0001746438-24-000008.txt : 20241106 0001746438-24-000008.hdr.sgml : 20241106 20241106125730 ACCESSION NUMBER: 0001746438-24-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241106 DATE AS OF CHANGE: 20241106 EFFECTIVENESS DATE: 20241106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vishria Bird Financial Group, LLC CENTRAL INDEX KEY: 0001746438 ORGANIZATION NAME: IRS NUMBER: 824081603 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18856 FILM NUMBER: 241430003 BUSINESS ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 BUSINESS PHONE: 901-683-5858 MAIL ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001746438 XXXXXXXX 09-30-2024 09-30-2024 Vishria Bird Financial Group, LLC

1053 W REX ROAD SUITE 2 MEMPHIS TN 38119

13F HOLDINGS REPORT 028-18856 000291979 801-112527 N Susan Todd 901-683-5858 Susan Todd Memphis TN 11-06-2024 0 82 263742 false INFORMATION TABLE 2 VBFG.13F.2024Q3.xml ABBVIE INC COM 00287Y109 299 1512 SH SOLE 0 0 0 1512 AIRBNB INC COM CL A 009066101 664 5236 SH SOLE 0 0 0 5236 ALPHABET INC CAP STK CL A 02079K305 8670 52277 SH SOLE 0 0 0 52277 ALPHABET INC CAP STK CL C 02079K107 2173 12999 SH SOLE 0 0 0 12999 AMAZON COM INC COM 023135106 14026 75274 SH SOLE 0 0 0 75274 AMERICAN EXPRESS CO COM 025816109 325 1197 SH SOLE 0 0 0 1197 AMERIPRISE FINL INC COM 03076C106 1021 2174 SH SOLE 0 0 0 2174 AMPLITUDE INC COM CL A 03213A104 1784 198831 SH SOLE 0 0 0 198831 APPLE INC COM 037833100 24640 105749 SH SOLE 0 0 0 105749 BANK AMERICA CORP COM 060505104 240 6047 SH SOLE 0 0 0 6047 BLACKSTONE INC COM 09260D107 7817 51048 SH SOLE 0 0 0 51048 BP PLC SPONSORED ADR 055622104 4580 145911 SH SOLE 0 0 0 145911 CARRIER GLOBAL CORPORATION COM 14448C104 213 2646 SH SOLE 0 0 0 2646 CATERPILLAR INC COM 149123101 628 1606 SH SOLE 0 0 0 1606 CHEVRON CORP NEW COM 166764100 813 5519 SH SOLE 0 0 0 5519 COINBASE GLOBAL INC COM CL A 19260Q107 513 2882 SH SOLE 0 0 0 2882 CONFLUENT INC CLASS A COM 20717M103 1806 88596 SH SOLE 0 0 0 88596 FEDEX CORP COM 31428X106 26038 95139 SH SOLE 0 0 0 95139 FIRST HORIZON CORPORATION COM 320517105 595 38320 SH SOLE 0 0 0 38320 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1823 91087 SH SOLE 0 0 0 91087 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 742 14511 SH SOLE 0 0 0 14511 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 809 16379 SH SOLE 0 0 0 16379 GERON CORP COM 374163103 110 24265 SH SOLE 0 0 0 24265 GLOBAL X FDS US INFR DEV ETF 37954Y673 12869 312666 SH SOLE 0 0 0 312666 HOME DEPOT INC COM 437076102 498 1230 SH SOLE 0 0 0 1230 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 437 11224 SH SOLE 0 0 0 11224 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 687 17501 SH SOLE 0 0 0 17501 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 358 8851 SH SOLE 0 0 0 8851 INNOVATOR ETFS TRUST EQUITY DEF PROTN 45783Y541 10942 398755 SH SOLE 0 0 0 398755 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 1072 30411 SH SOLE 0 0 0 30411 INTERNATIONAL BUSINESS MACHS COM 459200101 264 1194 SH SOLE 0 0 0 1194 INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858 13289 633724 SH SOLE 0 0 0 633724 INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 46138J429 4895 293639 SH SOLE 0 0 0 293639 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 8659 460364 SH SOLE 0 0 0 460364 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 2226 59040 SH SOLE 0 0 0 59040 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 282 6934 SH SOLE 0 0 0 6934 INVESCO QQQ TR UNIT SER 1 46090E103 12422 25452 SH SOLE 0 0 0 25452 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 4491 124293 SH SOLE 0 0 0 124293 ISHARES TR CORE S&P MCP ETF 464287507 271 4345 SH SOLE 0 0 0 4345 ISHARES TR TRS FLT RT BD 46434V860 7265 143583 SH SOLE 0 0 0 143583 ISHARES TR RUS 1000 ETF 464287622 1315 4182 SH SOLE 0 0 0 4182 ISHARES TR S&P 500 GRWT ETF 464287309 380 3964 SH SOLE 0 0 0 3964 ISHARES TR 0-3 MNTH TREASRY 46436E718 1185 11764 SH SOLE 0 0 0 11764 ISHARES TR CORE S&P SCP ETF 464287804 13608 116349 SH SOLE 0 0 0 116349 ISHARES TR CALIF MUN BD ETF 464288356 2469 42493 SH SOLE 0 0 0 42493 ISHARES TR US HLTHCARE ETF 464287762 2626 40400 SH SOLE 0 0 0 40400 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 294 5344 SH SOLE 0 0 0 5344 JOHNSON & JOHNSON COM 478160104 411 2535 SH SOLE 0 0 0 2535 JPMORGAN CHASE & CO. COM 46625H100 401 1903 SH SOLE 0 0 0 1903 LISTED FD TR WAHED FTSE ETF 53656F607 679 12970 SH SOLE 0 0 0 12970 MERCK & CO INC COM 58933Y105 655 5772 SH SOLE 0 0 0 5772 MICROSOFT CORP COM 594918104 15650 36370 SH SOLE 0 0 0 36370 NVIDIA CORPORATION COM 67066G104 329 2710 SH SOLE 0 0 0 2710 ORACLE CORP COM 68389X105 640 3753 SH SOLE 0 0 0 3753 PACKAGING CORP AMER COM 695156109 235 1091 SH SOLE 0 0 0 1091 RTX CORPORATION COM 75513E101 327 2697 SH SOLE 0 0 0 2697 SAMSARA INC COM CL A 79589L106 219 4560 SH SOLE 0 0 0 4560 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 612 18955 SH SOLE 0 0 0 18955 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 559 9384 SH SOLE 0 0 0 9384 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 980 14445 SH SOLE 0 0 0 14445 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 399 7747 SH SOLE 0 0 0 7747 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 333 8730 SH SOLE 0 0 0 8730 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 361 12377 SH SOLE 0 0 0 12377 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 424 11350 SH SOLE 0 0 0 11350 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 550 13366 SH SOLE 0 0 0 13366 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 805 11216 SH SOLE 0 0 0 11216 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 243 6302 SH SOLE 0 0 0 6302 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 807 4030 SH SOLE 0 0 0 4030 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 358 1586 SH SOLE 0 0 0 1586 SNOWFLAKE INC CL A 833445109 2731 23778 SH SOLE 0 0 0 23778 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 593 1401 SH SOLE 0 0 0 1401 SPDR S&P 500 ETF TR TR UNIT 78462F103 6858 11952 SH SOLE 0 0 0 11952 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 565 991 SH SOLE 0 0 0 991 SPDR SER TR BLOOMBERG EMERGI 78464A391 206 9706 SH SOLE 0 0 0 9706 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7010 76355 SH SOLE 0 0 0 76355 SPDR SER TR NUVEEN BLOOMBERG 78464A284 5931 225771 SH SOLE 0 0 0 225771 TESLA INC COM 88160R101 729 2787 SH SOLE 0 0 0 2787 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 290 549 SH SOLE 0 0 0 549 VANGUARD INDEX FDS TOTAL STK MKT 922908769 648 2289 SH SOLE 0 0 0 2289 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6355 124318 SH SOLE 0 0 0 124318 WALMART INC COM 931142103 502 6222 SH SOLE 0 0 0 6222 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 2214 44082 SH SOLE 0 0 0 44082