ETF Portfolio Partners, Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $315 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $56.1M, Vanguard Mega Cap Value with a value of $38.6M, Ishares Core U.S. Aggregate Bo with a value of $37.9M, Vanguard Bd Index Fd Inc Long with a value of $33.2M, and Ishares S&P 500 Value ETF with a value of $19.1M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $298M to 315M.

Below you can find more details about ETF Portfolio Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
ETFs: $309 Million
Technology: $3.37 Million
Industrials: $1.13 Million
Healthcare: $893,000
Consumer Cyclical: $459,000
Consumer Defensive: $415,000
Financial Services: $288,000
Communication Services: $243,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $315 Million
  • Prior Value $298 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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