ETF Portfolio Partners
Latest statistics and disclosures from ETF Portfolio Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWB, AGG, BLV, IGIB, and represent 56.57% of ETF Portfolio Partners's stock portfolio.
- Added to shares of these 10 stocks: VTEB, MUB, WMT, AXP, SCHD, SPY, IJR, IJJ, IXUS, ITOT.
- Started 5 new stock positions in MUB, WMT, AXP, VTEB, SCHD.
- Reduced shares in these 10 stocks: AGG, IGIB, VTI, SRPT, Ishares Tr Ibonds Dec2023 etf, MGK, IWB, BLV, BND, VWO.
- Sold out of its positions in Ishares Tr Ibonds Dec2023 etf, SRPT.
- ETF Portfolio Partners was a net seller of stock by $-298k.
- ETF Portfolio Partners has $298M in assets under management (AUM), dropping by 10.06%.
- Central Index Key (CIK): 0001635342
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ETF Portfolio Partners holds 48 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by ETF Portfolio Partners
SEC 13F filings are viewable for ETF Portfolio Partners going back to 2014
- ETF Portfolio Partners 2023 Q4 filed Jan. 18, 2024
- ETF Portfolio Partners 2023 Q3 filed Oct. 16, 2023
- ETF Portfolio Partners 2023 Q2 filed July 11, 2023
- ETF Portfolio Partners 2023 Q1 filed April 25, 2023
- ETF Portfolio Partners 2022 Q4 filed Jan. 10, 2023
- ETF Portfolio Partners 2022 Q3 filed Oct. 6, 2022
- ETF Portfolio Partners 2022 Q2 filed July 14, 2022
- ETF Portfolio Partners 2022 Q1 filed April 12, 2022
- ETF Portfolio Partners 2021 Q4 filed Jan. 18, 2022
- ETF Portfolio Partners 2021 Q3 filed Oct. 7, 2021
- ETF Portfolio Partners 2021 Q2 filed July 15, 2021
- ETF Portfolio Partners 2021 Q1 filed April 15, 2021
- ETF Portfolio Partners 2020 Q4 filed Jan. 19, 2021
- ETF Portfolio Partners 2020 Q3 filed Oct. 14, 2020
- ETF Portfolio Partners 2020 Q2 filed July 16, 2020
- ETF Portfolio Partners 2020 Q1 filed April 13, 2020