Ethos Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$606M
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 300 stock holdings with total value $606M as of Q3 2024. Top holdings included SCHB, BOXX, MOAT, SCHX, and VT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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