 | SH | None |
| AMPLITUDE INC | AMPL | COM CL A | $1,162,370 | 108,430 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $1,122,828 | 34,243 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,115,841 | 42,363 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,113,715 | 1,664 | SH | None |
| ORACLE CORP | ORCL | COM | $1,059,150 | 3,766 | SH | None |
| SELECT SECTOR SPDR TR | XLY | SBI CONS DISCR | $965,749 | 4,030 | SH | None |
| SAMSARA INC | IOT | COM CL A | $935,795 | 25,122 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $884,942 | 33,648 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FXO | FINLS ALPHADEX | $859,670 | 14,475 | SH | None |
| LISTED FDS TR | HLAL | WAHED FTSE ETF | $847,213 | 14,280 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $824,574 | 5,759 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.