IA
| |
IBBOTSON ASSOCIATES INC13F | |
IBBOTSON ASSOCIATES INC | |
Last update 2016-02-11 | 20 Stocks (0 new) |
Value $193.00 Mil | Turnover 19 % |
IBBOTSON ASSOCIATES INC Top Holdings of 2015-12-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 508,082 | 41,033.0 | +41.27% | 21.240 | +6.20% | 0.050 | +0.92% | +2.88% | 127,006.0 | ||
VUG | Vanguard Growth ETF | 231,012 | 24,577.0 | +40.72% | 12.720 | +3.68% | 0.080 | +22.75% | +8.48% | 165,550.4 | ||
VTV | Vanguard Value ETF | 254,160 | 20,719.0 | +5.95% | 10.720 | +0.60% | 0.040 | +8.46% | +5.19% | 131,706.9 | ||
BSV | Vanguard Short-Term Bond ETF | 251,937 | 20,047.0 | +102.40% | 10.380 | +5.25% | 0.050 | +0.98% | +3.00% | 38,342.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 507,234 | 18,626.0 | -8.01% | 9.640 | -0.94% | 0.020 | +12.91% | +19.37% | 156,855.9 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 194,593 | 9,720.0 | +7.19% | 5.030 | +0.34% | 0.100 | +14.91% | +20.37% | 10,215.3 | ||
VOE | Vanguard Mid-Cap Value ETF | 89,277 | 7,673.0 | -20.53% | 3.970 | -1.14% | 0.080 | +9.31% | +2.97% | 17,233.6 | ||
PSP |
Invesco Global Listed Private Equity ETF
Invesco Global Listed Private Equity ETF
| 129,192 | 6,796.0 | +14.30% | 3.520 | +0.44% | 3.590 | +16.58% | +6.78% | 322.7 | ||
VBK | Vanguard Small Cap Growth ETF | 54,000 | 6,558.0 | -10.21% | 3.390 | -0.43% | 0.090 | +16.60% | -0.56% | 17,907.8 | ||
IVV | iShares Core S&P 500 ETF | 31,804 | 6,516.0 | +5.10% | 3.370 | +0.16% | 0.000 | +16.06% | +6.83% | 628,804.2 |
IBBOTSON ASSOCIATES INC's Historical Top Holdings Breakdowns
IBBOTSON ASSOCIATES INC Total Holding History ($B)
IBBOTSON ASSOCIATES INC's Asset Allocation
IBBOTSON ASSOCIATES INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
IBBOTSON ASSOCIATES INC's Hypothetical Growth since 2015-12-31
IBBOTSON ASSOCIATES INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
IBBOTSON ASSOCIATES INC's Holdings Heat Map
Size field:
IBBOTSON ASSOCIATES INC's Holdings Bubble Chart
IBBOTSON ASSOCIATES INC News
- 1