EF

Ethos Financial Group, LLC

13F
Ethos Financial Group, LLC
Last update 2025-05-13 405 Stocks (126 new)
Value $1.03 Bil Turnover 29 %
Countries:
Top Holdings: SCHB(4.14%)BOXX(3.51%)AAPL(3.08%)EFA(3.04%)SCHX(2.32%)
Summary Stock Picks Current Portfolio
Ethos Financial Group, LLC 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
SCHB
Schwab U.S. Broad Market ETF
1,869,318
42,423.9
-0.09%
4.140
-0.01%
0.130
+16.57%
+6.35%
34,609.2
 
BOXX
Alpha Architect 1-3 Month Box ETF
325,997
35,958.7
0%
3.510
0%
0.600
+0.98%
+2.30%
6,970.0
 
AAPL
Apple Inc
128,720
31,610.4
+135.76%
3.080
+1.77%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
EFA
iShares MSCI EAFE ETF
381,192
31,154.8
+108.67%
3.040
+1.58%
0.050
+11.18%
+18.43%
63,480.7
 
SCHX
Schwab U.S. Large-Cap ETF
1,026,046
23,777.7
+0.54%
2.320
+0.01%
0.040
+16.52%
+6.93%
56,386.2
 
VT
Vanguard Total World Stock ETF
195,750
22,995.3
+0.46%
2.240
+0.01%
0.060
+15.28%
+10.53%
45,601.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
802,536
22,366.5
+0.01%
2.180
0%
0.050
+20.31%
+5.95%
44,894.6
 
MOAT
VanEck Morningstar Wide Moat ETF
238,063
22,074.4
0%
2.150
0%
0.170
+15.80%
+2.46%
12,650.6
 
SGOL
abrdn Physical Gold Shares ETF
857,019
21,501.8
+0.85%
2.100
+0.02%
0.540
+3.02%
+26.79%
5,173.7
 
IWF
iShares Russell 1000 Growth ETF
52,174
19,877.6
+248.83%
1.940
+1.38%
0.020
+22.17%
+7.27%
112,628.5
 

Ethos Financial Group, LLC's Historical Top Holdings Breakdowns

Ethos Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWB
iShares Russell 1000 ETF
2025-03-31
Add
Add
+1.80%
●
302.31 ($323.34) 337.54
$341.77
5.70%
Add 5873.78%
61,052
60,030
AAPL
Apple Inc
2025-03-31
Add
Add
+1.77%
●
209.68 ($231.67) 247.1
$209.11
-9.74%
Add 135.76%
128,720
74,123
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+1.58%
●
74.85 ($80.6) 84.89
$88.02
9.21%
Add 108.67%
381,192
198,513
XLU
Utilities Select Sector SPDR ETF
2025-03-31
New Buy
New Buy
+1.56%
●
74.7 ($78.14) 80.27
$81.99
4.93%
New holding
202,752
202,752
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+1.38%
●
360.07 ($394.62) 417.26
$429.88
8.94%
Add 248.83%
52,174
37,217
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.13%
●
375.39 ($407.71) 447.2
$505.82
24.06%
Add 214.79%
41,902
28,591
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
New Buy
New Buy
+0.94%
●
96.3 ($105.5) 112.23
$101.34
-3.94%
New holding
99,088
99,088
LPRO
Open Lending Corp
2025-03-31
New Buy
New Buy
+0.79%
●
2.76 ($4.97) 6.61
$2.40
-51.71%
New holding
2,948,771
2,948,771
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.61%
●
190.26 ($217) 242.06
$226.35
4.31%
Add 125.85%
51,952
28,949
JFR
Nuveen Floating Rate Income Fund
2025-03-31
New Buy
New Buy
+0.60%
●
8.41 ($8.56) 8.97
$8.49
-0.82%
New holding
732,569
732,569

Ethos Financial Group, LLC Total Holding History ($B)

To

Ethos Financial Group, LLC's Asset Allocation

To

Ethos Financial Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Ethos Financial Group, LLC's Hypothetical Growth since 2025-03-31

Ethos Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ethos Financial Group, LLC's Holdings Heat Map

Size field:

Ethos Financial Group, LLC's Holdings Bubble Chart

Ethos Financial Group, LLC News

  • 1

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