Ethos Capital Management, Inc. - Portfolio overview

Ethos Capital Management, Inc. has 56 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. STIP - ISHARES TR, 11.60%
2. BIV - VANGUARD BD INDEX FDS, 8.71%
3. IMTB - ISHARES TR, 8.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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