| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Broad Market ETF | 7 | Q2 2024 | 6.5% |
| Vanguard Total World Stock ETF | 7 | Q2 2024 | 4.4% |
| Abrdn Physical Gold Shares ETF | 7 | Q2 2024 | 3.4% |
| Schwab US Large Cap Value ETF | 7 | Q2 2024 | 3.9% |
| Schwab US Large Cap ETF | 7 | Q2 2024 | 3.4% |
| iShares TIPS Bond ETF | 7 | Q2 2024 | 2.9% |
| Vanguard Short Inflation Prot ETF IV | 7 | Q2 2024 | 4.1% |
| iShares Short Treasury Bond ETF | 7 | Q2 2024 | 3.5% |
| SPDR Bloomberg Barclays 13 MNTH T Bill ETF New | 7 | Q2 2024 | 5.6% |
| Vaneck Morningstar Wide Moat ETF | 7 | Q2 2024 | 3.4% |
View Ethos Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
View Ethos Financial Group, 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.