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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 15, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
693
−18 vs. Q2 2022
Portfolio value
$1.66B
−$182.3M (−9.9%) vs. Q2 2022
Filed
Nov 15, 2022
SEC
Holdings of Change Path, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46434V613CORE UNIVRSL USD1,695,279$75.4M4.5%−41,523−2.4%Reduced–
iShares Tr46435G425ESG AWR MSCI USA763,221$60.6M3.6%+8,550+1.1%Added–
iShares U.S. Treasury Bond ETF46429B267ETF2,546,811$58.0M3.5%+514,435+25.3%Added–
Vanguard Morningstar Value ETF922908744ETF407,243$50.3M3.0%−2,203−0.5%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF1,133,016$41.2M2.5%+42,558+3.9%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF927,809$39.0M2.3%+127,491+15.9%Added–
Vanguard Morningstar Growth ETF922908736ETF181,416$38.8M2.3%+9,783+5.7%Added–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ729,009$31.2M1.9%−61,278−7.8%Reduced–
Vanguard Short-Term Bond ETF921937827ETF411,831$30.8M1.9%+3,936+1.0%Added–
SPYSPDR S&P 500 ETF TrustETF84,166$30.1M1.8%−5,610−6.2%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD352,153$28.6M1.7%−188,143−34.8%Reduced–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN361,108$27.6M1.7%+11,789+3.4%Added–
AAPLApple Inc.Stock160,227$22.1M1.3%+12,235+8.3%AddedHistory
Vanguard Total International Bond ETF92203J407ETF453,177$21.6M1.3%+16,885+3.9%Added–
MSFTMicrosoft CorpStock83,419$19.4M1.2%+5,271+6.7%AddedHistory
iShares Tr464288885EAFE GRWTH ETF266,834$19.4M1.2%+49,990+23.1%Added–
iShares Tips Bond ETF464287176ETF165,026$17.3M1.0%−81,392−33.0%Reduced–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD740,471$16.8M1.0%+22,268+3.1%Added–
iShares Tr464288588MBS ETF177,484$16.3M1.0%−26,806−13.1%Reduced–
iShares Inc464286533MSCI EMERG MRKT314,909$16.0M1.0%+8,025+2.6%Added–
J P Morgan Exchange Traded F46641Q241BETABUILDERS US347,335$15.8M0.9%−8,899−2.5%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF75,935$13.0M0.8%+1,157+1.5%Added–
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER151,111$12.9M0.8%+3,177+2.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF337,445$12.3M0.7%+18,191+5.7%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF160,679$11.8M0.7%+8,551+5.6%Added–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF424,820$11.8M0.7%+10,092+2.4%Added–
iShares Tr46435G474FALN ANGLS USD471,704$11.3M0.7%−143,596−23.3%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF161,582$10.7M0.6%+2,269+1.4%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF231,536$10.4M0.6%+6,868+3.1%Added–
iShares Core S&P 500 ETF464287200ETF28,235$10.1M0.6%+4,174+17.3%Added–
Vanguard World FD921910873MEGA CAP INDEX79,607$9.94M0.6%−34,755−30.4%Reduced–
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN153,055$9.89M0.6%+153,055NewHistory
Vanguard Real Estate ETF922908553ETF123,233$9.88M0.6%+2,059+1.7%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG138,862$9.86M0.6%+2,502+1.8%Added–
AMZNAmazon Com IncStock80,435$9.09M0.5%+3,198+4.1%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF265,924$9.06M0.5%+208,669+364.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF124,830$8.99M0.5%+56,001+81.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF65,695$8.88M0.5%−3,366−4.9%Reduced–
Schwab Intermediate-Term US Treasury ETF808524854ETF175,988$8.65M0.5%+8,627+5.2%Added–
SPDR Series Trust78468R812ST STR MSCI USAQ80,596$8.19M0.5%+80,596New–
ETF Ser Solutions26922B105LHA MKT ST TACTL335,975$8.11M0.5%−51,573−13.3%Reduced–
iShares Core High Dividend ETF46429B663ETF87,357$7.97M0.5%−23,874−21.5%Reduced–
Timothy Plan887432326HIG DV STK ETF277,897$7.79M0.5%+7,159+2.6%Added–
Timothy Plan887432359US LRGMD CP CORE256,321$7.73M0.5%+8,794+3.6%Added–
iShares Russell 1000 Growth ETF464287614ETF36,602$7.70M0.5%+25,292+223.6%Added–
Vanguard BD Index FDS921937793LONG TERM BOND104,524$7.52M0.5%+8,872+9.3%Added–
UNHUnitedHealth Group IncStock14,682$7.42M0.4%−58−0.4%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES151,540$7.31M0.4%−2,100−1.4%Reduced–
Timothy Plan887432334INTL ETF349,212$7.08M0.4%+11,227+3.3%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF71,078$7.03M0.4%+9,774+15.9%Added–
iShares Russell 1000 Value ETF464287598ETF51,624$7.02M0.4%+51,624New–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF237,900$6.95M0.4%−16,191−6.4%Reduced–
iShares Tr46428865310-20 YR TRS ETF63,793$6.95M0.4%−2,431−3.7%Reduced–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF311,179$6.89M0.4%+15,392+5.2%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF74,251$6.80M0.4%+31,027+71.8%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF86,565$6.79M0.4%+39,298+83.1%Added–
Schwab US Tips ETF808524870ETF130,836$6.78M0.4%+2,038+1.6%Added–
TSLATesla, Inc.Stock25,472$6.76M0.4%+4,856+23.6%AddedConverted for a 3-for-1 splitHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF73,905$6.63M0.4%+429+0.6%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF63,991$6.56M0.4%+38,228+148.4%Added–
Schwab International Equity ETF808524805ETF226,593$6.37M0.4%−6,827−2.9%Reduced–
GOOGLAlphabet Inc.Stock64,885$6.21M0.4%−728,795−91.8%ReducedConverted for a 20-for-1 splitHistory
Invesco QQQ Trust Series I46090E103ETF23,209$6.20M0.4%−2,805−10.8%Reduced–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF173,198$6.19M0.4%−35,318−16.9%Reduced–
SPDR Series Trust78468R101ST SHO TREAS ETF213,219$6.17M0.4%−6,011−2.7%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF146,698$6.00M0.4%+43,363+42.0%Added–
Vanguard World FD921910840MEGA CAP VAL ETF65,102$5.85M0.4%+65,102New–
HDHome Depot, Inc.Stock21,039$5.81M0.3%+2,514+13.6%AddedHistory
iShares Tr46429B655FLTG RATE NT ETF115,374$5.80M0.3%+31,403+37.4%Added–
Schwab US Dividend Equity ETF808524797ETF84,407$5.61M0.3%+21,193+33.5%Added–
iShares Russell 2000 ETF464287655ETF31,658$5.22M0.3%+17,560+124.6%Added–
PEPPepsiCo IncStock31,590$5.16M0.3%+397+1.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF28,652$5.14M0.3%+762+2.7%Added–
ABBVAbbVie Inc.Stock35,459$4.76M0.3%+8,405+31.1%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF48,292$4.64M0.3%+39,565+453.4%Added–
Vanguard High Dividend Yield Index ETF921946406ETF48,186$4.57M0.3%+3,619+8.1%Added–
WMTWalmart Inc.Stock34,992$4.54M0.3%+6,759+23.9%AddedHistory
PIMCO ETF Tr72201R718ENHNCD LW DUR AC46,592$4.41M0.3%+9,838+26.8%Added–
iShares Tr46435G102CONV BD ETF63,477$4.37M0.3%−1,204−1.9%Reduced–
PGProcter & Gamble CoStock34,035$4.30M0.3%+4,155+13.9%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD259,849$4.20M0.3%+11,242+4.5%Added–
CVXChevron CorpStock28,434$4.08M0.2%+1,015+3.7%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM79,012$4.05M0.2%+36,953+87.9%Added–
MCDMcDonalds CorpStock17,210$3.97M0.2%+3,249+23.3%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN108,424$3.85M0.2%+108,424New–
MAMastercard IncStock13,402$3.81M0.2%+969+7.8%AddedHistory
NEENextera Energy IncStock45,594$3.58M0.2%+6,717+17.3%AddedHistory
AVGOBroadcom Inc.Stock8,002$3.55M0.2%+1,099+15.9%AddedHistory
iShares Tr464287150CORE S&P TTL STK43,572$3.46M0.2%+3,520+8.8%Added–
LOWLowes Companies IncStock18,137$3.41M0.2%+1,959+12.1%AddedHistory
VVisa Inc.Stock18,910$3.36M0.2%+3,745+24.7%AddedHistory
JNJJohnson & JohnsonStock20,456$3.34M0.2%−758−3.6%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX68,803$3.31M0.2%+12,958+23.2%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF127,487$3.29M0.2%−421−0.3%Reduced–
XOMExxonMobil Holdings CorpCOM37,139$3.24M0.2%+3,604+10.7%AddedHistory
iShares Tr46435U853BROAD USD HIGH96,334$3.24M0.2%−3,022−3.0%Reduced–
JPMJPMorgan Chase & CoStock30,940$3.23M0.2%+1,896+6.5%AddedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT126,669$3.19M0.2%−19,489−13.3%Reduced–
KOCoca Cola CoStock56,855$3.19M0.2%+9,098+19.1%AddedHistory
DEDeere & CoStock9,499$3.17M0.2%+5,990+170.7%AddedHistory

Sold out since Q2 2022 (95)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Change Path, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Advisorshares Tr00768Y768STAR GLOB BUYW1,046,954$36.2M2.0%–
iShares S&P Small-Cap 600 Value ETF464287879ETF90,168$8.03M0.4%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF47,376$1.91M0.1%–
Fidelity MSCI Energy Index ETF316092402ETF87,067$1.69M0.1%–
First Tr Exchng Traded FD VI33740F854FT VEST U.S.51,144$1.65M0.1%–
First Tr Exchng Traded FD VI33740F680FT VEST US EQT46,086$1.40M0.1%–
First Tr Exchng Traded FD VI33740F730FT VEST US EQT42,131$1.30M0.1%–
First Tr Exchng Traded FD VI33740F672FT VEST UQ EQT41,084$1.25M0.1%–
CLXClorox CoStock5,135$724.0K<0.1%History
First Tr Exchng Traded FD VI33740U208FT VEST US EQT20,081$664.0K<0.1%–
SONSonoco Products CoCOM11,557$659.0K<0.1%History
J P Morgan Exchange Traded F46641Q753US VALUE FACTR19,936$640.0K<0.1%–
PXDPioneer Natural Resources CoCOM2,683$599.0K<0.1%History
IPARInterparfums IncCOM8,087$591.0K<0.1%History
NEMNEWMONT CorpStock9,896$590.0K<0.1%History
LIILennox International IncCOM2,730$564.0K<0.1%History
HCSGHealthcare Services Group IncCOM32,339$563.0K<0.1%History
SWKStanley Black & Decker, Inc.COM5,242$550.0K<0.1%History
EGBNEagle Bancorp IncCOM11,546$547.0K<0.1%History
ETF Ser Solutions26922A305ALPCLONE ALTER10,200$536.0K<0.1%–
CADECadence BancorporationEQUITY US CM22,840$536.0K<0.1%History
First Tr Exchng Traded FD VI33740U307FT VEST US EQT16,733$534.0K<0.1%–
AVTRAvantor, Inc.COM17,140$533.0K<0.1%History
MANManpowerGroup Inc.COM6,966$532.0K<0.1%History
SWKSSkyworks Solutions, Inc.Stock5,714$529.0K<0.1%History
iShares Inc464286871MSCI HONG KG ETF23,630$525.0K<0.1%–
CRICarters IncCOM7,383$520.0K<0.1%History
Flexshares Tr33939L761CR SCD US BD10,831$514.0K<0.1%–
NATINational Instruments CorpCOM16,334$510.0K<0.1%History
MDCSekisui House U.S., Inc.COM15,628$505.0K<0.1%History
PATKPatrick Industries IncCOM9,573$496.0K<0.1%History
FBPFirst BancorpCOM NEW38,276$494.0K<0.1%History
JACKJack in the Box IncCOM8,762$491.0K<0.1%History
SLMSLM CorpCOM30,338$484.0K<0.1%History
OTISOtis Worldwide CorpStock6,827$482.0K<0.1%History
Invesco Exchange Traded FD T46137V621FINL PFD ETF30,965$481.0K<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF4,936$476.0K<0.1%–
YETIYETI Holdings, Inc.COM11,006$476.0K<0.1%History
SAHSonic Automotive IncCL A12,844$470.0K<0.1%History
COCOVita Coco Company, Inc.COM41,000$401.0K<0.1%History
First Tr Exchange-Traded FD33738D309SENIOR LN FD8,976$396.0K<0.1%–
Schwab U.S. Mid-Cap ETF808524508ETF6,099$383.0K<0.1%–
NSCNorfolk Southern CorpStock1,630$370.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10015,900$370.0K<0.1%–
CMECME Group Inc.COM1,764$361.0K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG7,147$343.0K<0.1%–
iShares Tr464288356CALIF MUN BD ETF6,006$339.0K<0.1%–
SGISomnigroup International Inc.COM15,752$337.0K<0.1%History
State Street SPDR S&P Bank ETF78464A797ETF7,285$320.0K<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF9,337$315.0K<0.1%–
Listed FD Tr53656F722TRUESHARES STRUC10,360$308.0K<0.1%–
iShares Inc46434G764MSCI EMRG CHN6,395$305.0K<0.1%–
IDCCInterDigital, Inc.COM5,006$304.0K<0.1%History
Innovator ETFs Tr45782C128GROWTH ACCELRTD15,720$296.0K<0.1%–
iShares Inc464286822MSCI MEXICO ETF6,332$295.0K<0.1%–
Listed FD Tr53656F730TRUESHARES STRUC11,911$288.0K<0.1%–
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN11,475$279.0K<0.1%–
EXCExelon CorpStock6,011$272.0K<0.1%History
Innovator ETFs Tr45783Y830US EQTY ACCELRTD12,700$267.0K<0.1%–
IPInternational Paper CoCOM6,356$266.0K<0.1%History
SYYSysco CorpStock3,123$265.0K<0.1%History
STESTERIS plcSHS USD1,287$265.0K<0.1%History
SNOWSnowflake Inc.Stock1,843$256.0K<0.1%History
iShares Tr46435G342MORTGE REL ETF8,914$238.0K<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,431$235.0K<0.1%–
FSKFS KKR Capital CorpCOM12,019$233.0K<0.1%History
EQIXEquinix IncCOM354$232.0K<0.1%History
FBINFortune Brands Innovations, Inc.COM3,844$230.0K<0.1%History
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW5,050$225.0K<0.1%–
IEXIdex CorpCOM1,227$223.0K<0.1%History
Innovator ETFs Tr45783Y871GRWT ACLRTD PLUS11,074$221.0K<0.1%–
NVSNovartis AGADR2,596$219.0K<0.1%History
CLRContinental Resources, IncCOM3,337$218.0K<0.1%History
NOWServiceNow, Inc.Stock457$217.0K<0.1%History
iShares Tr46436E759ESG EAFE ETF4,156$217.0K<0.1%–
HPQHP IncStock6,589$216.0K<0.1%History
PRFTPerficient IncCOM2,358$216.0K<0.1%History
WMBWilliams Companies, Inc.COM6,835$213.0K<0.1%History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF4,169$212.0K<0.1%–
TWTradeweb Markets Inc.Stock3,117$212.0K<0.1%History
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5004,292$211.0K<0.1%–
MRNAModerna, Inc.Stock1,463$209.0K<0.1%History
TRTNTriton International LtdCL A3,957$209.0K<0.1%History
ATOAtmos Energy CorpCOM1,845$207.0K<0.1%History
ProShares Tr74347X864ULTRPRO S&P5005,930$207.0K<0.1%–
DOWDow Inc.Stock3,997$206.0K<0.1%History
iShares MSCI USA Quality Factor ETF46432F339ETF1,839$206.0K<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF6,524$206.0K<0.1%–
Fidelity Covington Trust316092816MOMENTUM FACTR4,926$206.0K<0.1%–
NLYAnnaly Capital Management IncCOM34,806$206.0K<0.1%History
Fidelity Covington Trust316092857MSCI RL EST ETF7,534$204.0K<0.1%–
RTLNecessity Retail REIT, Inc.COM CLASS A16,526$120.0K<0.1%History
MUEBlackRock Muniholdings Quality Fund II, Inc.COM10,800$119.0K<0.1%History
GFIGold Fields LtdSPONSORED ADR10,500$96.0K<0.1%History
OGIOrganigram Global Inc.COM13,223$12.0K<0.1%History