Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
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.