HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SGOV) |
964,646 | +66,024 | $97,024 |
| SGOV | 964,646 | +66,024 | $97,024 |
| EA SERIES TRUST |
1,904,890 | +276,002 | $56,040 |
| GDMA | 1,904,890 | +276,002 | $56,040 |
| SCHWAB STRATEGIC TR |
859,574 | +854,714 | $46,082 |
| SCHP | 859,574 | +854,714 | $46,082 |
| VERIZON COMMUNICATIONS INC |
939,545 | -1,734 | $36,539 |
| VZ | 939,545 | -1,734 | $36,539 |
| ISHARES TR (STIP) |
221,194 | -214,466 | $21,949 |
| STIP | 221,194 | -214,466 | $21,949 |
| PIMCO ETF TR (LTPZ) |
252,584 | +252,584 | $15,579 |
| LTPZ | 252,584 | +252,584 | $15,579 |
| WISDOMTREE TR |
237,017 | -3,646 | $14,662 |
| DLN | 237,017 | -3,646 | $14,662 |
| SCHWAB STRATEGIC TR |
264,211 | -21,274 | $12,780 |
| SCHX | 264,211 | -21,274 | $12,780 |
| ABRDN GOLD ETF TRUST (SGOL) |
667,821 | +634,077 | $12,602 |
| SGOL | 667,821 | +634,077 | $12,602 |
| WISDOMTREE TR |
167,885 | +4,618 | $11,873 |
| DXJ | 167,885 | +4,618 | $11,873 |
| VANGUARD INDEX FDS (VTI) |
46,928 | -320 | $9,578 |
| VTI | 46,928 | -320 | $9,578 |
| VANGUARD INDEX FDS (VOO) |
21,656 | +1,719 | $8,144 |
| VOO | 21,656 | +1,719 | $8,144 |
| ISHARES TR (EFA) |
111,329 | -8,159 | $7,962 |
| EFA | 111,329 | -8,159 | $7,962 |
| SELECT SECTOR SPDR TR (XLE) |
87,927 | +1,017 | $7,283 |
| XLE | 87,927 | +1,017 | $7,283 |
| SCHWAB STRATEGIC TR |
125,176 | -4,554 | $5,990 |
| SCHB | 125,176 | -4,554 | $5,990 |
| ISHARES TR (IEF) |
60,046 | +4,064 | $5,952 |
| IEF | 60,046 | +4,064 | $5,952 |
| GLOBAL X FDS |
125,194 | +5,046 | $5,208 |
| MLPA | 125,194 | +5,046 | $5,208 |
| APPLE INC |
30,089 | +777 | $4,962 |
| AAPL | 30,089 | +777 | $4,962 |
| VANGUARD MALVERN FDS (VTIP) |
94,923 | -58,934 | $4,539 |
| VTIP | 94,923 | -58,934 | $4,539 |
| VANGUARD INDEX FDS (VO) |
20,044 | +1,146 | $4,228 |
| VO | 20,044 | +1,146 | $4,228 |
| REGENERON PHARMACEUTICALS |
5,000 | -6,300 | $4,108 |
| REGN | 5,000 | -6,300 | $4,108 |
| ISHARES INC (EMXC) |
75,112 | +1,711 | $3,705 |
| EMXC | 75,112 | +1,711 | $3,705 |
| SPDR GOLD TR (GLD) |
19,769 | +14,542 | $3,622 |
| GLD | 19,769 | +14,542 | $3,622 |
| SPDR S&P 500 ETF TR (SPY) |
8,252 | -111 | $3,378 |
| SPY | 8,252 | -111 | $3,378 |
| SIMPLIFY EXCHANGE TRADED FUN (SPD) |
116,926 | -22,062 | $2,991 |
| SPD | 116,926 | -22,062 | $2,991 |
| MICROSOFT CORP |
9,486 | +173 | $2,735 |
| MSFT | 9,486 | +173 | $2,735 |
| SCHWAB STRATEGIC TR |
103,318 | +72,004 | $2,691 |
| FNDE | 103,318 | +72,004 | $2,691 |
| KRANESHARES TR (IVOL) |
117,097 | +18,399 | $2,660 |
| IVOL | 117,097 | +18,399 | $2,660 |
| ISHARES TR (IWM) |
13,092 | +413 | $2,336 |
| IWM | 13,092 | +413 | $2,336 |
| ISHARES TR (IWD) |
13,550 | -210 | $2,063 |
| IWD | 13,550 | -210 | $2,063 |
| ISHARES TR (QUAL) |
16,080 | +52 | $1,995 |
| QUAL | 16,080 | +52 | $1,995 |
| ISHARES TR (IJR) |
19,558 | -129 | $1,891 |
| IJR | 19,558 | -129 | $1,891 |
| WISDOMTREE TR |
29,414 | UNCH | $1,834 |
| DGRW | 29,414 | UNCH | $1,834 |
| INVESCO ACTVELY MNGD ETC FD |
127,911 | -443,726 | $1,819 |
| PDBC | 127,911 | -443,726 | $1,819 |
| ISHARES TR (USMV) |
25,010 | -249 | $1,819 |
| USMV | 25,010 | -249 | $1,819 |
| URBAN OUTFITTERS INC |
64,642 | UNCH | $1,792 |
| URBN | 64,642 | UNCH | $1,792 |
| ISHARES TR (IJJ) |
17,145 | UNCH | $1,762 |
| IJJ | 17,145 | UNCH | $1,762 |
| ISHARES TR (IWF) |
7,182 | +104 | $1,755 |
| IWF | 7,182 | +104 | $1,755 |
| INVESCO EXCHANGE TRADED FD T (RYE) |
25,642 | +3,201 | $1,752 |
| RYE | 25,642 | +3,201 | $1,752 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
22,527 | +1,857 | $1,710 |
| RPV | 22,527 | +1,857 | $1,710 |
| SENTINELONE INC |
104,344 | -3,862 | $1,707 |
| S | 104,344 | -3,862 | $1,707 |
| EXXON MOBIL CORP |
15,284 | +55 | $1,676 |
| XOM | 15,284 | +55 | $1,676 |
| ISHARES TR (MUB) |
15,460 | -650 | $1,666 |
| MUB | 15,460 | -650 | $1,666 |
| VANECK ETF TRUST (MOAT) |
21,825 | +17,146 | $1,611 |
| MOAT | 21,825 | +17,146 | $1,611 |
| AMAZON COM INC |
13,622 | +194 | $1,407 |
| AMZN | 13,622 | +194 | $1,407 |
| ALPHABET INC |
13,377 | -940 | $1,388 |
| GOOGL | 13,377 | -940 | $1,388 |
| VANGUARD BD INDEX FDS (BSV) |
17,808 | +17,808 | $1,362 |
| BSV | 17,808 | +17,808 | $1,362 |
| ISHARES TR (ITOT) |
15,013 | UNCH | $1,359 |
| ITOT | 15,013 | UNCH | $1,359 |
| ISHARES TR (IVV) |
3,110 | -754 | $1,279 |
| IVV | 3,110 | -754 | $1,279 |
| ISHARES TR (TFLO) |
25,285 | +25,285 | $1,279 |
| TFLO | 25,285 | +25,285 | $1,279 |
See Full List: All Stocks Held By Almanack Investment Partners LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Almanack Investment Partners LLC.
|
Size ($ in 1000's)
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 |
