FreeGulliver's Q1 Investment Moves
FreeGulliver LLC Significantly Expands ETF and Gold Holdings, Trims 1stdibs.com in Q1
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CGDV is FreeGulliver's 5th largest holding, representing about 4% of its portfolio; the stake was worth roughly $9.58 million and FreeGulliver added 16,994 shares in the quarter, with CGDV opening around $48.85 on the period's trading day.
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GLD is FreeGulliver's 12th largest position, about 2.2% of the portfolio, after adding 4,006 shares to bring its total to 12,077; the stake was valued at about $5.20 million.
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PFEB marks a new position for FreeGulliver with 18,292 shares, about $734,000; it accounted for 0.08% of the portfolio, with PFEB trading around $43 and showing a 50-day moving average of $42.96 and a 200-day moving average of $41.77.
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DIBS was trimmed by 89.7% to 30,512 shares, worth roughly $168,000; analysts have varied views, including Weiss Ratings sell, Wall Street Zen hold, and MarketBeat’s consensus Hold with a $7 target.
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VTI is FreeGulliver's 11th largest holding after adding 16,286 shares to total 17,581; the stake is about 2.4% of the portfolio and valued around $5.64 million.
FreeGulliver LLC made sweeping changes to its portfolio in the first quarter, shifting money toward broad-market ETFs and gold while dumping most of its stake in a small online marketplace. The firm's biggest move was a 1,257.6% jump in its Vanguard Total Stock Market ETF position, according to Ticker Report.
The fund also added to its gold exposure through SPDR Gold Shares and opened a brand-new position in a niche buffer ETF. At the same time, it slashed its 1stdibs.com shares by nearly 90%, leaving just $168,000 worth of the luxury marketplace stock.
VTI Position Jumps Over 1,200% in a Single Quarter
FreeGulliver's most dramatic move was in Vanguard Total Stock Market ETF (VTI). The firm added 16,286 shares, bringing its total to 17,581. That is a 1,257.6% increase in just one quarter, according to Ticker Report. The stake is now worth about $5.64 million and makes up roughly 2.4% of the fund's total holdings.
VTI tracks thousands of U.S. stocks in one fund. It is a low-cost way to own a slice of the entire American stock market. By piling into VTI, FreeGulliver is betting on broad U.S. market growth rather than picking individual stocks.
Gold Bet Grows as CGDV Stays a Top-Five Holding
FreeGulliver added 4,006 shares of SPDR Gold Shares (GLD) in Q1, a 49.6% quarterly increase. Its GLD stake now stands at 12,077 shares worth about $5.20 million. That makes GLD the fund's 12th largest position, at roughly 2.2% of the portfolio, per Ticker Report.
The fund also grew its Capital Group Dividend Value ETF (CGDV) position by 8.2%, adding 16,994 shares to reach 225,185 total. The stake is worth about $9.58 million and ranks as FreeGulliver's 5th largest holding at around 4% of the portfolio. CGDV opened near $48.85 during the period.
New Buffer ETF Position Opens at $734,000
FreeGulliver built a fresh position in Innovator U.S. Equity Power Buffer ETF – February (PFEB), buying 18,292 shares worth about $734,000. Buffer ETFs are designed to limit losses during market downturns while also capping gains. PFEB traded around $43 per share, with a 50-day moving average of $42.96 and a 200-day moving average of $41.77, according to Ticker Report.
The PFEB stake is small, making up just 0.08% of the total portfolio. Still, the move signals that FreeGulliver wants some downside protection even as it loads up on broad market exposure through VTI and dividend-focused funds like CGDV.
1stdibs.com Stake Cut by 89.7% to Near-Zero
FreeGulliver sold 265,500 shares of 1stdibs.com (DIBS), leaving just 30,512 shares worth roughly $168,000. That is an 89.7% reduction in a single quarter. Analyst views on DIBS are mixed. Weiss Ratings rates it a sell, Wall Street Zen says hold, and MarketBeat's consensus is also Hold with a $7 price target, per Ticker Report.
The near-exit from DIBS fits the overall pattern of FreeGulliver's Q1 moves. The fund is pulling back from smaller, riskier bets and putting that money into larger, more liquid funds. The firm also grew its Goldman Sachs Ultra Short Bond ETF stake by 406.5% and its Schwab 1000 Index ETF position by 90.4%, rounding out a quarter of broad reallocation.
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