13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001841544
Total reported value
$3.8B
$3.8B
300 檔
29.2%
In Q4 2025, Foster Group, Inc.'s U.S. equity holdings reached a combined market value of $3.8B, distributed across 300 disclosed stock positions.
In Q4 2025, Foster Group, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.62% | +0.58% | +1.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.29% | +0.05% | +1.59% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.18% | -0.37% | +4.42% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 4.68% | -0.38% | -4.35% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.48% | -0.31% | +5.65% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.32% | +0.19% | +2.72% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.28% | -0.10% | +0.04% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.87% | -0.01% | -2.23% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.53% | -0.08% | -2.66% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.42% | +0.13% | +3.72% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.35% | -0.07% | +3.99% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.33% | +0.35% | +2.35% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.24% | -0.04% | +0.19% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.16% | +0.05% | -2.82% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.13% | -0.17% | -1.71% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.94% | -0.06% | +3.30% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.18% | +7.69% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.80% | +0.01% | -1.52% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 1.62% | -0.04% | +1.66% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.60% | -0.10% | +8.33% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.09% | +11.24% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.55% | -0.10% | -3.15% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.45% | -0.08% | +7.50% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.36% | -0.15% | -1.05% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.04% | +0.74% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.19% | -0.02% | -6.31% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.11% | -0.13% | -1.27% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | +0.02% | +0.80% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.84% | -0.06% | +4.48% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.13% | -0.17% | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.72% | -0.01% | -5.38% | |
| 32 | IQLT | Ishares Msci International Q | ETF-Other | 0.72% | -0.02% | +5.67% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.70% | +0.01% | -3.32% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.65% | -0.07% | -0.57% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.57% | +0.07% | +0.55% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | +0.06% | +17.47% | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | -0.02% | +0.95% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | +0.01% | -2.53% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.02% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | +0.90% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.05% | -0.78% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.02% | -14.93% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.29% | — | +0.07% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.26% | — | +0.61% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.05% | +0.75% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +14.31% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.02% | +1.95% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.18% | -0.02% | -3.46% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.01% | -2.74% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.15% | — | +4.81% |
According to official SEC Form 13F filings, Foster Group, Inc. reported a total U.S. public equity portfolio value of $3.8B across 300 disclosed positions in Q4 2025.
During Q4 2025, Foster Group, Inc.'s top holdings by market value included VTI (13.6%)、VEA (5.3%)、BND (5.2%). The largest single position, VTI, represented 13.6% 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, VEA, BND) accounted for 29.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
EQX
市值: $631.8K
Top Position Liquidated / Trimmed
DFIV
前期市值: $149.6M
In Q4 2025, Foster Group, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 35 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.