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ETF Portfolio Partners

ETF Portfolio Partners is an investment advisor in Leawood with $244.56M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
10794858
SEC advisor number
801-80946
FINRA CRD number
128366
AUM ?
$244.56M (as of 4 Feb 21)
Accounts
793 (as of 4 Feb 21)
Employees
5 (2 investment advisory or research)
Address
ETF Portfolio Partners
4831 W. 136TH STREET
SUITE 300
LEAWOOD
KS 66224
Phone
913-851-1100

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
32 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$106.2M 781.25K 855.17K -8.6
$45.57M 205.26K 204.21K +0.5
$36.43M 502.9K 161.04K +212.3
$13.13M 55.93K 58.29K -4.0
$9.82M 185.67K 199.67K -7.0
$9.21M 125.29K 123.24K +1.7
Vanguard FTSE Developed Markets
$8.07M 159.87K 156.23K +2.3
Vanguard FTSE Emerging Market ETF
$4.15M 82.98K 78.39K +5.9
$2.3M 75.03K 82.88K -9.5
$2.21M 30.47K 30.38K +0.3
$1.8M 22.99K 179.61K -87.2
Dimensional US Equity ETF
$1.65M 35K 35K 0
$1.43M 10.08K 10.08K 0
$977K 15.81K 15.35K +3.0
$939K 23.25K 23.94K -2.9
$734K 1.71K 1.7K +0.6
$524K 2.73K 2.73K 0
$506K 1.41K 1.41K 0
$343K 1.22K 1.22K 0
$316K 809 809 0
$315K 5.63K 5.63K 0
$311K 1.09K 1.09K 0
$299K 1.04K 1.04K 0
$268K 1.66K 1.66K 0
$268K 12.44K 12.44K 0
$266K 1.16K 1.16K 0
$261K 3.7K 3.7K 0
$254K 2.39K 2.43K -1.4
$243K 4.5K 4.5K 0
$220K 2.05K 2.05K 0
$217K 800 800 0
$213K 1.27K 1.27K 0
2.75K EXIT
2.4K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings