Agilis Partners LLC Top Holdings and 13F Report (2024) About Agilis Partners LLCInvestment ActivityAgilis Partners LLC has $357.11 million in total holdings as of September 30, 2024.Agilis Partners LLC owns shares of 25 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.32% of the portfolio was purchased this quarter.About 76.63% of the portfolio was sold this quarter.This quarter, Agilis Partners LLC has purchased 25 new stocks and bought additional shares in 7 stocks.Agilis Partners LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $138,859,399Schwab US Broad Market ETF $58,693,790Vanguard Long-Term Corporate Bond ETF $32,744,788iShares 10+ Year Investment Grade Corporate Bond ETF $32,254,642PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $14,175,205 Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 7,503 shares (about $396.23K)iShares J.P. Morgan USD Emerging Markets Bond ETF 2,820 shares (about $263.90K)SPDR Bloomberg High Yield Bond ETF 1,946 shares (about $190.30K)iShares Core MSCI Total International Stock ETF 2,059 shares (about $149.55K)iShares iBoxx $ Investment Grade Corporate Bond ETF 531 shares (about $59.99K) Largest Sales this Quarter iShares International Select Dividend ETF 7,068,507 shares (about $213.68M)iShares 10+ Year Investment Grade Corporate Bond ETF 392,253 shares (about $58.47M)Vanguard Total Bond Market ETF 4,656 shares (about $349.71K)Vanguard Real Estate ETF 3,107 shares (about $302.68K)Vanguard Long-Term Corporate Bond ETF 3,372 shares (about $273.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAgilis Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$138,859,399$32,563 ▼0.0%490,39238.9%ETFSCHBSchwab US Broad Market ETF$58,693,790$134,237 ▼-0.2%882,34816.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$32,744,788$273,908 ▼-0.8%403,1129.2%ManufacturingIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$32,254,642$58,471,116 ▼-64.4%216,3809.0%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$14,175,2050.0%142,5364.0%ETFVEAVanguard FTSE Developed Markets ETF$12,144,187$396,233 ▲3.4%229,9603.4%ETFVYMVanguard High Dividend Yield ETF$8,143,392$119,226 ▼-1.4%63,5212.3%ETFIDViShares International Select Dividend ETF$7,917,600$213,680,973 ▼-96.4%261,9122.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$6,416,6640.0%106,2011.8%ETFBNDVanguard Total Bond Market ETF$6,268,981$349,712 ▼-5.3%83,4641.8%ETFVNQVanguard Real Estate ETF$6,030,201$302,684 ▼-4.8%61,8991.7%ETFIXUSiShares Core MSCI Total International Stock ETF$5,309,181$149,545 ▲2.9%73,0991.5%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$3,624,254$36,490 ▲1.0%200,2351.0%ETFIUSBiShares Core Total USD Bond Market ETF$3,440,2310.0%73,0101.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,271,9830.0%68,3800.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,699,315$263,896 ▲10.8%28,8450.8%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,572,464$190,299 ▲8.0%26,3060.7%FinanceQUALiShares MSCI USA Quality Factor ETF$2,429,515$41,777 ▼-1.7%13,5500.7%ETFFBNDFidelity Total Bond ETF$2,230,7600.0%47,7270.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,170,798$59,992 ▲2.8%19,2140.6%FinanceIYRiShares U.S. Real Estate ETF$1,469,067$156,778 ▼-9.6%14,4210.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,465,681$60,357 ▼-4.0%14,4730.4%FinanceIWViShares Russell 3000 ETF$1,157,278$39,861 ▼-3.3%3,5420.3%ETFIFGLiShares International Developed Real Estate ETF$1,126,779$48,731 ▲4.5%49,3660.3%ManufacturingSHViShares Short Treasury Bond ETF$490,312$4,978 ▼-1.0%4,4320.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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