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CIK: 0001841544
Total reported value
$3.7B
$3.7B
198 檔
26.2%
The Q4 2024 SEC filing reveals that Foster Group, Inc. held a total portfolio value of $3.7B, covering 198 public equity positions.
Foster Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 15 holdings and trimming 78 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VTV, BND) accounted for 26.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.86% | +0.50% | -1.56% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.73% | +0.37% | -2.94% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.52% | +0.05% | +3.76% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.97% | +0.12% | +6.32% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.76% | +0.17% | -0.43% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.76% | +0.13% | +5.72% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.46% | +0.24% | +2.27% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.85% | -0.02% | +1.77% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.44% | +0.05% | +1.62% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.62% | -3.49% | EXIT | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.49% | +0.05% | -7.40% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.35% | -0.13% | +5.31% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.24% | -0.09% | -2.92% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.16% | +0.23% | +9.90% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.10% | +0.02% | -5.77% | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.08% | -0.26% | -4.16% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.74% | +0.07% | +9.59% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.17% | +6.73% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.59% | +0.10% | +4.46% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.59% | -0.07% | -5.68% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.56% | +0.09% | +3.91% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.53% | +0.12% | +8.64% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.50% | -0.12% | -4.81% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.48% | -0.04% | -1.49% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.21% | +0.65% | |
| 26 | DIHP | Dimensional International Hi | ETF-Other | 1.19% | +0.04% | +3.63% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.04% | -0.03% | -15.40% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | -0.04% | -7.80% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.98% | +0.02% | +5.94% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.02% | +7.59% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.87% | -0.04% | -1.79% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.03% | -0.26% | |
| 33 | IQLT | Ishares Msci International Q | ETF-Other | 0.65% | +0.02% | +11.21% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.04% | -35.11% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.53% | -0.41% | +9.32% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.42% | +0.02% | +12.27% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | +0.02% | +1.67% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.01% | +17.01% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | +0.05% | +21.37% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.29% | -0.02% | -0.12% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.28% | — | +12.81% | |
| 42 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.01% | -50.59% | |
| 43 | OVV | Ovintiv Inc | Stock-Energy | 0.24% | +0.01% | — | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.23% | — | -0.42% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.19% | +0.08% | -10.74% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | +0.05% | -3.96% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.08% | -29.47% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.01% | +3.88% | |
| 49 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.15% | -0.01% | +0.19% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.01% | +15.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -1.56% | Trim |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +5.31% | Add |
| 3 | MUB | Ishares National Muni Bond E | +0.2% | +9.90% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.2% | +5.72% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.73% | Add |
| 6 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +2.27% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +0.65% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.74% | Trim |
| 9 | ICSH | Ishares Ultra Short Duration | +0.1% | +4.46% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +3.76% | Add |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | +0.1% | +5.94% | Add |
| 12 | VGSH | Vanguard Short-term Treasury | +0.1% | +3.91% | Add |
| 13 | CASY | Casey's General Stores Inc | +0.1% | +108.57% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +17.01% | Add |
| 15 | DFLV | Dim US Large Cap Value ETF | +0.1% | +1.77% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.26% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | 0% | +21.37% | Add |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +12.81% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | +230.43% | Add |
| 20 | VLUE | Ishares Msci USA Value Facto | 0% | +9.32% | Add |
| 21 | DUHP | Dimensional US High Profi Et | 0% | -0.06% | Trim |
| 22 | IDEV | Ishares Core Msci Dev Mkts | 0% | +9.59% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +15.12% | Add |
| 24 | TSLA | Tesla Inc | 0% | +1.05% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +3.88% | Add |
| 26 | AXP | American Express Co | 0% | -0.12% | Trim |
| 27 | DAL | Delta Air Lines Inc | 0% | +0.19% | Add |
| 28 | AVDV | Avantis Intl S/c Value ETF | 0% | +8.64% | Add |
| 29 | WMT | Walmart Inc | 0% | +33.29% | Add |
| 30 | OVV | Ovintiv Inc | 0% | — | Unchanged |
| 31 | IVLU | Ishares Msci International V | 0% | +12.27% | Add |
| 32 | WFC | Wells Fargo & Co | 0% | -8.66% | Trim |
| 33 | AVGO | Broadcom Inc | 0% | +11.69% | Add |
| 34 | HD | Home Depot Inc | 0% | +55.79% | Add |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | NEW | New buy |
| 36 | WM | Waste Management Inc | 0% | NEW | New buy |
| 37 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 38 | SYK | Stryker CORP | 0% | NEW | New buy |
| 39 | RDY | Dr. Reddy's Laboratories-adr | 0% | NEW | New buy |
| 40 | RTX | Rtx CORP | 0% | NEW | New buy |
| 41 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 42 | UAL | United Airlines Holdings Inc | 0% | +0.81% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +1.18% | Add |
| 44 | NFLX | Netflix Inc | 0% | +0.39% | Add |
| 45 | DIS | Walt Disney Co/the | 0% | -1.11% | Trim |
| 46 | ESGU | Ishares Esg Aware Msci USA | 0% | +1.36% | Add |
| 47 | IQLT | Ishares Msci International Q | 0% | +11.21% | Add |
| 48 | WTBA | West Bancorporation | 0% | — | Unchanged |
| 49 | DE | Deere & Co | 0% | +0.72% | Add |
| 50 | BAC | Bank Of America CORP | 0% | +1.24% | Add |
According to official SEC Form 13F filings, Foster Group, Inc. reported a total U.S. public equity portfolio value of $3.7B across 198 disclosed positions in Q4 2024.
During Q4 2024, Foster Group, Inc.'s top holdings by market value included VTI (13.9%)、VTV (7.7%)、BND (5.5%). The largest single position, VTI, represented 13.9% 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.
Top New Position Initiated
SPYM
市值: $345.0K
Top Position Liquidated / Trimmed
SPTI
前期市值: $1.0M
In Q4 2024, Foster Group, Inc. made 192 total portfolio adjustments, initiating 10 new buys, adding to 89 positions, trimming 78 holdings, and fully liquidating 15 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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