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CIK: 0001633903
Total reported value
$332.2M
$332.2M
25 檔
95.2%
As reported in its official Q1 2024 Form 13F filing, Agilis Partners LLC's tracked investment portfolio stood at $332.2M with 25 total positions.
During Q1 2024, Agilis Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VCLT, IGLB) accounted for 95.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 32.72% | — | -0.67% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 15.31% | — | +9.61% | |
| 3 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 15.13% | — | +9.74% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 14.00% | — | -0.59% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 3.56% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.89% | — | -0.89% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.05% | — | — | |
| 8 | IDV | Ishares International Select | ETF-Other | 1.90% | — | -6.08% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.68% | — | +2.34% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.62% | — | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | — | — | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.31% | — | +4.67% | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.88% | — | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | — | — | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.60% | — | +0.11% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.59% | — | +0.11% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | — | — | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.52% | — | — | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.42% | — | -61.44% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | — | — | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.37% | — | — | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.30% | — | -89.82% | |
| 24 | IFGL | Ishares International Develo | ETF-Other | 0.26% | — | — | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.13% | — | — |
According to official SEC Form 13F filings, Agilis Partners LLC reported a total U.S. public equity portfolio value of $332.2M across 25 disclosed positions in Q1 2024.
During Q1 2024, Agilis Partners LLC's top holdings by market value included VTI (32.7%)、VCLT (15.3%)、IGLB (15.1%). The largest single position, VTI, represented 32.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Agilis Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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