Axos Invest Inc. Top Holdings and 13F Report (2024) About Axos Invest Inc.Investment ActivityAxos Invest Inc. has $146.17 million in total holdings as of September 30, 2024.Axos Invest Inc. owns shares of 24 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $59,008,512Vanguard FTSE Developed Markets ETF $27,514,841Vanguard Intermediate-Term Treasury Index ETF $8,677,652iShares iBoxx $ Investment Grade Corporate Bond ETF $8,594,285Vanguard FTSE Emerging Markets ETF $7,025,653 Sector AllocationMap of 500 Largest Holdings ofAxos Invest Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$59,008,512208,39340.4%ETFVEAVanguard FTSE Developed Markets ETF$27,514,841521,01618.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,677,652143,6225.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$8,594,28576,0695.9%FinanceVWOVanguard FTSE Emerging Markets ETF$7,025,653146,8274.8%ETFTIPiShares TIPS Bond ETF$6,931,60662,7474.7%ETFSCHFSchwab International Equity ETF$6,256,868152,1614.3%ETFSCHBSchwab US Broad Market ETF$5,054,01675,9773.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,650,09345,9592.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,434,240133,3692.3%ETFVNQVanguard Real Estate ETF$2,713,44727,8531.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,386,20224,1460.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,248,78414,9110.9%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$685,0907,1740.5%ETFVGTVanguard Information Technology ETF$666,4501,1360.5%ETFIYRiShares U.S. Real Estate ETF$652,9056,4090.4%ETFXLKTechnology Select Sector SPDR Fund$452,4332,0040.3%ETFEFAiShares MSCI EAFE ETF$432,3935,1700.3%FinanceVBVanguard Small-Cap ETF$377,2871,5910.3%ETFSPYSPDR S&P 500 ETF Trust$374,3466520.3%FinanceFDNFirst Trust Dow Jones Internet Index Fund$283,0331,3360.2%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$260,3878,0990.2%ManufacturingVVVanguard Large-Cap ETF$248,6959450.2%ETFICLNiShares Global Clean Energy ETF$238,14916,2120.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
