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Bowman & Co S.C. Historic Quarter Change: USA ETF, Reduced

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Bowman & Co S.C. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Bowman & Co S.C. opened 31 positions, added to 163, reduced 121 and sold out of 12.

  • Q4 2025: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 98,975.
  • Q4 2025: Stock AVUV; Country of operation —; Class US SML CP VALU; Shares before 121,559.
  • Q4 2025: Stock IEF; Country of operation —; Class 7-10 YR TRSY BD; Shares before 7,106.
  • Q4 2025: Stock JAAA; Country of operation —; Class HENDRSON AAA CL; Shares before 143,164.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906275), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025AGG
ISHARES TR		CORE US AGGBD ET98,97587,965-11,010$9,922,500$8,786,031-$1,136,4692026-01-23
Q4 2025AVUV
AMERICAN CENTY ETF TR		US SML CP VALU121,559112,904-8,655$12,098,876$11,514,099-$584,7772026-01-23
Q4 2025IEF
ISHARES TR		7-10 YR TRSY BD7,1065,817-1,289$685,046$559,377-$125,6692026-01-23
Q4 2025JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL143,164141,616-1,548$7,269,693$7,162,840-$106,8532026-01-23
Q4 2025IVW
ISHARES TR		S&P 500 GRWT ETF16,80415,995-809$2,028,564$1,971,566-$56,9982026-01-23
Q4 2025MUB
ISHARES TR		NATIONAL MUN ETF11,68011,090-590$1,243,832$1,187,910-$55,9222026-01-23
Q4 2025SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B19,07117,396-1,675$447,600$406,566-$41,0342026-01-23
Q4 2025MGK
VANGUARD WORLD FD		MEGA GRWTH IND4,9414,918-23$1,988,815$2,029,567+$40,7522026-01-23
Q4 2025VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD112,033110,795-1,238$5,609,467$5,571,938-$37,5292026-01-23
Q4 2025VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD23,39222,743-649$3,297,249$3,263,905-$33,3442026-01-23
Q4 2025VGT
VANGUARD WORLD FD		INF TECH ETF592547-45$442,916$412,788-$30,1282026-01-23
Q4 2025IEFA
ISHARES TR		CORE MSCI EAFE67,52166,135-1,386$5,895,107$5,916,224+$21,1172026-01-23
Q4 2025ILCG
ISHARES TR		MORNINGSTAR GRWT6,6166,505-111$690,028$676,717-$13,3112026-01-23
Q4 2025FMB
FIRST TR EXCH TRADED FD III		MANAGD MUN ETF6,3626,068-294$322,553$310,279-$12,2742026-01-23
Q4 2025VTV
VANGUARD INDEX FDS		VALUE ETF5,3695,196-173$1,001,788$992,312-$9,4762026-01-23
Q4 2025RWK
INVESCO EXCH TRADED FD TR II		S&P MDCP 400 REV2,5062,413-93$313,309$305,111-$8,1982026-01-23
Q4 2025ACVU
HARTFORD FDS EXCHANGE TRADED		HARTFORD QUALITY9,0728,525-547$240,871$233,628-$7,2432026-01-23

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