Axos Invest Inc. Top Holdings and 13F Report (2025) About Axos Invest Inc.Investment ActivityAxos Invest Inc. has $137.35 million in total holdings as of December 31, 2024.Axos Invest Inc. owns shares of 24 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.22% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Axos Invest Inc. has purchased 24 new stocks and bought additional shares in 8 stocks.Axos Invest Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $56,713,860Vanguard FTSE Developed Markets ETF $27,511,297Vanguard Intermediate-Term Treasury Index ETF $8,280,409iShares iBoxx $ Investment Grade Corporate Bond ETF $8,150,403iShares TIPS Bond ETF $6,587,920 Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 54,293 shares (about $2.60M)Schwab US Broad Market ETF 84,684 shares (about $1.92M)Schwab International Equity ETF 62,442 shares (about $1.16M)Vanguard Real Estate ETF 687 shares (about $61.20K)Vanguard Large-Cap ETF 142 shares (about $38.30K) Largest Sales this Quarter Vanguard Total Stock Market ETF 12,700 shares (about $3.68M)iShares TIPS Bond ETF 918 shares (about $97.81K)iShares Core MSCI Emerging Markets ETF 1,605 shares (about $83.81K)Vanguard FTSE Emerging Markets ETF 1,837 shares (about $80.90K)Vanguard Short-Term Corporate Bond ETF 974 shares (about $75.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxos Invest Inc. 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$56,713,860$3,680,592 ▼-6.1%195,69341.3%ETFVEAVanguard FTSE Developed Markets ETF$27,511,297$2,596,293 ▲10.4%575,30920.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,280,409$49,648 ▼-0.6%142,7666.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$8,150,403$23,184 ▲0.3%76,2865.9%FinanceTIPiShares TIPS Bond ETF$6,587,920$97,813 ▼-1.5%61,8294.8%ETFVWOVanguard FTSE Emerging Markets ETF$6,385,363$80,902 ▼-1.3%144,9904.6%ETFSCHFSchwab International Equity ETF$3,970,156$1,155,177 ▲41.0%214,6032.9%ETFSCHBSchwab US Broad Market ETF$3,647,012$1,922,331 ▲111.5%160,6612.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,509,280$75,982 ▼-2.1%44,9852.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,337,178$30,401 ▼-0.9%132,1652.4%ETFVNQVanguard Real Estate ETF$2,542,303$61,197 ▲2.5%28,5401.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,177,112$83,815 ▼-6.6%22,5410.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,146,140$50,729 ▼-4.2%14,2790.8%ETFVGTVanguard Information Technology ETF$665,449$41,046 ▼-5.8%1,0700.5%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$609,508$62,581 ▼-9.3%6,5060.4%ETFIYRiShares U.S. Real Estate ETF$557,668$38,710 ▼-6.5%5,9930.4%ETFXLKTechnology Select Sector SPDR Fund$435,954$29,994 ▼-6.4%1,8750.3%ETFVBVanguard Small-Cap ETF$386,064$3,844 ▲1.0%1,6070.3%ETFEFAiShares MSCI EAFE ETF$369,770$21,173 ▼-5.4%4,8900.3%FinanceSPYSPDR S&P 500 ETF Trust$340,255$41,580 ▼-10.9%5810.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$300,430$24,570 ▼-7.6%1,2350.2%ETFVVVanguard Large-Cap ETF$293,217$38,304 ▲15.0%1,0870.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$244,897$13,866 ▼-5.4%7,6650.2%ManufacturingICLNiShares Global Clean Energy ETF$184,757$262 ▲0.1%16,2350.1%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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