IA
Ibbotson Associates Portfolio holdings
AUM
$193M
This Quarter Return
-1.43%
1 Year Return
-3.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$17.9M
AUM Growth
–
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.88%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.11M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.06M |
| 3 |
Vanguard Value ETF
VTV
|
$2.04M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.48M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.41M |
Top Sells
No sells this quarter
