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CIK: 0001680613
Total reported value
$784.7M
$784.7M
182 檔
33.1%
At the close of Q4 2024, Almanack Investment Partners, LLC. disclosed equity holdings valued at approximately $784.7M, spread across 182 reported holdings.
During Q4 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 | 22.09% | -4.82% | +27.30% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 5.78% | -2.79% | — | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.19% | -2.19% | -3.12% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.13% | -1.53% | +193.91% | |
| 5 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.83% | +0.03% | — | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.45% | -2.39% | -4.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.70% | -0.26% | -0.08% | |
| 8 | STXF | Strive 500 ETF | ETF-Other | 2.49% | — | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.46% | — | +81.57% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.14% | +0.03% | NEW | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.01% | -0.02% | +155.69% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.95% | -1.76% | +18.01% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.76% | -1.34% | +289.46% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.64% | — | +1342.49% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.63% | — | -2.18% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.44% | -0.04% | +9.96% | |
| 17 | MTBA | Simplify Mbs ETF | ETF-Other | 1.39% | — | +17.36% | |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.37% | -0.53% | +1.33% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | -0.01% | +93.47% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.32% | — | -4.05% | |
| 21 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 1.07% | -0.08% | +39.48% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.96% | — | +0.99% | |
| 23 | MLPA | Global X Mlp ETF | ETF-Other | 0.91% | -0.26% | -0.21% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.45% | -0.30% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.88% | -1.86% | +3.98% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | — | -4.19% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | — | -33.20% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.21% | +3.78% | |
| 29 | SPD | Simplify US Eqty Plus Down | ETF-Other | 0.73% | — | +4.80% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.69% | -7.42% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.44% | -21.17% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.04% | NEW | |
| 33 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | — | +4.16% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.50% | NEW | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | +0.64% | +40.92% | |
| 36 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.56% | — | +3.33% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.39% | +1.72% | |
| 38 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.55% | — | +4.81% | |
| 39 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.55% | -0.11% | — | |
| 40 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.49% | — | -15.99% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.03% | -0.07% | |
| 42 | PCT | Purecycle Technologies Inc | Stock-Other | 0.45% | — | -2.73% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.39% | -0.09% | +16.71% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.49% | -0.02% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.63% | +0.19% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.53% | +2.26% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.37% | -0.07% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.03% | +0.08% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | -0.06% | -0.08% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.33% | -0.06% | — |
According to official SEC Form 13F filings, Almanack Investment Partners, LLC. reported a total U.S. public equity portfolio value of $784.7M across 182 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GDMA, VZ, SGOV) accounted for 33.1% of total reported equity market value during Q4 2024.
During Q4 2024, Almanack Investment Partners, LLC.'s top holdings by market value included GDMA (22.1%)、VZ (5.8%)、SGOV (4.2%). The largest single position, GDMA, represented 22.1% of total portfolio value.
In Q4 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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