Almanack Investment Partners, LLC.
CIK 1680613 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- GDMA21.23%
- VZ6.55%
- USFR6.38%
- SGOV5.83%
- BKLN5.32%
- VOO2.49%
- SCHX2.47%
- SGOL2.09%
- VTI2.07%
- EFA2.04%
Share classes counted separately56.47%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GDMAGADSDEN DYNAMIC MULTI-ASSETGADSDN DYN MLT View history and evidence | $114.47M | 21.23% | 9.12M shares | — | ↗▾ | |
| 02 | VZVERIZON COMMUNICATIONS INC View history and evidence | $35.32M | 6.55% | 936.94K shares | — | ↗▾ | |
| 03 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $34.38M | 6.38% | 684.40K shares | — | ↗▾ | |
| 04 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $31.41M | 5.83% | 313.21K shares | — | ↗▾ | |
| 05 | BKLNINVESCO SENIOR LOAN ETFSR LN ETF View history and evidence | $28.69M | 5.32% | 1.35M shares | — | ↗▾ | |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $13.43M | 2.49% | 30.75K shares | — | ↗▾ | |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $13.31M | 2.47% | 236.03K shares | — | ↗▾ | |
| 08 | SGOLABRDN PHYSICAL GOLD SHARESPHYSCL GOLD SHS View history and evidence | $11.29M | 2.09% | 572.06K shares | — | ↗▾ | |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $11.14M | 2.07% | 46.96K shares | — | ↗▾ | |
| 10 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $10.97M | 2.04% | 145.65K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 30
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MOAT VANECK MORNINGSTAR WIDE MOAT | Non-derivative | — | — | SEC filing ↗ | |
| SPD SIMPLIFY US EQTY PLUS DOWN | Non-derivative | — | — | SEC filing ↗ | |
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 30 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1680613 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 539083603
}Research all 159 reported holdings.
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