Notify me when Invst, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 297 | $803M | +$177M | -$166M | +$11.1M | VTI, IUSB, SCHG, VEA, JPST | 13F-HR | 10/16/2025, 09:36 AM |
| Q1 2025 | 271 | $733M | +$224M | -$292M | -$68M | VTI, IVV, IUSB, MTUM, EMB | 13F-HR | 6/2/2025, 05:48 PM |
| Q4 2024 | 247 | $823M | +$144M | -$120M | +$23.9M | IVV, IUSB, SCHG, MTUM, QUAL | 13F-HR | 2/19/2025, 10:04 AM |
| Q3 2024 | 253 | $826M | +$111M | -$236M | -$125M | IVV, IUSB, SCHG, QUAL, VTV | 13F-HR | 11/19/2024, 03:14 PM |
| Q2 2024 | 264 | $906M | +$155M | -$104M | +$51.2M | IVV, IUSB, IVW, QUAL, SCHG | 13F-HR | 8/16/2024, 10:22 AM |
| Q1 2024 | 239 | $844M | +$146M | -$115M | +$30.2M | IVV, IUSB, SCHG, QUAL, LQD | 13F-HR | 5/24/2024, 12:25 PM |
| Q4 2023 | 205 | $772M | +$210M | -$192M | +$17.5M | IVV, IUSB, SCHG, QQQ, LQD | 13F-HR | 2/7/2024, 02:09 PM |
| Q3 2023 | 190 | $692M | +$141M | -$118M | +$23M | IVV, JPST, BIL, SHY, QQQ | 13F-HR | 11/21/2023, 04:11 PM |
| Q2 2023 | 180 | $692M | +$146M | -$95.6M | +$50.9M | IVV, JPST, EFV, BIL, SHY | 13F-HR | 7/28/2023, 10:47 AM |
| Q1 2023 | 158 | $644M | +$149M | -$77.5M | +$71.2M | IVV, EFV, JPST, HYG, EMB | 13F-HR | 4/28/2023, 10:36 AM |
| Q4 2022 | 148 | $624M | +$241M | -$178M | +$62.2M | JPST, EFV, IVV, EMB, HYG | 13F-HR | 2/1/2023, 07:39 AM |
| Q3 2022 | 170 | $583M | +$58.2M | -$40.6M | +$17.6M | BIL, IVV, SHY, VTV, IJH | 13F-HR | 11/23/2022, 06:58 AM |
| Q2 2022 | 155 | $605M | +$127M | -$76.7M | +$50.6M | IVV, BIL, VSPY, VTV, IJH | 13F-HR | 8/11/2022, 01:00 PM |
| Q1 2022 | 159 | $580M | +$101M | -$33.7M | +$67.2M | IVV, VSPY, BIL, VTV, TIP | 13F-HR | 5/12/2022, 03:55 PM |
| Q4 2021 | 151 | $596M | +$203M | -$37.2M | +$166M | IVV, VSPY, EFV, BIL, VTV | 13F-HR | 2/24/2022, 05:58 PM |
| Q3 2021 | 194 | $633M | +$103M | -$76.8M | +$26.3M | IVV, IJR, SCHG, HYG, EMB | 13F-HR | 11/10/2021, 10:31 AM |
| Q2 2021 | 193 | $610M | +$121M | -$93.7M | +$26.9M | IVV, SCHG, TIP, HYG, EMB | 13F-HR | 7/19/2021, 07:59 AM |
| Q1 2021 | 195 | $578M | +$144M | -$153M | -$8.66M | VTV, SCHG, IJR, HYG, SHY | 13F-HR | 6/23/2021, 03:54 PM |
| Q4 2020 | 158 | $550M | +$169M | -$66M | +$103M | LQD, HYG, EMB, SCHG, IVV | 13F-HR | 6/23/2021, 03:43 PM |
| Q3 2020 | 152 | $429M | +$134M | -$35.2M | +$99.2M | IEF, IVV, TLT, SCHG, TIP | 13F-HR | 6/23/2021, 03:35 PM |
| Q2 2020 | 148 | $335M | +$115M | -$45.1M | +$70M | IEF, IVV, TLT, TIP, SCHG | 13F-HR | 6/23/2021, 03:27 PM |
| Q1 2020 | 105 | $240M | +$69.5M | -$21.8M | +$47.7M | IVV, SCHG, TLT, SCHR, IEI | 13F-HR | 6/23/2021, 03:16 PM |
| Q4 2019 | 93 | $260M | +$89.4M | -$35.4M | +$54.1M | SCHH, IVV, SCHG, SCHF, SCHV | 13F-HR | 6/23/2021, 03:05 PM |
| Q3 2019 | 82 | $222M | +$56.6M | -$29.9M | +$26.6M | SCHH, SCHG, IEI, SCHR, VCLT | 13F-HR | 6/23/2021, 02:57 PM |
| Q2 2019 | 66 | $195M | +$33.8M | -$29.9M | +$3.95M | SCHH, SCHG, SCHR, SCHV, SLYG | 13F-HR | 6/23/2021, 02:48 PM |
| Q1 2019 | 78 | $199M | +$58.2M | -$45M | +$13.2M | SCHH, SCHG, SLYG, SCHR, SLYV | 13F-HR | 6/23/2021, 02:38 PM |
| Q4 2018 | 49 | $178M | +$51.1M | -$21.5M | +$29.6M | SCHO, SCHH, SCHG, SLYG, SCHV | 13F-HR | 6/23/2021, 02:30 PM |
| Q3 2018 | 51 | $196M | +$45.9M | -$16.4M | +$29.4M | SCHG, SLYG, SCHF, SCHV, SLYV | 13F-HR | 6/23/2021, 02:17 PM |
| Q2 2018 | 46 | $171M | +$55.5M | -$16M | +$39.4M | SCHG, SLYG, SLYV, SCHF, SCHV | 13F-HR | 6/23/2021, 02:09 PM |
| Q1 2018 | 43 | $156M | +$38M | -$8.6M | +$29.4M | SCHG, SLYG, SCHV, SCHF, SCHE | 13F-HR | 6/23/2021, 01:59 PM |
| Q4 2017 | 38 | $136M | +$27.2M | -$3.96M | +$23.3M | SCHG, SLYV, SCHV, SLYG, SCHF | 13F-HR | 6/23/2021, 01:24 PM |
| Q3 2017 | 32 | $114M | +$51M | -$2.64M | +$48.3M | SLYV, SCHG, SLYG, SCHV, SCHF | 13F-HR | 6/23/2021, 01:06 PM |
| Q2 2017 | 26 | $70.2M | SLYV, SCHG, SLYG, SCHV, SCHF | 13F-HR | 6/23/2021, 12:21 PM |