Net Worth Advisory Group
CIK 1791998 · Holdings on Sep 30, 2024 · First reported Oct 17, 2024
Top ten holdings
Q3 2024- BNDX3.73%
- TIP3.55%
- SHY3.17%
- IEF3.11%
- LQD3.09%
- VCIT2.91%
- CORP2.84%
- TLH2.64%
- BWX2.51%
- VGIT1.98%
Share classes counted separately29.53%
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 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $12.59M | 3.73% | 250.34K shares | Prior unavailable — | — | ↗▾ |
| 02 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $11.97M | 3.55% | 108.37K shares | Prior unavailable — | — | ↗▾ |
| 03 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $10.69M | 3.17% | 128.53K shares | Prior unavailable — | — | ↗▾ |
| 04 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $10.48M | 3.11% | 106.76K shares | Prior unavailable — | — | ↗▾ |
| 05 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $10.41M | 3.09% | 92.12K shares | Prior unavailable — | — | ↗▾ |
| 06 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $9.80M | 2.91% | 117.03K shares | Prior unavailable — | — | ↗▾ |
| 07 | CORPPIMCO INV GRADE CORP BD ETFINV GRD CRP BD View history and evidence | $9.58M | 2.84% | 96.31K shares | Prior unavailable — | — | ↗▾ |
| 08 | TLHISHARES 10-20 YEAR TREASURY10-20 YR TRS ETF View history and evidence | $8.88M | 2.64% | 81.23K shares | Prior unavailable — | — | ↗▾ |
| 09 | BWXSS SPDR BB INTL TREASURY BDBLOOMBERG INTL T View history and evidence | $8.46M | 2.51% | 362.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $6.67M | 1.98% | 110.41K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1791998 · Period Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Oct 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 337025236
}Research all 386 reported holdings.
This page includes 30 of 386 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 386 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1791998","quarter":"2024Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1791998","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.