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Standpoint Multi-Asset I Nstitutional shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Standpoint Multi-Asset I Nstitutional shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Standpoint Multi-Asset I Nstitutional

Tip: Access up to 7 years of quarterly data

All positions including Standpoint Multi-Asset I Nstitutional held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Standpoint Multi-Asset I Nstitutional by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0M 304k 16.46

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Vanguard Total World Stock Etf Etf (VT)
State Street Spdr S&P 500 Etf Etf (SPY)
Schwab Us Large Cap Etf Etf (SCHX)
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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Spdr Gold Shares Etf (GLD)
Ishares Tips Bond Etf Etf (TIP)
Schwab Us Large Cap Value Etf Etf (SCHV)
Ishares Msci Eafe Etf Etf (EFA)

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Top funds holding Standpoint Multi-Asset I Nstitutional

Ethos Financial Group

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