AGILIS PARTNERS LLC — 13F holdings

AGILIS PARTNERS LLC reported 25 holdings worth $332M in its 13F filing for Q4 2024, filed January 30, 2025.

Largest positions

  1. VTI VANGUARD INDEX FDS — $140M (42.3%)
  2. SCHB SCHWAB STRATEGIC TR — $59.6M (17.9%)
  3. VCLT VANGUARD SCOTTSDALE FDS — $21.4M (6.4%)
  4. IGLB ISHARES TR — $20.9M (6.3%)
  5. CORP PIMCO ETF TR — $12.7M (3.8%)
  6. VEA VANGUARD TAX-MANAGED FDS — $11.5M (3.5%)
  7. VYM VANGUARD WHITEHALL FDS — $7.95M (2.4%)
  8. IDV ISHARES TR — $7.32M (2.2%)
  9. BND VANGUARD BD INDEX FDS — $6.35M (1.9%)
  10. VGIT VANGUARD SCOTTSDALE FDS — $6.07M (1.8%)