Top 50 Ethos Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market Etf | 3.72% | 2.03M | $50.9M | +3.57%(+69.83K) | $17.11(+66.92%) | 2026-03-31 | |
| MOOD | Relative Sentiment Tactical Allocation Etf | 3.59% | 1.20M | $49.1M | +8.78%(+97.02K) | $31.81(+36.26%) | 2026-03-31 | |
| BOXX | Alpha Architect 1-3 Month Box Etf | 3.44% | 404.6K | $47.0M | +27.24%(+86.61K) | $109.75(+6.31%) | 2026-03-31 | |
| SGOL | Abrdn Physical Gold Shares Etf | 3.34% | 1.02M | $45.7M | +2.71%(+27.07K) | $20.98(+112.87%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 Etf | 2.66% | 61.0K | $36.4M | -0.66%(-404) | $534.94(+27.57%) | 2026-03-31 | |
| VT | Vanguard Total World Stock Etf | 2.42% | 239.5K | $33.1M | +11.24%(+24.20K) | $99.59(+56.04%) | 2026-03-31 | |
| SCHX | Schwab U.S. Large-Cap Etf | 2.33% | 1.24M | $31.8M | +1.93%(+23.57K) | $17.88(+63.14%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth Etf | 1.84% | 865.8K | $25.2M | -0.98%(-8.56K) | $20.79(+65.09%) | 2026-03-31 | |
| TIP | Ishares Tips Bond Etf | 1.84% | 228.1K | $25.2M | +9.31%(+19.43K) | $107.70(+3.18%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 1.61% | 86.0K | $22.1M | +1.48%(+1.25K) | $209.40(+42.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.83% | +39.84% |
| Top 20 Holdings Unweighted | +11.14% | +37.30% |
Sign up free to track Ethos Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.