Net Worth Advisory Group
Q2 2025 13F Holdings
- Locationsandy, UT
- Num holdings
426
- Value ($000)
$451,166
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $13.80M | 3 % | 230,799 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $13.59M | 3 % | 274,486 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $13.57M | 3 % | 163,643 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $12.10M | 3 % | 109,982 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $11.38M | 3 % | 103,851 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $10.58M | 2 % | 110,498 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $10.45M | 2 % | 126,067 | ||
AAPL APPLE INC | COM | 037833100 | $10.32M | 2 % | 50,296 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $10.27M | 2 % | 52,571 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.08M | 2 % | 91,594 |
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