Notify me when BG Investment Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 45 | $112,227,779 | +$13,013,304 | -$3,676,288 | +$9,337,016 | FBND, FBCG, IVV, IEFA, FDVV | 13F-HR | 04 Feb 2026, 18:36 |
| Q3 2025 | 45 | $101,382,694 | +$22,468,415 | -$5,517,349 | +$16,951,066 | FBND, IVV, FBCG, IEFA, FDVV | 13F-HR | 31 Oct 2025, 14:29 |
| Q2 2025 | 41 | $80,001,230 | +$6,538,706 | -$27,991,615 | -$21,452,909 | IVV, FBND, FBCG, IEFA, IWD | 13F-HR | 30 Jul 2025, 11:29 |
| Q1 2025 | 35 | $92,841,656 | +$12,365,708 | -$17,340,397 | -$4,974,689 | IVV, FBND, IEFA, FBCG, IWD | 13F-HR | 06 May 2025, 14:05 |
| Q4 2024 | 29 | $99,288,739 | $0 | $0 | $0 | IVV, FBND, IEFA, IWD, IGSB | 13F-HR | 11 Feb 2025, 21:27 |
| Q4 2022 | 11 | $91,721,250 | +$3,220,899 | $0 | +$3,220,899 | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 09 Feb 2023, 20:59 |
| Q3 2022 | 11 | $82,227,000 | $0 | -$2,547,398 | -$2,547,398 | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 24 Oct 2022, 16:00 |
| Q2 2022 | 12 | $90,740,000 | +$1,589,828 | -$294,636 | +$1,295,192 | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 15 Jul 2022, 09:53 |
| Q1 2022 | 11 | $102,238,000 | +$9,442,633 | -$11,662,104 | -$2,219,471 | IVV, IEFA, AGG, IEMG, IGSB | 13F-HR | 29 Apr 2022, 08:04 |
| Q4 2021 | 8 | $110,923,000 | $0 | $0 | $0 | IVV, IEFA, AGG, IEMG, IWR | 13F-HR | 10 Feb 2022, 16:07 |