Net Worth Advisory Group

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Sandy, UT
CIK
0001791998
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 367 317,894 BNDX, TIP, SHY, IEF 13F-HR 4/15/2025 000175496025000198
Q4 2024 385 329,414 BNDX, TIP, SHY, IEF 13F-HR 2/7/2025 000175496025000114
Q3 2024 386 337,025 BNDX, TIP, SHY, IEF 13F-HR 10/17/2024 000175496024000507