CH

CEDAR HILL ASSOCIATES, LLC

13F
CEDAR HILL ASSOCIATES, LLC
Last update 2019-02-13 104 Stocks (14 new)
Value $239.00 Mil Turnover 9 %
Countries:
Top Holdings: IVV(4.99%)IEFA(4.80%)BSV(4.12%)IJH(2.91%)IGSB(2.85%)
Summary Stock Picks Current Portfolio
CEDAR HILL ASSOCIATES, LLC Top Holdings of 2018-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
47,429
11,933.0
-5.26%
4.990
-0.19%
0.010
+19.67%
+7.47%
624,348.2
 
IEFA
iShares Core MSCI EAFE ETF
208,933
11,491.0
-53.44%
4.800
-3.70%
0.010
+19.15%
+21.30%
143,358.5
 
BSV
Vanguard Short-Term Bond ETF
125,501
9,860.0
-27.17%
4.120
-0.88%
0.030
+1.33%
+3.15%
38,397.6
 
IJH
iShares Core S&P Mid-Cap ETF
209,915
6,971.0
-30.74%
2.910
-0.90%
0.020
+19.89%
+3.57%
98,087.5
 
IGSB
iShares 1-3 Year Credit Bond ETF
132,120
6,822.0
-37.71%
2.850
-1.00%
0.030
+2.40%
+3.73%
21,503.4
 
TYG
Tortoise Energy Infrastructure Corp
85,506
6,806.0
+9.27%
2.840
+0.24%
2.870
+19.74%
+6.83%
458.9
Asset Management
IJR
iShares Core S&P Small-Cap ETF
94,677
6,563.0
-41.09%
2.740
-1.39%
0.010
+21.78%
-0.11%
82,460.2
 
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
131,110
6,301.0
-34.27%
2.630
-0.78%
0.130
+2.25%
+2.30%
3,410.4
 
VWO
Vanguard FTSE Emerging Markets ETF
159,759
6,086.0
+39.13%
2.540
+0.71%
0.010
+18.66%
+13.12%
84,688.8
 
BN
Brookfield Asset Management Inc
236,217
6,039.0
-33.48%
2.520
-0.85%
0.010
+36.26%
+11.52%
98,018.5
Asset Management

CEDAR HILL ASSOCIATES, LLC's Historical Top Holdings Breakdowns

CEDAR HILL ASSOCIATES, LLC Total Holding History ($B)

To

CEDAR HILL ASSOCIATES, LLC's Asset Allocation

To

CEDAR HILL ASSOCIATES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CEDAR HILL ASSOCIATES, LLC's Hypothetical Growth since 2018-12-31

CEDAR HILL ASSOCIATES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CEDAR HILL ASSOCIATES, LLC's Holdings Heat Map

Size field:

CEDAR HILL ASSOCIATES, LLC's Holdings Bubble Chart

CEDAR HILL ASSOCIATES, LLC News

  • 1

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