Axos Invest

Axos Invest as of March 31, 2025

Portfolio Holdings for Axos Invest

Axos Invest holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 40.3 $52M 189k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 20.9 $27M 532k 50.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.1 $7.9M 134k 59.40
Ishares Tr Iboxx Inv Cp Etf (LQD) 6.0 $7.8M 72k 108.69
Ishares Tr Tips Bd Etf (TIP) 4.9 $6.4M 57k 111.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $6.1M 136k 45.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $3.6M 184k 19.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.8 $3.6M 166k 21.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $3.3M 42k 78.94
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.5 $3.2M 126k 25.16
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $2.4M 27k 90.54
Ishares Core Msci Emkt (IEMG) 0.9 $1.1M 21k 53.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $1.1M 13k 81.76
Pimco Etf Tr 0-5 High Yield (HYS) 0.4 $546k 5.8k 93.66
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $546k 5.7k 95.74
Vanguard World Inf Tech Etf (VGT) 0.4 $536k 987.00 542.62
Ishares Tr Msci Eafe Etf (EFA) 0.3 $372k 4.5k 81.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $341k 609.00 559.68
Select Sector Spdr Tr Technology (XLK) 0.3 $340k 1.6k 206.52
Vanguard Index Fds Small Cp Etf (VB) 0.2 $261k 1.2k 221.69
Vanguard Index Fds Large Cap Etf (VV) 0.2 $211k 821.00 257.08
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $186k 16k 11.42