Advertisement
Screener

NDVR, Inc. Last Quarter Change: USA ETF, Added

NDVR, Inc. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, NDVR, Inc. opened 5 positions, added to 3, reduced 5, sold out of 1 and left 4 unchanged. The largest increase in value was VEA (+$819,848); the largest decrease was SPYM (-$241,052).

  • SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 2025-09-30 59,217; Shares 2025-12-31 63,694.
  • IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2025-09-30 19,974; Shares 2025-12-31 19,993.
  • IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2025-09-30 8,670; Shares 2025-12-31 8,719.

Two Form 13F-HR filings compared (SEC CIK 2011247): 2025-09-30 (filed 2025-10-22) and 2025-12-31 (filed 2026-02-12). 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; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
SGOV
ISHARES TR
0-3 MNTH TREASRY59,21763,694+4,477$5,963,152$6,393,604+$430,452
IEFA
ISHARES TR
CORE MSCI EAFE19,97419,993+19$1,743,930$1,788,574+$44,644
IEMG
ISHARES INC
CORE MSCI EMKT8,6708,719+49$571,526$586,091+$14,565

Similar Firms

Firm NameCountry13F ValueHoldings
STRATEGIC ADVISORY PARTNERS, LLCUnited States$0.121B36
Elm3 Financial Group, LLCUnited States$0.121B113
SENTINEL WEALTH MANAGEMENT, INC.United States$0.121B38
Explore Capital Management, LLCUnited States$0.121B14
Rangeley Capital, LLCUnited States$0.120B123
Linden Rose Investment LLCUnited States$0.120B7
Hestia Capital Management, LLCUnited States$0.121B22
URS Advisory LLCUnited States$0.120B44
Alexander Randolph Advisory, Inc.United States$0.120B54
Vigil Wealth Management, LLCUnited States$0.120B77