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CIK: 0001841544
Total reported value
$3.8B
$3.8B
264 檔
28.3%
During the Q2 2025 filing period, Foster Group, Inc. (CIK: 0001841544) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 264 reported positions.
In Q2 2025, Foster Group, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.78% | +0.58% | +3.91% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.11% | -0.08% | -0.40% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.36% | -0.37% | +1.21% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.35% | +0.05% | -1.23% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.91% | -0.38% | -1.85% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.57% | -0.31% | +1.78% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.30% | +0.19% | +1.94% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.91% | -0.10% | +8.07% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.58% | -0.01% | +0.20% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.53% | +0.13% | +1.89% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.46% | +0.35% | -0.02% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.44% | -0.17% | +36.13% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.33% | +0.05% | -0.50% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.16% | -0.04% | +4.21% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.98% | -0.06% | +4.02% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.93% | +0.01% | -0.36% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.18% | +4.62% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.60% | -0.10% | +10.41% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.59% | -0.10% | -4.86% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.53% | -0.15% | +17.61% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.47% | -0.08% | +5.87% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.43% | -0.09% | -30.41% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.36% | -0.02% | -0.64% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.27% | -0.13% | -1.50% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 1.23% | -0.04% | -2.23% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.04% | -0.77% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.02% | +0.65% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.90% | -0.01% | +4.36% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.89% | -0.06% | -0.02% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.84% | +0.01% | -4.82% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.13% | +20.90% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.73% | -0.07% | -2.24% | |
| 33 | IQLT | Ishares Msci International Q | ETF-Other | 0.71% | -0.02% | +0.22% | |
| 34 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.56% | +0.07% | +3.52% | |
| 35 | IVLU | Ishares Msci International V | ETF-Other | 0.45% | -0.02% | -0.50% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | +0.01% | +4.83% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.02% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | +0.06% | +13.23% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.02% | -9.07% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | -0.36% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.05% | +0.87% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.29% | — | +0.29% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | — | -0.06% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.24% | — | -4.80% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | +13.90% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | +3.14% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.21% | -0.02% | +0.08% | |
| 48 | OVV | Ovintiv Inc | Stock-Energy | 0.20% | -0.01% | -0.09% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.02% | +10.01% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.16% | — | +0.26% |
According to official SEC Form 13F filings, Foster Group, Inc. reported a total U.S. public equity portfolio value of $3.8B across 264 disclosed positions in Q2 2025.
During Q2 2025, Foster Group, Inc.'s top holdings by market value included VTI (13.8%)、VTV (7.1%)、BND (5.4%). The largest single position, VTI, represented 13.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VTV, BND) accounted for 28.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
ITOT
市值: $3.2M
Top Position Liquidated / Trimmed
VTV
前期市值: $203.7M
In Q2 2025, Foster Group, Inc. made 49 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 13 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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