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Diversified Balanced Adaptive Allocation AccountMutual Fund | |
| Diversified Balanced Adaptive Allocation Account | |
| Last update 2025-06-23 | 1 Stocks (0 new) |
| Value $26.00 Mil | Turnover 0 % |
Diversified Balanced Adaptive ... Top Holdings of 2025-03-31
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Diversified Balanced Adaptive Allocation Account's Historical Top Holdings Breakdowns
Diversified Balanced Adaptive Allocation Account's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -41.16% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Reduce -41.16% | 46,594 | -32,589 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce Reduce | -8.38% | 570.51 ($592.23) 610.83 | $630.67 | 6.49% | Reduce -8.38% | 79,183 | -7,245 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce Reduce | -3.93% | 520.18 ($556.01) 576.82 | $630.67 | 13.43% | Reduce -3.93% | 86,428 | -3,534 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Reduce Reduce | -4.55% | 497.53 ($525.83) 549.64 | $630.67 | 19.94% | Reduce -4.55% | 89,962 | -4,291 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Reduce Reduce | -6.41% | 469.56 ($500.36) 525.73 | $630.67 | 26.04% | Reduce -6.41% | 94,253 | -6,451 | |
IVV | iShares Core S&P 500 ETF | 2023-12-31 | Reduce Reduce | -3.50% | 412.55 ($447.6) 479 | $630.67 | 40.90% | Reduce -3.5% | 100,704 | -3,652 |
Diversified Balanced Adaptive Allocation Account Total Holding History ($B)
Diversified Balanced Adaptive Allocation Account's Asset Allocation
Diversified Balanced Adaptive Allocation Account Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Diversified Balanced Adaptive Allocation Account's Hypothetical Growth since 2025-03-31
Diversified Balanced Adaptive Allocation Account's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Diversified Balanced Adaptive Allocation Account's Holdings Heat Map
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Diversified Balanced Adaptive Allocation Account's Holdings Bubble Chart
Diversified Balanced Adaptive Allocation Account News
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