Notify me when D. SCOTT NEAL, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $216,189,226 | +$1,142,531 | -$2,931,108 | -$1,788,577 | GLD, QQQ, XLC, UNM, AJG | 13F-HR | 28 Oct 2025, 13:06 |
| Q2 2025 | 55 | $200,600,026 | +$6,395,830 | -$1,976,239 | +$4,419,591 | GLD, QQQ, UNM, XLC, AJG | 13F-HR | 08 Jul 2025, 13:47 |
| Q1 2025 | 54 | $180,297,696 | +$4,374,057 | -$12,005,711 | -$7,631,654 | GLD, QQQ, UNM, AJG, XLC | 13F-HR | 11 Apr 2025, 13:02 |
| Q4 2024 | 55 | $182,314,276 | +$18,079,905 | -$28,797,083 | -$10,717,178 | QQQ, GLD, UNM, AJG, XLC | 13F-HR | 14 Jan 2025, 13:12 |
| Q3 2024 | 58 | $189,079,005 | +$24,604,235 | -$25,919,059 | -$1,314,824 | QQQ, GLD, UNM, AJG, XLU | 13F-HR | 17 Oct 2024, 15:18 |
| Q2 2024 | 63 | $179,645,399 | +$46,560,908 | -$19,484,820 | +$27,076,088 | QQQ, GLD, AJG, UNM, NSA | 13F-HR | 15 Jul 2024, 16:16 |
| Q1 2024 | 61 | $152,935,678 | +$46,081,605 | -$14,387,806 | +$31,693,799 | GLD, ABBV, UNM, AJG, NSA | 13F-HR | 11 Apr 2024, 13:22 |
| Q4 2023 | 59 | $112,250,916 | +$10,826,391 | -$25,775,619 | -$14,949,228 | GLD, AMR, KLAC, ABBV, AJG | 13F-HR | 17 Jan 2024, 14:15 |
| Q3 2023 | 62 | $116,986,782 | +$7,275,271 | -$11,001,036 | -$3,725,765 | GLD, XOM, AJG, AMR, ABBV | 13F-HR | 11 Oct 2023, 13:20 |
| Q2 2023 | 63 | $132,976,721 | +$22,953,898 | -$54,116,324 | -$31,162,426 | GLD, KLAC, AJG, XOM, IYK | 13F-HR | 17 Jul 2023, 15:25 |
| Q1 2023 | 63 | $178,961,921 | +$18,584,196 | -$33,707,379 | -$15,123,183 | PSQ, GLD, ABBV, XOM, IYK | 13F-HR | 12 Apr 2023, 15:14 |
| Q4 2022 | 57 | $205,971,856 | +$1,965,931 | -$37,281,845 | -$35,315,914 | PSQ, PDBC, AMR, ABBV, IYK | 13F-HR | 11 Jan 2023, 15:48 |
| Q3 2022 | 60 | $237,892,000 | +$31,862,287 | -$19,248,439 | +$12,613,848 | PSQ, QQQ, PDBC, AMR, CORN | 13F-HR | 27 Oct 2022, 15:02 |
| Q2 2022 | 61 | $240,469,000 | +$143,802,666 | -$96,881,572 | +$46,921,094 | PSQ, QQQ, PDBC, ABBV, CORN | 13F-HR | 08 Jul 2022, 18:13 |
| Q1 2022 | 64 | $251,788,000 | +$27,091,968 | -$13,968,219 | +$13,123,749 | VTIP, QQQ, GLD, SPHB, IVV | 13F-HR | 04 May 2022, 13:00 |
| Q4 2021 | 57 | $265,291,000 | +$116,289,067 | -$89,766,155 | +$26,522,912 | VTIP, QQQ, VOT, SPHB, SPYG | 13F-HR | 21 Jan 2022, 11:50 |
| Q3 2021 | 51 | $236,537,000 | +$59,938,509 | -$42,180,197 | +$17,758,312 | IGIB, QQQ, SPHB, VTIP, LQD | 13F-HR | 04 Nov 2021, 10:35 |
| Q2 2021 | 49 | $220,437,000 | +$29,941,183 | -$42,649,695 | -$12,708,512 | IGIB, QQQ, SPHB, IJS, IJH | 13F-HR | 02 Aug 2021, 09:23 |
| Q1 2021 | 47 | $223,079,000 | +$116,304,324 | -$99,365,566 | +$16,938,758 | IGIB, QQQ, SPHB, VXF, SPSB | 13F-HR | 30 Apr 2021, 11:03 |
| Q4 2020 | 43 | $204,595,000 | +$18,543,182 | -$4,894,225 | +$13,648,957 | QQQ, SHY, IGIB, VOT, IEI | 13F-HR | 04 Feb 2021, 16:50 |
| Q3 2020 | 38 | $178,103,000 | +$52,166,290 | -$16,998,970 | +$35,167,320 | SHY, QQQ, IGIB, IEI, VOT | 13F-HR | 14 Oct 2020, 18:16 |
| Q2 2020 | 37 | $159,632,000 | +$30,859,156 | -$50,159,952 | -$19,300,796 | SHY, QQQ, VGIT, VGSH, IEI | 13F-HR | 15 Jul 2020, 19:45 |
| Q1 2020 | 34 | $165,428,000 | +$111,940,423 | -$36,235,892 | +$75,704,531 | SHY, QQQ, VGSH, IVV, IEI | 13F-HR | 27 Apr 2020, 11:38 |
| Q4 2019 | 42 | $206,015,214 | +$22,919,903 | -$18,549,203 | +$4,370,700 | VCSH, QQQ, VCIT, IWR, MDY | 13F-HR | 16 Jan 2020, 12:34 |
| Q3 2019 | 35 | $194,134,000 | +$26,845,977 | -$17,287,806 | +$9,558,171 | VCSH, QQQ, VCIT, IWR, MDY | 13F-HR | 15 Oct 2019, 21:07 |
| Q2 2019 | 31 | $184,029,000 | +$27,855,769 | -$37,627,226 | -$9,771,457 | VCSH, VCIT, QQQ, SHY, MDY | 13F-HR | 24 Jul 2019, 22:21 |
| Q1 2019 | 30 | $189,954,000 | +$45,999,449 | -$41,016,289 | +$4,983,160 | VCIT, VCSH, SHY, QQQ, MDY | 13F-HR | 11 Apr 2019, 10:02 |
| Q4 2018 | 28 | $183,166,000 | +$86,394,142 | -$47,765,268 | +$38,628,874 | SHY, VCSH, FLRN, QQQ, MDY | 13F-HR | 06 Feb 2019, 15:13 |
| Q3 2018 | 34 | $197,704,257 | +$70,123,790 | -$29,971,531 | +$40,152,259 | FLRN, QQQ, MDY, IGIB, IWM | 13F-HR | 13 Nov 2018, 13:53 |
| Q2 2018 | 63 | $178,600,000 | +$46,478,800 | -$17,451,154 | +$29,027,646 | MDY, IGIB, IWM, QQQ, FLRN | 13F-HR | 15 Aug 2018, 11:15 |
| Q1 2018 | 163 | $176,100,000 | +$41,938,466 | -$22,971,927 | +$18,966,539 | MDY, IWM, VWO, IGIB, QQQXXXX | Restatement | 10 May 2018, 15:08 |
| Q4 2017 | 158 | $166,826,000 | +$25,870,479 | -$22,298,570 | +$3,571,909 | MDY, IWM, IGIB, VNQ, IEF | 13F-HR | 16 Feb 2018, 12:04 |
| Q3 2017 | 176 | $165,768,045 | +$31,108,332 | -$12,666,538 | +$18,441,794 | MDY, IWM, VNQ, IGIB, IEF | 13F-HR | 18 Oct 2017, 12:13 |
| Q2 2017 | 172 | $146,764,059 | +$5,745,190 | -$17,189,263 | -$11,444,073 | IGIB, VNQ, IEF, SPY, IWM | 13F-HR | 14 Jul 2017, 16:49 |
| Q1 2017 | 156 | $153,550,688 | +$25,125,692 | -$15,196,997 | +$9,928,695 | IGIB, VNQ, IEF, SPY, TLT | 13F-HR | 25 Apr 2017, 09:11 |
| Q4 2016 | 156 | $140,032,000 | +$17,799,781 | -$4,634,225 | +$13,165,556 | IEF, IGIB, EFA, SPY, VNQ | 13F-HR | 17 Jan 2017, 14:44 |
| Q3 2016 | 168 | $126,860,000 | +$17,624,015 | -$2,530,410 | +$15,093,605 | IEF, IGIB, SPY, VNQ, IWM | 13F-HR | 18 Oct 2016, 13:27 |
| Q2 2016 | 174 | $112,845,000 | +$4,604,431 | -$1,005,731 | +$3,598,700 | IEF, IGIB, SPY, VNQ, QQQXXXX | 13F-HR | 19 Jul 2016, 09:58 |
| Q1 2016 | 162 | $106,625,000 | +$629,689 | -$18,950,524 | -$18,320,835 | IEF, IGIB, SPY, VNQ, QQQXXXX | 13F-HR | 13 Apr 2016, 09:40 |
| Q4 2015 | 148 | $125,986,000 | +$8,218,782 | -$3,502,671 | +$4,716,111 | IEF, SPY, IGIB, QQQXXXX, VNQ | 13F-HR | 12 Jan 2016, 12:08 |
| Q3 2015 | 33 | $118,995,000 | +$2,812,382 | -$11,961,949 | -$9,149,567 | IEF, SPY, IGIB, QQQXXXX, VNQ | 13F-HR | 15 Oct 2015, 09:53 |
| Q2 2015 | 37 | $145,526,000 | +$10,290,439 | -$222,517 | +$10,067,922 | SPY, IEF, IGIB, QQQXXXX, VNQ | 13F-HR | 21 Jul 2015, 14:11 |
| Q1 2015 | 33 | $139,507,000 | +$8,539,723 | -$12,320,818 | -$3,781,095 | SPY, IEF, IGIB, QQQXXXX, VNQ | 13F-HR | 01 Apr 2015, 21:46 |
| Q4 2014 | 37 | $142,099,000 | +$11,711,934 | -$839,158 | +$10,872,776 | SPY, IGIB, IEF, VNQ, QQQXXXX | 13F-HR | 05 Jan 2015, 13:45 |
| Q3 2014 | 32 | $125,881,000 | +$13,669,200 | -$5,928,552 | +$7,740,648 | IGIB, SPY, IEF, QQQXXXX, VNQ | 13F-HR | 20 Nov 2014, 19:59 |
| Q2 2014 | 34 | $126,721,000 | +$41,801,597 | -$4,282,357 | +$37,519,240 | SPY, IGIB, MDY, IEF, VNQ | 13F-HR | 07 Jul 2014, 18:24 |
| Q1 2014 | 42 | $118,928,000 | +$22,235,983 | -$15,888,648 | +$6,347,335 | SPY, IGSB, IYR, VNQ, STPZ | 13F-HR | 03 Apr 2014, 21:17 |
| Q4 2013 | 37 | $111,582,000 | $0 | SPY, MDY, IGSB, KRE, IYR | 13F-HR | 13 Jan 2014, 15:27 |