Notify me when D. SCOTT NEAL, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $216,189,226 | +$1,142,531 | -$2,931,109 | -$1,788,578 | GLD, QQQ, XLC, UNM, AJG | 13F-HR | 28 Oct 2025, 13:06 |
| Q2 2025 | 55 | $200,600,026 | +$6,395,829 | -$1,976,240 | +$4,419,589 | GLD, QQQ, UNM, XLC, AJG | 13F-HR | 08 Jul 2025, 13:47 |
| Q1 2025 | 54 | $180,297,696 | +$4,374,058 | -$12,005,713 | -$7,631,655 | GLD, QQQ, UNM, AJG, XLC | 13F-HR | 11 Apr 2025, 13:02 |
| Q4 2024 | 55 | $182,314,276 | +$18,079,908 | -$28,797,084 | -$10,717,176 | QQQ, GLD, UNM, AJG, XLC | 13F-HR | 14 Jan 2025, 13:12 |
| Q3 2024 | 58 | $189,079,005 | +$24,604,237 | -$25,919,064 | -$1,314,827 | QQQ, GLD, UNM, AJG, XLU | 13F-HR | 17 Oct 2024, 15:18 |
| Q2 2024 | 63 | $179,645,399 | +$46,560,910 | -$19,484,823 | +$27,076,087 | QQQ, GLD, AJG, UNM, NSA | 13F-HR | 15 Jul 2024, 16:16 |
| Q1 2024 | 61 | $152,935,678 | +$46,081,607 | -$14,387,806 | +$31,693,801 | GLD, ABBV, UNM, AJG, NSA | 13F-HR | 11 Apr 2024, 13:22 |
| Q4 2023 | 59 | $112,250,916 | +$10,826,391 | -$25,775,622 | -$14,949,231 | GLD, AMR, KLAC, ABBV, AJG | 13F-HR | 17 Jan 2024, 14:15 |
| Q3 2023 | 62 | $116,986,782 | +$7,275,272 | -$29,774,462 | -$22,499,190 | GLD, XOM, AJG, AMR, ABBV | 13F-HR | 11 Oct 2023, 13:20 |
| Q2 2023 | 63 | $132,976,721 | +$22,953,899 | -$60,435,805 | -$37,481,906 | GLD, KLAC, AJG, XOM, IYK | 13F-HR | 17 Jul 2023, 15:25 |
| Q1 2023 | 63 | $178,961,921 | +$18,584,196 | -$34,064,055 | -$15,479,859 | PSQ, GLD, ABBV, XOM, IYK | 13F-HR | 12 Apr 2023, 15:14 |
| Q4 2022 | 57 | $205,971,856 | +$1,965,930 | -$38,563,846 | -$36,597,916 | PSQ, PDBC, AMR, ABBV, IYK | 13F-HR | 11 Jan 2023, 16:48 |
| Q3 2022 | 60 | $237,892,000 | +$31,862,304 | -$27,110,436 | +$4,751,868 | PSQ, QQQ, PDBC, AMR, CORN | 13F-HR | 27 Oct 2022, 15:02 |
| Q2 2022 | 61 | $240,469,000 | +$143,802,812 | -$129,177,546 | +$14,625,266 | PSQ, QQQ, PDBC, ABBV, CORN | 13F-HR | 08 Jul 2022, 18:13 |
| Q1 2022 | 64 | $251,788,000 | +$27,091,961 | -$27,915,218 | -$823,257 | VTIP, QQQ, GLD, SPHB, IVV | 13F-HR | 04 May 2022, 13:00 |
| Q4 2021 | 57 | $265,291,000 | +$116,288,995 | -$97,584,142 | +$18,704,853 | VTIP, QQQ, VOT, SPHB, SPYG | 13F-HR | 21 Jan 2022, 12:50 |
| Q3 2021 | 51 | $236,537,000 | +$59,938,498 | -$42,180,210 | +$17,758,288 | IGIB, QQQ, SPHB, VTIP, LQD | 13F-HR | 04 Nov 2021, 10:35 |
| Q2 2021 | 49 | $220,437,000 | +$29,941,172 | -$42,649,704 | -$12,708,532 | IGIB, QQQ, SPHB, IJS, IJH | 13F-HR | 02 Aug 2021, 09:23 |
| Q1 2021 | 47 | $223,079,000 | +$116,304,319 | -$99,365,562 | +$16,938,757 | IGIB, QQQ, SPHB, VXF, SPSB | 13F-HR | 30 Apr 2021, 11:03 |
| Q4 2020 | 43 | $204,595,000 | +$18,543,181 | -$4,894,227 | +$13,648,954 | QQQ, SHY, IGIB, VOT, IEI | 13F-HR | 04 Feb 2021, 17:50 |
| Q3 2020 | 38 | $178,103,000 | +$52,166,287 | -$38,508,965 | +$13,657,322 | SHY, QQQ, IGIB, IEI, VOT | 13F-HR | 14 Oct 2020, 18:16 |
| Q2 2020 | 37 | $159,632,000 | +$30,859,164 | -$51,635,959 | -$20,776,795 | SHY, QQQ, VGIT, VGSH, IEI | 13F-HR | 15 Jul 2020, 19:45 |
| Q1 2020 | 35 | $166,347,000 | +$111,967,272 | -$130,610,888 | -$18,643,616 | SHY, QQQ, VGSH, IVV, IEI | 13F-HR | 27 Apr 2020, 11:38 |
| Q4 2019 | 42 | $207,228,000 | +$22,919,902 | -$19,195,206 | +$3,724,696 | VCSH, QQQ, VCIT, IWR, MDY | 13F-HR | 16 Jan 2020, 13:34 |
| Q3 2019 | 35 | $194,134,000 | +$26,845,976 | -$17,730,803 | +$9,115,173 | VCSH, QQQ, VCIT, IWR, MDY | 13F-HR | 15 Oct 2019, 21:07 |
| Q2 2019 | 31 | $184,029,000 | +$27,855,758 | -$38,906,236 | -$11,050,478 | VCSH, VCIT, QQQ, SHY, MDY | 13F-HR | 24 Jul 2019, 22:21 |
| Q1 2019 | 32 | $191,108,000 | +$45,999,468 | -$46,977,260 | -$977,792 | VCIT, VCSH, SHY, QQQ, MDY | 13F-HR | 11 Apr 2019, 10:02 |
| Q4 2018 | 28 | $183,166,000 | +$86,394,157 | -$82,011,270 | +$4,382,887 | SHY, VCSH, FLRN, QQQ, MDY | 13F-HR | 06 Feb 2019, 16:13 |
| Q3 2018 | 34 | $197,961,000 | +$70,123,796 | -$42,114,149 | +$28,009,647 | FLRN, QQQ, MDY, IGIB, IWM | 13F-HR | 13 Nov 2018, 14:53 |
| Q2 2018 | 64 | $178,997,000 | +$46,478,792 | -$45,247,158 | +$1,231,634 | MDY, IGIB, IWM, QQQ, FLRN | 13F-HR | 15 Aug 2018, 11:15 |
| Q1 2018 | 168 | $176,100,000 | +$41,938,465 | -$29,535,921 | +$12,402,544 | MDY, IWM, VWO, IGIB, QQQ | Restatement | 10 May 2018, 15:08 |
| Q4 2017 | 163 | $166,826,000 | +$25,870,487 | -$30,207,568 | -$4,337,081 | MDY, IWM, IGIB, VNQ, IEF | 13F-HR | 16 Feb 2018, 13:04 |
| Q3 2017 | 182 | $165,815,000 | +$31,106,492 | -$14,778,538 | +$16,327,954 | MDY, IWM, VNQ, IGIB, IEF | 13F-HR | 18 Oct 2017, 12:13 |
| Q2 2017 | 179 | $146,825,000 | +$5,744,955 | -$17,405,769 | -$11,660,814 | IGIB, VNQ, IEF, SPY, IWM | 13F-HR | 14 Jul 2017, 16:49 |
| Q1 2017 | 160 | $155,238,000 | +$25,125,692 | -$15,284,837 | +$9,840,855 | IGIB, VNQ, IEF, SPY, TLT | 13F-HR | 25 Apr 2017, 09:11 |
| Q4 2016 | 161 | $140,340,000 | +$18,105,776 | -$4,943,225 | +$13,162,551 | IEF, IGIB, EFA, SPY, VNQ | 13F-HR | 17 Jan 2017, 15:44 |
| Q3 2016 | 174 | $127,397,000 | +$17,939,782 | -$5,698,410 | +$12,241,372 | IEF, IGIB, SPY, VNQ, IWM | 13F-HR | 18 Oct 2016, 13:27 |
| Q2 2016 | 180 | $112,844,000 | +$4,600,637 | -$1,035,730 | +$3,564,907 | IEF, IGIB, SPY, VNQ, QQQ | 13F-HR | 19 Jul 2016, 09:58 |
| Q1 2016 | 169 | $106,624,000 | +$625,369 | -$22,337,521 | -$21,712,152 | IEF, IGIB, SPY, VNQ, QQQ | 13F-HR | 13 Apr 2016, 09:40 |
| Q4 2015 | 150 | $125,986,000 | +$8,218,782 | -$3,502,671 | +$4,716,111 | IEF, SPY, IGIB, QQQ, VNQ | 13F-HR | 12 Jan 2016, 13:08 |
| Q3 2015 | 33 | $118,995,000 | +$2,812,383 | -$22,073,948 | -$19,261,565 | IEF, SPY, IGIB, QQQ, VNQ | 13F-HR | 15 Oct 2015, 09:53 |
| Q2 2015 | 37 | $145,526,000 | +$10,290,441 | -$817,517 | +$9,472,924 | SPY, IEF, IGIB, QQQ, VNQ | 13F-HR | 21 Jul 2015, 14:11 |
| Q1 2015 | 33 | $139,507,000 | +$8,539,747 | -$14,142,818 | -$5,603,071 | SPY, IEF, IGIB, QQQ, VNQ | 13F-HR | 01 Apr 2015, 21:46 |
| Q4 2014 | 37 | $142,099,000 | +$11,711,935 | -$839,157 | +$10,872,778 | SPY, IGIB, IEF, VNQ, QQQ | 13F-HR | 05 Jan 2015, 14:45 |
| Q3 2014 | 32 | $125,881,000 | +$13,669,200 | -$12,544,552 | +$1,124,648 | IGIB, SPY, IEF, QQQ, VNQ | 13F-HR | 20 Nov 2014, 20:59 |
| Q2 2014 | 34 | $126,721,000 | +$41,801,596 | -$37,350,359 | +$4,451,237 | SPY, IGIB, MDY, IEF, VNQ | 13F-HR | 07 Jul 2014, 18:24 |
| Q1 2014 | 42 | $118,928,000 | +$22,235,993 | -$16,760,648 | +$5,475,345 | SPY, IGSB, IYR, VNQ, STPZ | 13F-HR | 03 Apr 2014, 21:17 |
| Q4 2013 | 37 | $111,582,000 | $0 | $0 | $0 | SPY, MDY, IGSB, KRE, IYR | 13F-HR | 13 Jan 2014, 16:27 |