Adaptive Financial Consulting, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    beachwood, OH
  • CIK
    0001804717
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

21

$241.09M
AGG, VCSH, IVV, USMV
13F-HR
Feb 3, 2025
000108514625000717

19

$245.54M
AGG, VCSH, IVV, USMV
13F-HR
Nov 7, 2024
000108514624005395

19

$230.57M
AGG, VCSH, IVV, USMV
13F-HR
Jul 25, 2024
000108514624003236

19

$224.06M
AGG, VCSH, IVV, USMV
13F-HR
May 7, 2024
000108514624002289

18

$187.89M
AGG, VCSH, IVV, USMV
13F-HR
Feb 8, 2024
000108514624000848

18

$176.51M
AGG, VCSH, IVV, USMV
13F-HR
Nov 15, 2023
000108514623004524

18

$178.19M
AGG, VCSH, IVV, USMV
13F-HR
Aug 14, 2023
000108514623003394

16

$185.06M
AGG, VCSH, USMV, MTUM
13F-HR
May 12, 2023
000108514623002317

16

$174.47M
AGG, VCSH, USMV, MTUM
13F-HR
Feb 9, 2023
000108514623000830

16

$159.79M
AGG, VCSH, USMV, MTUM
13F-HR
Nov 14, 2022
000108514622003967

16

$161.41M
AGG, VCSH, USMV, MTUM
13F-HR
Aug 12, 2022
000108514622002999

19

$170.18M
AGG, VCSH, USMV, MTUM
13F-HR
May 12, 2022
000108514622001999

18

$175.09M
AGG, VCSH, USMV, MTUM
13F-HR
Feb 10, 2022
000108514622000761

17

$162.22M
AGG, VCSH, MTUM, USMV
13F-HR
Nov 2, 2021
000108514621002971

18

$160.23M
AGG, VCSH, MTUM, USMV
13F-HR
Jul 21, 2021
000108514621002034

17

$148.78M
AGG, VCSH, MTUM, USMV
13F-HR
Apr 27, 2021
000108514621001321

17

$131.81M
AGG, VCSH, MTUM, USMV
13F-HR
Jan 29, 2021
000108514621000346

18

$127.11M
AGG, VCSH, MTUM, USMV
13F-HR
Oct 16, 2020
000108514620002549

18

$113.81M
AGG, VCSH, MTUM, USMV
13F-HR
Jul 22, 2020
000108514620001852

22

$97.35M
AGG, VCSH, MTUM, USMV
13F-HR
May 15, 2020
000180471720000003

22

$104.23M
AGG, VCSH, USMV, MTUM
13F-HR
Feb 28, 2020
000180471720000001