Ethos Financial Group, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $767M
Signature - Title: Daniel Guy - Chief Compliance Officer
Location: King Of Prussia, PA
Summary: This page shows a list of all the recent 13F filings made by Ethos Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ethos Financial Group, LLC reported 393 stock holdings with total value $767M as of Q4 2024. Top holdings included SCHB, BOXX, SCHX, VT, and SCHG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	393	$767M	+$334M	-$99.6M	+$234M	SCHB, BOXX, SCHX, VT, SCHG	13F-HR	2/6/2025, 05:14 PM
Q3 2024	300	$606M	+$75.2M	-$60.4M	+$14.8M	SCHB, BOXX, MOAT, SCHX, VT	13F-HR	11/7/2024, 10:06 AM
Q2 2024	288	$567M	+$75M	-$60.6M	+$14.4M	SCHB, BOXX, SCHX, VT, SCHG	13F-HR	8/12/2024, 11:29 AM
Q1 2024	285	$524M	+$94.8M	-$64.6M	+$30.2M	SCHB, VT, SCHX, MOAT, SCHG	13F-HR	5/8/2024, 01:23 PM
Q4 2023	270	$469M	+$160M	-$93.4M	+$66.1M	SCHB, VT, MOAT, SCHX, SGOL	13F-HR	2/7/2024, 12:47 PM
Q3 2023	179	$386M	+$139M	-$55.8M	+$83.1M	SCHB, VT, SCHX, JPST, VTIP	13F-HR	11/13/2023, 11:04 AM
Q2 2023	150	$288M	+$3.63K	-$25.2M	-$25.2M	SCHB, BIL, VT, VTIP, SCHV	13F-HR	7/19/2023, 03:53 PM
Q1 2023	191	$321M	+$60.9M	-$39.7M	+$21.2M	SCHB, BIL, VT, VTIP, SCHV	13F-HR	4/20/2023, 04:11 PM
Q4 2022	146	$295M	$0	$0		SCHB, BIL, BTAL, DBMF, VTIP	13F-HR	2/9/2023, 01:25 PM

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