Ethos Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
King Of Prussia, PA
CIK
0001954242
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 270 469,977 SCHB, VT, MOAT, SCHX 13F-HR 2/7/2024 000195424224000001
Q3 2023 179 386,661 SCHB, VT, SCHX, JPST 13F-HR 11/13/2023 000195424223000004
Q2 2023 150 296,097 SCHB, BIL, VT, VTIP 13F-HR 7/19/2023 000195424223000003
Q1 2023 193 321,261 SCHB, BIL, VT, VTIP 13F-HR 4/20/2023 000195424223000002
Q4 2022 146 295,281 SCHB, BIL, BTAL, DBMF 13F-HR 2/9/2023 000195424223000001