Agilis Partners LLC Top Holdings and 13F Report (2025) About Agilis Partners LLCInvestment ActivityAgilis Partners LLC has $332.21 million in total holdings as of December 31, 2024.Agilis Partners LLC owns shares of 25 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 15.57% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Agilis Partners LLC has purchased 25 new stocks and bought additional shares in 12 stocks.Agilis Partners LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $140,462,503Schwab US Broad Market ETF $59,595,265Vanguard Long-Term Corporate Bond ETF $21,363,749iShares 10+ Year Investment Grade Corporate Bond ETF $20,930,829PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund $12,725,997 Largest Purchases this Quarter Schwab US Broad Market ETF 1,742,994 shares (about $39.57M)iShares 10+ Year Investment Grade Corporate Bond ETF 207,321 shares (about $10.24M)Vanguard FTSE Developed Markets ETF 10,378 shares (about $496.28K)Vanguard Total Bond Market ETF 4,780 shares (about $343.73K)iShares Core MSCI Total International Stock ETF 3,494 shares (about $231.09K) Largest Sales this Quarter Vanguard Long-Term Corporate Bond ETF 117,424 shares (about $8.78M)Vanguard Total Stock Market ETF 5,721 shares (about $1.66M)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 8,719 shares (about $829.18K)Vanguard High Dividend Yield ETF 1,217 shares (about $155.28K)Vanguard Intermediate-Term Treasury Index ETF 1,599 shares (about $92.74K) 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$140,462,503$1,658,003 ▼-1.2%484,67142.3%ETFSCHBSchwab US Broad Market ETF$59,595,265$39,565,965 ▲197.5%2,625,34217.9%ETFVCLTVanguard Long-Term Corporate Bond ETF$21,363,749$8,780,967 ▼-29.1%285,6886.4%ManufacturingIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$20,930,829$10,241,657 ▲95.8%423,7016.3%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$12,725,997$829,177 ▼-6.1%133,8173.8%ETFVEAVanguard FTSE Developed Markets ETF$11,492,963$496,276 ▲4.5%240,3383.5%ETFVYMVanguard High Dividend Yield ETF$7,949,367$155,277 ▼-1.9%62,3042.4%ETFIDViShares International Select Dividend ETF$7,321,275$150,125 ▲2.1%267,3952.2%ETFBNDVanguard Total Bond Market ETF$6,345,626$343,730 ▲5.7%88,2441.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$6,066,916$92,742 ▼-1.5%104,6021.8%ETFVNQVanguard Real Estate ETF$5,713,324$199,361 ▲3.6%64,1371.7%ETFIXUSiShares Core MSCI Total International Stock ETF$5,065,862$231,093 ▲4.8%76,5931.5%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$3,547,700$3,540 ▲0.1%200,4351.1%ETFIUSBiShares Core Total USD Bond Market ETF$3,300,0520.0%73,0101.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$3,011,4550.0%68,3800.9%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,528,332$16,898 ▲0.7%26,4830.8%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,511,462$56,897 ▼-2.2%28,2060.8%ETFQUALiShares MSCI USA Quality Factor ETF$2,371,135$41,849 ▼-1.7%13,3150.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,217,892$165,068 ▲8.0%20,7590.7%FinanceFBNDFidelity Total Bond ETF$2,092,961$48,549 ▼-2.3%46,6450.6%ETFIYRiShares U.S. Real Estate ETF$1,477,607$135,588 ▲10.1%15,8780.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,402,4340.0%14,4730.4%FinanceIFGLiShares International Developed Real Estate ETF$1,119,690$166,926 ▲17.5%58,0150.3%ManufacturingIWViShares Russell 3000 ETF$1,109,042$74,872 ▼-6.3%3,3180.3%ETFSHViShares Short Treasury Bond ETF$488,0080.0%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. 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