Notify me when Net Worth Advisory Group files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 441 | $494,559,485 | +$170,825,561 | -$26,766,936 | +$144,058,625 | AAPL, VCIT, VGIT, BNDX, TIP | 13F-HR | 13 Jan 2026, 17:39 |
| Q3 2025 | 402 | $345,744,980 | +$27,923,631 | -$153,114,607 | -$125,190,976 | BNDX, TIP, SHY, IEF, LQD | 13F-HR | 14 Oct 2025, 21:32 |
| Q2 2025 | 426 | $451,166,489 | +$137,601,195 | -$18,671,465 | +$118,929,730 | VGIT, BNDX, VCIT, TIP, LQD | 13F-HR | 21 Jul 2025, 21:21 |
| Q1 2025 | 367 | $317,894,966 | +$29,209,983 | -$39,259,629 | -$10,049,646 | BNDX, TIP, SHY, IEF, LQD | 13F-HR | 15 Apr 2025, 17:18 |
| Q4 2024 | 385 | $329,414,503 | +$17,302,705 | -$17,817,496 | -$514,791 | BNDX, TIP, SHY, IEF, LQD | 13F-HR | 07 Feb 2025, 14:10 |
| Q3 2024 | 386 | $337,025,236 | $0 | $0 | $0 | BNDX, TIP, SHY, IEF, LQD | 13F-HR | 17 Oct 2024, 14:42 |