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1290 VT Moderate Growth Allocation PortfolioMutual Fund | |
| EQ ADVISORS TRUST | |
| Last update 2025-02-27 | 9 Stocks (0 new) |
| Value $204.00 Mil | Turnover 4 % |
1290 VT Moderate Growth Alloca... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 894,857 | 71,830.2 | +6.49% | 35.260 | +2.15% | 0.150 | +3.63% | +4.54% | 52,944.2 | ||
IVV | iShares Core S&P 500 ETF | 55,838 | 32,870.7 | -2.79% | 16.140 | -0.46% | 0.010 | +16.28% | +7.30% | 623,345.3 | ||
VOO | Vanguard S&P 500 ETF | 60,470 | 32,581.8 | -3.05% | 15.990 | -0.50% | 0.010 | +16.28% | +7.30% | 655,945.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 438,170 | 30,794.6 | +10.52% | 15.120 | +1.44% | 0.030 | +13.94% | +20.29% | 142,168.7 | ||
VV | Vanguard Large Cap ETF | 42,160 | 11,370.5 | +1.69% | 5.580 | +0.09% | 0.030 | +16.65% | +7.60% | 40,351.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 177,050 | 11,032.0 | 0% | 5.420 | 0% | 0.010 | +15.93% | +2.74% | 97,300.1 | ||
EFA | iShares MSCI EAFE ETF | 117,860 | 8,911.4 | +11.34% | 4.370 | +0.44% | 0.020 | +13.37% | +19.68% | 64,151.4 | ||
IWM | iShares Russell 2000 ETF | 9,825 | 2,170.9 | 0% | 1.070 | 0% | 0.000 | +19.98% | +1.52% | 66,286.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 18,750 | 2,160.4 | +9.97% | 1.060 | +0.10% | 0.000 | +17.70% | -1.16% | 81,594.6 |
1290 VT Moderate Growth Allocation Portfolio's Historical Top Holdings Breakdowns
1290 VT Moderate Growth Allocation Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2024-12-31 | Add Add | +2.15% | 80.13 ($81.6) 83.67 | $82.00 | 0.49% | Add 6.49% | 894,857 | 54,500 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-12-31 | Add Add | +1.44% | 69.87 ($73.71) 77.25 | $83.05 | 12.67% | Add 10.52% | 438,170 | 41,700 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.50% | 521.84 ($541.94) 558.82 | $574.35 | 5.98% | Reduce -3.05% | 60,470 | -1,900 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.46% | 570.51 ($592.23) 610.83 | $627.74 | 6.00% | Reduce -2.79% | 55,838 | -1,600 | |
EFA | iShares MSCI EAFE ETF | 2024-12-31 | Add Add | +0.44% | 75.1 ($79.14) 82.84 | $88.95 | 12.40% | Add 11.34% | 117,860 | 12,000 | |
IJR | iShares Core S&P Small-Cap ETF | 2024-12-31 | Add Add | +0.10% | 113.92 ($119.54) 127.38 | $113.12 | -5.37% | Add 9.97% | 18,750 | 1,700 | |
VV | Vanguard Large Cap ETF | 2024-12-31 | Add Add | +0.09% | 260.27 ($271.12) 280.65 | $288.34 | 6.35% | Add 1.69% | 42,160 | 700 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2024-09-30 | Add Add | +0.88% | 79.29 ($82.23) 84.02 | $82.00 | -0.28% | Add 2.59% | 840,357 | 21,200 | |
EFA | iShares MSCI EAFE ETF | 2024-09-30 | Add Add | +0.30% | 75.32 ($80.46) 84.43 | $88.95 | 10.55% | Add 7.41% | 105,860 | 7,300 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-09-30 | Add Add | +0.25% | 57.32 ($60.3) 62.65 | $63.64 | 5.54% | Add 4.86% | 177,050 | 8,200 |
1290 VT Moderate Growth Allocation Portfolio Total Holding History ($B)
1290 VT Moderate Growth Allocation Portfolio's Asset Allocation
1290 VT Moderate Growth Allocation Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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1290 VT Moderate Growth Allocation Portfolio's Hypothetical Growth since 2024-12-31
1290 VT Moderate Growth Allocation Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
1290 VT Moderate Growth Allocation Portfolio's Holdings Heat Map
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1290 VT Moderate Growth Allocation Portfolio's Holdings Bubble Chart
1290 VT Moderate Growth Allocation Portfolio News
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