StockDriftsStockDriftsTop 25 Agilis Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 42.28% | 484.7K | $140.5M | -1.17%(-5.72K) | — | 2024-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 17.94% | 2.63M | $59.6M | +197.54%(+1.74M) | — | 2024-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 6.43% | 285.7K | $21.4M | -29.13%(-117.42K) | — | 2024-12-31 | |
| IGLB | ISHARES TR | 6.3% | 423.7K | $20.9M | +95.81%(+207.32K) | — | 2024-12-31 | |
| CORP | PIMCO ETF TR | 3.83% | 133.8K | $12.7M | -6.12%(-8.72K) | — | 2024-12-31 | |
| VEA | VANGUARD TAX-MANAGED FUNDS | 3.46% | 240.3K | $11.5M | +4.51%(+10.38K) | — | 2024-12-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.39% | 62.3K | $7.9M | -1.92%(-1.22K) | — | 2024-12-31 | |
| IDV | ISHARES TR | 2.2% | 267.4K | $7.3M | +2.09%(+5.48K) | — | 2024-12-31 | |
| BND | VANGUARD BD INDEX FDS | 1.91% | 88.2K | $6.3M | +5.73%(+4.78K) | — | 2024-12-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.83% | 104.6K | $6.1M | -1.51%(-1.60K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Agilis Partners Llc reports $332.21M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are VTI (42.3%), SCHB (17.9%) and VCLT (6.4%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Agilis Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633903). View Agilis Partners Llc’s 13F filings on SEC