Net Worth Advisory Group
Q3 2025 13F Holdings
- Locationsandy, UT
- Num holdings
402
- Value ($000)
$345,745
- Date Filed10/15/2025
- Form type13F-HR
- CIK0001791998
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.07 M | 4 % | 244,025 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $11.68 M | 3 % | 105,010 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $10.21 M | 3 % | 123,022 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $10.09 M | 3 % | 104,635 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $9.76 M | 3 % | 87,590 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.57 M | 3 % | 113,790 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $9.20 M | 3 % | 93,291 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $8.23 M | 2 % | 79,900 | ||
BWX SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 | $7.71 M | 2 % | 335,212 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.32 M | 2 % | 105,291 |
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