Notify me when Abundance Wealth Counselors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 163 | $592,260,277 | +$37,289,203 | -$17,778,705 | +$19,510,498 | IVV, BAI, ACWX, BCI, TBG | 13F-HR | 23 Jan 2026, 18:39 |
| Q3 2025 | 166 | $583,429,248 | +$40,099,913 | -$28,436,372 | +$11,663,541 | IVV, BAI, ACWX, BCI, PCT | 13F-HR | 22 Oct 2025, 15:15 |
| Q2 2025 | 165 | $533,985,000 | +$28,606,457 | -$29,850,590 | -$1,244,133 | IVV, PCT, ACWX, BAI, IEFA | 13F-HR | 21 Jul 2025, 15:49 |
| Q1 2025 | 151 | $477,351,000 | +$85,603,798 | -$47,882,248 | +$37,721,550 | IVV, ACWX, BAI, IEFA, PCT | 13F-HR | 21 Apr 2025, 16:46 |
| Q4 2024 | 141 | $459,491,000 | +$15,713,019 | -$38,311,387 | -$22,598,368 | IVV, IEFA, PCT, IQLT, XBI | 13F-HR | 24 Jan 2025, 09:25 |
| Q3 2024 | 137 | $483,074,000 | +$252,177,809 | -$20,698,625 | +$231,479,184 | IVV, PCT, IEFA, IQLT, XBI | 13F-HR | 17 Oct 2024, 10:06 |
| Q2 2024 | 72 | $217,251,000 | +$26,026,527 | -$238,522,194 | -$212,495,667 | PCT, IEFA, IQLT, AAPL, NVDA | 13F-HR | 17 Jul 2024, 12:59 |
| Q1 2024 | 137 | $434,448,000 | +$26,363,823 | -$10,079,706 | +$16,284,117 | IVV, PCT, IEFA, IQLT, FDLO | 13F-HR | 19 Apr 2024, 13:32 |
| Q4 2023 | 139 | $384,769,000 | +$18,849,606 | -$9,512,183 | +$9,337,423 | IVV, IEFA, PCT, IQLT, FDLO | 13F-HR | 17 Jan 2024, 09:15 |
| Q3 2023 | 130 | $350,116,000 | +$210,424,586 | -$16,140,493 | +$194,284,093 | IVV, PCT, IEFA, IQLT, FDLO | 13F-HR | 30 Oct 2023, 15:34 |
| Q2 2023 | 64 | $193,314,000 | +$1,573,572 | -$237,329,630 | -$235,756,058 | PCT, IEFA, IQLT, GOVT, ISTB | 13F-HR | 19 Jul 2023, 10:33 |
| Q1 2023 | 145 | $395,494,000 | +$34,639,548 | -$28,207,392 | +$6,432,156 | IVV, PCT, IEFA, IQLT, ISTB | 13F-HR | 02 May 2023, 10:11 |
| Q4 2022 | 148 | $367,456,000 | $0 | $0 | $0 | IVV, PCT, IEFA, IQLT, ISTB | New Holdings | 09 Feb 2023, 15:01 |
| Q4 2022 | 148 | $367,456,000 | +$34,475,921 | -$36,991,729 | -$2,515,808 | IVV, PCT, IEFA, IQLT, ISTB | 13F-HR | 02 Feb 2023, 14:44 |
| Q3 2022 | 141 | $349,803,000 | +$8,078,408 | -$3,468,630 | +$4,609,778 | IVV, PCT, IEFA, IQLT, IEMG | 13F-HR | 31 Oct 2022, 17:56 |
| Q2 2022 | 145 | $368,771,000 | +$65,680,656 | -$8,441,795 | +$57,238,861 | IVV, PCT, IEFA, IQLT, IEMG | 13F-HR | 05 Aug 2022, 11:29 |
| Q1 2022 | 147 | $368,083,000 | +$37,011,875 | -$40,135,501 | -$3,123,626 | IVV, IEFA, IQLT, IJH, FDLO | 13F-HR | 28 Apr 2022, 13:04 |
| Q4 2021 | 118 | $390,131,000 | +$250,551,886 | -$35,764,881 | +$214,787,005 | IVV, IEFA, IJH, IQLT, FDLO | 13F-HR | 14 Jan 2022, 17:51 |
| Q3 2021 | 45 | $171,166,000 | +$12,091,802 | -$222,845,039 | -$210,753,237 | IEFA, IEMG, IQLT, GOVT, STIP | 13F-HR | 04 Nov 2021, 13:50 |
| Q2 2021 | 106 | $387,053,000 | +$36,472,478 | -$74,532,438 | -$38,059,960 | IVV, IEFA, IEMG, IJH, IQLT | Restatement | 26 Jul 2021, 16:48 |
| Q1 2021 | 364 | $402,279,000 | +$19,595,454 | -$40,412,109 | -$20,816,655 | IVV, IEFA, IEMG, IJH, IQLT | Restatement | 06 May 2021, 12:50 |
| Q4 2020 | 81 | $398,453,000 | +$12,652,450 | -$9,712,668 | +$2,939,782 | IVV, IEFA, IEMG, IJH, IQLT | 13F-HR | 27 Jan 2021, 12:46 |
| Q3 2020 | 81 | $347,115,000 | +$19,935,120 | -$21,432,084 | -$1,496,964 | IVV, IEFA, IEMG, IJH, IQLT | 13F-HR | 03 Nov 2020, 17:50 |
| Q2 2020 | 77 | $328,921,000 | +$62,390,400 | -$70,384,796 | -$7,994,396 | IVV, IEFA, IEMG, IJH, IQLT | 13F-HR | 21 Jul 2020, 11:24 |
| Q1 2020 | 38 | $288,245,000 | +$19,116,546 | -$15,526,497 | +$3,590,049 | IVV, IEFA, FDLO, IEMG, IJH | 13F-HR | 10 Apr 2020, 13:07 |
| Q4 2019 | 36 | $359,016,000 | +$10,035,044 | -$2,361,984 | +$7,673,060 | IVV, IEFA, IEMG, FDLO, IJH | 13F-HR | 30 Jan 2020, 09:28 |
| Q3 2019 | 33 | $328,603,000 | +$10,043,626 | -$3,261,965 | +$6,781,661 | IVV, IEFA, FDLO, IEMG, IJH | 13F-HR | 30 Oct 2019, 17:39 |
| Q2 2019 | 29 | $321,377,000 | +$42,293,545 | -$31,882,618 | +$10,410,927 | IVV, IEFA, IEMG, FDLO, IJH | 13F-HR | 14 Aug 2019, 16:51 |
| Q1 2019 | 28 | $304,553,000 | +$6,241,306 | -$3,968,914 | +$2,272,392 | IVV, IEFA, IEMG, IJH, IJR | 13F-HR | 10 May 2019, 11:29 |
| Q4 2018 | 27 | $272,287,000 | $0 | $0 | $0 | IVV, IEFA, IEMG, IJH, IJR | 13F-HR | 14 Feb 2019, 08:18 |