Home » SEC Filing Articles
Chatterton & Associates Inc. Invests $3.95 Million in iShares 0-3 Month Treasury Bond ETF $SGOV
Chatterton & Associates Inc. bought a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
ETF Portfolio Partners Inc. Purchases 9,376 Shares of Vanguard Long-Term Bond ETF $BLV
ETF Portfolio Partners Inc. lifted its position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 3.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Chatterton & Associates Inc. Invests $6.57 Million in SPDR Portfolio S&P 500 Growth ETF $SPYG
Chatterton & Associates Inc. purchased a new stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ETF Portfolio Partners Inc. Raises Stake in Vanguard Total Stock Market ETF $VTI
ETF Portfolio Partners Inc. raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Chatterton & Associates Inc. Purchases New Holdings in SPDR Gold MiniShares Trust $GLDM
Chatterton & Associates Inc. acquired a new stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Chatterton & Associates Inc. Takes Position in iShares S&P 500 Growth ETF $IVW
Chatterton & Associates Inc. bought a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chatterton & Associates Inc. Takes $2.16 Million Position in iShares Core 1-5 Year USD Bond ETF $ISTB
Chatterton & Associates Inc. purchased a new stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Chatterton & Associates Inc. Invests $1.98 Million in iShares MSCI USA Quality Factor ETF $QUAL
Chatterton & Associates Inc. bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 9,984 shares of the... More of this article »
Chatterton & Associates Inc. Takes $2.58 Million Position in iShares MBS ETF $MBB
Chatterton & Associates Inc. acquired a new stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Chatterton & Associates Inc. Makes New $3.16 Million Investment in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $XTEN
Chatterton & Associates Inc. acquired a new position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (NYSEARCA:XTEN – Free Report) during the fourth quarter, according to its most recent filing with the... More of this article »
Chatterton & Associates Inc. Buys Shares of 14,961 Invesco S&P 500 Momentum ETF $SPMO
Chatterton & Associates Inc. purchased a new position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Chatterton & Associates Inc. Acquires Shares of 92,381 Invesco California AMT-Free Municipal Bond ETF $PWZ
Chatterton & Associates Inc. bought a new position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Chatterton & Associates Inc. Invests $1.20 Million in Northrop Grumman Corporation $NOC
Chatterton & Associates Inc. bought a new position in Northrop Grumman Corporation (NYSE:NOC – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Chatterton & Associates Inc. Buys Shares of 2,020 GE Aerospace $GE
Chatterton & Associates Inc. purchased a new stake in GE Aerospace (NYSE:GE – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
7,150 Shares in The Boeing Company $BA Purchased by Chatterton & Associates Inc.
Chatterton & Associates Inc. bought a new stake in The Boeing Company (NYSE:BA – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Chatterton & Associates Inc. Purchases New Shares in iShares MSCI USA Min Vol Factor ETF $USMV
Chatterton & Associates Inc. acquired a new stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Chatterton & Associates Inc. Invests $1.51 Million in SEI Enhanced Low Volatility U.S. Large Cap ETF $SELV
Chatterton & Associates Inc. acquired a new stake in SEI Enhanced Low Volatility U.S. Large Cap ETF (BATS:SELV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Chatterton & Associates Inc. Makes New Investment in iShares Core High Dividend ETF $HDV
Chatterton & Associates Inc. bought a new stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Chatterton & Associates Inc. Purchases Shares of 3,752 iShares ESG Aware MSCI USA ETF $ESGU
Chatterton & Associates Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Holdings Lowered by eCIO Inc.
eCIO Inc. lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 16.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Chatterton & Associates Inc. Makes New $511,000 Investment in Procter & Gamble Company (The) $PG
Chatterton & Associates Inc. purchased a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Vanguard Short-Term Bond ETF $BSV is eCIO Inc.’s 4th Largest Position
eCIO Inc. increased its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Schwab International Equity ETF $SCHF is eCIO Inc.’s 3rd Largest Position
eCIO Inc. lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 804,318 shares... More of this article »
Ethos Financial Group LLC Lowers Stock Position in VanEck Morningstar Wide Moat ETF $MOAT
Ethos Financial Group LLC trimmed its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 6.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
141,900 Shares in Kenvue Inc. $KVUE Bought by Cohen Capital Management Inc.
Cohen Capital Management Inc. purchased a new stake in shares of Kenvue Inc. (NYSE:KVUE – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Ethos Financial Group LLC Raises Stake in iShares MSCI Emerging Markets ETF $EEM
Ethos Financial Group LLC raised its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 42.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
eCIO Inc. Buys 33,829 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
eCIO Inc. increased its position in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 80.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Citrine Capital LLC Raises Position in Dimensional Global Sustainability Fixed Income ETF $DFSB
Citrine Capital LLC increased its position in Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) by 9.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Strive 500 ETF $STRV Shares Sold by Ethos Financial Group LLC
Ethos Financial Group LLC reduced its stake in Strive 500 ETF (NYSEARCA:STRV – Free Report) by 21.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 225,795... More of this article »
Citrine Capital LLC Has $29.28 Million Stock Holdings in Dimensional California Municipal Bond ETF $DFCA
Citrine Capital LLC cut its stake in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA – Free Report) by 18.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
iShares ESG Aware U.S. Aggregate Bond ETF $EAGG Shares Sold by eCIO Inc.
eCIO Inc. cut its stake in shares of iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG – Free Report) by 21.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Ethos Financial Group LLC Buys 10,414 Shares of First Trust Long/Short Equity ETF $FTLS
Ethos Financial Group LLC grew its position in First Trust Long/Short Equity ETF (NYSEARCA:FTLS – Free Report) by 6.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 182,136 shares of... More of this article »
Cohen Capital Management Inc. Purchases 3,673 Shares of Synopsys, Inc. $SNPS
Cohen Capital Management Inc. raised its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 47.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Citrine Capital LLC Has $6.76 Million Stock Holdings in Dimensional Core Fixed Income ETF $DFCF
Citrine Capital LLC boosted its stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 11.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Ethos Financial Group LLC Acquires 45,003 Shares of Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Ethos Financial Group LLC boosted its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 27.3% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
eCIO Inc. Has $4.17 Million Position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF
eCIO Inc. lifted its holdings in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) by 127.8% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Vanguard Total World Stock ETF $VT is Ethos Financial Group LLC’s 7th Largest Position
Ethos Financial Group LLC lifted its holdings in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 2.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 215,288... More of this article »
eCIO Inc. Raises Holdings in BondBloxx Bloomberg One Year Target Duration US Treasury ETF $XONE
eCIO Inc. lifted its position in shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE – Free Report) by 29.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
eCIO Inc. Makes New Investment in Vanguard Mortgage-Backed Securities ETF $VMBS
eCIO Inc. acquired a new position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Cohen Capital Management Inc. Has $1.21 Million Stock Position in The Simply Good Foods Company $SMPL
Cohen Capital Management Inc. lessened its holdings in The Simply Good Foods Company (NASDAQ:SMPL – Free Report) by 48.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Ethos Financial Group LLC Sells 12,525 Shares of SPDR Gold Shares $GLD
Ethos Financial Group LLC decreased its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 26.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Citrine Capital LLC Grows Position in Dimensional National Municipal Bond ETF $DFNM
Citrine Capital LLC lifted its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 17.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Ethos Financial Group LLC Boosts Stake in Alpha Architect 1-3 Month Box ETF $BOXX
Ethos Financial Group LLC grew its holdings in Alpha Architect 1-3 Month Box ETF (BATS:BOXX – Free Report) by 4.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Ethos Financial Group LLC Sells 81,854 Shares of Invesco S&P 500 Momentum ETF $SPMO
Ethos Financial Group LLC decreased its position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 48.4% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
eCIO Inc. Purchases 48,368 Shares of Janus Henderson AAA CLO ETF $JAAA
eCIO Inc. lifted its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 39.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 171,732 shares of the... More of this article »
Alpha Architect U.S. Quantitative Value ETF $QVAL Stock Position Boosted by Ethos Financial Group LLC
Ethos Financial Group LLC raised its stake in shares of Alpha Architect U.S. Quantitative Value ETF (NASDAQ:QVAL – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
abrdn Physical Gold Shares ETF $SGOL is Ethos Financial Group LLC’s 3rd Largest Position
Ethos Financial Group LLC boosted its holdings in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 2.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Citrine Capital LLC Increases Stock Holdings in Dimensional US Sustainability Core 1 ETF $DFSU
Citrine Capital LLC raised its holdings in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »