StockDriftsStockDriftsTop 50 Hart & Patterson Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.93% | 427.1K | $20.4M | +3.98%(+16.37K) | — | 2024-12-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.15% | 635.1K | $14.7M | +186.98%(+413.78K) | — | 2024-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.57% | 191.8K | $9.4M | +2.21%(+4.15K) | — | 2024-12-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.17% | 177.2K | $8.6M | +2.28%(+3.95K) | — | 2024-12-31 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 3.98% | 212.0K | $8.2M | -10.51%(-24.89K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.96% | 184.9K | $8.1M | -2.02%(-3.81K) | — | 2024-12-31 | |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3.88% | 240.8K | $8.0M | -4.79%(-12.11K) | — | 2024-12-31 | |
| SPHY | SPDR SER TR | 3.58% | 313.7K | $7.4M | +2.48%(+7.58K) | — | 2024-12-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.4% | 270.8K | $7.0M | +107.04%(+139.99K) | — | 2024-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.32% | 88.5K | $6.8M | +2.25%(+1.95K) | — | 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 | — | — | — | — |
Hart & Patterson Financial Group Llc reports $205.76M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.9%), SCHX (7.2%) and BNDX (4.6%). 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.
Sign up free to track Hart & Patterson Financial Group Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hart & Patterson Financial Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015835). View Hart & Patterson Financial Group Llc’s 13F filings on SEC