|Last update 2022-11-15||580 Stocks (193 new)|
|Value $3.58 Bil||Turnover 28 %|
Top Holdings: IVV(10.87%) ESGU(10.14%) SPLG(7.64%) EFV(4.08%) EFG(3.86%)Portfolio Report
55I, LLC has disclosed 580 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-09-30. The current portfolio value is calculated to be $3.58 Bil. The turnover rate is 28%.
In 55I, LLC's current portfolio as of 2022-09-30, the top 5 holdings are iShares Core S&P 500 ETF (IVV), iShares MSCI USA ESG Optimized ETF (ESGU), SPDR Portfolio S&P 500 ETF (SPLG), iShares MSCI EAFE Value ETF (EFV), iShares MSCI EAFE Growth ETF (EFG), not including call and put options. 55I, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for 55I, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for 55I, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for 55I, LLC.
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