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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
619
+52 vs. Q3 2023
Portfolio value
$1.56B
+$172.1M (+12.4%) vs. Q3 2023
Filed
Feb 9, 2024
SEC
Holdings of Change Path, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Value ETF922908744ETF387,012$57.9M3.7%+14,001+3.8%Added–
Vanguard Morningstar Growth ETF922908736ETF184,431$57.3M3.7%−3,686−2.0%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF992,421$55.5M3.6%+189,214+23.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,151,063$55.1M3.5%+8,276+0.7%Added–
iShares Tr46434V613CORE UNIVRSL USD1,114,216$51.3M3.3%−122,578−9.9%Reduced–
Vanguard Total International Bond ETF92203J407ETF529,160$26.1M1.7%+26,384+5.2%Added–
Vanguard Short-Term Bond ETF921937827ETF329,655$25.4M1.6%+3,848+1.2%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF159,332$23.4M1.5%−1,975−1.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF48,303$23.0M1.5%+6,068+14.4%AddedHistory
iShares Tr464288588MBS ETF230,987$21.7M1.4%−12,111−5.0%Reduced–
AAPLApple Inc.Stock97,344$18.7M1.2%+7,351+8.2%AddedHistory
MSFTMicrosoft CorpStock48,957$18.4M1.2%+4,421+9.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF44,336$18.2M1.2%+4,871+12.3%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF83,467$17.8M1.1%+3,183+4.0%Added–
iShares Tr46434V282U S EQUITY FACTR351,951$17.0M1.1%+32,615+10.2%Added–
iShares Tr464288877EAFE VALUE ETF324,137$16.9M1.1%−123,839−27.6%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF393,254$16.2M1.0%+18,558+5.0%Added–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD632,842$14.9M1.0%−30,163−4.5%Reduced–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN159,680$14.7M0.9%−86,807−35.2%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF185,992$14.2M0.9%+7,687+4.3%Added–
Timothy Plan887432359US LRGMD CP CORE368,485$14.1M0.9%+5,006+1.4%Added–
Vanguard World FD921910873MEGA CAP INDEX81,554$13.8M0.9%+5,012+6.5%Added–
Vanguard Real Estate ETF922908553ETF156,076$13.8M0.9%+11,318+7.8%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA266,807$13.4M0.9%−26,784−9.1%Reduced–
SPDR Series Trust78468R812ST STR MSCI USAQ100,972$13.3M0.9%−5,284−5.0%Reduced–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF443,331$13.1M0.8%+5,273+1.2%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF440,066$12.8M0.8%−26,980−5.8%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF270,400$12.5M0.8%+7,234+2.7%Added–
iShares Core S&P 500 ETF464287200ETF25,815$12.3M0.8%−479−1.8%Reduced–
Vanguard BD Index FDS921937793LONG TERM BOND160,633$12.0M0.8%+20,017+14.2%Added–
iShares Tr46428743220 YR TR BD ETF117,589$11.6M0.7%+19,586+20.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF66,854$11.4M0.7%−9,001−11.9%Reduced–
iShares Tr464288885EAFE GRWTH ETF114,277$11.1M0.7%−90,212−44.1%Reduced–
iShares Tr464287721U.S. TECH ETF89,250$11.0M0.7%+34,431+62.8%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF112,649$10.4M0.7%+41,744+58.9%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF133,219$10.4M0.7%+14,224+12.0%Added–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF281,960$9.84M0.6%+3,313+1.2%Added–
Timothy Plan887432326HIG DV STK ETF288,022$9.54M0.6%+4,982+1.8%Added–
AMZNAmazon Com IncStock60,839$9.24M0.6%+3,121+5.4%AddedHistory
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT235,455$9.18M0.6%+235,455New–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF305,929$9.11M0.6%+1,858+0.6%Added–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID258,236$8.96M0.6%+2,059+0.8%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF80,076$8.86M0.6%+489+0.6%Added–
Timothy Plan887432334INTL ETF326,702$8.64M0.6%+3,495+1.1%Added–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT207,343$8.63M0.6%+55,967+37.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF35,654$8.46M0.5%+7,051+24.7%Added–
iShares S&P 100 ETF464287101ETF36,521$8.16M0.5%+35,463+3,351.9%Added–
iShares S&P 500 Growth ETF464287309ETF107,267$8.06M0.5%−4,840−4.3%Reduced–
iShares Tr46429B655FLTG RATE NT ETF156,794$7.94M0.5%+48,070+44.2%Added–
iShares Tr46435G326CORE MSCI INTL121,860$7.76M0.5%−7,219−5.6%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM129,780$7.13M0.5%+59,756+85.3%Added–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT166,626$7.08M0.5%+43,363+35.2%Added–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT158,638$7.00M0.4%+23,662+17.5%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG74,372$6.98M0.4%−22,652−23.3%Reduced–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.191,317$6.84M0.4%+104,574+120.6%Added–
iShares Inc46434G764MSCI EMRG CHN122,356$6.78M0.4%+84,442+222.7%Added–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US76,399$6.56M0.4%−8,812−10.3%Reduced–
Vanguard S&P 500 ETF922908363ETF14,772$6.45M0.4%+390+2.7%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF125,173$6.22M0.4%−4,258−3.3%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES128,262$6.21M0.4%−4,585−3.5%Reduced–
UNHUnitedHealth Group IncStock11,725$6.17M0.4%+358+3.1%AddedHistory
Schwab US Tips ETF808524870ETF117,740$6.15M0.4%−5,340−4.3%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF52,945$5.91M0.4%−3,884−6.8%Reduced–
GOFGuggenheim Strategic Opportunities FundCOM SBI440,010$5.63M0.4%+58,726+15.4%AddedHistory
NVDANVIDIA CorpStock11,149$5.52M0.4%+1,788+19.1%AddedHistory
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF202,840$5.48M0.4%+118,850+141.5%Added–
iShares Tr46434V4070-5YR HI YL CP128,856$5.44M0.3%+59,811+86.6%Added–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN115,579$5.38M0.3%+51,463+80.3%Added–
VVisa Inc.Stock20,523$5.34M0.3%+50.0%AddedHistory
iShares Tr464287150CORE S&P TTL STK49,279$5.18M0.3%−3,954−7.4%Reduced–
iShares Tips Bond ETF464287176ETF47,705$5.13M0.3%−5,866−10.9%Reduced–
iShares Tr4642886613 7 YR TREAS BD43,310$5.07M0.3%+6,111+16.4%Added–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF222,511$5.05M0.3%+81,518+57.8%Added–
HDHome Depot, Inc.Stock14,436$5.00M0.3%−244−1.7%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG56,113$5.00M0.3%+2,450+4.6%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF48,607$4.82M0.3%−15,135−23.7%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF94,648$4.79M0.3%−96,004−50.4%Reduced–
GOOGLAlphabet Inc.Stock34,200$4.78M0.3%+3,760+12.4%AddedHistory
iShares Tr464287341GLOBAL ENERG ETF111,752$4.37M0.3%+111,752New–
TSLATesla, Inc.Stock17,051$4.24M0.3%+1,790+11.7%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR84,120$4.24M0.3%+17,908+27.0%Added–
AVGOBroadcom Inc.Stock3,709$4.14M0.3%+106+2.9%AddedHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I67,629$3.85M0.2%−17,387−20.5%Reduced–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF106,562$3.85M0.2%+72,557+213.4%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF143,901$3.82M0.2%−63,492−30.6%Reduced–
iShares MSCI Eafe ETF464287465ETF50,001$3.77M0.2%+6,027+13.7%Added–
PIMCO ETF Tr72201R817INV GRD CRP BD38,201$3.71M0.2%+17,058+80.7%Added–
Ssga Active ETF Tr78467V608ST STR BL LN ETF88,280$3.70M0.2%+16,882+23.6%Added–
UNPUnion Pacific CorpStock14,898$3.66M0.2%−162−1.1%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF125,579$3.64M0.2%+4,441+3.7%Added–
XOMExxonMobil Holdings CorpCOM36,114$3.61M0.2%+124+0.3%AddedHistory
VZVerizon Communications IncStock93,442$3.52M0.2%+17,227+22.6%AddedHistory
DEDeere & CoStock8,741$3.50M0.2%−37−0.4%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF41,542$3.48M0.2%−3,750−8.3%Reduced–
INTUIntuit Inc.Stock5,513$3.44M0.2%+389+7.6%AddedHistory
METAMeta Platforms, Inc.Stock9,660$3.42M0.2%+1,454+17.7%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD41,869$3.24M0.2%+25,259+152.1%Added–
Vanguard Information Technology ETF92204A702ETF6,537$3.16M0.2%+1,348+26.0%Added–
ADBEAdobe Inc.Stock5,208$3.11M0.2%−87−1.6%ReducedHistory
AMATApplied Materials IncStock19,170$3.11M0.2%+2,841+17.4%AddedHistory

Sold out since Q3 2023 (65)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Change Path, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
iShares Tr46436E882IBONDS 23 TRM TS126,780$3.15M0.2%–
First Tr Exchng Traded FD VI33740F631FT VEST US80,061$2.59M0.2%–
ATVIActivision Blizzard, Inc.COM24,709$2.31M0.2%History
Occidental Pete Corp WT Exp 080327674599162Stock50,829$2.20M0.2%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG69,236$949.0K0.1%History
Great Ajax Corp38983D4097.25 CV SR NT 2433,776$815.0K0.1%–
TYGTortoise Energy Infrastructure CorpCOM24,791$716.0K0.1%History
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF6,808$681.0K<0.1%–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS20,131$671.0K<0.1%History
OCSLOaktree Specialty Lending CorpCOM29,000$583.0K<0.1%History
USACUSA Compression Partners, LPCOMUNIT LTDPAR23,267$555.0K<0.1%History
BTEBaytex Energy Corp.COM103,188$455.0K<0.1%History
FTNTFortinet, Inc.Stock7,548$443.0K<0.1%History
KNTKKinetik Holdings Inc.COM NEW CL A12,308$415.0K<0.1%History
TEAFTortoise Sustainable & Social Impact Term FundClosed-End Fund34,334$411.0K<0.1%History
NDSNNordson CorpCOM1,798$401.0K<0.1%History
BLKBlackRock, Inc.COM565$365.0K<0.1%History
PAYCPaycom Software, Inc.Stock1,375$356.0K<0.1%History
MPVBarings Participation InvestorsSH BEN INT26,341$354.0K<0.1%History
HRBH&R Block IncCOM8,117$350.0K<0.1%History
GSBDGoldman Sachs BDC, Inc.SHS23,734$346.0K<0.1%History
RICKRci Hospitality Holdings, Inc.COM5,675$344.0K<0.1%History
FDSFactset Research Systems IncStock765$335.0K<0.1%History
EXPDExpeditors International of Washington IncCOM2,892$332.0K<0.1%History
First Tr Exchng Traded FD VI33740F763FT VEST US EQT8,436$329.0K<0.1%–
HTGCHercules Capital, Inc.COM19,999$328.0K<0.1%History
MPLXMPLX LPCOM UNIT REP LTD9,115$324.0K<0.1%History
IEXIdex CorpCOM1,543$321.0K<0.1%History
BROBrown & Brown, Inc.Stock4,586$320.0K<0.1%History
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,420$300.0K<0.1%–
EXCExelon CorpStock7,444$281.0K<0.1%History
iShares Tr46429B333GNMA BOND ETF6,430$269.0K<0.1%–
GSKGSK plcADR7,287$264.0K<0.1%History
Global X FDS37954Y392VDEO GAM ESPRT14,095$263.0K<0.1%–
CSWCCapital Southwest CorpCOM11,347$260.0K<0.1%History
Invesco Nasdaq 100 ETF46138G649ETF1,758$259.0K<0.1%–
NOVNOV Inc.COM12,324$258.0K<0.1%History
ProShares Tr74347B425SHORT S&P 500 NE17,760$257.0K<0.1%–
STESTERIS plcSHS USD1,148$251.0K<0.1%History
CLMTCalumet, Inc.UT LTD PARTNER13,117$251.0K<0.1%History
SMCISuper Micro Computer, Inc.COM909$249.0K<0.1%History
Victory Portfolios II92647N535SHORT TRM BD ETF4,865$238.0K<0.1%–
MAINMain Street Capital CORPCEF5,726$233.0K<0.1%History
VanEck ETF Trust92189H607OIL SERVICES ETF671$231.0K<0.1%–
TXTTextron IncCOM2,958$231.0K<0.1%History
BXSLBlackstone Secured Lending FundCOMMON STOCK8,453$231.0K<0.1%History
Goldman Sachs ETF Tr381430529ACCES TREASURY2,285$228.0K<0.1%–
SCIService Corp InternationalCOM3,819$218.0K<0.1%History
UFPTUfp Technologies IncCOM1,334$215.0K<0.1%History
Invesco Exchange Traded FD T46137V118GBL LISTED PVT4,117$213.0K<0.1%–
MPMP Materials Corp.COM CL A11,078$212.0K<0.1%History
TSNTyson Foods, Inc.Stock4,142$209.0K<0.1%History
CEGConstellation Energy CorpStock1,905$208.0K<0.1%History
GTLSChart Industries IncCOM1,217$205.0K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,445$202.0K<0.1%History
RVTYRevvity, Inc.COM1,824$202.0K<0.1%History
UNGUnited States Natural Gas Fund, LPUNIT PAR26,763$183.0K<0.1%History
Global X FDS37954Y285TELMDC&DIG ETF13,660$125.0K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock10,400$113.0K<0.1%History
JFRNuveen Floating Rate Income FundCOM12,170$100.0K<0.1%History
ETF Managers Tr26924G508ETFMG ALTR HRVST23,292$85.0K<0.1%–
MPTMedical Properties Trust IncCOM15,391$84.0K<0.1%History
CIKCredit Suisse Asset Management Income Fund, Inc.COM11,292$29.0K<0.1%History
GOSSGossamer Bio, Inc.COM27,750$23.0K<0.1%History
TCRTAlaunos Therapeutics, Inc.COM14,800$2.00K<0.1%History