Almanack Investment Partners

Almanack Investment Partners as of Dec. 31, 2024

Portfolio Holdings for Almanack Investment Partners

Almanack Investment Partners holds 182 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Gadsdn Dyn Mlt (GDMA) 22.1 $143M 4.5M 31.62
Verizon Communications (VZ) 5.8 $38M 937k 39.99
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.2 $27M 271k 100.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.1 $27M 1.2M 23.18
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 3.8 $25M 506k 49.16
Etfs Gold Tr Physcl Gold Shs (SGOL) 3.4 $22M 892k 25.05
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $18M 61k 289.81
Ea Series Trust Strive 500 Etf (STRV) 2.5 $16M 428k 37.80
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.5 $16M 136k 117.48
Ishares Tr Msci Eafe Etf (EFA) 2.1 $14M 184k 75.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $13M 574k 22.70
Schwab Strategic Tr Fundamental Emer (FNDE) 2.0 $13M 435k 29.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $11M 409k 27.87
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $11M 130k 81.98
Wisdomtree Tr Us Largecap Divd (DLN) 1.6 $11M 136k 77.79
Wisdomtree Tr Floatng Rat Trea (USFR) 1.4 $9.4M 186k 50.32
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.4 $9.0M 181k 49.69
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.4 $8.9M 81k 110.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $8.6M 463k 18.50
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $8.5M 32k 264.13
Series Portfolios Tr Panagram Bbb B (CLOZ) 1.1 $6.9M 258k 26.95
Ishares Msci Emrg Chn (EMXC) 1.0 $6.3M 113k 55.45
Global X Fds Glbl X Mlp Etf (MLPA) 0.9 $5.9M 120k 49.41
Apple (AAPL) 0.9 $5.9M 24k 250.42
Select Sector Spdr Tr Energy (XLE) 0.9 $5.7M 67k 85.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $4.9M 53k 92.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $4.9M 189k 25.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.8M 8.2k 586.08
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.7 $4.8M 143k 33.37
NVIDIA Corporation (NVDA) 0.7 $4.7M 35k 134.29
Spdr Gold Tr Gold Shs (GLD) 0.7 $4.3M 18k 242.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.2M 7.8k 538.84
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.6 $4.0M 53k 76.36
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.9M 18k 220.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $3.8M 78k 48.42
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.6 $3.6M 53k 68.47
Microsoft Corporation (MSFT) 0.6 $3.6M 8.5k 421.51
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.5 $3.6M 168k 21.22
Urban Outfitters (URBN) 0.5 $3.5M 65k 54.88
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $3.2M 62k 50.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.9M 7.3k 401.61
Purecycle Technologies (PCT) 0.5 $2.9M 287k 10.25
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $2.5M 50k 50.71
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.5M 4.2k 588.71
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 13k 189.29
Amazon (AMZN) 0.4 $2.4M 11k 219.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $2.4M 29k 80.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.3M 12k 185.12
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.3M 13k 178.08
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $2.1M 17k 124.96
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $2.1M 40k 53.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.9M 15k 128.62
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.9M 26k 74.02
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.8M 20k 88.79
Volatility Shs Tr 2x Bitcoin Strat (BITX) 0.3 $1.7M 34k 51.75
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.7M 18k 96.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.6M 32k 50.13
Meta Platforms Cl A (META) 0.2 $1.5M 2.6k 585.40
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 7.8k 190.43
Global X Fds Global X Uranium (URA) 0.2 $1.4M 54k 26.78
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $1.4M 67k 21.07
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M 3.4k 410.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 3.1k 453.34
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.4M 17k 81.58
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.4M 12k 115.22
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 5.1k 239.70
Guggenheim Strategic Opportu Com Sbi (GOF) 0.2 $1.2M 81k 15.26
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $1.2M 35k 34.59
Ishares Tr National Mun Etf (MUB) 0.2 $1.2M 11k 106.55
Spdr Ser Tr S&p Metals Mng (XME) 0.2 $1.2M 21k 56.75
Netflix (NFLX) 0.2 $1.1M 1.3k 891.46
Huntington Bancshares Incorporated (HBAN) 0.2 $1.1M 69k 16.27
W.R. Berkley Corporation (WRB) 0.2 $1.1M 18k 58.52
Ishares Tr Msci Usa Value (VLUE) 0.2 $995k 9.4k 105.61
Coca-Cola Company (KO) 0.2 $994k 16k 62.26
Johnson & Johnson (JNJ) 0.1 $949k 6.6k 144.62
Ea Series Trust Relative Sentime (MOOD) 0.1 $933k 32k 29.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $912k 15k 62.31
Bank of New York Mellon Corporation (BK) 0.1 $907k 12k 76.83
Palantir Technologies Cl A (PLTR) 0.1 $891k 12k 75.63
Ishares Tr Rus 1000 Etf (IWB) 0.1 $887k 2.8k 322.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $871k 9.8k 89.08
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $860k 30k 28.61
Procter & Gamble Company (PG) 0.1 $842k 5.0k 167.65
Fair Isaac Corporation (FICO) 0.1 $838k 421.00 1990.93
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $824k 8.5k 96.93
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $807k 7.3k 110.27
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $793k 4.3k 184.90
Accenture Plc Ireland Shs Class A (ACN) 0.1 $789k 2.2k 351.79
Enterprise Products Partners (EPD) 0.1 $775k 25k 31.36
Fs Kkr Capital Corp (FSK) 0.1 $761k 35k 21.72
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $748k 19k 40.34
Ares Capital Corporation (ARCC) 0.1 $725k 33k 21.89
Advanced Micro Devices (AMD) 0.1 $698k 5.8k 120.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $695k 25k 27.71
Ishares Tr Msci India Etf (INDA) 0.1 $678k 13k 52.64
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $651k 7.2k 90.21
Ishares Msci Gbl Gold Mn (RING) 0.1 $636k 23k 28.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $636k 1.2k 511.38
Lockheed Martin Corporation (LMT) 0.1 $575k 1.2k 486.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $568k 22k 25.86
Ea Series Trust Us Quan Momentum (QMOM) 0.1 $542k 8.5k 64.13
McDonald's Corporation (MCD) 0.1 $529k 1.8k 289.94
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $528k 20k 25.89
Chevron Corporation (CVX) 0.1 $527k 3.6k 144.84
Select Sector Spdr Tr Financial (XLF) 0.1 $526k 11k 48.33
Home Depot (HD) 0.1 $516k 1.3k 388.92
Eli Lilly & Co. (LLY) 0.1 $513k 664.00 772.28
Ishares Tr Us Aer Def Etf (ITA) 0.1 $506k 3.5k 145.36
PNC Financial Services (PNC) 0.1 $505k 2.6k 192.85
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $495k 393.00 1259.42
Sentinelone Cl A (S) 0.1 $482k 22k 22.20
Vertiv Holdings Com Cl A (VRT) 0.1 $480k 4.2k 113.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $457k 4.5k 101.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $455k 799.00 569.58
Visa Com Cl A (V) 0.1 $432k 1.4k 315.97
Oneok (OKE) 0.1 $425k 4.2k 100.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $423k 2.2k 190.88
Wal-Mart Stores (WMT) 0.1 $423k 4.7k 90.35
Duke Energy Corp Com New (DUK) 0.1 $419k 3.9k 107.74
International Business Machines (IBM) 0.1 $414k 1.9k 219.85
Bank of America Corporation (BAC) 0.1 $413k 9.4k 43.95
Abbott Laboratories (ABT) 0.1 $403k 3.6k 113.11
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.1 $397k 5.3k 75.68
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $391k 17k 23.76
Ishares Tr Core Msci Total (IXUS) 0.1 $378k 5.7k 66.14
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $370k 1.8k 206.92
Bristol Myers Squibb (BMY) 0.1 $359k 6.3k 56.56
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $346k 5.3k 65.43
Thermo Fisher Scientific (TMO) 0.1 $340k 654.00 520.23
Oracle Corporation (ORCL) 0.1 $339k 2.0k 166.64
Kimberly-Clark Corporation (KMB) 0.1 $333k 2.5k 131.04
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $329k 17k 19.59
Discover Financial Services 0.1 $326k 1.9k 173.23
Merck & Co (MRK) 0.0 $322k 3.2k 99.48
Ishares Tr S&p 100 Etf (OEF) 0.0 $314k 1.1k 288.73
Ea Series Trust Us Quan Value (QVAL) 0.0 $313k 7.0k 44.64
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $303k 9.5k 31.79
Costco Wholesale Corporation (COST) 0.0 $298k 325.00 916.27
Novartis Sponsored Adr (NVS) 0.0 $297k 3.0k 97.31
Tesla Motors (TSLA) 0.0 $296k 733.00 403.87
Hershey Company (HSY) 0.0 $292k 1.7k 169.35
Cisco Systems (CSCO) 0.0 $289k 4.9k 59.20
Broadcom (AVGO) 0.0 $286k 1.2k 231.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $285k 1.4k 197.49
Constellation Brands Cl A (STZ) 0.0 $282k 1.3k 221.03
Pepsi (PEP) 0.0 $282k 1.9k 152.06
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $272k 4.1k 66.77
Charles Schwab Corporation (SCHW) 0.0 $272k 3.7k 74.01
Fidelity National Information Services (FIS) 0.0 $270k 3.3k 80.77
Ishares Tr Short Treas Bd (SHV) 0.0 $268k 2.4k 110.09
PPG Industries (PPG) 0.0 $265k 2.2k 119.45
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $253k 4.1k 61.37
Abbvie (ABBV) 0.0 $252k 1.4k 177.70
RBB Motley Fol Etf (TMFC) 0.0 $245k 4.1k 60.12
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $242k 3.7k 65.35
Coinbase Global Com Cl A (COIN) 0.0 $241k 972.00 248.30
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $239k 2.8k 86.28
Archer Aviation Com Cl A (ACHR) 0.0 $226k 23k 9.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $225k 3.9k 57.41
Microstrategy Cl A New (MSTR) 0.0 $222k 768.00 289.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $222k 2.5k 87.33
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $219k 5.4k 40.67
Palo Alto Networks (PANW) 0.0 $219k 1.2k 181.96
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $219k 12k 17.93
Chipotle Mexican Grill (CMG) 0.0 $218k 3.6k 60.30
Servicenow (NOW) 0.0 $216k 204.00 1060.25
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $216k 6.2k 34.75
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $215k 5.1k 41.87
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $213k 2.6k 81.33
Raytheon Technologies Corp (RTX) 0.0 $208k 1.8k 115.72
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.0 $207k 9.4k 21.90
Orrstown Financial Services (ORRF) 0.0 $205k 5.6k 36.61
Bk Nova Cad (BNS) 0.0 $202k 3.8k 53.72
Ishares Tr Expanded Tech (IGV) 0.0 $202k 2.0k 100.13
At&t (T) 0.0 $202k 8.9k 22.77
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $159k 40k 3.95
Joby Aviation Common Stock (JOBY) 0.0 $128k 16k 8.13
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $101k 11k 9.65
Castellum Com New (CTM) 0.0 $100k 50k 2.00
Asp Isotopes (ASPI) 0.0 $68k 15k 4.53