Ford Financial Group, LLC

13F Portfolio Filings

Latest 13F report
Q1 2023 - May 11, 2023
Value $
$2.36M
Signature - Title
Kelle Butler - Chief Compliance Officer
Location
5260 N. Palm Avenue, Suite 221, Fresno, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 7 $2.36M $0 -$257M -$257M SPYV, SPYG, NTSX, SLYV, SPTM 13F-HR 5/11/2023, 10:08 AM
Q4 2022 120 $253M +$6.09M -$7.36M -$1.27M SPYV, SPYG, SLYV, SPTM, SPLV 13F-HR 2/13/2023, 02:34 PM
Q3 2022 123 $240M +$72.1M -$66.1M +$6M SPYV, SPYG, SLYV, SPTM, SPLV 13F-HR 10/11/2022, 12:49 PM
Q2 2022 121 $246M +$48.6M -$23M +$25.6M SPYV, SPYG, VTI, TOTL, SPLV 13F-HR 7/13/2022, 08:00 PM
Q1 2022 128 $261M +$54.3M -$71.4M -$17.1M SPYG, SPYV, VTI, SPLV, VBK 13F-HR 4/13/2022, 02:44 PM
Q4 2021 456 $290M +$23.4M -$9.45M +$14M SPYG, SPYV, VTI, IEFA, IWP 13F-HR 2/11/2022, 02:18 PM
Q3 2021 104 $260M +$15M -$22.1M -$7.07M SPYV, SPYG, VTI, IEFA, BND 13F-HR 11/4/2021, 07:41 PM
Q2 2021 514 $268M +$39.2M -$16.4M +$22.8M SPYG, SPYV, VTI, IEFA, BND 13F-HR 7/26/2021, 03:12 PM
Q1 2021 99 $233M +$25.7M -$15.9M +$9.85M SPYV, SPYG, VTI, IEFA, NTSX 13F-HR 5/4/2021, 02:08 PM
Q4 2020 99 $212M +$27.1M -$18.1M +$9.01M SPYV, VTI, SPYG, IEFA, NTSX 13F-HR 2/9/2021, 01:05 PM
Q3 2020 89 $184M +$11.5M -$17.5M -$5.96M VTI, SPYV, SPYG, NTSX, BND 13F-HR 10/15/2020, 12:47 PM
Q2 2020 93 $180M +$10.4M -$6.53M +$3.87M SPYV, SPYG, VTI, NTSX, BND 13F-HR 7/16/2020, 09:24 AM
Q1 2020 92 $150M +$21.9M -$11.8M +$10.2M SPYV, SPYG, VTI, BND, NTSX 13F-HR 4/30/2020, 03:43 PM
Q4 2019 94 $174M +$10.6M -$4.08M +$6.56M SPYV, VTI, SPYG, IEMG, USMV 13F-HR 1/27/2020, 03:53 PM
Q3 2019 88 $157M +$20.4M -$11.5M +$8.87M SPYV, VTI, SPYG, IEMG, BND 13F-HR 10/18/2019, 04:32 PM
Q2 2019 90 $147M +$14.8M -$10.4M +$4.4M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 7/24/2019, 05:52 PM
Q1 2019 71 $139M +$13.9M -$22.6M -$8.7M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 4/17/2019, 11:48 AM
Q4 2018 59 $133M +$37.6M -$20.1M +$17.4M VTI, SPYV, SPYG, IEMG, SRLN 13F-HR 1/31/2019, 11:40 AM
Q3 2018 44 $137M +$4.92M -$8.04M -$3.12M SPYV, VTI, VBR, IWP, IEMG 13F-HR 10/17/2018, 04:43 PM
Q2 2018 40 $134M +$29.4M -$27.9M +$1.49M SPYV, VTI, VBR, IEMG, IWP 13F-HR 8/1/2018, 08:31 AM
Q1 2018 44 $128M +$9.96M -$10.6M -$588K VTI, SPYV, SPYG, IEMG, IWP 13F-HR 5/10/2018, 07:11 PM
Q4 2017 443 $133M $0 $0 VTI, SPYV, SPYG, IEMG, IWP 13F-HR 2/12/2018, 02:48 PM