Notify me when SMI Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 59 | $580,290,672 | +$132,031,456 | -$95,920,694 | +$36,110,762 | RAA, FCTE, IWD, GLD, QTPI | 13F-HR | 13 Jan 2026, 12:07 |
| Q3 2025 | 56 | $528,589,046 | +$53,781,075 | -$69,445,567 | -$15,664,492 | RAA, FCTE, GLD, BSCP, BIV | 13F-HR | 06 Oct 2025, 14:55 |
| Q2 2025 | 51 | $517,525,174 | +$64,955,146 | -$45,166,872 | +$19,788,274 | RAA, FCTE, GLD, BSCP, BIV | 13F-HR | 18 Jul 2025, 11:56 |
| Q1 2025 | 43 | $442,244,618 | +$259,519,238 | -$224,281,604 | +$35,237,634 | RAA, FCTE, BSCP, GLD, BIV | 13F-HR | 10 Apr 2025, 13:23 |
| Q4 2024 | 54 | $433,409,484 | +$49,168,772 | -$62,122,300 | -$12,953,528 | QQQM, FCTE, BSCP, SPY, BIV | 13F-HR | 17 Jan 2025, 14:03 |
| Q3 2024 | 56 | $451,673,261 | +$130,502,886 | -$92,347,153 | +$38,155,733 | FCTE, BSCP, QQQM, SPY, BIV | 13F-HR | 07 Oct 2024, 14:31 |
| Q2 2024 | 59 | $404,441,703 | +$131,291,466 | -$92,327,528 | +$38,963,938 | BSCP, QQQM, SPY, BIV, BSV | 13F-HR | 15 Jul 2024, 07:51 |
| Q1 2024 | 54 | $356,273,184 | +$221,212,269 | -$273,978,267 | -$52,765,998 | SPY, BIV, BSV, QQQM, PDBC | 13F-HR | 15 Apr 2024, 16:09 |
| Q4 2023 | 58 | $395,269,558 | +$236,421,462 | -$128,690,692 | +$107,730,770 | SPY, IAPR, LQD, IWF, BIV | 13F-HR | 12 Jan 2024, 15:51 |
| Q3 2023 | 43 | $273,913,456 | +$167,024,763 | -$198,308,147 | -$31,283,384 | SPY, PHYS, VTIP, IWF, BSV | 13F-HR | 14 Nov 2023, 16:06 |
| Q1 2023 | 42 | $298,652,214 | +$67,633,672 | -$88,901,399 | -$21,267,727 | BIL, PHYS, SHY, EFA, BSV | 13F-HR | 11 Apr 2023, 15:11 |
| Q4 2022 | 41 | $308,626,582 | +$1,078,750 | $0 | +$1,078,750 | BIL, SHY, PHYS, VCSH, BSV | 13F-HR | 03 Jan 2023, 17:00 |
| Q3 2022 | 36 | $307,548,000 | +$75,672,829 | -$39,614,616 | +$36,058,213 | BIL, SHY, PHYS, VCSH, BSV | 13F-HR | 14 Oct 2022, 07:21 |
| Q2 2022 | 39 | $280,207,000 | +$112,711,193 | -$96,656,531 | +$16,054,662 | BIL, SHY, PHYS, VTIP, BSV | 13F-HR | 25 Aug 2022, 09:22 |
| Q1 2022 | 35 | $285,914,000 | +$125,339,715 | -$97,422,066 | +$27,917,649 | VNQ, PHYS, VTIP, IVE, SPY | 13F-HR | 27 Apr 2022, 17:33 |
| Q4 2021 | 34 | $262,888,000 | +$70,139,121 | -$42,563,145 | +$27,575,976 | VNQ, EFA, VTIP, IWF, SPY | 13F-HR | 19 Jan 2022, 13:56 |
| Q3 2021 | 27 | $223,323,000 | +$48,115,021 | -$56,218,772 | -$8,103,751 | EFA, VNQ, VTIP, IWF, SPY | 13F-HR | 12 Oct 2021, 10:04 |
| Q2 2021 | 25 | $233,305,000 | +$50,685,109 | -$47,934,322 | +$2,750,787 | VNQ, EFA, VTIP, IWD, SPY | 13F-HR | 23 Jul 2021, 10:42 |
| Q1 2021 | 26 | $220,350,000 | $0 | $0 | $0 | EFA, VNQ, ARKK, IWD, SPY | 13F-HR | 12 May 2021, 10:56 |