SI
| |
SVB Investment Services Inc.13F | |
SVB Investment Services Inc. | |
Last update 2022-05-11 | 42 Stocks (5 new) |
Value $161.00 Mil | Turnover 14 % |
SVB Investment Services Inc. Top Holdings of 2022-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 106,050 | 44,029.0 | +9.83% | 27.310 | +2.44% | 0.020 | +15.60% | +8.96% | 664,077.8 | ||
SCHF | Schwab International Equity ETF | 526,403 | 19,330.0 | -1.72% | 11.990 | -0.24% | 0.070 | +11.13% | +22.48% | 49,859.7 | ||
SCHP | Schwab U.S. Tips ETF | 230,030 | 13,965.0 | +3.12% | 8.660 | +0.26% | 0.080 | +1.10% | +4.72% | 13,108.5 | ||
REET | iShares Global REIT ETF | 368,543 | 10,765.0 | +6.10% | 6.680 | +0.38% | 0.310 | +5.94% | +6.09% | 3,965.2 | ||
BND | Vanguard Total Bond Market ETF | 102,556 | 8,157.0 | -12.67% | 5.060 | -0.84% | 0.010 | +0.65% | +3.40% | 127,600.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 90,054 | 6,260.0 | +140.21% | 3.880 | +2.26% | 0.010 | +10.65% | +22.93% | 146,414.2 | ||
IGF | iShares Global Infrastructure ETF | 118,424 | 6,023.0 | +74.44% | 3.740 | +1.60% | 0.170 | +6.99% | +15.26% | 7,560.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 129,720 | 5,984.0 | -2.44% | 3.710 | -0.11% | 0.010 | +13.95% | +16.21% | 86,139.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 43,828 | 4,728.0 | +2.74% | 2.930 | +0.08% | 0.010 | +12.91% | -1.86% | 81,849.8 | ||
EFA | iShares MSCI EAFE ETF | 54,817 | 4,035.0 | -0.01% | 2.500 | 0% | 0.010 | +9.88% | +22.25% | 65,525.5 |
SVB Investment Services Inc.'s Historical Top Holdings Breakdowns
SVB Investment Services Inc. Total Holding History ($B)
SVB Investment Services Inc.'s Asset Allocation
SVB Investment Services Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
SVB Investment Services Inc.'s Hypothetical Growth since 2022-03-31
SVB Investment Services Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
SVB Investment Services Inc.'s Holdings Heat Map
Size field:
SVB Investment Services Inc.'s Holdings Bubble Chart
SVB Investment Services Inc. News
- 1