Notify me when Econ Financial Services Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 74 | $199,432,443 | +$93,539,485 | -$94,137,894 | -$598,409 | IJH, JCPB, XLE, SCHD, SDVY | 13F-HR | 15 Jan 2026, 15:51 |
| Q3 2025 | 77 | $200,582,048 | +$61,566,247 | -$60,746,260 | +$819,987 | JCPB, PYLD, IJH, XLE, BNDX | 13F-HR | 21 Oct 2025, 11:43 |
| Q2 2025 | 82 | $194,182,650 | +$61,773,781 | -$58,785,282 | +$2,988,499 | JCPB, IJR, PYLD, IJH, BNDX | 13F-HR | 04 Aug 2025, 08:45 |
| Q1 2025 | 78 | $187,809,902 | +$54,344,122 | -$39,707,343 | +$14,636,779 | JCPB, IJR, PYLD, IJH, XLE | 13F-HR | 23 Apr 2025, 10:31 |
| Q4 2024 | 81 | $174,293,267 | +$123,540,785 | -$122,956,752 | +$584,033 | JCPB, PYLD, IJR, IEFA, XLE | 13F-HR | 27 Jan 2025, 12:37 |
| Q3 2024 | 69 | $178,767,503 | +$106,644,258 | -$96,817,181 | +$9,827,077 | JPST, BIL, SGOV, FTSM, JCPB | 13F-HR | 18 Oct 2024, 09:34 |
| Q2 2024 | 94 | $161,333,516 | +$32,203,483 | -$30,491,207 | +$1,712,276 | AGG, IEFA, IJR, SPEM, VCLT | 13F-HR | 12 Aug 2024, 14:33 |
| Q1 2024 | 83 | $161,053,935 | +$75,293,243 | -$56,283,068 | +$19,010,175 | AGG, JPST, IJH, IEFA, IJR | 13F-HR | 15 May 2024, 16:46 |
| Q4 2023 | 68 | $142,090,200 | +$20,498,766 | -$27,110,256 | -$6,611,490 | IEFA, SPLG, AGG, IJH, IJR | 13F-HR | 07 Feb 2024, 15:56 |
| Q3 2023 | 69 | $137,097,214 | +$88,204,794 | -$88,641,548 | -$436,754 | IEFA, AGG, SPLG, IJH, IJR | 13F-HR | 09 Nov 2023, 17:01 |
| Q2 2023 | 85 | $141,562,668 | +$23,822,693 | -$14,699,166 | +$9,123,527 | AGG, IJR, SHYG, IGLB, VCSH | 13F-HR | 08 Aug 2023, 17:19 |
| Q1 2023 | 81 | $132,044,733 | +$104,934,233 | -$71,677,618 | +$33,256,615 | AGG, IGLB, SHYG, TLT, VCSH | 13F-HR | 21 Apr 2023, 14:34 |
| Q4 2022 | 55 | $98,668,604 | +$10,635,459 | -$41,085,012 | -$30,449,553 | SCHZ, SPHY, SCHV, RSP, VCLT | 13F-HR | 26 Jan 2023, 10:52 |
| Q3 2022 | 73 | $121,328,000 | +$78,845,824 | -$76,100,765 | +$2,745,059 | SCHZ, SPHY, SCHV, BNDX, VCLT | 13F-HR | 05 Oct 2022, 13:47 |
| Q2 2022 | 75 | $123,905,000 | +$38,665,137 | -$35,666,320 | +$2,998,817 | URA, USHY, BNDX, SCHA, SPYV | 13F-HR | 19 Jul 2022, 12:55 |
| Q1 2022 | 150 | $135,007,000 | +$77,099,985 | -$81,603,883 | -$4,503,898 | PFFD, SCHZ, USHY, BNDX, VTWO | 13F-HR | 22 Apr 2022, 13:39 |
| Q4 2021 | 182 | $124,674,000 | $0 | $0 | $0 | BSV, VCLT, VCIT, BNDX, SCHA | 13F-HR | 26 Jan 2022, 16:38 |
| Q2 2019 | 66 | $72,241,000 | +$15,936,100 | -$13,935,861 | +$2,000,239 | SCHF, RSP, SCHV, SCHM, SCHD | 13F-HR | 08 Aug 2019, 09:04 |
| Q1 2019 | 63 | $66,920,000 | +$22,093,610 | -$26,313,064 | -$4,219,454 | SCHF, ERIE, RSP, SCHV, PGX | 13F-HR | 07 May 2019, 18:07 |
| Q4 2018 | 71 | $65,654,000 | $0 | $0 | $0 | ERIE, FNDX, SCHM, SCHB, SCHA | 13F-HR | 07 Feb 2019, 12:57 |