Holdings

Axos Invest Inc.

As of Sep 30, 2026, Axos Invest Inc. reported 21 positions worth US$133M. Largest: Vanguard S&P 500 ETF, Vanguard FTSE Developed Markets ETF and Vanguard Morningstar Total Stock Market ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Vanguard S&P 500 ETF58,217US$40.8Mfirst reportSep 30, 2026
Vanguard FTSE Developed Markets ETF455KUS$32.1Mfirst reportSep 30, 2026
Vanguard Morningstar Total Stock Market ETF56,737US$21.2Mfirst reportSep 30, 2026
Genter Capital Taxable Quality Intermediate ETF708KUS$7.01Mfirst reportSep 30, 2026
Vanguard Intermediate-Term Treasury ETF102KUS$5.76Mfirst reportSep 30, 2026
iShares TIPS Bond ETF48,377US$5.03Mfirst reportSep 30, 2026
State Street SPDR Portfolio Emerging Markets ETF96,931US$5.02Mfirst reportSep 30, 2026
State Street SPDR Bloomberg Short Term High Yield Bond ETF110KUS$2.68Mfirst reportSep 30, 2026
Vanguard Short-Term Corporate Bond ETF32,625US$2.52Mfirst reportSep 30, 2026
Vanguard Real Estate ETF27,810US$2.49Mfirst reportSep 30, 2026