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ETF Portfolio Partners, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison: A Deep Dive into the Changes in its Top Investments

Ava Hoppe | 9 May, 2023

ETF Portfolio Partners, Inc., a leading investment firm, recently filed its 13F report for Q1 of 2023, revealing its top holdings and changes in investments compared to the previous quarter. The report provides valuable insights into the company's investment strategy and overall market trends.

The Q4 2022 vs. Q1 2023 13F Holdings Comparison report presents a significant percentage increase in the company's total shares and overall value of investments. Among the top holdings of the company, Vanguard Total Stock Market ETF (VTI) and iShares Russell 1000 ETF (IWB) continue to hold the top two spots with a 13.4% and 13.7% increase in shares, respectively.

In the fixed-income category, iShares Core US Aggregate Bond ETF (AGG) and Vanguard Short-Term Corporate Bond ETF (VCSH) also saw significant increases in shares holding with a 13.7% growth rate. One notable change in the company's top portfolio is the inclusion of Apple shares with a 26.9% increase in value.

Vanguard World Fd Mega Growth ETF (MGK) showed a positive growth rate of 27.4%, followed by iShares S&P 500 Value ETF (IVE) with 8.7% growth, and iShares Core S&P Total US Stock Market ETF (ITOT) with a growth rate of 8%. Vanguard Scottsdale Fds Rus1000GRW (VONG) saw an impressive 18.2% increase in share value, highlighting the company's bullish sentiment for this particular investment.

In contrast to the majority of its holdings, iShares MSCI Min Vol USA ETF (USMV) experienced a 100% decrease in shares holding, indicating the company's decision to sell off this particular asset.

Overall, the latest 13F report by ETF Portfolio Partners, Inc. reflects the company's preference for low-cost indexed funds such as VTI and IWB, while also favoring large-cap investments. The company's bullish sentiment towards technology firms such as Apple and Microsoft is also clearly visible in the report, with positive growth rates for both assets.

As with any investment advisor, it is essential to do your own research and invest according to your financial goals and risk tolerance. However, the quarterly 13F report by ETF Portfolio Partners, Inc. can provide valuable insights into the latest trends and top holdings of the investment firm, which can be useful for investors looking to diversify their portfolio.

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