account_balance
Investment manager · 13F filer · SEC CIK 2042928
Axos Invest Inc.
Reported value$133Mas of Sep 30, 2026
Positions21 2 new, 1 sold out
Top 10 weight93.8%VOO alone is 31%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
30.7%
VEAVanguard Tax-Managed FDS
24.2%Trimmed −3%
VTIVanguard Index FDS
16.0%Trimmed −5%
GENTSpinnaker ETF Series
5.3%Trimmed −3%
VGITVanguard Scottsdale FDS
4.3%−4%
TIPiShares Tr
3.8%−3%
SPEMSPDR Index SHS FDS
3.8%
SJNKSPDR Ser Tr
2.0%−2%
VCSHVanguard Scottsdale FDS
1.9%−4%
VNQ1.9%
SCHF
VWO1.3%
VOOVanguard Index FDS
30.7%
VEAVanguard Tax-Managed FDS
24.2%Trimmed −3%
VTIVanguard Index FDS
16.0%−5%
GENT5.3%
VGIT4.3%
TIP3.8%
SPEM
SJNK
VCSH
VNQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 30.7% Held
VEA Vanguard Tax-Managed FDS 24.2% Trimmed −3%
VTI Vanguard Index FDS 16.0% Trimmed −5%
GENT Spinnaker ETF Series 5.3% Trimmed −3%
VGIT Vanguard Scottsdale FDS 4.3% Trimmed −4%
TIP iShares Tr 3.8% Trimmed −3%
SPEM SPDR Index SHS FDS 3.8% Held
SJNK SPDR Ser Tr 2.0% Trimmed −2%
VCSH Vanguard Scottsdale FDS 1.9% Trimmed −4%
VNQ Vanguard Index FDS 1.9% Held
SCHF Schwab Strategic Tr 1.3% Trimmed −6%
VWO Vanguard Intl Equity Index F 1.3% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- BBP $409K
- CLOZ $220K
arrow_upwardAdded
- SPMO +8%
- GENM +3%
arrow_downwardTrimmed
- VCIT −16%
- SCHB −11%
- VWO −7%
- SCHF −6%
remove_circleSold out
- SPY $291K
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