Financial Advisory Service, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationleawood, KS
- CIK0001596957
- Alternate namesFAS Wealth Partners
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
430 | $1.19B | JEPI, ILCG, MDYV, AVLV | 13F-HR | Feb 14, 2025 | 000139834425002948 | ||
440 | $1.26B | JEPI, TLH, ILCG, MDYV | 13F-HR | Oct 17, 2024 | 000139834424018955 | ||
436 | $1.16B | JEPI, TLH, ILCG, MDYV | 13F-HR | Jul 29, 2024 | 000139834424013198 | ||
446 | $1.13B | JEPI, TLH, ILCG, MDYV | 13F-HR | Apr 29, 2024 | 000139834424008176 | ||
433 | $1.05B | JEPI, TLH, ILCG, MDYV | 13F-HR | Jan 23, 2024 | 000139834424000857 | ||
413 | $935.45M | JEPI, GOVI, ILCG, EFG | 13F-HR | Oct 23, 2023 | 000139834423019548 | ||
399 | $790.54M | JEPI, ILCG, EFG, MDYV | 13F-HR | Aug 8, 2023 | 000139834423014249 | ||
418 | $922.48M | JEPI, GOVI, ILCG, SCHV | 13F-HR | May 11, 2023 | 000139834423009469 | ||
415 | $882.59M | SCHV, JEPI, EFG, MDYV | 13F-HR | Feb 1, 2023 | 000139834423001662 | ||
400 | $900.47M | SCHV, RSP, ISTB, MDYV | 13F-HR | Oct 20, 2022 | 000139834422020489 | ||
402 | $950.00M | SCHV, RSP, VT, EFG | 13F-HR | Aug 2, 2022 | 000139834422014609 | ||
387 | $1.06B | SCHV, RSP, EFG, VT | 13F-HR | May 4, 2022 | 000139834422008756 | ||
399 | $1.09B | SCHV, RSP, EFG, VT | 13F-HR | Feb 11, 2022 | 000139834422002779 | ||
399 | $1.07B | SCHV, RSP, VT, EFG | 13F-HR | Nov 15, 2021 | 000139834421021501 | ||
373 | $1.07B | SCHV, RSP, VT, EFG | 13F-HR | Jul 29, 2021 | 000139834421015037 | ||
349 | $960.67M | SCHV, RSP, VT, EFG | 13F-HR | May 17, 2021 | 000139834421010813 | ||
339 | $879.06M | SCHV, RSP, EFG, VT | 13F-HR | Feb 10, 2021 | 000139834421002905 | ||
323 | $732.05M | SCHV, ACWV, EFG, VTI | 13F-HR | Nov 16, 2020 | 000139834420022749 | ||
312 | $678.61M | ACWV, SCHV, VTI, EFG | 13F-HR | Jul 21, 2020 | 000139834420014060 | ||
301 | $571.72M | VTI, ACWV, SCHV, EFG | 13F-HR | May 14, 2020 | 000139834420010157 | ||
294 | $594.03M | ACWV, VTI, EFG, MDYV | 13F-HR | Jan 31, 2020 | 000139834420001871 | ||
191 | $551.73M | ACWV, VTI, EFG, IEF | 13F-HR | Nov 6, 2019 | 000139834419019185 | ||
191 | $537.08M | ACWV, VTI, EFG, MDYV | 13F-HR | Jul 25, 2019 | 000139834419012459 | ||
190 | $512.36M | ACWV, VTI, EFG, MDYV | 13F-HR | May 13, 2019 | 000139834419008640 | ||
188 | $437.06M | ACWV, EFG, SLYG, MDYV | 13F-HR | Feb 8, 2019 | 000139834419002305 | ||
177 | $439.49M | ACWV, SLYG, MDYG, MDYV | 13F-HR | Nov 5, 2018 | 000139834418015918 | ||
170 | $372.14M | ACWV, SLYG, MDYG, VIOV | 13F-HR | Jul 26, 2018 | 000139834418010508 | ||
170 | $346.95M | ACWV, SLYG, MDYG, USMV | 13F-HR | May 2, 2018 | 000139834418006567 | ||
171 | $380.72M | USMV, IVW, MDYG, SLYG | 13F-HR | Jan 29, 2018 | 000139834418001097 | ||
173 | $358.40M | USMV, IVW, SLYG, MDYG | 13F-HR | Oct 19, 2017 | 000139834417013305 | ||
166 | $335.59M | USMV, IVW, MDYG, SLYG | 13F-HR | Aug 1, 2017 | 000139834417009355 | ||
165 | $323.77M | USMV, IVW, SLYG, MDYG | 13F-HR | May 8, 2017 | 000139834417006029 | ||
156 | $337.40M | USMV, AGG, GVI, SLYG | 13F-HR | Feb 7, 2017 | 000139834417001466 | ||
151 | $305.41M | USMV, AGG, GVI, IVW | 13F-HR | Nov 1, 2016 | 000139834416020232 | ||
146 | $270.82M | USMV, AGG, GVI, SCHG | 13F-HR | Aug 9, 2016 | 000139834416016320 | ||
125 | $194.67M | USMV, AGG, SCHG, IVW | 13F-HR | May 3, 2016 | 000139834416012739 | ||
133 | $200.07M | USMV, ACWV, SCHG, IVW | 13F-HR | Jan 22, 2016 | 000139834416009140 | ||
114 | $173.61M | ACWV, USMV, SCHG, IVW | 13F-HR | Oct 20, 2015 | 000139834415006964 | ||
114 | $199.74M | ACWV, SCHB, ITOT, SCHG | 13F-HR | Aug 14, 2015 | 000139834415005340 | ||
107 | $195.90M | ACWV, SCHB, ITOT, SCHG | 13F-HR | Apr 17, 2015 | 000139834415002601 | ||
95 | $189.35M | ACWV, SCHB, ITOT, SCHG | 13F-HR | Jan 28, 2015 | 000139834415000397 | ||
87 | $174.33M | ACWV, SCHB, ITOT, SCHG | 13F-HR | Oct 30, 2014 | 000139834414005573 | ||
92 | $173.74M | ACWV, SCHB, ITOT, SCHG | 13F-HR | Jul 16, 2014 | 000139834414003641 | ||
89 | $147.44M | IGSB, VNQ, VTI, CERN | 13F-HR | Apr 25, 2014 | 000139834414002333 | ||
91 | $168.25M | VNQ, IGSB, J40T, KO | 13F-HR | Jan 24, 2014 | 000139834414000362 |