Filer Name: NET WORTH ADVISORY GROUP
CIK: 1791998
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 385
Portfolio Value: $0.33B

Net Worth Advisory Group Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BNDX US VANGUARD TOTAL INTL BOND ETF 253,578 $12M 3.78% 1.3% -
TIP US ISHARES TIPS BOND ETF 107,340 $11M 3.47% -1.0% -
SHY US ISHARES 1-3 YEAR TREASURY BO 127,942 $10M 3.18% -0.5% -
IEF US ISHARES 7-10 YEAR TREASURY B 105,680 $10M 2.97% -1.0% -
LQD US ISHARES IBOXX INVESTMENT GRA 91,169 $10M 2.96% -1.0% -
VCIT US VANGUARD INT-TERM CORPORATE 119,242 $10M 2.91% 1.9% -
CORP US PIMCO INV GRADE CORP BD ETF 95,862 $9M 2.77% -0.5% -
TLH US ISHARES 10-20 YEAR TREASURY 81,442 $8M 2.46% 0.3% -
BWX US SPDR BLOOMBERG INT TREASURY 348,230 $7M 2.26% -3.8% -
VGIT US VANGUARD INTERMEDIATE-TERM T 105,486 $6M 1.86% -4.5% -
SHV US ISHARES SHORT TREASURY BOND 55,164 $6M 1.84% 38.6% -
HYG US ISHARES IBOXX HIGH YLD CORP 69,133 $5M 1.65% 1.1% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 52,995 $5M 1.47% 8.6% -
NVDA US NVIDIA CORP 34,474 $5M 1.41% -10.2% -
MINT US PIMCO ENHANCED SHORT MATURIT 43,306 $4M 1.32% 8.2% -
SPY US SPDR S&P 500 ETF TRUST 6,482 $4M 1.15% 118.5% -
AAPL US APPLE INC 11,594 $3M 0.88% -8.1% -
META US META PLATFORMS INC-CLASS A 4,879 $3M 0.87% 4.3% -
GOOG US ALPHABET INC-CL C 13,769 $3M 0.80% -8.3% -
AMZN US AMAZON.COM INC 11,552 $3M 0.77% -9.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us