$2.16 Billion is the total value of ARGI Investment Services, LLC's 333 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $72,515,000 | +1.7% | 1,658,614 | -4.4% | 3.36% | -8.4% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $63,090,000 | -4.3% | 557,040 | -5.0% | 2.92% | -13.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $52,330,000 | +3.7% | 255,519 | -2.1% | 2.42% | -6.6% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $22,624,000 | -1.2% | 147,225 | -3.5% | 1.05% | -11.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $20,496,000 | -19.8% | 477,209 | -24.8% | 0.95% | -27.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $18,739,000 | -43.5% | 220,772 | -43.6% | 0.87% | -49.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $18,713,000 | +0.6% | 249,971 | -9.9% | 0.87% | -9.4% |
| JPIN | Sell | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $18,177,000 | -84.6% | 323,206 | -85.5% | 0.84% | -86.2% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $17,949,000 | -2.9% | 137,338 | -5.3% | 0.83% | -12.5% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $10,635,000 | -2.8% | 211,097 | -3.3% | 0.49% | -12.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $10,199,000 | +2.2% | 123,866 | -3.4% | 0.47% | -8.0% |
| AAPL | Sell | APPLE INC | $7,691,000 | +33.7% | 24,031 | -6.5% | 0.36% | +20.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $7,462,000 | +1.7% | 143,412 | -4.2% | 0.34% | -8.5% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $7,153,000 | -90.5% | 53,491 | -91.0% | 0.33% | -91.5% |
| LRGF | Sell | ISHARES TRmultifactor usa | $6,905,000 | +9.4% | 196,509 | -0.6% | 0.32% | -1.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $6,900,000 | -6.6% | 60,407 | -7.4% | 0.32% | -16.1% |
| YUM | Sell | YUM BRANDS INC | $4,825,000 | -11.3% | 47,284 | -1.4% | 0.22% | -20.1% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $4,726,000 | -7.7% | 151,918 | -12.9% | 0.22% | -16.7% |
| PG | Sell | PROCTER & GAMBLE CO | $4,596,000 | -2.0% | 36,451 | -3.3% | 0.21% | -11.6% |
| ABBV | Sell | ABBVIE INC | $4,555,000 | +16.5% | 49,353 | -4.4% | 0.21% | +5.0% |
| MSFT | Sell | MICROSOFT CORP | $4,122,000 | +26.3% | 22,413 | -4.5% | 0.19% | +13.7% |
| PPL | Sell | PPL CORP | $4,133,000 | +7.2% | 114,753 | -6.3% | 0.19% | -3.5% |
| CHDN | Sell | CHURCHILL DOWNS INC | $4,087,000 | +23.7% | 26,410 | -1.4% | 0.19% | +11.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,958,000 | +1.0% | 11,914 | -9.8% | 0.18% | -9.0% |
| BFA | Sell | BROWN FORMAN CORPcl a | $3,787,000 | +7.2% | 58,673 | -0.8% | 0.18% | -3.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,685,000 | -2.0% | 53,436 | -7.3% | 0.17% | -11.4% |
| IVZ | Sell | INVESCO LTD | $3,226,000 | +4.6% | 177,058 | -2.8% | 0.15% | -6.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,130,000 | +5.9% | 58,883 | -0.6% | 0.14% | -4.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,007,000 | +10.3% | 14,811 | -1.1% | 0.14% | -0.7% |
| EWMC | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $2,935,000 | +4.2% | 44,205 | -0.6% | 0.14% | -6.2% |
| NWL | Sell | NEWELL BRANDS INC | $2,541,000 | -24.4% | 126,687 | -29.5% | 0.12% | -31.8% |
| YUMC | Sell | YUM CHINA HLDGS INC | $2,523,000 | -7.5% | 59,079 | -1.6% | 0.12% | -16.4% |
| T | Sell | AT&T INC | $2,122,000 | -28.2% | 55,182 | -29.4% | 0.10% | -35.5% |
| PEP | Sell | PEPSICO INC | $2,022,000 | -15.1% | 13,909 | -19.9% | 0.09% | -23.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,959,000 | -1.6% | 20,354 | -2.0% | 0.09% | -10.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,907,000 | -2.0% | 11,568 | -10.0% | 0.09% | -12.0% |
| FB | Sell | FACEBOOK INCcl a | $1,827,000 | +15.2% | 8,603 | -3.4% | 0.08% | +3.7% |
| ITM | Sell | VANECK VECTORS ETF TRamt free int etf | $1,779,000 | -2.8% | 34,824 | -4.2% | 0.08% | -12.8% |
| ETR | Sell | ENTERGY CORP NEW | $1,773,000 | -35.4% | 13,434 | -42.6% | 0.08% | -41.8% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,729,000 | +7.0% | 25,314 | -0.5% | 0.08% | -3.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,583,000 | +6.0% | 13,207 | -0.1% | 0.07% | -5.2% |
| AMZN | Sell | AMAZON COM INC | $1,582,000 | +2.5% | 761 | -14.4% | 0.07% | -7.6% |
| IGIB | Sell | ISHARES TRintrm tr crp etf | $1,509,000 | -0.9% | 25,556 | -2.7% | 0.07% | -10.3% |
| CPB | Sell | CAMPBELL SOUP CO | $1,523,000 | -43.1% | 31,159 | -45.4% | 0.07% | -49.3% |
| MCD | Sell | MCDONALDS CORP | $1,450,000 | -1.7% | 6,851 | -0.2% | 0.07% | -11.8% |
| SO | Sell | SOUTHERN CO | $1,313,000 | -56.8% | 19,201 | -61.0% | 0.06% | -60.9% |
| CVS | Sell | CVS HEALTH CORP | $1,305,000 | +8.7% | 18,231 | -4.3% | 0.06% | -3.2% |
| MATW | Sell | MATTHEWS INTL CORPcl a | $1,238,000 | -1.6% | 35,447 | -0.3% | 0.06% | -12.3% |
| SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $1,162,000 | +0.3% | 18,522 | -2.1% | 0.05% | -10.0% |
| GIS | Sell | GENERAL MLS INC | $1,148,000 | -50.8% | 22,120 | -47.7% | 0.05% | -55.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,118,000 | +16.6% | 756 | -3.9% | 0.05% | +6.1% |
| MCK | Sell | MCKESSON CORP | $1,087,000 | -23.8% | 6,953 | -33.4% | 0.05% | -31.5% |
| INTC | Sell | INTEL CORP | $1,089,000 | -3.0% | 16,494 | -24.3% | 0.05% | -13.8% |
| USB | Sell | US BANCORP DEL | $1,055,000 | -6.0% | 19,324 | -4.7% | 0.05% | -15.5% |
| EIX | Sell | EDISON INTL | $1,042,000 | -49.7% | 13,527 | -50.7% | 0.05% | -54.7% |
| BAC | Sell | BANK AMER CORP | $1,023,000 | +14.0% | 29,561 | -3.9% | 0.05% | +2.2% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $1,005,000 | -1.4% | 10,935 | -11.7% | 0.05% | -9.6% |
| HON | Sell | HONEYWELL INTL INC | $973,000 | +2.6% | 5,551 | -1.0% | 0.04% | -8.2% |
| DIS | Sell | DISNEY WALT CO | $968,000 | +7.6% | 6,863 | -0.7% | 0.04% | -2.2% |
| CI | Sell | CIGNA CORP NEW | $979,000 | +23.1% | 4,733 | -9.6% | 0.04% | +9.8% |
| ABT | Sell | ABBOTT LABS | $921,000 | +0.5% | 10,482 | -4.3% | 0.04% | -8.5% |
| SJM | Sell | SMUCKER J M CO | $925,000 | -17.0% | 8,543 | -15.7% | 0.04% | -24.6% |
| SPMD | Sell | SPDR SERIES TRUSTportfolio md etf | $927,000 | +1.6% | 25,744 | -4.4% | 0.04% | -8.5% |
| WDC | Sell | WESTERN DIGITAL CORP | $930,000 | -47.5% | 13,876 | -53.3% | 0.04% | -52.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $905,000 | -1.8% | 7,820 | -3.9% | 0.04% | -10.6% |
| RWJ | Sell | INVESCO EXCHNG TRADED FD TRs&p smallcap 600 | $910,000 | 0.0% | 14,264 | -0.1% | 0.04% | -10.6% |
| K | Sell | KELLOGG CO | $908,000 | -21.3% | 14,152 | -21.1% | 0.04% | -28.8% |
| XOM | Sell | EXXON MOBIL CORP | $878,000 | -18.9% | 14,279 | -6.8% | 0.04% | -26.8% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $875,000 | -3.3% | 16,756 | -4.0% | 0.04% | -14.9% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $849,000 | -6.3% | 18,574 | -15.8% | 0.04% | -17.0% |
| JHMM | Sell | JOHN HANCOCK ETF TRUSTmultifactor mi | $845,000 | +6.0% | 21,328 | -1.4% | 0.04% | -4.9% |
| AES | Sell | AES CORP | $835,000 | -14.8% | 40,754 | -32.0% | 0.04% | -22.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $819,000 | +20.8% | 554 | -0.2% | 0.04% | +8.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $812,000 | +12.5% | 4,163 | -4.2% | 0.04% | +2.7% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $818,000 | -21.6% | 7,338 | -24.7% | 0.04% | -29.6% |
| EXC | Sell | EXELON CORP | $830,000 | -12.5% | 17,216 | -12.4% | 0.04% | -22.4% |
| BG | Sell | BUNGE LIMITED | $799,000 | -9.6% | 14,769 | -5.4% | 0.04% | -17.8% |
| NRG | Sell | NRG ENERGY INC | $801,000 | -4.4% | 21,158 | -0.0% | 0.04% | -14.0% |
| CAH | Sell | CARDINAL HEALTH INC | $810,000 | -79.0% | 13,915 | -82.9% | 0.04% | -81.3% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $783,000 | -29.8% | 5,668 | -24.4% | 0.04% | -36.8% |
| MO | Sell | ALTRIA GROUP INC | $760,000 | -9.2% | 16,446 | -19.7% | 0.04% | -18.6% |
| CSCO | Sell | CISCO SYS INC | $737,000 | -10.1% | 15,364 | -7.4% | 0.03% | -19.0% |
| CAG | Sell | CONAGRA BRANDS INC | $739,000 | -72.8% | 23,141 | -73.8% | 0.03% | -75.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $744,000 | +5.8% | 2,371 | -2.8% | 0.03% | -5.6% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $729,000 | +8.2% | 3,744 | -0.8% | 0.03% | -2.9% |
| PM | Sell | PHILIP MORRIS INTL INC | $713,000 | -8.8% | 8,149 | -20.8% | 0.03% | -17.5% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $720,000 | +1.3% | 7,690 | -4.0% | 0.03% | -10.8% |
| KMB | Sell | KIMBERLY CLARK CORP | $707,000 | -40.5% | 4,882 | -41.7% | 0.03% | -45.9% |
| VLO | Sell | VALERO ENERGY CORP NEW | $639,000 | -79.9% | 7,598 | -79.6% | 0.03% | -81.6% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC | $627,000 | -41.5% | 4,011 | -48.6% | 0.03% | -47.3% |
| MMM | Sell | 3M CO | $633,000 | -15.7% | 3,955 | -13.4% | 0.03% | -25.6% |
| ORCL | Sell | ORACLE CORP | $578,000 | -1.2% | 10,560 | -0.6% | 0.03% | -10.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $543,000 | +5.0% | 8,610 | -3.7% | 0.02% | -7.4% |
| SPLG | Sell | SPDR SERIES TRUSTportfolio lr etf | $530,000 | +3.3% | 13,569 | -7.8% | 0.02% | -3.8% |
| FISV | Sell | FISERV INC | $540,000 | +16.4% | 4,433 | -1.1% | 0.02% | +4.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $527,000 | +6.5% | 4,051 | -2.4% | 0.02% | -4.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $507,000 | +12.2% | 2,470 | -1.7% | 0.02% | 0.0% |
| CSX | Sell | CSX CORP | $456,000 | +5.8% | 5,860 | -5.8% | 0.02% | -4.5% |
| NVDA | Sell | NVIDIA CORP | $431,000 | +30.6% | 1,713 | -9.7% | 0.02% | +17.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $430,000 | +1.2% | 11,280 | -0.4% | 0.02% | -9.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $417,000 | +24.9% | 1,925 | -3.5% | 0.02% | +11.8% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $400,000 | -1.7% | 4,691 | -2.7% | 0.02% | -9.5% |
| KR | Sell | KROGER CO | $383,000 | -8.4% | 13,685 | -15.6% | 0.02% | -14.3% |
| XRX | Sell | XEROX HOLDINGS CORP | $387,000 | -68.2% | 10,410 | -74.4% | 0.02% | -71.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $358,000 | +7.8% | 2,156 | -0.1% | 0.02% | 0.0% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $349,000 | +4.2% | 7,216 | -0.9% | 0.02% | -5.9% |
| FDMO | Sell | FIDELITY COVINGTON TRmomentum factr | $344,000 | +9.6% | 8,908 | -0.7% | 0.02% | 0.0% |
| C | Sell | CITIGROUP INC | $353,000 | +11.4% | 4,489 | -2.3% | 0.02% | 0.0% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $328,000 | -18.4% | 2,069 | -16.3% | 0.02% | -28.6% |
| BIIB | Sell | BIOGEN INC | $330,000 | +35.2% | 975 | -7.1% | 0.02% | +15.4% |
| FITB | Sell | FIFTH THIRD BANCORP | $299,000 | +4.5% | 10,155 | -2.8% | 0.01% | -6.7% |
| DD | Sell | DUPONT DE NEMOURS INC | $297,000 | -28.8% | 5,644 | -3.5% | 0.01% | -33.3% |
| WFC | Sell | WELLS FARGO CO NEW | $310,000 | -6.3% | 6,476 | -1.2% | 0.01% | -17.6% |
| DOW | Sell | DOW INC | $279,000 | -3.5% | 5,808 | -4.3% | 0.01% | -13.3% |
| FQAL | Sell | FIDELITY COVINGTON TRqlty fctor etf | $277,000 | +10.4% | 7,118 | -0.6% | 0.01% | 0.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $275,000 | -13.2% | 2,025 | -4.9% | 0.01% | -18.8% |
| JPST | Sell | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $283,000 | 0.0% | 5,597 | -0.4% | 0.01% | -13.3% |
| FTSM | Sell | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $251,000 | -0.4% | 4,176 | -0.6% | 0.01% | -7.7% |
| EVRG | Sell | EVERGY INC | $260,000 | +0.8% | 3,670 | -5.5% | 0.01% | -7.7% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $262,000 | -3.3% | 1,594 | -12.8% | 0.01% | -14.3% |
| IDV | Sell | ISHARES TRintl sel div etf | $270,000 | +3.4% | 8,083 | -4.9% | 0.01% | -7.7% |
| EGOV | Sell | NIC INC | $232,000 | -6.1% | 11,309 | -5.5% | 0.01% | -15.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $246,000 | -15.5% | 4,185 | -20.4% | 0.01% | -26.7% |
| SYF | Sell | SYNCHRONY FINL | $208,000 | -51.4% | 6,263 | -50.1% | 0.01% | -54.5% |
| SPHD | Sell | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $215,000 | -0.5% | 5,041 | -0.7% | 0.01% | -9.1% |
| WU | Sell | WESTERN UN CO | $224,000 | -77.7% | 8,104 | -81.3% | 0.01% | -80.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $214,000 | -8.9% | 2,813 | -12.0% | 0.01% | -16.7% |
| PSX | Sell | PHILLIPS 66 | $203,000 | -54.5% | 2,242 | -48.5% | 0.01% | -60.9% |
| PZA | Exit | INVESCO EXCHNG TRADED FD TRnatl amt muni | $0 | – | -7,803 | -100.0% | -0.01% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -536 | -100.0% | -0.01% | – |
| FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -2,406 | -100.0% | -0.01% | – |
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -2,125 | -100.0% | -0.02% | – |
| GCI | Exit | GANNETT CO INC | $0 | – | -27,909 | -100.0% | -0.02% | – |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -8,112 | -100.0% | -0.02% | – |
| DK | Exit | DELEK US HLDGS INC NEW | $0 | – | -8,314 | -100.0% | -0.02% | – |
| CIM | Exit | CHIMERA INVT CORP | $0 | – | -16,268 | -100.0% | -0.02% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -5,289 | -100.0% | -0.02% | – |
| MET | Exit | METLIFE INC | $0 | – | -6,447 | -100.0% | -0.02% | – |
| ALSN | Exit | ALLISON TRANSMISSION HLDGS I | $0 | – | -6,767 | -100.0% | -0.02% | – |
| AL | Exit | AIR LEASE CORPcl a | $0 | – | -7,612 | -100.0% | -0.02% | – |
| INTU | Exit | INTUIT | $0 | – | -1,183 | -100.0% | -0.02% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -9,233 | -100.0% | -0.02% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -7,749 | -100.0% | -0.02% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -3,134 | -100.0% | -0.02% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -21,229 | -100.0% | -0.02% | – |
| SNX | Exit | SYNNEX CORP | $0 | – | -2,843 | -100.0% | -0.02% | – |
| TGNA | Exit | TEGNA INC | $0 | – | -21,240 | -100.0% | -0.02% | – |
| NAVI | Exit | NAVIENT CORPORATION | $0 | – | -25,366 | -100.0% | -0.02% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -3,674 | -100.0% | -0.02% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -5,957 | -100.0% | -0.02% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,493 | -100.0% | -0.02% | – |
| PDCO | Exit | PATTERSON COMPANIES INC | $0 | – | -41,854 | -100.0% | -0.04% | – |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -36,848 | -100.0% | -0.04% | – |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -32,998 | -100.0% | -0.05% | – |
| CWENA | Exit | CLEARWAY ENERGY INCcl a | $0 | – | -52,555 | -100.0% | -0.05% | – |
| PEGI | Exit | PATTERN ENERGY GROUP INCcl a | $0 | – | -44,056 | -100.0% | -0.06% | – |
| NLSN | Exit | NIELSEN HLDGS PLC | $0 | – | -82,805 | -100.0% | -0.09% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -43,516 | -100.0% | -0.10% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -28,699 | -100.0% | -0.10% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -59,768 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 39 | Q4 2022 | 13.1% |
| VANGUARD TOTAL STOCK MARKET ETF | 39 | Q4 2022 | 7.5% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | 39 | Q4 2022 | 8.6% |
| ISHARES TRUST INTRM TR CRP ETF | 39 | Q4 2022 | 8.1% |
| ISHARES TRUST CORE S&P MCP ETF | 39 | Q4 2022 | 4.6% |
| VANGUARD REIT INDEX | 39 | Q4 2022 | 3.9% |
| SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL REAL ESTATE ETF | 39 | Q4 2022 | 5.3% |
| VANGUARD US SCAP GROWTH | 39 | Q4 2022 | 3.5% |
| VANGUARD US SCAP VALUE | 39 | Q4 2022 | 1.5% |
| VANGUARD INTL EQUITY INDEX FDS FTSE PAC ETF | 39 | Q4 2022 | 4.9% |
View ARGI Investment Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-03 |
| 13F-HR | 2021-05-06 |
| 13F-HR/A | 2021-02-11 |
| 13F-HR | 2021-02-10 |
View ARGI Investment Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.