Notify me when AGILIS PARTNERS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 25 | $332,211,446 | +$41,474,570 | -$11,738,333 | +$29,736,237 | VTI, SCHB, VCLT, IGLB, CORP | 13F-HR | 30 Jan 2025, 16:02 |
| Q3 2024 | 25 | $324,851,825 | +$1,145,187 | -$1,516,082 | -$370,895 | VTI, SCHB, VCLT, CORP, VEA | 13F-HR | 06 Nov 2024, 14:50 |
| Q2 2024 | 26 | $318,165,146 | +$1,751,687 | -$69,117,061 | -$67,365,374 | VTI, SCHB, VCLT, IGLB, CORP | 13F-HR | 07 Aug 2024, 11:12 |
| Q1 2024 | 25 | $391,784,604 | +$10,907,294 | -$14,912,070 | -$4,004,776 | VTI, VCLT, IGLB, SCHB, CORP | 13F-HR | 08 May 2024, 10:16 |
| Q4 2023 | 25 | $380,054,364 | +$121,668,061 | -$45,697,827 | +$75,970,234 | VTI, VCLT, IGLB, SCHB, CORP | Restatement | 22 Feb 2024, 13:18 |
| Q3 2023 | 23 | $277,699,000 | +$35,761,527 | -$4,112,299 | +$31,649,228 | VTI, SCHB, IGLB, VCLT, USMV | 13F-HR | 31 Oct 2023, 09:57 |
| Q2 2023 | 23 | $256,023,000 | +$19,125,100 | -$524,609 | +$18,600,491 | VTI, SCHB, USMV, EFAV, IWV | 13F-HR | 07 Jul 2023, 12:51 |
| Q1 2023 | 22 | $226,134,000 | +$1,048,957 | -$1,315,640 | -$266,683 | VTI, SCHB, USMV, EFAV, IWV | 13F-HR | 01 May 2023, 11:39 |
| Q4 2022 | 22 | $215,461,000 | +$78,614,158 | -$31,692,118 | +$46,922,040 | VTI, SCHB, USMV, IWV, EFAV | 13F-HR | 06 Feb 2023, 16:01 |
| Q3 2022 | 22 | $158,648,000 | +$7,318,660 | -$495,898 | +$6,822,762 | SCHB, USMV, SHV, IWV, EFAV | 13F-HR | 04 Nov 2022, 11:41 |
| Q2 2022 | 23 | $161,631,000 | +$94,431 | -$14,124,935 | -$14,030,504 | SCHB, USMV, SHV, IWV, EFAV | 13F-HR | 10 Aug 2022, 13:53 |
| Q1 2022 | 23 | $200,022,000 | +$39,737,656 | -$3,915,935 | +$35,821,721 | SCHB, USMV, SHV, IWV, EFAV | 13F-HR | 11 May 2022, 14:02 |
| Q4 2021 | 26 | $199,874,000 | +$15,450,698 | -$26,665,826 | -$11,215,128 | SCHB, USMV, SHV, EFAV, IGLB | 13F-HR | 08 Feb 2022, 09:42 |
| Q3 2021 | 27 | $201,165,000 | +$30,585,898 | -$8,991,705 | +$21,594,193 | SCHB, USMV, IXUS, SHV, EFAV | 13F-HR | 05 Nov 2021, 10:27 |
| Q2 2021 | 26 | $181,125,000 | +$6,736,496 | -$55,911,370 | -$49,174,874 | SCHB, USMV, IXUS, EFAV, IGLB | 13F-HR | 12 Aug 2021, 16:14 |
| Q1 2021 | 27 | $219,814,000 | +$10,630,851 | -$9,562,435 | +$1,068,416 | SCHB, USMV, IXUS, ICSH, LMBS | 13F-HR | 10 May 2021, 11:27 |
| Q4 2020 | 26 | $213,192,000 | +$4,093,302 | -$79,287,125 | -$75,193,823 | SCHB, USMV, IXUS, ICSH, LMBS | 13F-HR | 08 Feb 2021, 14:31 |
| Q3 2020 | 27 | $266,782,000 | +$102,924,606 | -$12,834,743 | +$90,089,863 | SCHB, IXUS, USMV, IGLB, ICSH | 13F-HR | 10 Nov 2020, 10:06 |
| Q2 2020 | 22 | $170,757,000 | +$60,775,731 | -$8,531,485 | +$52,244,246 | SCHB, IUSB, IXUS, USMV, IGLB | 13F-HR | 27 Jul 2020, 12:06 |
| Q1 2020 | 18 | $104,830,000 | +$24,383,134 | -$81,349,901 | -$56,966,767 | SCHB, IXUS, IUSB, VCLT, IGLB | 13F-HR | 01 May 2020, 14:24 |
| Q4 2019 | 20 | $187,508,000 | +$55,740,427 | -$21,539,918 | +$34,200,509 | SCHB, IXUS, USMV, BND, EFAV | 13F-HR | 04 Feb 2020, 12:06 |
| Q3 2019 | 20 | $146,488,000 | +$28,187,904 | -$15,920,678 | +$12,267,226 | SCHB, IXUS, BND, SPY, IUSB | 13F-HR | 12 Nov 2019, 15:41 |
| Q2 2019 | 21 | $133,954,000 | +$17,408,406 | -$3,653,654 | +$13,754,752 | SCHB, IXUS, BND, IJR, IEMG | 13F-HR | 25 Jul 2019, 14:45 |
| Q1 2019 | 21 | $117,471,000 | +$19,847,004 | -$7,990,953 | +$11,856,051 | SCHB, IXUS, BND, IJR, VCLT | 13F-HR | 02 May 2019, 15:46 |
| Q4 2018 | 20 | $96,501,000 | +$27,274,753 | -$12,756,735 | +$14,518,018 | SCHB, IXUS, BND, IGLB, VCLT | 13F-HR | 08 Feb 2019, 17:34 |
| Q3 2018 | 9 | $92,580,000 | +$1,097,978 | -$19,207,227 | -$18,109,249 | SCHB, IXUS, BND, VTI, QUAL | 13F-HR | 18 Oct 2018, 12:54 |
| Q2 2018 | 12 | $108,097,000 | +$34,709 | -$33,212,366 | -$33,177,657 | SCHB, IXUS, BND, VTI, QUAL | 13F-HR | 10 Aug 2018, 13:51 |
| Q1 2018 | 13 | $141,932,000 | +$7,497,431 | -$25,289,003 | -$17,791,572 | SCHB, IXUS, BND, QUAL, VTI | 13F-HR | 01 May 2018, 16:22 |
| Q4 2017 | 17 | $161,336,000 | +$11,737,001 | -$6,077,320 | +$5,659,681 | SCHB, IXUS, BND, VTI, IJR | 13F-HR | 07 Feb 2018, 13:05 |
| Q3 2017 | 16 | $150,743,000 | $0 | -$172,799,777 | -$172,799,777 | SCHB, IXUS, BND, VTI, IJR | 13F-HR | 06 Nov 2017, 17:42 |
| Q2 2017 | 19 | $313,651,000 | +$171,035,585 | -$8,135,398 | +$162,900,187 | SCHB, IXUS, VTI, BSV, BND | 13F-HR | 02 Aug 2017, 14:00 |
| Q1 2017 | 16 | $147,104,000 | +$13,374,009 | -$15,645,019 | -$2,271,010 | SCHB, IXUS, BND, VTI, IJR | 13F-HR | 24 Apr 2017, 11:57 |
| Q4 2016 | 17 | $146,319,000 | +$6,186,151 | -$136,098,862 | -$129,912,711 | SCHB, BND, IXUS, VTI, DXJ | 13F-HR | 20 Jan 2017, 12:37 |
| Q3 2016 | 18 | $274,496,000 | +$140,092,381 | -$10,488,841 | +$129,603,540 | SCHB, IXUS, VTI, BSV, BND | 13F-HR | 25 Oct 2016, 18:28 |
| Q2 2016 | 17 | $139,807,000 | +$4,757,985 | -$15,017,382 | -$10,259,397 | SCHB, IXUS, BND, DXJ, VCLT | 13F-HR | 03 Aug 2016, 15:00 |
| Q1 2016 | 16 | $149,350,000 | +$34,597,744 | -$135,562 | +$34,462,182 | SCHB, IXUS, BND, HEZU, DXJ | 13F-HR | 19 Apr 2016, 16:08 |
| Q4 2015 | 15 | $115,583,000 | +$17,146,355 | -$12,472,623 | +$4,673,732 | SCHB, IXUS, HEZU, DXJ, VCLT | 13F-HR | 28 Jan 2016, 16:26 |
| Q3 2015 | 12 | $108,349,000 | +$7,010,795 | -$9,760,075 | -$2,749,280 | SCHB, IXUS, DXJ, VCLT, SRLN | 13F-HR | 21 Oct 2015, 13:28 |
| Q2 2015 | 13 | $120,606,000 | +$8,821,808 | -$7,934,073 | +$887,735 | SCHB, IXUS, DXJ, VCLT, EZU | 13F-HR | 23 Jul 2015, 16:42 |
| Q1 2015 | 14 | $121,048,000 | +$28,173,106 | -$20,031,155 | +$8,141,951 | SCHB, IXUS, DXJ, VCLT, EZU | 13F-HR | 04 May 2015, 16:27 |
| Q4 2014 | 12 | $110,528,000 | $0 | $0 | $0 | SCHB, IXUS, HEDJ, PXH, VCLT | 13F-HR | 13 Feb 2015, 16:19 |