0001633903-22-000007.txt : 20221104 0001633903-22-000007.hdr.sgml : 20221104 20221104114128 ACCESSION NUMBER: 0001633903-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221104 DATE AS OF CHANGE: 20221104 EFFECTIVENESS DATE: 20221104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AGILIS PARTNERS LLC CENTRAL INDEX KEY: 0001633903 IRS NUMBER: 043513306 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16594 FILM NUMBER: 221361056 BUSINESS ADDRESS: STREET 1: 130 TURNER ST. STREET 2: SUITE 510 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: 781-373-6900 MAIL ADDRESS: STREET 1: 130 TURNER ST. STREET 2: SUITE 510 CITY: WALTHAM STATE: MA ZIP: 02453 FORMER COMPANY: FORMER CONFORMED NAME: RIVER & MERCANTILE LLC DATE OF NAME CHANGE: 20180810 FORMER COMPANY: FORMER CONFORMED NAME: P-Solve LLC DATE OF NAME CHANGE: 20150212 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633903 XXXXXXXX 09-30-2022 09-30-2022 AGILIS PARTNERS LLC

130 TURNER ST. SUITE 510 WALTHAM MA 02453

13F HOLDINGS REPORT 028-16594 N Terence Mahoney 1-781-373-6973 Terence Mahoney Waltham MA 11-04-2022 0 22 158648 false INFORMATION TABLE 2 Form13f_Q3_2022.xml First Trust Preferred Securiti ETF 33739E108 2187 130945 SH SOLE 0 0 0 iShares Core MSCI Total Int'l ETF 46432F834 4759 93469 SH SOLE 0 0 0 iShares Core Total USD Bond Ma ETF 46434V613 8151 183179 SH SOLE 0 0 0 iShares Edge MSCI Min Vol EAFE ETF 46429B689 10142 177902 SH SOLE 0 0 0 iShares Edge MSCI Min Vol Emer ETF 464286533 1797 35450 SH SOLE 0 0 0 iShares Edge MSCI Min Vol Glob ETF 464286525 7909 89308 SH SOLE 0 0 0 iShares Edge MSCI Min Vol USA ETF 46429B697 20137 304638 SH SOLE 0 0 0 iShares Edge MSCI USA Quality ETF 46432F339 1823 17543 SH SOLE 0 0 0 iShares iBoxx Investment Grade ETF 464287242 2708 26437 SH SOLE 0 0 0 iShares International Develop ETF 464288489 768 40333 SH SOLE 0 0 0 iShares International Select D ETF 464288448 2599 115377 SH SOLE 0 0 0 iShares JPMorgan USD Emerg Mar ETF 464288281 2190 27583 SH SOLE 0 0 0 iShares Long-Term Corporate Bo ETF 464289511 8165 169296 SH SOLE 0 0 0 iShares Russell 3000 Index ETF 464287689 11008 53167 SH SOLE 0 0 0 iShares Short Treasury Bond ET ETF 464288679 19332 175749 SH SOLE 0 0 0 iShares US Real Estate ETF ETF 464287739 1119 13747 SH SOLE 0 0 0 Schwab US Broad Market ETF ETF 808524102 36099 859702 SH SOLE 0 0 0 SPDR Barclays Cap High Yield B ETF 78468r622 2031 23122 SH SOLE 0 0 0 Vanguard Emerging Markets ETF ETF 922042858 779 21358 SH SOLE 0 0 0 Vanguard High Dividend Yield E ETF 921946406 4135 43585 SH SOLE 0 0 0 Vanguard Long-Term Corp Bond E ETF 92206C813 5598 76436 SH SOLE 0 0 0 Vanguard REIT ETF ETF 922908553 5212 65013 SH SOLE 0 0 0