Notify me when Ethos Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 530 | $1,353,517,124 | +$207,012,386 | -$128,289,453 | +$78,722,933 | SCHB, MOOD, SGOL, VOO, BOXX | 13F-HR | 20 Jan 2026, 15:23 |
| Q3 2025 | 509 | $1,274,180,951 | +$153,153,097 | -$108,505,522 | +$44,647,575 | SCHB, VOO, MOOD, SGOL, BOXX | 13F-HR | 23 Oct 2025, 11:42 |
| Q2 2025 | 475 | $1,162,768,471 | +$265,088,292 | -$197,568,497 | +$67,519,795 | SCHB, VOO, BOXX, SGOL, SCHX | 13F-HR | 06 Aug 2025, 09:39 |
| Q1 2025 | 447 | $1,045,324,412 | +$304,031,450 | -$22,910,146 | +$281,121,304 | SCHB, BOXX, AAPL, EFA, SCHX | 13F-HR | 13 May 2025, 17:28 |
| Q4 2024 | 393 | $767,052,972 | +$333,858,966 | -$99,630,507 | +$234,228,459 | SCHB, BOXX, SCHX, VT, SCHG | 13F-HR | 06 Feb 2025, 17:14 |
| Q3 2024 | 300 | $606,397,000 | +$75,172,292 | -$60,418,989 | +$14,753,303 | SCHB, BOXX, MOAT, SCHX, VT | 13F-HR | 07 Nov 2024, 10:06 |
| Q2 2024 | 288 | $566,833,000 | +$75,023,518 | -$60,586,357 | +$14,437,161 | SCHB, BOXX, SCHX, VT, SCHG | 13F-HR | 12 Aug 2024, 11:29 |
| Q1 2024 | 285 | $524,030,000 | +$94,817,487 | -$64,608,973 | +$30,208,514 | SCHB, VT, SCHX, MOAT, SCHG | 13F-HR | 08 May 2024, 13:23 |
| Q4 2023 | 270 | $469,260,000 | +$159,503,367 | -$93,383,272 | +$66,120,095 | SCHB, VT, MOAT, SCHX, SGOL | 13F-HR | 07 Feb 2024, 12:47 |
| Q3 2023 | 179 | $386,293,334 | +$138,967,667 | -$55,828,556 | +$83,139,111 | SCHB, VT, SCHX, JPST, VTIP | 13F-HR | 13 Nov 2023, 11:04 |
| Q2 2023 | 150 | $287,704,960 | +$3,625 | -$25,167,437 | -$25,163,812 | SCHB, BIL, VT, VTIP, SCHV | 13F-HR | 19 Jul 2023, 15:53 |
| Q1 2023 | 191 | $321,261,026 | +$60,906,225 | -$39,748,204 | +$21,158,021 | SCHB, BIL, VT, VTIP, SCHV | 13F-HR | 20 Apr 2023, 16:11 |
| Q4 2022 | 146 | $295,281,214 | $0 | $0 | $0 | SCHB, BIL, BTAL, DBMF, VTIP | 13F-HR | 09 Feb 2023, 13:25 |