Altiora Financial Group, LLC Portfolio Holdings

Altiora Financial Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $452 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $107B, Dimensional ETF Tr with a value of $41.1B, Dimensional ETF Tr Short Durat with a value of $35B, Schwab Short Term Us Treasury with a value of $25.1B, and Vanguard Total Stock Market Et with a value of $18.7B.

Examining the 13F form we can see an increase of $35.7B in the current position value, from $417B to 452B.

Altiora Financial Group, LLC is based out at Lebanon, OH

Below you can find more details about Altiora Financial Group, LLC portfolio as well as his latest detailed transactions.