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CIK: 0001680613
Total reported value
$784.7M
$784.7M
180 檔
30.8%
As reported in its official Q3 2024 Form 13F filing, Almanack Investment Partners, LLC.'s tracked investment portfolio stood at $784.7M with 180 total positions.
During Q3 2024, Almanack Investment Partners, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDMA | Gadsden Dynamic Multi-asset | ETF-Other | 18.53% | -4.82% | +1.75% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.61% | -2.79% | +0.01% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.42% | -2.19% | +31.74% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.24% | — | -1.03% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.18% | -1.53% | -2.68% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.67% | -2.39% | +21.60% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.04% | NEW | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.69% | -0.26% | -3.79% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.38% | — | +0.66% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.35% | -0.02% | -4.24% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.33% | +0.03% | NEW | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.87% | -1.76% | -1.88% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | -1.34% | -5.59% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.71% | — | -3.20% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.54% | -0.01% | -0.94% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.44% | +0.30% | NEW | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.41% | — | +1.29% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | — | +5.03% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.33% | -0.04% | +21.39% | |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.32% | -0.53% | -0.91% | |
| 21 | MTBA | Simplify Mbs ETF | ETF-Other | 1.25% | — | +8.57% | |
| 22 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.18% | — | +0.11% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | — | +3.24% | |
| 24 | MLPA | Global X Mlp ETF | ETF-Other | 0.91% | -0.26% | -0.30% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -1.86% | -1.24% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.45% | +0.15% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.44% | -1.50% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.86% | — | +0.76% | |
| 29 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.78% | -0.08% | +21.17% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.50% | NEW | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.69% | -3.42% | |
| 32 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.72% | — | +12.93% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.21% | -3.52% | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | — | +8.52% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.59% | — | -1.16% | |
| 36 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.58% | — | +7.88% | |
| 37 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.58% | — | +5.97% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.39% | -0.18% | |
| 39 | PCT | Purecycle Technologies Inc | Stock-Other | 0.44% | — | +38.75% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.03% | -1.19% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.43% | +0.64% | -8.56% | |
| 42 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.39% | -0.11% | — | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | -0.07% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.49% | -5.95% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.37% | -0.03% | -0.87% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.06% | — | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.34% | -0.09% | -12.89% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.63% | +0.14% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.33% | -0.06% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.53% | -4.02% |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 180 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GDMA, VZ, SGOV) accounted for 30.8% of total reported equity market value during Q3 2024.
During Q3 2024, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (18.5%)、VZ (6.6%)、SGOV (4.4%). The largest single position, GDMA, represented 18.5% of total portfolio value.
In Q3 2024, Almanack Investment 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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