OH
Oikos Holdings Portfolio holdings
AUM
$422M
1-Year Est. Return
13.79%
1 Year Est. Return
+13.79%
AUM
$392M
AUM Growth
+$26.5M
(+7.2%)
Holding
8
Top Sells
| 1 | +$1.82M | |
| 2 | +$208K | |
| 3 | +$111K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$78K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total International Stock ETF
VXUS
$108B
| $117M | 29.87% |
1,942,904
+34,700
|
|
||
2
Vanguard Total Stock Market ETF
VTI
$557B
| $99.4M | 25.35% |
382,480
+18,800
|
|
||
3
Vanguard Extended Market ETF
VXF
$24.6B
| $65.9M | 16.79% |
375,710
-10,390
|
|
||
4
iShares Core S&P Total US Stock Market ETF
ITOT
$79.7B
| $38.3M | 9.76% |
331,861
-1,800
|
|
||
5
Vanguard Real Estate ETF
VNQ
$33.3B
| $32.2M | 8.22% |
372,641
-1,280
|
|
||
6
Vanguard S&P 500 ETF
VOO
$778B
| $18.1M | 4.6% |
37,567
|
|
||
|
7
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
| $12M | 3.06% |
204,806
-1,330
|
|
||
8
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| $9.21M | 2.35% |
119,095
|
|