Net Worth Advisory Group
Q1 2025 13F Holdings
- Locationsandy, UT
- Num holdings
367
- Value ($000)
$317,895
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001791998
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.46M | 4 % | 255,321 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $12.01M | 4 % | 108,134 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $10.55M | 3 % | 127,579 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $10.31M | 3 % | 108,080 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $9.96M | 3 % | 91,622 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.78M | 3 % | 119,610 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $9.41M | 3 % | 97,208 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $8.57M | 3 % | 82,641 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $8.57M | 3 % | 93,390 | ||
BWX SPDR SER TR | BLOOMBERG INTL T | 78464A516 | $7.80M | 3 % | 356,733 |
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