AI

Axos Invest Inc.

13F
Axos Invest Inc.
Last update 2025-04-22 22 Stocks (0 new)
Value $129.00 Mil Turnover 0 %
Countries:
Top Holdings: VTI(40.32%)VEA(20.94%)VGIT(6.15%)LQD(6.04%)TIP(4.93%)
Summary Stock Picks Current Portfolio
Axos Invest Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
179,980
54,701.3
-4.93%
41.300
-1.99%
0.010
+18.95%
+8.50%
478,431.4
 
VEA
Vanguard FTSE Developed Markets ETF
487,292
27,780.5
-8.34%
20.970
-1.75%
0.020
+14.16%
+23.88%
163,588.6
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
128,892
7,709.0
-3.51%
5.820
-0.22%
0.020
+1.30%
+4.24%
31,616.8
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
69,804
7,651.2
-2.70%
5.780
-0.16%
0.030
+3.49%
+4.16%
27,211.4
 
VWO
Vanguard FTSE Emerging Markets ETF
126,381
6,250.8
-6.94%
4.720
-0.33%
0.010
+15.56%
+16.78%
86,562.3
 
TIP
iShares TIPS Bond ETF
55,880
6,149.0
-2.51%
4.640
-0.12%
0.040
+1.51%
+4.70%
13,750.1
 
SCHF
Schwab International Equity ETF
181,533
4,011.9
-1.23%
3.030
-0.03%
0.010
+13.75%
+23.46%
50,258.4
 
SCHB
Schwab U.S. Broad Market ETF
159,427
3,799.2
-4.03%
2.870
-0.11%
0.010
+19.13%
+8.48%
35,306.3
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
41,021
3,261.2
-2.78%
2.460
-0.07%
0.010
+2.15%
+3.85%
34,956.2
 
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
122,875
3,130.8
-2.70%
2.360
-0.07%
0.070
+4.46%
+4.62%
4,732.3
 

Axos Invest Inc.'s Historical Top Holdings Breakdowns

Axos Invest Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-1.99%
●
243.75 ($281.15) 303.93
$312.41
11.12%
Reduce -4.93%
179,980
-9,342
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-1.75%
●
45.65 ($53.52) 57.01
$58.50
9.30%
Reduce -8.34%
487,292
-44,314
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Reduce
Reduce
-0.33%
●
39.89 ($46.36) 49.46
$51.23
10.50%
Reduce -6.94%
126,381
-9,427
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
Reduce
Reduce
-0.22%
●
58.63 ($59.2) 59.97
$59.32
0.20%
Reduce -3.51%
128,892
-4,690
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-06-30
Reduce
Reduce
-0.16%
●
105.23 ($107.33) 109.61
$108.80
1.37%
Reduce -2.7%
69,804
-1,936
TIP
iShares TIPS Bond ETF
2025-06-30
Reduce
Reduce
-0.12%
●
107.93 ($109.1) 111.09
$109.65
0.50%
Reduce -2.51%
55,880
-1,441
SCHB
Schwab U.S. Broad Market ETF
2025-06-30
Reduce
Reduce
-0.11%
●
19.1 ($22.02) 23.83
$24.48
11.17%
Reduce -4.03%
159,427
-6,695
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Reduce
Reduce
-0.07%
●
77.94 ($78.77) 79.5
$79.29
0.66%
Reduce -2.78%
41,021
-1,175
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
2025-06-30
Reduce
Reduce
-0.07%
●
24.12 ($25.01) 25.48
$25.47
1.84%
Reduce -2.7%
122,875
-3,416
VNQ
Vanguard Real Estate Index Fund ETF
2025-06-30
Reduce
Reduce
-0.06%
●
79.79 ($88.23) 91.42
$92.04
4.32%
Reduce -3%
26,100
-806

Axos Invest Inc. Total Holding History ($B)

To

Axos Invest Inc.'s Asset Allocation

To

Axos Invest Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Axos Invest Inc.'s Hypothetical Growth since 2025-03-31

Axos Invest Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Axos Invest Inc.'s Holdings Heat Map

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Axos Invest Inc.'s Holdings Bubble Chart

Axos Invest Inc. News

  • 1

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