Ethos Financial Group LLC Top Holdings
As of  06/30/2023, below is a summary of the Ethos Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Ethos Financial Group LLC. In the Ethos Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ethos Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Ethos Financial Group LLC top holding position size for that row.

 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
Schwab US Broad Market ETF (SCHB) 382,724 UNCH $18,313
SPDR Bloomberg Barclays 13 MNTH T Bill ETF New (BIL) 179,268 UNCH $16,460
Vanguard Total World Stock ETF (VT) 140,701 UNCH $12,957
Vanguard Short Inflation Prot ETF IV (VTIP) 253,862 UNCH $12,136
Schwab US Large Cap Value ETF (SCHV) 177,847 UNCH $11,663
Abrdn Physical Gold Shares ETF (SGOL) 535,239 UNCH $10,099
Imgp Dbi Managed Futures STRTGY ETF (DBMF) 359,769 UNCH $9,459
iShares Short Treasury Bond ETF (SHV) 85,553 UNCH $9,454
Agfiq U.S. Market Neutral AntiBeta Fund (BTAL) 423,522 UNCH $8,639
iShares TIPS Bond ETF (TIP) 78,149 UNCH $8,616
Schwab US Large Cap ETF (SCHX) 162,083 UNCH $7,840
Goldman Sachs Acces Treas 0 1 YR ETF (GBIL) 77,594 UNCH $7,770
Schwab Fundamental Inl Large Com ETF (FNDF) 231,806 UNCH $7,249
Vanguard Short Term Treasury ETF IV (VGSH) 123,406 UNCH $7,224
Leatherback LNG SHRT Altern YLD ETF (LBAY) 258,386 UNCH $7,045
Xtrackers MSCI EAFE Hedged Equity Et 195,593 UNCH $6,885
Apple 41,122 UNCH $6,781
iShares 13 Year Treasry Bond ETF (SHY) 81,411 UNCH $6,689
Energy Select Sector SPDR ETF (XLE) 78,529 UNCH $6,505
Alpha Archtct Intr Quntv Val ETF (IVAL) 266,591 UNCH $6,253
Invsc Actvly MNG Optm YD DVRS ETF (PDBC) 403,977 UNCH $5,745
iShares 05 Year TIPS Bond ETF (STIP) 49,099 UNCH $4,872
Alpha Archtct US Quntv Val ETF (QVAL) 140,332 UNCH $4,747
ExxonMobil 40,333 UNCH $4,423
Vanguard FTSE Emerging Markets ETF (VWO) 106,032 UNCH $4,284
JPMorgan Ultra Short Income ETF (JPST) 72,209 UNCH $3,637
Vaneck Morningstar Wide Moat ETF (MOAT) 46,211 UNCH $3,412
iShares Core S&P 500 ETF (IVV) 8,134 UNCH $3,344
iShares MSCI USA Min Vol FCTR ETF (USMV) 42,125 UNCH $3,064
iShares MSCI USA QLTY Fact ETF (QUAL) 24,474 UNCH $3,036
Microsoft 11,459 UNCH $3,020
Schwab Emerging Markets Equity ETF (SCHE) 99,171 UNCH $2,432
JPMorgan Chase 16,911 UNCH $2,205
Wisdomtree Floating Rate Treasry ETF (USFR) 42,286 UNCH $2,126
Global X MLP ETF (MLPA) 48,807 UNCH $2,030
Kraneshares Global Carbon STG ETF (KRBN) 48,447 UNCH $1,918
Invesco S&P 500 Equal Weight ETF (RSP) 12,797 UNCH $1,851
Amazon.Com Inc 16,882 UNCH $1,744
Charles Schwab US MC ETF (SCHM) 23,346 UNCH $1,584
Alpha Archtct US Quntv MTNM ETF (QMOM) 30,810 UNCH $1,389
Johnson & Johnson 8,500 UNCH $1,317
Vanguard Dividend Appreciation ETF (VIG) 7,629 UNCH $1,175
Blackstone Secd Lending 44,646 UNCH $1,140
Albemarle Corp 4,983 UNCH $1,104
Vanguard Total Stock Market ETF (VTI) 5,354 UNCH $1,093
WalMart 7,026 UNCH $1,045
Ea Ser TR Freedom Day Dividend ETF (MBOX) 40,605 UNCH $1,013
Visa Inc Class A 4,382 UNCH $988
Berkshire Hathaway Class B      $986
Home Depot 3,272 UNCH $966

See Full List: All Stocks Held By Ethos Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ethos Financial Group LLC

Size ($ in 1000's)
At 06/30/2023: $296,100
At 03/31/2023: $321,264

Ethos Financial Group LLC holdings changes, total fund size, and other information presented on was derived from Ethos Financial Group LLC 13F filings. Link to 13F filings: SEC filings

Ethos Financial Group LLC Top Holdings 13F Filings |

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