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Kades & Cheifetz LLC Historic Quarter Change: USA ETF, Added

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Kades & Cheifetz LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Kades & Cheifetz LLC opened 30 positions, added to 173, reduced 55 and sold out of 5.

  • Q4 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 8,350.
  • Q4 2024: Stock SUB; Country of operation —; Class SHRT NAT MUN ETF; Shares before 9,287.
  • Q4 2024: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 8,887.
  • Q4 2024: Stock DES; Country of operation —; Class US SMALLCAP DIVD; Shares before 109,498.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1957259), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND8,35051,780+43,430$657,056$4,001,045+$3,343,9892025-01-13
Q4 2024SUB
ISHARES TR		SHRT NAT MUN ETF9,28735,024+25,737$986,201$3,694,308+$2,708,1072025-01-13
Q4 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD8,88725,567+16,680$1,139,320$3,262,063+$2,122,7432025-01-13
Q4 2024DES
WISDOMTREE TR		US SMALLCAP DIVD109,498158,726+49,228$3,776,578$5,452,250+$1,675,6722025-01-13
Q4 2024SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES105,101161,308+56,207$5,147,858$3,881,066-$1,266,7922025-01-13
Q4 2024MUB
ISHARES TR		NATIONAL MUN ETF35,54146,619+11,078$3,860,790$4,967,274+$1,106,4842025-01-13
Q4 2024SCHP
SCHWAB STRATEGIC TR		US TIPS ETF32,962103,539+70,577$1,767,767$2,674,401+$906,6342025-01-13
Q4 2024SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ197,665589,033+391,368$16,708,649$16,092,390-$616,2592025-01-13
Q4 2024IBMP
ISHARES TR		IBONDS DEC 2717,37329,128+11,755$442,156$732,272+$290,1162025-01-13
Q4 2024SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF59,917118,043+58,126$2,463,787$2,183,788-$279,9992025-01-13
Q4 2024SCHJ
SCHWAB STRATEGIC TR		1 5YR CORP BD86,099186,286+100,187$4,271,372$4,540,714+$269,3422025-01-13
Q4 2024IBMO
ISHARES TR		IBONDS DEC 2623,85433,529+9,675$611,986$853,651+$241,6652025-01-13
Q4 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL67,46069,739+2,279$5,856,889$6,084,756+$227,8672025-01-13
Q4 2024VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF55,31657,053+1,737$10,955,839$11,172,772+$216,9332025-01-13
Q4 2024EMXC
ISHARES INC		MSCI EMRG CHN55,15157,533+2,382$3,370,297$3,190,197-$180,1002025-01-13
Q4 2024SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF21,73886,798+65,060$2,264,615$2,419,054+$154,4392025-01-13
Q4 2024VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP12,71614,751+2,035$1,064,941$1,184,064+$119,1232025-01-13
Q4 2024SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF20,60337,282+16,679$1,061,076$964,118-$96,9582025-01-13
Q4 2024ESGV
VANGUARD WORLD FD		ESG US STK ETF2,7093,521+812$275,338$369,311+$93,9732025-01-13
Q4 2024SCHV
SCHWAB STRATEGIC TR		US LCAP VA ETF4,53310,405+5,872$364,310$271,270-$93,0402025-01-13
Q4 2024PZT
INVESCO EXCH TRADED FD TR II		NY AMT FRE MUN16,37720,760+4,383$382,412$471,250+$88,8382025-01-13
Q4 2024DFUV
DIMENSIONAL ETF TRUST		US MKTWIDE VALUE9,69311,835+2,142$404,116$484,299+$80,1832025-01-13
Q4 2024IBDR
ISHARES TR		IBONDS DEC202614,39217,743+3,351$349,725$427,075+$77,3502025-01-13
Q4 2024SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF38,46639,353+887$1,122,439$1,047,967-$74,4722025-01-13
Q4 2024SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B46,772100,804+54,032$2,222,612$2,288,243+$65,6312025-01-13
Q4 2024BSMR
INVESCO EXCH TRD SLF IDX FD		BULSHS 2027 MUNI9,46811,506+2,038$224,403$271,534+$47,1312025-01-13
Q4 2024IWB
ISHARES TR		RUS 1000 ETF3,4603,471+11$1,087,942$1,118,325+$30,3832025-01-13
Q4 2024IBMN
ISHARES TR		IBONDS DEC 2520,55621,667+1,111$548,011$576,679+$28,6682025-01-13
Q4 2024SCHR
SCHWAB STRATEGIC TR		INT-TRM U.S TRES4,5378,685+4,148$229,596$210,957-$18,6392025-01-13
Q4 2024NYF
ISHARES TR		NEW YORK MUN ETF16,15016,191+41$877,441$861,709-$15,7322025-01-13
Q4 2024BSCS
INVESCO EXCH TRD SLF IDX FD		INVSCO BLSH 2843,65943,830+171$897,634$882,292-$15,3422025-01-13
Q4 2024SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF8,42225,321+16,899$560,255$574,788+$14,5332025-01-13
Q4 2024BSCQ
INVESCO EXCH TRD SLF IDX FD		BULSHS 2026 CB26,05726,788+731$509,668$520,491+$10,8232025-01-13
Q4 2024DVY
ISHARES TR		SELECT DIVID ETF6,3446,453+109$856,902$847,182-$9,7202025-01-13
Q4 2024HDV
ISHARES TR		CORE HIGH DV ETF1,8671,886+19$219,582$211,689-$7,8932025-01-13
Q4 2024BSCT
INVESCO EXCH TRD SLF IDX FD		BULETSHS 202916,66016,742+82$313,376$307,054-$6,3222025-01-13
Q4 2024BSCV
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2031 CP12,14112,272+131$202,391$196,967-$5,4242025-01-13
Q4 2024SHM
SPDR SER TR		NUVEEN BLMBRG SH43,45044,248+798$2,091,676$2,096,927+$5,2512025-01-13
Q4 2024BSCU
INVESCO EXCH TRD SLF IDX FD		INVSCO 30 CORP11,76711,905+138$199,443$194,878-$4,5652025-01-13
Q4 2024SCMB
SCHWAB STRATEGIC TR		MUN BD ETF7,02014,189+7,169$368,760$364,378-$4,3822025-01-13
Q4 2024DEM
WISDOMTREE TR		EMER MKT HIGH FD36,92840,069+3,141$1,625,217$1,622,394-$2,8232025-01-13
Q4 2024ESML
ISHARES TR		ESG AWARE MSCI5,3675,389+22$224,431$226,623+$2,1922025-01-13
Q4 2024IWM
ISHARES TR		RUSSELL 2000 ETF1,5791,584+5$348,736$349,939+$1,2032025-01-13
Q4 2024BSCR
INVESCO EXCH TRD SLF IDX FD		BULSHS 2027 CB28,84929,161+312$568,911$568,062-$8492025-01-13

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