IA

IBBOTSON ASSOCIATES INC

13F
IBBOTSON ASSOCIATES INC
Last update 2016-02-11 20 Stocks (0 new)
Value $193.00 Mil Turnover 19 %
Countries:
Top Holdings:
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
+1.59%
+3.64%
127,655.9
 
VUG
Vanguard Growth ETF
231,012
24,577.0
+40.72%
12.720
+3.68%
0.080
+14.66%
+6.46%
157,292.5
 
VTV
Vanguard Value ETF
254,160
20,719.0
+5.95%
10.720
+0.60%
0.040
+2.21%
+4.96%
132,115.5
 
BSV
Vanguard Short-Term Bond ETF
251,937
20,047.0
+102.40%
10.380
+5.25%
0.050
+1.68%
+3.32%
38,826.4
 
VEA
Vanguard FTSE Developed Markets ETF
507,234
18,626.0
-8.01%
9.640
-0.94%
0.020
+10.52%
+20.34%
155,783.1
 
SCZ
iShares MSCI EAFE Small-Cap ETF
194,593
9,720.0
+7.19%
5.030
+0.34%
0.100
+13.24%
+20.98%
10,440.0
 
VOE
Vanguard Mid-Cap Value ETF
89,277
7,673.0
-20.53%
3.970
-1.14%
0.080
+2.13%
+2.34%
17,157.6
 
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
+6.40%
+5.76%
274.8
 
VBK
Vanguard Small Cap Growth ETF
54,000
6,558.0
-10.21%
3.390
-0.43%
0.090
+6.83%
-1.25%
17,365.6
 
IVV
iShares Core S&P 500 ETF
31,804
6,516.0
+5.10%
3.370
+0.16%
0.000
+8.74%
+5.54%
593,136.4
 

IBBOTSON ASSOCIATES INC's Historical Top Holdings Breakdowns

IBBOTSON ASSOCIATES INC Total Holding History ($B)

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IBBOTSON ASSOCIATES INC's Asset Allocation

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IBBOTSON ASSOCIATES INC Past Portfolios

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

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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

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IBBOTSON ASSOCIATES INC's Holdings Bubble Chart

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