Etf Store, Inc.
ETF Store, Inc. is a financial advisory firm and SEC-registered investment adviser headquartered in Overland Park, Kansas. Founded in 2008, it operates as a fiduciary, providing full-service financial planning and investment advisory services. The firm is controlled by Novadius Holdings LLC, employs approximately 9 people, and is dedicated to transparent, commission-free advisory practices for individual investors.
Investment Strategy
ETF Store, Inc. focuses on comprehensive advisory services using ETFs (exchange-traded funds) as core portfolio building blocks. Their investment approach emphasizes transparency, low costs, and diversified asset allocation tailored to each client's needs, with fee-based structures that avoid commission conflicts. The firm offers financial planning and investment management designed to act in clients' best interests.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.19% | $14.0M | 22,509 | $467.09 | $620.90 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.32% | $4.6M | 80,624 | $49.27 | $57.01 | +$402.0K |
I IJH | ISHARES TR | 4.54% | $3.9M | 63,203 | $55.24 | $62.02 | +$220.2K |
B BAR | GRANITESHARES GOLD TR | 4.53% | $3.9M | 119,727 | $18.56 | $32.64 | +$159.2K |
S SCHX | SCHWAB STRATEGIC TR | 4.18% | $3.6M | 147,564 | $18.64 | $24.44 | +$454.9K |