Chief Compliance Officer

0001954242-24-000001.txt : 20240207 0001954242-24-000001.hdr.sgml : 20240207 20240207124716 ACCESSION NUMBER: 0001954242-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ethos Financial Group, LLC CENTRAL INDEX KEY: 0001954242 ORGANIZATION NAME: IRS NUMBER: 882227607 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22870 FILM NUMBER: 24603344 BUSINESS ADDRESS: STREET 1: 2200 RENAISSANCE BOULEVARD STREET 2: SUITE 350 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: 484-889-7270 MAIL ADDRESS: STREET 1: 2200 RENAISSANCE BOULEVARD STREET 2: SUITE 350 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001954242 XXXXXXXX 12-31-2023 12-31-2023 Ethos Financial Group, LLC

2200 RENAISSANCE BOULEVARD SUITE 350 KING OF PRUSSIA PA 19406

13F HOLDINGS REPORT 028-22870 N Daniel Guy Chief Compliance Officer (859) 287-1657 DANIEL GUY KING OF PRUSSIA PA 02-07-2024 0 270 469977 false INFORMATION TABLE 2 efgquarter4_2023.xml A G C O Corp COM 001084102 337 2773 SH SOLE 0 0 2773 Abbott Laboratories COM 002824100 312 2833 SH SOLE 0 0 2833 Albemarle Corp COM 012653101 611 4216 SH SOLE 0 0 4216 Alger Large Cap Growth 0 015544505 869 15370 SH SOLE 0 0 15370 Allstate Corp COM 020002101 272 1929 SH SOLE 0 0 1929 Amazon.Com Inc COM 023135106 3586 23596 SH SOLE 0 0 23596 American FD Balanced FD CL A MF 024071102 577 18038 SH SOLE 0 0 18038 American Century VP Ultra 0 024936882 936 14226 SH SOLE 0 0 14226 Amgen Inc. 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