HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
493,261 | -3,316 | $128,199 |
| VTI | 493,261 | -3,316 | $128,199 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
766,740 | +67,230 | $59,982 |
| VCLT | 766,740 | +67,230 | $59,982 |
| ISHARES TR (IGLB) |
1,150,929 | +102,172 | $59,284 |
| IGLB | 1,150,929 | +102,172 | $59,284 |
| SCHWAB STRATEGIC TR |
898,340 | -5,289 | $54,844 |
| SCHB | 898,340 | -5,289 | $54,844 |
| PIMCO ETF TR (CORP) |
145,368 | UNCH | $13,963 |
| CORP | 145,368 | UNCH | $13,963 |
| VANGUARD TAX MANAGED FUNDS (VEA) |
225,418 | -2,020 | $11,309 |
| VEA | 225,418 | -2,020 | $11,309 |
| VANGUARD WHITEHALL FDS (VYM) |
66,368 | UNCH | $8,030 |
| VYM | 66,368 | UNCH | $8,030 |
| ISHARES TR (IDV) |
264,923 | -17,135 | $7,428 |
| IDV | 264,923 | -17,135 | $7,428 |
| VANGUARD BD INDEX FDS (BND) |
90,876 | +2,079 | $6,600 |
| BND | 90,876 | +2,079 | $6,600 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
108,090 | UNCH | $6,329 |
| VGIT | 108,090 | UNCH | $6,329 |
| VANGUARD INDEX FUNDS (VNQ) |
63,801 | UNCH | $5,518 |
| VNQ | 63,801 | UNCH | $5,518 |
| ISHARES TR (IXUS) |
75,660 | +3,375 | $5,134 |
| IXUS | 75,660 | +3,375 | $5,134 |
| FIRST TR EXCH TRADED FD III (FPE) |
198,219 | UNCH | $3,433 |
| FPE | 198,219 | UNCH | $3,433 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
70,637 | UNCH | $2,951 |
| VWO | 70,637 | UNCH | $2,951 |
| ISHARES TR (QUAL) |
16,015 | UNCH | $2,632 |
| QUAL | 16,015 | UNCH | $2,632 |
| ISHARES TR (EMB) |
26,025 | +28 | $2,334 |
| EMB | 26,025 | +28 | $2,334 |
| SPDR SER TR (JNK) |
24,360 | +26 | $2,319 |
| JNK | 24,360 | +26 | $2,319 |
| FIDELITY MERRIMACK STR TR |
47,727 | UNCH | $2,163 |
| FBND | 47,727 | UNCH | $2,163 |
| ISHARES TR (LQD) |
18,683 | UNCH | $2,035 |
| LQD | 18,683 | UNCH | $2,035 |
| ISHARES TR (IUSB) |
36,505 | -58,165 | $1,664 |
| IUSB | 36,505 | -58,165 | $1,664 |
| ISHARES TR (AGG) |
15,373 | UNCH | $1,506 |
| AGG | 15,373 | UNCH | $1,506 |
| ISHARES TR (IYR) |
15,960 | UNCH | $1,435 |
| IYR | 15,960 | UNCH | $1,435 |
| ISHARES TR (IWV) |
3,964 | -34,970 | $1,190 |
| IWV | 3,964 | -34,970 | $1,190 |
| ISHARES TR (IFGL) |
47,231 | UNCH | $1,005 |
| IFGL | 47,231 | UNCH | $1,005 |
See Full List: All Stocks Held By Agilis Partners LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Agilis Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $391,787 At 12/31/2023: $435,799 Agilis Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Agilis Partners LLC 13F filings. Link to 13F filings: SEC filings |
