Ethos Financial Group, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$521M
Signature - Title
Daniel Guy - Chief Compliance Officer
Location
2200 Renaissance Boulevard, Suite 350, King Of Prussia, Pennsylvania
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 274 $521M +$92.8M -$63.7M +$29.1M SCHB, VT, SCHX, MOAT, SCHG, SGOL 13F-HR 5/8/2024, 01:23 PM
Q4 2023 266 $468M +$158M -$93.3M +$65.1M SCHB, VT, MOAT, SCHX, SGOL, SCHG 13F-HR 2/7/2024, 12:47 PM
Q3 2023 196 $382M +$136M -$56.5M +$79.7M SCHB, VT, SCHX, JPST, VTIP, SGOL 13F-HR 11/13/2023, 11:04 AM
Q2 2023 137 $288M SCHB, BIL, VT, VTIP, SCHV, SGOL 13F-HR 7/19/2023, 03:53 PM
Q1 2023 191 $321M +$60.9M -$16.3M +$44.6M SCHB, BIL, VT, VTIP, SCHV, SGOL 13F-HR 4/20/2023, 04:11 PM
Q4 2022 146 $295M SCHB, BIL, BTAL, DBMF, VTIP, SCHV 13F-HR 2/9/2023, 12:25 PM