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%)
Portfolio Report
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
11933.000
-5.26%
4.990
-0.19%
0.010
+4.84%
+20.40%
530115.711
 
IEFA 		iShares Core MSCI EAFE ETF
208,933
11491.000
-53.44%
4.800
-3.70%
0.010
+8.71%
+11.98%
127521.693
 
BSV 		Vanguard Short-Term Bond ETF
125,501
9860.000
-27.17%
4.120
-0.88%
0.030
+2.66%
+2.18%
33081.078
 
IJH 		iShares Core S&P Mid-Cap ETF
209,915
6971.000
-30.74%
2.910
-0.90%
0.020
+6.93%
+12.23%
90551.075
 
IGSB 		iShares 1-3 Year Credit Bond ETF
132,120
6822.000
-37.71%
2.850
-1.00%
0.030
+2.76%
+2.62%
21231.027
 
TYG 		Tortoise Energy Infrastructure Corp
85,506
6806.000
+9.27%
2.840
+0.24%
2.870
+17.72%
+46.05%
420.909
Asset Management
IJR 		iShares Core S&P Small-Cap ETF
94,677
6563.000
-41.09%
2.740
-1.39%
0.010
+10.12%
+7.12%
85485.731
 
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ET
131,110
6301.000
-34.27%
2.630
-0.78%
0.130
+2.08%
+0.71%
3664.963
 
VWO 		Vanguard FTSE Emerging Markets ETF
159,759
6086.000
+39.13%
2.540
+0.71%
0.010
+10.66%
+17.58%
83706.890
 
BN 		Brookfield Asset Management Inc
236,217
6039.000
-33.48%
2.520
-0.85%
0.010
+31.19%
+34.08%
80949.846
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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