• 13F History

Conrad Siegel Investment Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$390M
Signature - Title
Frank S Rhodes - Chief Compliance Officer
Location
Harrisburg, PA
Summary
This page shows a list of all the recent 13F filings made by Conrad Siegel Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Conrad Siegel Investment Advisors, Inc. reported 50 stock holdings with total value $390M as of Q1 2025. Top holdings included DFAC, VOO, IEFA, VO, and LRGF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 50 $390M +$30.5M -$2.38M +$28.2M DFAC, VOO, IEFA, VO, LRGF 13F-HR 4/8/2025, 04:55 PM
Q4 2024 46 $371M +$7.81M -$4.08M +$3.73M DFAC, VOO, IEFA, VO, LRGF 13F-HR 1/13/2025, 03:11 PM
Q3 2024 43 $370M +$7.55M -$3.4M +$4.15M DFAC, VOO, IEFA, VO, LRGF 13F-HR 10/15/2024, 06:13 AM
Q2 2024 41 $344M +$15M -$14.3M +$750K DFAC, VOO, IEFA, VO, LRGF 13F-HR 7/12/2024, 02:44 PM
Q1 2024 38 $342M +$113M -$8.73M +$104M DFAC, VOO, IEFA, VO, LRGF 13F-HR 4/10/2024, 11:51 AM
Q4 2023 29 $220M +$10.7M -$4.75M +$5.97M VOO, DFAC, IEFA, VO, VTV 13F-HR 1/12/2024, 05:10 PM
Q3 2023 28 $194M +$70M -$64.2K +$69.9M VOO, DFAC, IEFA, VO, VTV 13F-HR 10/19/2023, 05:50 PM
Q2 2023 24 $129M +$12.5M -$249K +$12.3M DFAC, IEFA, VOO, VO, DFAX 13F-HR 7/27/2023, 10:36 AM
Q1 2023 28 $113M +$7.83M -$1.32M +$6.51M IEFA, DFAC, VOO, VO, DFAX 13F-HR 4/24/2023, 09:31 AM
Q4 2022 27 $100M +$13.2M -$2.96M +$10.2M IEFA, DFAC, VOO, VO, DFAX 13F-HR 1/25/2023, 06:51 PM
Q3 2022 23 $88.7M +$13.5M -$5.88M +$7.61M IEFA, DFAC, VOO, VO, DFAX 13F-HR 10/25/2022, 02:54 PM
Q2 2022 25 $92M +$10.8M -$7.95M +$2.9M IEFA, DFAC, VOO, DFAX, VO 13F-HR 7/21/2022, 06:36 PM
Q1 2022 52 $110M +$7.2M -$7.94M -$740K DFAC, IEFA, VOO, VO, DFAX 13F-HR 4/21/2022, 07:48 AM
Q4 2021 29 $113M IEFA, DFAC, VOO, VO, DFAX 13F-HR 1/28/2022, 09:49 AM