Almanack Investment Partners, LLC.
CIK 1680613 · Holdings on Mar 31, 2025 · First reported Apr 25, 2025
Top ten holdings
Q1 2025- GDMA23.50%
- VZ8.42%
- SGOV6.02%
- SCHX4.98%
- VTIP4.92%
- LTPZ4.53%
- SGOL4.49%
- VTI3.32%
- FNDE2.71%
- USFR2.03%
Share classes counted separately64.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIPWeight increased · +4.34 pp0.58% → 4.92%Shares +419.63K (+538.64%)
- JBBBWeight decreased · -3.31 pp3.83% → 0.52%Shares -451.55K (-89.33%)
- VZWeight increased · +2.64 pp5.78% → 8.42%Shares -279 (-0.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $118.55M | 23.50% | 3.70M shares | 22.09% → 23.50%+1.41 pp -835.14K (-18.43%) | Reduced | ↗▾ |
| 02 | VZVERIZON COMMUNICATIONS INC View history and evidence | $42.50M | 8.42% | 937.05K shares | 5.78% → 8.42%+2.64 pp -279 (-0.03%) | Reduced | ↗▾ |
| 03 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $30.37M | 6.02% | 301.70K shares | 4.19% → 6.02%+1.83 pp +31.18K (+11.53%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $25.12M | 4.98% | 1.14M shares | 4.13% → 4.98%+0.85 pp -16.18K (-1.40%) | Reduced | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $24.83M | 4.92% | 497.54K shares | 0.58% → 4.92%+4.34 pp +419.63K (+538.64%) | Added | ↗▾ |
| 06 | LTPZPIMCO 15+ YR US TIPS INDX15+ YR US TIPS View history and evidence | $22.84M | 4.53% | 416.48K shares | Prior unavailable +416.48K | New | ↗▾ |
| 07 | SGOLABRDN PHYSICAL GOLD SHARESPHYSCL GOLD SHS View history and evidence | $22.63M | 4.49% | 758.99K shares | 3.45% → 4.49%+1.04 pp -132.63K (-14.87%) | Reduced | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $16.75M | 3.32% | 60.96K shares | 2.70% → 3.32%+0.62 pp +496 (+0.82%) | Added | ↗▾ |
| 09 | FNDESCHWAB FNDMNTL EM MRK EQ ETFFUNDAMENTAL EMER View history and evidence | $13.65M | 2.71% | 443.33K shares | 1.95% → 2.71%+0.76 pp +8.08K (+1.86%) | Added | ↗▾ |
| 10 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $10.25M | 2.03% | 203.72K shares | 1.44% → 2.03%+0.59 pp +17.86K (+9.61%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| STXF STRIVE 500 ETF | Non-derivative | -427,594 | -$16.16M | SEC filing ↗ | SEC filing ↗ |
| EFA ISHARES MSCI EAFE ETF | Non-derivative | -183,469 | -$13.87M | SEC filing ↗ | SEC filing ↗ |
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | -130,069 | -$10.66M | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1680613 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 504539243
}Research all 154 reported holdings.
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