AGILIS PARTNERS LLC - Portfolio overview

AGILIS PARTNERS LLC has 25 reported holdings in this dataset, with the latest filing dated 2025-01-30.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 42.28%
2. SCHB - SCHWAB STRATEGIC TR, 17.94%
3. VCLT - VANGUARD SCOTTSDALE FDS, 6.43%

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

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