FormulaFolio Investments, LLC

13F Portfolio Filings

Most recent 13F
Q2 2021
Location
Grand Rapids, MI
CIK
0001626982
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2021 524 299,438 FFTI, HYLB, SCHM, SPLG 13F-HR 7/28/2021 000106299321006783
Q1 2021 502 307,604 FFTI, HYLB, SCHM, SPLG 13F-HR 5/28/2021 000106299321005116
Q4 2020 667 4,770,744 HYLB, FFTI, SPY, SCHM 13F-HR 3/2/2021 000106299321002148
Q3 2020 315 2,596,003 HYLB, FFTI, BND, SPLG 13F-HR 10/15/2020 000162698220000004
Q2 2020 288 2,453,805 FFTI, HYLB, VGIT, SPTI 13F-HR 8/18/2020 000162698220000003
Q1 2020 283 1,870,652 SPTI, FFTI, IGIB, FREL 13F-HR 5/14/2020 000162698220000002
Q4 2019 362 2,806,697 FFTI, HYG, HYLB, SPLG 13F-HR 1/15/2020 000162698220000001
Q3 2019 337 2,589,345 HYG, FFTI, IVV, FREL 13F-HR 10/23/2019 000162698219000005
Q2 2019 316 2,376,394 HYG, FFTI, IVV, FREL 13F-HR 8/12/2019 000162698219000004
Q1 2019 328 2,281,169 FFTI, HYG, IVV, FREL 13F-HR 5/8/2019 000162698219000003
Q4 2018 315 2,276,321 HYG, FFTI, FLOT, IVV 13F-HR 1/3/2019 000162698219000001
Q3 2018 315 2,276,216 HYG, FFTI, FLOT, IVV 13F-HR 11/8/2018 000162698218000004
Q2 2018 303 2,093,224 HYG, FLOT, FFTI, IVV 13F-HR 7/13/2018 000162698218000003
Q1 2018 268 1,703,747 HYG, FFTI, IVV, GLD 13F-HR 5/1/2018 000162698218000002
Q4 2017 248 1,522,498 FFTI, HYG, IVV, FREL 13F-HR 2/13/2018 000162698218000001
Q3 2017 218 1,305,187 HYG, FFTI, IVV, IXUS 13F-HR 10/18/2017 000162698217000004
Q2 2017 214 1,104,990 HYG, GLD, IVV, IXUS 13F-HR 8/11/2017 000162698217000003
Q1 2017 211 907,545 HYG, GLD, IXUS, IVV 13F-HR 5/5/2017 000162698217000002
Q4 2016 182 746,049 SHY, GLD, FREL, IVV 13F-HR 2/10/2017 000162698217000001
Q3 2016 141 673,970 HYG, GLD, FREL, IVV 13F-HR 11/8/2016 000162698216000011
Q2 2016 121 588,532 GLD, FREL, LQD, HYG 13F-HR 8/8/2016 000162698216000010
Q1 2016 127 577,192 GLD, SHY, JNK, IYR 13F-HR 5/9/2016 000162698216000009
Q4 2015 113 394,455 SHY, IVV, VTI, GVI 13F-HR 1/28/2016 000162698216000008
Q3 2015 88 313,296 SHY, IVV, GVI, VTI 13F-HR 10/7/2015 000162698215000006
Q2 2015 117 358,393 IVV, SHY, VTI, AGG 13F-HR 7/2/2015 000162698215000004
Q1 2015 83 323,878 IYR, AGG, VNQ, IVV 13F-HR 6/17/2015 000162698215000003
Q4 2014 81 258,504 SHY, IYR, IVV, AGG 13F-HR 6/17/2015 000162698215000002