Ford Financial Group, LLC

13F Portfolio Filings

Latest 13F report
Q1 2023 - May 11, 2023
Value $
$2.36M
Signature - Title
Kelle Butler - Chief Compliance Officer
Location
5260 N. Palm Avenue, Suite 221, Fresno, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 7 $2.36M -$99.6M -$99.6M SPYV, SPYG, NTSX, SLYV, SPTM 13F-HR 5/11/2023, 10:08 AM
Q4 2022 120 $253M +$6.09M -$5.5M +$591K SPYV, SPYG, SLYV, SPTM, SPLV 13F-HR 2/13/2023, 01:34 PM
Q3 2022 123 $240M +$72.1M -$54.4M +$17.7M SPYV, SPYG, SLYV, SPTM, SPLV 13F-HR 10/11/2022, 12:49 PM
Q2 2022 120 $245M +$48.6M -$8.96M +$39.6M SPYV, SPYG, VTI, TOTL, SPLV 13F-HR 7/13/2022, 08:00 PM
Q1 2022 127 $259M +$53.3M -$45.1M +$8.24M SPYG, SPYV, VTI, SPLV, VBK 13F-HR 4/13/2022, 02:44 PM
Q4 2021 440 $286M +$23M -$9.45M +$13.5M SPYG, SPYV, VTI, IEFA, IWP 13F-HR 2/11/2022, 01:18 PM
Q3 2021 104 $260M +$14.8M -$22M -$7.18M SPYV, SPYG, VTI, IEFA, BND 13F-HR 11/4/2021, 07:41 PM
Q2 2021 518 $268M +$39.2M -$16.4M +$22.8M SPYG, SPYV, VTI, IEFA, BND 13F-HR 7/26/2021, 03:12 PM
Q1 2021 99 $233M +$25.7M -$15.9M +$9.85M SPYV, SPYG, VTI, IEFA, NTSX 13F-HR 5/4/2021, 02:08 PM
Q4 2020 99 $212M +$27.1M -$17.9M +$9.23M SPYV, VTI, SPYG, IEFA, NTSX 13F-HR 2/9/2021, 12:05 PM
Q3 2020 89 $183M +$11.5M -$15.7M -$4.23M VTI, SPYV, SPYG, NTSX, BND 13F-HR 10/15/2020, 12:47 PM
Q2 2020 93 $180M +$10.4M -$5.22M +$5.18M SPYV, SPYG, VTI, NTSX, BND 13F-HR 7/16/2020, 09:24 AM
Q1 2020 92 $150M +$21.9M -$5.73M +$16.2M SPYV, SPYG, VTI, BND, NTSX 13F-HR 4/30/2020, 03:43 PM
Q4 2019 94 $174M +$10.6M -$3.76M +$6.89M SPYV, VTI, SPYG, IEMG, USMV 13F-HR 1/27/2020, 02:53 PM
Q3 2019 87 $155M +$20M -$8.35M +$11.7M SPYV, VTI, SPYG, IEMG, BND 13F-HR 10/18/2019, 04:32 PM
Q2 2019 90 $147M +$14.8M -$5.58M +$9.19M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 7/24/2019, 05:52 PM
Q1 2019 71 $139M +$13.9M -$20.6M -$6.7M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 4/17/2019, 11:48 AM
Q4 2018 58 $131M +$37.5M -$17M +$20.4M VTI, SPYV, SPYG, IEMG, SRLN 13F-HR 1/31/2019, 10:40 AM
Q3 2018 42 $134M +$3.16M -$6.89M -$3.73M SPYV, VTI, VBR, IWP, IEMG 13F-HR 10/17/2018, 04:43 PM
Q2 2018 39 $134M +$29.4M -$667K +$28.7M SPYV, VTI, VBR, IEMG, IWP 13F-HR 8/1/2018, 08:31 AM
Q1 2018 44 $128M +$9.96M -$1.37M +$8.59M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 5/10/2018, 07:11 PM
Q4 2017 401 $133M VTI, SPYV, SPYG, IEMG, IWP 13F-HR 2/12/2018, 01:48 PM