Notify me when Invst, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 297 | $803M | +$177M | -$166M | +$11.1M | VTI, IUSB, SCHG, VEA, JPST | 13F-HR | 16 Oct 2025, 09:36 |
| Q1 2025 | 271 | $733M | +$224M | -$292M | -$68M | VTI, IVV, IUSB, MTUM, EMB | 13F-HR | 02 Jun 2025, 17:48 |
| Q4 2024 | 247 | $823M | +$144M | -$120M | +$23.9M | IVV, IUSB, SCHG, MTUM, QUAL | 13F-HR | 19 Feb 2025, 10:04 |
| Q3 2024 | 253 | $826M | +$111M | -$236M | -$125M | IVV, IUSB, SCHG, QUAL, VTV | 13F-HR | 19 Nov 2024, 15:14 |
| Q2 2024 | 264 | $906M | +$155M | -$104M | +$51.2M | IVV, IUSB, IVW, QUAL, SCHG | 13F-HR | 16 Aug 2024, 10:22 |
| Q1 2024 | 239 | $844M | +$146M | -$115M | +$30.2M | IVV, IUSB, SCHG, QUAL, LQD | 13F-HR | 24 May 2024, 12:25 |
| Q4 2023 | 216 | $772M | +$210M | -$192M | +$17.5M | IVV, IUSB, SCHG, QQQ, LQD | 13F-HR | 07 Feb 2024, 14:09 |
| Q3 2023 | 190 | $692M | +$141M | -$118M | +$23M | IVV, JPST, BIL, SHY, QQQ | 13F-HR | 21 Nov 2023, 16:11 |
| Q2 2023 | 180 | $692M | +$146M | -$126M | +$20.6M | IVV, JPST, EFV, BIL, SHY | 13F-HR | 28 Jul 2023, 10:47 |
| Q1 2023 | 161 | $644M | +$148M | -$136M | +$11.8M | IVV, EFV, JPST, HYG, EMB | 13F-HR | 28 Apr 2023, 10:36 |
| Q4 2022 | 164 | $624M | +$241M | -$233M | +$7.16M | JPST, EFV, IVV, EMB, HYG | 13F-HR | 01 Feb 2023, 08:39 |
| Q3 2022 | 170 | $583M | +$53.1M | -$43.9M | +$9.14M | BIL, IVV, SHY, VTV, IJH | 13F-HR | 23 Nov 2022, 07:58 |
| Q2 2022 | 181 | $605M | +$127M | -$111M | +$16.8M | IVV, BIL, VSPY, VTV, IJH | 13F-HR | 11 Aug 2022, 13:00 |
| Q1 2022 | 186 | $580M | +$100M | -$83M | +$17.5M | IVV, VSPY, BIL, VTV, TIP | 13F-HR | 12 May 2022, 15:55 |
| Q4 2021 | 180 | $596M | +$203M | -$181M | +$21.7M | IVV, VSPY, EFV, BIL, VTV | 13F-HR | 24 Feb 2022, 18:58 |
| Q3 2021 | 194 | $633M | +$103M | -$76.8M | +$26.3M | IVV, IJR, SCHG, HYG, EMB | 13F-HR | 10 Nov 2021, 10:31 |
| Q2 2021 | 193 | $610M | +$120M | -$93.7M | +$26.2M | IVV, SCHG, TIP, HYG, EMB | 13F-HR | 19 Jul 2021, 07:59 |
| Q1 2021 | 195 | $576M | +$144M | -$153M | -$8.2M | VTV, SCHG, IJR, HYG, SHY | 13F-HR | 23 Jun 2021, 15:54 |
| Q4 2020 | 160 | $551M | +$169M | -$88.3M | +$80.7M | LQD, HYG, EMB, SCHG, IVV | 13F-HR | 23 Jun 2021, 15:43 |
| Q3 2020 | 152 | $429M | +$134M | -$56.8M | +$77.5M | IEF, IVV, TLT, SCHG, TIP | 13F-HR | 23 Jun 2021, 15:35 |
| Q2 2020 | 148 | $337M | +$115M | -$60.8M | +$54.5M | IEF, IVV, TLT, TIP, SCHG | 13F-HR | 23 Jun 2021, 15:27 |
| Q1 2020 | 106 | $241M | +$69.7M | -$50.6M | +$19.1M | IVV, SCHG, TLT, SCHR, IEI | 13F-HR | 23 Jun 2021, 15:16 |
| Q4 2019 | 93 | $266M | +$90.1M | -$54.4M | +$35.7M | SCHH, IVV, SCHG, SCHF, SCHV | 13F-HR | 23 Jun 2021, 15:05 |
| Q3 2019 | 82 | $222M | +$56.6M | -$30.8M | +$25.7M | SCHH, SCHG, IEI, SCHR, VCLT | 13F-HR | 23 Jun 2021, 14:57 |
| Q2 2019 | 66 | $195M | +$33.8M | -$42.6M | -$8.83M | SCHH, SCHG, SCHR, SCHV, SLYG | 13F-HR | 23 Jun 2021, 14:48 |
| Q1 2019 | 78 | $199M | +$58.2M | -$54M | +$4.15M | SCHH, SCHG, SLYG, SCHR, SLYV | 13F-HR | 23 Jun 2021, 14:38 |
| Q4 2018 | 49 | $178M | +$51.1M | -$48M | +$3.13M | SCHO, SCHH, SCHG, SLYG, SCHV | 13F-HR | 23 Jun 2021, 14:30 |
| Q3 2018 | 51 | $196M | +$45.9M | -$27.4M | +$18.5M | SCHG, SLYG, SCHF, SCHV, SLYV | 13F-HR | 23 Jun 2021, 14:17 |
| Q2 2018 | 46 | $171M | +$55.5M | -$27.9M | +$27.5M | SCHG, SLYG, SLYV, SCHF, SCHV | 13F-HR | 23 Jun 2021, 14:09 |
| Q1 2018 | 43 | $156M | +$38M | -$15.4M | +$22.6M | SCHG, SLYG, SCHV, SCHF, SCHE | 13F-HR | 23 Jun 2021, 13:59 |
| Q4 2017 | 38 | $136M | +$27.2M | -$8.44M | +$18.8M | SCHG, SLYV, SCHV, SLYG, SCHF | 13F-HR | 23 Jun 2021, 13:24 |
| Q3 2017 | 32 | $114M | +$51M | -$11.3M | +$39.7M | SLYV, SCHG, SLYG, SCHV, SCHF | 13F-HR | 23 Jun 2021, 13:06 |
| Q2 2017 | 26 | $70.2M | $0 | $0 | SLYV, SCHG, SLYG, SCHV, SCHF | 13F-HR | 23 Jun 2021, 12:21 |