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Empower Advisory Group, LLC

FundGreenwood Village · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$41.9B
Reported value of US stock holdings on Jun 30, the filing's own figure
532 positions · filed Aug 12, 43 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 12 · against the report before it

New positions

45, biggest 4
EXC EXELON CORP 1.5M shares0.2% of this fund's holdings
HON HONEYWELL INTL INC 257K shares0.1% of this fund's holdings
HONA HONEYWELL AEROSPACE INC 257K shares0.1% of this fund's holdings
DD DUPONT DE NEMOURS INC 406K shares0.1% of this fund's holdings

Sold out

23, biggest 4
HONGBP HONEYWELL INTL INC All 525K shares
DWDPEUR DUPONT DE NEMOURS INC All 1.2M shares
no ticker MASIMO CORP All 14,105 shares
BILL BILL HOLDINGS INC All 21,610 shares

Added to

184, biggest 4
BSV VANGUARD BD INDEX FDS +1.8M shares+8%
VNQ VANGUARD INDEX FDS +711K shares+4%
VGIT VANGUARD SCOTTSDALE FDS +2.0M shares+8%
SCHP SCHWAB STRATEGIC TR +3.6M shares+7%

Trimmed

137, biggest 4
IWM ISHARES TR −662K shares−8%
PDBC INVESCO ACTVELY MNGD ETC FD −1.8M shares−5%
IAU ISHARES GOLD TR −166K shares−3%
ESGE ISHARES INC −568K shares−11%

Top holdings

Reference, not news
Top holdings · 532 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 SCHF SCHWAB STRATEGIC TR 182.6M 12.1% −2%
2 IWM ISHARES TR 7.9M 5.7% −8%
3 VWO VANGUARD INTL EQUITY INDEX F 35.8M 5.1% +1%
4 BSV VANGUARD BD INDEX FDS 24.3M 4.5% +8%
5 VNQ VANGUARD INDEX FDS 17.6M 4.0% +4%
6 VGIT VANGUARD SCOTTSDALE FDS 25.6M 3.6% +8%
7 SCHP SCHWAB STRATEGIC TR 56.7M 3.6% +7%
8 SCHA SCHWAB STRATEGIC TR 37.7M 3.2% +2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.