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Almanack Investment Partners, LLC.

Portfolio Manager
Almanack Investment Partners, LLC.
Performance
+5.13% (2026 Q1)
AUM (13F)
$592.40M
# of Holdings
177
Performance Rank
Allocation (Top 20)
79.42%

Almanack Investment Partners, LLC. Holdings Map

Top 50 Almanack Investment Partners, LLC. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GDMA
EA SERIES TRUST
29.2%4.25M$173.0M
+12.47%(+471.42K)
2025-Q1: 3.70M shares2025-Q2: 3.46M shares2025-Q3: 3.25M shares2025-Q4: 3.78M shares2026-Q1: 4.25M shares
$32.34(+30.75%)
2026-03-31
VZ
VERIZON COMMUNICATIONS INC
7.93%935.8K$47.0M
-0.09%(-866)
2025-Q1: 937.1K shares2025-Q2: 937.2K shares2025-Q3: 936.6K shares2025-Q4: 936.6K shares2026-Q1: 935.8K shares
$52.81(-10.61%)
2026-03-31
SGOL
ETFS GOLD TR
7.51%997.1K$44.5M
-0.81%(-8.13K)
2025-Q1: 759.0K shares2025-Q2: 793.8K shares2025-Q3: 1.05M shares2025-Q4: 1.01M shares2026-Q1: 997.1K shares
$23.63(+89.00%)
2026-03-31
SGOV
ISHARES TR
5.84%343.4K$34.6M
+16.62%(+48.94K)
2025-Q1: 301.7K shares2025-Q2: 263.9K shares2025-Q3: 216.7K shares2025-Q4: 294.5K shares2026-Q1: 343.4K shares
$100.42(+0.09%)
2026-03-31
FNDE
SCHWAB STRATEGIC TR
4.6%712.0K$27.2M
+1.90%(+13.27K)
2025-Q1: 443.3K shares2025-Q2: 597.5K shares2025-Q3: 690.2K shares2025-Q4: 698.8K shares2026-Q1: 712.0K shares
$29.60(+39.70%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
3.71%856.7K$22.0M
-24.96%(-284.95K)
2025-Q1: 1.14M shares2025-Q2: 1.18M shares2025-Q3: 1.14M shares2025-Q4: 1.14M shares2026-Q1: 856.7K shares
$16.96(+71.96%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.26%60.2K$19.3M
+0.67%(+403)
2025-Q1: 61.0K shares2025-Q2: 74.1K shares2025-Q3: 59.9K shares2025-Q4: 59.8K shares2026-Q1: 60.2K shares
$251.13(+45.23%)
2026-03-31
PICK
ISHARES INC
2.34%244.7K$13.8M
+4.27%(+10.01K)
2025-Q1: 133.4K shares2025-Q2: 144.8K shares2025-Q3: 237.7K shares2025-Q4: 234.7K shares2026-Q1: 244.7K shares
$38.37(+75.89%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
2.21%450.4K$13.1M
+25.05%(+90.23K)
2025-Q1: 30.4K shares2025-Q2: 780.0K shares2025-Q3: 413.8K shares2025-Q4: 360.2K shares2026-Q1: 450.4K shares
$27.64(+24.15%)
2026-03-31
DXJ
WISDOMTREE TR
2.06%77.0K$12.2M
-2.81%(-2.23K)
2025-Q1: 80.0K shares2025-Q2: 82.0K shares2025-Q3: 80.9K shares2025-Q4: 79.2K shares2026-Q1: 77.0K shares
$65.39(+162.32%)
2026-03-31

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