Notify me when Eley Financial Management, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 67 | $278,365,918 | +$3,284,834 | -$7,144,538 | -$3,859,704 | IVV, AGG, IJH, IEI, IGLB | 13F-HR | 12 Feb 2026, 10:44 |
| Q3 2025 | 68 | $277,648,713 | +$2,731,034 | -$1,804,736 | +$926,298 | IVV, AGG, IJH, IEI, IGLB | 13F-HR | 12 Nov 2025, 09:57 |
| Q2 2025 | 66 | $260,537,481 | +$3,110,516 | -$5,765,160 | -$2,654,644 | AGG, IVV, IJH, IEI, IGLB | 13F-HR | 12 Aug 2025, 14:43 |
| Q1 2025 | 66 | $249,511,421 | +$3,658,646 | -$2,878,715 | +$779,931 | AGG, IVV, IJH, IEI, IGLB | 13F-HR | 13 May 2025, 10:44 |
| Q4 2024 | 68 | $256,668,354 | +$14,404,762 | -$4,554,392 | +$9,850,370 | AGG, IVV, IJH, IEI, IGLB | 13F-HR | 13 Feb 2025, 12:28 |
| Q3 2024 | 67 | $248,464,103 | +$12,585,412 | -$7,176,814 | +$5,408,598 | AGG, IVV, IJH, IEI, NVDA | 13F-HR | 12 Nov 2024, 11:41 |
| Q2 2024 | 68 | $235,937,045 | +$12,409,386 | -$2,385,446 | +$10,023,940 | AGG, IVV, IJH, NVDA, IEI | 13F-HR | 09 Aug 2024, 12:46 |
| Q1 2024 | 68 | $232,228,842 | +$27,804,649 | -$15,081,643 | +$12,723,006 | AGG, IVV, IJH, IEI, NVDA | 13F-HR | 14 May 2024, 10:09 |
| Q4 2023 | 68 | $213,382,444 | +$27,508,825 | -$26,757,175 | +$751,650 | IVV, AGG, IJH, IEI, MSFT | 13F-HR | 02 Feb 2024, 12:25 |
| Q3 2023 | 68 | $196,290,198 | +$2,453,460 | -$5,663,549 | -$3,210,089 | IVV, IEI, IGSB, IJH, SHY | 13F-HR | 31 Oct 2023, 12:21 |
| Q2 2023 | 69 | $205,340,031 | +$6,461,707 | -$6,048,475 | +$413,232 | IVV, IEI, IGSB, IJH, SHY | 13F-HR | 03 Aug 2023, 14:58 |
| Q1 2023 | 70 | $193,497,984 | +$1,808,563 | -$1,844,226 | -$35,663 | IEI, IVV, IGSB, IJH, SHY | 13F-HR | 11 May 2023, 14:33 |
| Q4 2022 | 69 | $185,625,713 | $0 | $0 | $0 | IEI, IVV, IGSB, IJH, SHY | 13F-HR | 12 May 2023, 11:50 |