HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EA SERIES TRUST |
9,119,218 | +16,753 | $274,488 |
| GDMA | 9,119,218 | +16,753 | $274,488 |
| VERIZON COMMUNICATIONS INC |
936,936 | +100 | $35,322 |
| VZ | 936,936 | +100 | $35,322 |
| WISDOMTREE TR |
684,400 | -342,206 | $34,384 |
| USFR | 684,400 | -342,206 | $34,384 |
| ISHARES TR (SGOV) |
313,209 | -315,086 | $31,405 |
| SGOV | 313,209 | -315,086 | $31,405 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
1,354,811 | +1,334,002 | $28,695 |
| BKLN | 1,354,811 | +1,334,002 | $28,695 |
| VANGUARD INDEX FDS (VOO) |
30,752 | +7,716 | $13,433 |
| VOO | 30,752 | +7,716 | $13,433 |
| SCHWAB STRATEGIC TR |
236,034 | +16,281 | $13,312 |
| SCHX | 236,034 | +16,281 | $13,312 |
| ABRDN GOLD ETF TRUST (SGOL) |
572,062 | +107,594 | $11,293 |
| SGOL | 572,062 | +107,594 | $11,293 |
| VANGUARD INDEX FDS (VTI) |
46,957 | -503 | $11,139 |
| VTI | 46,957 | -503 | $11,139 |
| ISHARES TR (EFA) |
145,653 | +29,899 | $10,975 |
| EFA | 145,653 | +29,899 | $10,975 |
| SCHWAB STRATEGIC TR |
209,910 | +209,910 | $9,916 |
| SCHA | 209,910 | +209,910 | $9,916 |
| SCHWAB STRATEGIC TR |
173,580 | +102,104 | $9,663 |
| SCHB | 173,580 | +102,104 | $9,663 |
| SCHWAB STRATEGIC TR |
346,177 | +264,427 | $9,395 |
| FNDE | 346,177 | +264,427 | $9,395 |
| VANGUARD WORLD FD (EDV) |
113,114 | +113,114 | $9,166 |
| EDV | 113,114 | +113,114 | $9,166 |
| PIMCO ETF TR (LTPZ) |
149,015 | +149,015 | $8,446 |
| LTPZ | 149,015 | +149,015 | $8,446 |
| SPDR GOLD TR (GLD) |
42,541 | +36,394 | $8,133 |
| GLD | 42,541 | +36,394 | $8,133 |
| WISDOMTREE TR |
92,104 | -8,396 | $8,103 |
| DXJ | 92,104 | -8,396 | $8,103 |
| WISDOMTREE TR |
110,676 | -6,064 | $7,347 |
| DLN | 110,676 | -6,064 | $7,347 |
| SCHWAB STRATEGIC TR |
88,071 | +88,071 | $7,306 |
| SCHG | 88,071 | +88,071 | $7,306 |
| ISHARES TR (TFLO) |
139,320 | +9,583 | $7,032 |
| TFLO | 139,320 | +9,583 | $7,032 |
| VANGUARD INDEX FDS (VO) |
28,086 | +5,966 | $6,534 |
| VO | 28,086 | +5,966 | $6,534 |
| GLOBAL X FDS |
123,494 | +7,267 | $5,471 |
| MLPA | 123,494 | +7,267 | $5,471 |
| ISHARES INC (EMXC) |
95,761 | +14,430 | $5,306 |
| EMXC | 95,761 | +14,430 | $5,306 |
| SELECT SECTOR SPDR TR (XLE) |
61,903 | -12,249 | $5,190 |
| XLE | 61,903 | -12,249 | $5,190 |
| ISHARES TR (IEF) |
50,571 | -17,340 | $4,875 |
| IEF | 50,571 | -17,340 | $4,875 |
| ISHARES TR (IWM) |
22,586 | +4,987 | $4,533 |
| IWM | 22,586 | +4,987 | $4,533 |
| ISHARES TR (SHY) |
54,800 | -11,406 | $4,496 |
| SHY | 54,800 | -11,406 | $4,496 |
| APPLE INC |
21,995 | -1,369 | $4,235 |
| AAPL | 21,995 | -1,369 | $4,235 |
| SIMPLIFY EXCHANGE TRADED FUN (TUA) |
174,683 | +174,683 | $4,044 |
| TUA | 174,683 | +174,683 | $4,044 |
| SPDR S&P 500 ETF TR (SPY) |
7,363 | +3,958 | $3,500 |
| SPY | 7,363 | -42 | $3,500 |
| SIMPLIFY EXCHANGE TRADED FUN (MTBA) |
60,006 | +60,006 | $3,102 |
| MTBA | 60,006 | +60,006 | $3,102 |
| SCHWAB STRATEGIC TR |
58,296 | -513,197 | $3,043 |
| SCHP | 58,296 | -513,197 | $3,043 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
35,918 | +10,237 | $2,948 |
| RPV | 35,918 | +10,237 | $2,948 |
| MICROSOFT CORP |
7,527 | -137 | $2,830 |
| MSFT | 7,527 | -137 | $2,830 |
| INVESCO EXCHANGE TRADED FD T (RSPG) |
37,614 | +37,614 | $2,773 |
| RSPG | 37,614 | +37,614 | $2,773 |
| SCHWAB STRATEGIC TR |
64,352 | +57,370 | $2,378 |
| SCHF | 64,352 | +57,370 | $2,378 |
| URBAN OUTFITTERS INC |
64,642 | UNCH | $2,307 |
| URBN | 64,642 | UNCH | $2,307 |
| REGENERON PHARMACEUTICALS |
2,600 | -3,800 | $2,284 |
| REGN | 2,600 | -3,800 | $2,284 |
| ISHARES TR (IWF) |
7,423 | -285 | $2,250 |
| IWF | 7,423 | -285 | $2,250 |
| ISHARES TR (IWD) |
12,699 | -915 | $2,098 |
| IWD | 12,699 | -915 | $2,098 |
| WISDOMTREE TR |
29,414 | UNCH | $2,067 |
| DGRW | 29,414 | UNCH | $2,067 |
| ISHARES TR (IJJ) |
17,145 | UNCH | $1,955 |
| IJJ | 17,145 | UNCH | $1,955 |
| VANGUARD MALVERN FDS (VTIP) |
40,722 | -19,706 | $1,934 |
| VTIP | 40,722 | -19,706 | $1,934 |
| NVIDIA CORPORATION |
3,779 | -192 | $1,872 |
| NVDA | 3,779 | -192 | $1,872 |
| ISHARES TR (QUAL) |
12,660 | +49 | $1,863 |
| QUAL | 12,660 | +49 | $1,863 |
| SENTINELONE INC |
66,394 | UNCH | $1,822 |
| S | 66,394 | UNCH | $1,822 |
| ALPHABET INC |
12,382 | -75 | $1,730 |
| GOOGL | 12,382 | -75 | $1,730 |
| ISHARES TR (USMV) |
20,414 | -4,515 | $1,593 |
| USMV | 20,414 | -4,515 | $1,593 |
| ISHARES TR (ITOT) |
15,088 | +75 | $1,588 |
| ITOT | 15,088 | +75 | $1,588 |
| AMERICAN CENTY ETF TR (AVUV) |
17,663 | +1,046 | $1,586 |
| AVUV | 17,663 | +1,046 | $1,586 |
See Full List: All Stocks Held By Almanack Investment Partners LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Almanack Investment Partners LLC.
|
Size ($ in 1000's)
At 12/31/2023: $698,866 At 09/30/2023: $675,350 Almanack Investment Partners LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Almanack Investment Partners LLC. 13F filings. Link to 13F filings: SEC filings |
