Ellenbecker Investment Group

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    waukesha, WI
  • CIK
    0001731497
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

112

$559.15M
IVV, VB, IWF, AGG
13F-HR
Jan 13, 2025
000173149725000001

109

$529.17M
IVV, VB, AGG, IWF
13F-HR
Oct 17, 2024
000173149724000006

117

$496.90M
IVV, VB, AGG, IWF
13F-HR
Jul 11, 2024
000173149724000003

105

$476.24M
IVV, VB, AGG, IWF
13F-HR
Apr 9, 2024
000173149724000002

97

$431.80M
IVV, VB, AGG, IWF
13F-HR
Feb 1, 2024
000173149724000001

98

$386.29M
IVV, VB, AGG, IWF
13F-HR
Oct 17, 2023
000173149723000005

95

$396.50M
IVV, VB, AGG, IWF
13F-HR
Jul 31, 2023
000173149723000004

90

$367.39M
IVV, VB, AGG, IWF
13F-HR
Apr 18, 2023
000173149723000002

86

$338.37M
IVV, VB, AGG, IWF
13F-HR
Jan 11, 2023
000173149723000001

80

$315.50M
IVV, VB, AGG, USRT
13F-HR
Oct 17, 2022
000173149722000005

82

$325.58M
IVV, VB, AGG, USRT
13F-HR
Jul 5, 2022
000173149722000004

86

$352.76M
IVV, VB, USRT, AGG
13F-HR
Apr 13, 2022
000173149722000002

90

$360.85M
IVV, USRT, VB, AGG
13F-HR
Jan 4, 2022
000173149722000001

72

$319.86M
IVV, VB, USRT, AGG
13F-HR
Oct 20, 2021
000173149721000004

69

$304.63M
IVV, VB, USRT, AGG
13F-HR
Jul 7, 2021
000173149721000003

67

$284.60M
IVV, VB, AGG, USRT
13F-HR
Apr 6, 2021
000173149721000002

65

$270.57M
IVV, AGG, VB, IWF
13F-HR
Jan 13, 2021
000173149721000001

61

$235.11M
IVV, AGG, IWF, VB
13F-HR
Oct 7, 2020
000173149720000004

57

$199.90M
IVV, AGG, IWF, VO
13F-HR
Jul 2, 2020
000173149720000003

53

$158.84M
IVV, AGG, IWF, VO
13F-HR
Apr 1, 2020
000173149720000002

61

$192.61M
IVV, AGG, IWF, VO
13F-HR
Jan 7, 2020
000173149720000001

54

$177.43M
IVV, AGG, IWF, VO
13F-HR
Oct 9, 2019
000173149719000004

53

$171.03M
IVV, AGG, IWF, VO
13F-HR
Jul 5, 2019
000173149719000003

53

$156.36M
IVV, AGG, IWF, VO
13F-HR
Apr 4, 2019
000173149719000002

50

$128.66M
AGG, IWF, KRE, IVV
13F-HR
Jan 2, 2019
000173149719000001

51

$135.48M
AGG, IWF, KRE, VB
13F-HR
Oct 4, 2018
000173149718000005

48

$126.06M
AGG, IWF, KRE, VB
13F-HR
Jul 17, 2018
000173149718000003

47

$120.78M
AGG, IWF, KRE, VO
13F-HR
Apr 4, 2018
000173149718000002

45

$119.72M
AGG, IWF, KRE, VO
13F-HR
Feb 14, 2018
000173149718000001
Ellenbecker Investment Group 13F Filings