Net Worth Advisory Group

**Net Worth Advisory Group** manages $495M across a diversified portfolio of 441 positions. The fund maintains significant allocations to fixed income, notably holding $15.0M each in VCIT and VGIT, alongside substantial exposure to global and inflation-protected treasuries. Top holdings also include $13.7M in BNDX and $12.5M in TIP, indicating a pronounced focus on yield and capital preservation across various credit cycles. This structure suggests a tactical, income-oriented mandate within the fixed-income spectrum.

📌 Top Holdings