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Vishria Bird Financial Group, LLC Current Holdings: USA ETF

Vishria Bird Financial Group, LLC current holdings: USA ETF

Vishria Bird Financial Group, LLC reported $0.35 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 57 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are IBDT, IBMQ, IBDV.

  • IBDT: Country of operation —; Class IBDS DEC28 ETF; Shares 2,604,008; Value $66,454,284.
  • IBMQ: Country of operation —; Class IBONDS DEC 28; Shares 1,144,685; Value $29,349,723.
  • IBDV: Country of operation —; Class IBONDS DEC 2030; Shares 877,222; Value $19,430,467.
  • IBDU: Country of operation —; Class IBONDS DEC 29; Shares 826,064; Value $19,387,722.

Form 13F-HR as filed (SEC CIK 1746438): quarter ended 2025-09-30, filed 2025-10-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
IBDT
ISHARES TR
IBDS DEC28 ETF2,604,008$66,454,2842025-09-302025-10-21
IBMQ
ISHARES TR
IBONDS DEC 281,144,685$29,349,7232025-09-302025-10-21
IBDV
ISHARES TR
IBONDS DEC 2030877,222$19,430,4672025-09-302025-10-21
IBDU
ISHARES TR
IBONDS DEC 29826,064$19,387,7222025-09-302025-10-21
IBDW
ISHARES TR
IBONDS DEC 2031912,481$19,362,8472025-09-302025-10-21
QQQ
INVESCO QQQ TR
UNIT SER 124,344$14,615,4072025-09-302025-10-21+20.11%
PAVE
GLOBAL X FDS
US INFR DEV ETF302,058$14,387,0232025-09-302025-10-21
BSCW
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032687,736$14,359,9282025-09-302025-10-21
IJR
ISHARES TR
CORE S&P SCP ETF112,036$13,313,2382025-09-302025-10-21
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT212,357$12,724,4312025-09-302025-10-21
TJUL
INNOVATOR ETFS TRUST
EQUITY DEF PROTN381,472$11,171,4082025-09-302025-10-21
IBMT
ISHARES TR
IBONDS DEC 2031408,263$10,567,8882025-09-302025-10-21
IBMS
ISHARES TR
IBONDS DEC 2030399,566$10,420,6812025-09-302025-10-21
IBDS
ISHARES TR
IBONDS 27 ETF408,784$9,949,8032025-09-302025-10-21
IBMR
ISHARES TR
IBONDS DEC 2029382,903$9,775,5142025-09-302025-10-21
IJH
ISHARES TR
CORE S&P MCP ETF131,791$8,600,6812025-09-302025-10-21
BSCT
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029443,196$8,336,5172025-09-302025-10-21
IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT123,700$8,040,5002025-09-302025-10-21
SPY
SPDR S&P 500 ETF TR
TR UNIT11,576$7,711,7002025-09-302025-10-21
IBMP
ISHARES TR
IBONDS DEC 27232,359$5,919,3462025-09-302025-10-21
BSCV
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP280,579$4,680,0582025-09-302025-10-21
BIL
SPDR SERIES TRUST
BLOOMBERG 1-3 MO49,478$4,539,5912025-09-302025-10-21
RSPT
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC59,035$2,631,7802025-09-302025-10-21
IBDR
ISHARES TR
IBONDS DEC202686,973$2,113,4442025-09-302025-10-21
IWB
ISHARES TR
RUS 1000 ETF4,182$1,528,4372025-09-302025-10-21
PMAY
INNOVATOR ETFS TRUST
US EQTY PWR BUF30,411$1,182,8362025-09-302025-10-21
DFIC
DIMENSIONAL ETF TRUST
INTL CORE EQUITY34,243$1,122,8282025-09-302025-10-21
SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF42,363$1,115,8412025-09-302025-10-21
IVV
ISHARES TR
CORE S&P500 ETF1,664$1,113,7152025-09-302025-10-21
XLY
SELECT SECTOR SPDR TR
SBI CONS DISCR4,030$965,7492025-09-302025-10-21
FNDX
SCHWAB STRATEGIC TR
FUNDAMENTAL US L33,648$884,9422025-09-302025-10-21
FXO
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX14,475$859,6702025-09-302025-10-21
HLAL
LISTED FDS TR
WAHED FTSE ETF14,280$847,2132025-09-302025-10-21
VTI
VANGUARD INDEX FDS
TOTAL STK MKT2,299$754,4632025-09-302025-10-21
PMAR
INNOVATOR ETFS TRUST
US EQTY PWR BUF17,086$750,2462025-09-302025-10-21
FNDE
SCHWAB STRATEGIC TR
FUNDAMENTAL EMER17,172$620,9402025-09-302025-10-21
VB
VANGUARD INDEX FDS
SMALL CP ETF2,431$618,1552025-09-302025-10-21
MDY
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP989$589,4742025-09-302025-10-21
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF24,476$569,8012025-09-302025-10-21
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS920$563,3902025-09-302025-10-21
DIA
SPDR DOW JONES INDL AVERAGE
UT SER 11,101$510,5782025-09-302025-10-21
IVW
ISHARES TR
S&P 500 GRWT ETF3,964$478,5342025-09-302025-10-21
POCT
INNOVATOR ETFS TRUST
US EQTY PWR BUF11,031$475,4362025-09-302025-10-21
XLK
SELECT SECTOR SPDR TR
TECHNOLOGY1,586$447,0302025-09-302025-10-21
SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF15,494$432,2832025-09-302025-10-21
PJUL
INNOVATOR ETFS TRUST
US EQTY PWR BUF8,851$403,6062025-09-302025-10-21
SCHE
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF11,007$367,3042025-09-302025-10-21
FNDC
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL7,909$352,0302025-09-302025-10-21
PRF
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF6,934$313,4862025-09-302025-10-21
SCHC
SCHWAB STRATEGIC TR
INTL SCEQT ETF5,822$264,9592025-09-302025-10-21
DFIV
DIMENSIONAL ETF TRUST
INTERNATNAL VAL5,103$235,3502025-09-302025-10-21
DIHP
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT7,733$235,0452025-09-302025-10-21
IMTM
ISHARES TR
MSCI INTL MOMENT4,907$234,9472025-09-302025-10-21
VV
VANGUARD INDEX FDS
LARGE CAP ETF757$233,0502025-09-302025-10-21
UMMA
LISTED FDS TR
WAHED DOW JONES8,057$222,0482025-09-302025-10-21
PRFZ
INVESCO EXCHANGE TRADED FD T
RAFI US 15004,649$211,1582025-09-302025-10-21
PXH
INVESCO EXCH TRADED FD TR II
RAFI EMRGNG MRKT8,127$206,5882025-09-302025-10-21

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