
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
964,646 | +66,024 | $97,024 |
SGOV | 964,646 | +66,024 | $97,024 |
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1,904,890 | +276,002 | $56,040 |
GDMA | 1,904,890 | +276,002 | $56,040 |
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859,574 | +854,714 | $46,082 |
SCHP | 859,574 | +854,714 | $46,082 |
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939,545 | -1,734 | $36,539 |
VZ | 939,545 | -1,734 | $36,539 |
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221,194 | -214,466 | $21,949 |
STIP | 221,194 | -214,466 | $21,949 |
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252,584 | +252,584 | $15,579 |
LTPZ | 252,584 | +252,584 | $15,579 |
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237,017 | -3,646 | $14,662 |
DLN | 237,017 | -3,646 | $14,662 |
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264,211 | -21,274 | $12,780 |
SCHX | 264,211 | -21,274 | $12,780 |
![]() |
667,821 | +634,077 | $12,602 |
SGOL | 667,821 | +634,077 | $12,602 |
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167,885 | +4,618 | $11,873 |
DXJ | 167,885 | +4,618 | $11,873 |
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46,928 | -320 | $9,578 |
VTI | 46,928 | -320 | $9,578 |
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21,656 | +1,719 | $8,144 |
VOO | 21,656 | +1,719 | $8,144 |
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111,329 | -8,159 | $7,962 |
EFA | 111,329 | -8,159 | $7,962 |
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87,927 | +1,017 | $7,283 |
XLE | 87,927 | +1,017 | $7,283 |
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125,176 | -4,554 | $5,990 |
SCHB | 125,176 | -4,554 | $5,990 |
![]() |
60,046 | +4,064 | $5,952 |
IEF | 60,046 | +4,064 | $5,952 |
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125,194 | +5,046 | $5,208 |
MLPA | 125,194 | +5,046 | $5,208 |
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30,089 | +777 | $4,962 |
AAPL | 30,089 | +777 | $4,962 |
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94,923 | -58,934 | $4,539 |
VTIP | 94,923 | -58,934 | $4,539 |
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20,044 | +1,146 | $4,228 |
VO | 20,044 | +1,146 | $4,228 |
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5,000 | -6,300 | $4,108 |
REGN | 5,000 | -6,300 | $4,108 |
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75,112 | +1,711 | $3,705 |
EMXC | 75,112 | +1,711 | $3,705 |
![]() |
19,769 | +14,542 | $3,622 |
GLD | 19,769 | +14,542 | $3,622 |
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8,252 | -111 | $3,378 |
SPY | 8,252 | -111 | $3,378 |
![]() |
116,926 | -22,062 | $2,991 |
SPD | 116,926 | -22,062 | $2,991 |
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9,486 | +173 | $2,735 |
MSFT | 9,486 | +173 | $2,735 |
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103,318 | +72,004 | $2,691 |
FNDE | 103,318 | +72,004 | $2,691 |
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117,097 | +18,399 | $2,660 |
IVOL | 117,097 | +18,399 | $2,660 |
![]() |
13,092 | +413 | $2,336 |
IWM | 13,092 | +413 | $2,336 |
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13,550 | -210 | $2,063 |
IWD | 13,550 | -210 | $2,063 |
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16,080 | +52 | $1,995 |
QUAL | 16,080 | +52 | $1,995 |
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19,558 | -129 | $1,891 |
IJR | 19,558 | -129 | $1,891 |
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29,414 | UNCH | $1,834 |
DGRW | 29,414 | UNCH | $1,834 |
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127,911 | -443,726 | $1,819 |
PDBC | 127,911 | -443,726 | $1,819 |
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25,010 | -249 | $1,819 |
USMV | 25,010 | -249 | $1,819 |
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64,642 | UNCH | $1,792 |
URBN | 64,642 | UNCH | $1,792 |
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17,145 | UNCH | $1,762 |
IJJ | 17,145 | UNCH | $1,762 |
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7,182 | +104 | $1,755 |
IWF | 7,182 | +104 | $1,755 |
![]() |
25,642 | +3,201 | $1,752 |
RYE | 25,642 | +3,201 | $1,752 |
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22,527 | +1,857 | $1,710 |
RPV | 22,527 | +1,857 | $1,710 |
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104,344 | -3,862 | $1,707 |
S | 104,344 | -3,862 | $1,707 |
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15,284 | +55 | $1,676 |
XOM | 15,284 | +55 | $1,676 |
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15,460 | -650 | $1,666 |
MUB | 15,460 | -650 | $1,666 |
![]() |
21,825 | +17,146 | $1,611 |
MOAT | 21,825 | +17,146 | $1,611 |
![]() |
13,622 | +194 | $1,407 |
AMZN | 13,622 | +194 | $1,407 |
![]() |
13,377 | -940 | $1,388 |
GOOGL | 13,377 | -940 | $1,388 |
![]() |
17,808 | +17,808 | $1,362 |
BSV | 17,808 | +17,808 | $1,362 |
![]() |
15,013 | UNCH | $1,359 |
ITOT | 15,013 | UNCH | $1,359 |
![]() |
3,110 | -754 | $1,279 |
IVV | 3,110 | -754 | $1,279 |
![]() |
25,285 | +25,285 | $1,279 |
TFLO | 25,285 | +25,285 | $1,279 |
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.
![]() At 03/31/2023: $506,865 At 12/31/2022: $469,099 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 |