0002004131-24-000002.txt : 20240503 0002004131-24-000002.hdr.sgml : 20240503 20240503155552 ACCESSION NUMBER: 0002004131-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fox Financial, Inc CENTRAL INDEX KEY: 0002004131 ORGANIZATION NAME: IRS NUMBER: 461749673 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23536 FILM NUMBER: 24912795 BUSINESS ADDRESS: STREET 1: 12 COMMERCE DRIVE CITY: WYOMISSING STATE: PA ZIP: 19610 BUSINESS PHONE: 610-376-5981 MAIL ADDRESS: STREET 1: 12 COMMERCE DRIVE CITY: WYOMISSING STATE: PA ZIP: 19610 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002004131 XXXXXXXX 03-31-2024 03-31-2024 false Fox Financial, Inc

12 Commerce Drive Wyomissing PA 19610

13F HOLDINGS REPORT 028-23536 000319679 801-125698 N Kevin M. Fox 610-376-5981 /s/ Kevin M. Fox Wyomissing PA 05-03-2024 0 13 110412264 INFORMATION TABLE 2 infotable.xml AMPLIFY ETF TR CWP ENHANCED DIV 032108409 694786 17870 SH SOLE 0 0 17870 INVESCO EXCH TRADED FD TR II S&P SMLCAP QTY 46138G300 546379 13268 SH SOLE 0 0 13268 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 5676106 102772 SH SOLE 0 0 102772 INVESCO QQQ TR UNIT SER 1 46090E103 18933788 42643 SH SOLE 0 0 42643 ISHARES TR CORE S&P MCP ETF 464287507 373855 6155 SH SOLE 0 0 6155 ISHARES TR RUS MID CAP ETF 464287499 11265375 133968 SH SOLE 0 0 133968 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 17037785 81806 SH SOLE 0 0 81806 SPDR SER TR PORTFOLIO S&P600 78468R853 15618175 362876 SH SOLE 0 0 362876 SPDR SER TR PRTFLO S&P500 GW 78464A409 548112 7493 SH SOLE 0 0 7493 SPDR SER TR PORTFOLI S&P1500 78464A805 20889063 325628 SH SOLE 0 0 325628 VANGUARD WORLD FD CONSUM STP ETF 92204A207 379292 1858 SH SOLE 0 0 1858 WISDOMTREE TR US LARGECAP DIVD 97717W307 18124368 251065 SH SOLE 0 0 251065 WISDOMTREE TR US QTLY DIV GRT 97717X669 325180 4268 SH SOLE 0 0 4268