Current Market Value 1,508,950,760
Current Holdings 19
Most Recent File Date 2025-06-27
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by ARTOX - One Choice In Retirement Portfolio Investor Class . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-06-27 2025-04-30 NPORT-P 19 1,508,951
2025-03-21 2025-01-31 NPORT-P 19 1,583,460
2024-12-23 2024-10-31 NPORT-P 19 1,661,140
2024-09-27 2024-07-31 NPORT-P 19 1,743,488
2024-06-26 2024-04-30 NPORT-P 19 1,721,510
2024-03-26 2024-01-31 NPORT-P 19 1,804,483
2023-12-22 2023-10-31 NPORT-P 20 1,663,710
2023-09-21 2023-07-31 NPORT-P 20 1,843,398
2023-06-23 2023-04-30 NPORT-P 20 1,856,574
2023-03-28 2023-01-31 NPORT-P 20 1,916,521
2022-12-21 2022-10-31 NPORT-P 21 1,841,279
2022-09-23 2022-07-31 NPORT-P 21 2,036,017
2022-06-24 2022-04-30 NPORT-P 21 2,133,686
2022-03-28 2022-01-31 NPORT-P 21 2,376,531
2021-12-21 2021-10-31 NPORT-P 21 2,558,650
2021-09-23 2021-07-31 NPORT-P 21 2,681,704
2021-06-24 2021-04-30 NPORT-P 21 2,680,753
2021-03-25 2021-01-31 NPORT-P 21 2,620,756
2020-12-28 2020-10-31 NPORT-P 21 2,496,793
2020-09-24 2020-07-31 NPORT-P 21 1,266,471
2020-06-25 2020-04-30 NPORT-P 21 1,216,266
2020-03-24 2020-01-31 NPORT-P 21 1,378,615
2019-12-23 2019-10-31 NPORT-P 22 1,486,857