Net Worth Advisory Group
Q4 2024 13F Holdings
- Locationsandy, UT
- Num holdings
385
- Value ($000)
$329,415
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.44M | 4 % | 253,578 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $11.44M | 4 % | 107,340 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $10.49M | 3 % | 127,942 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $9.77M | 3 % | 105,680 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $9.74M | 3 % | 91,169 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.57M | 3 % | 119,242 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $9.12M | 3 % | 95,862 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $8.11M | 3 % | 81,442 | ||
BWX SPDR SER TR | BLOOMBERG INTL T | 78464A516 | $7.45M | 2 % | 348,230 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.12M | 2 % | 105,486 |
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