M1

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May

Mutual Fund
Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May
Last update 2023-12-23 5 Stocks (0 new)
Value $- Turnover 0 %
Countries:
Top Holdings: SPIB(29.45%)VCIT(28.91%)LQD(14.29%)SGOV(13.73%)VGSH(13.62%)
Summary Stock Picks Current Portfolio
Milliman 1-Year Buffered S&P 5... Top Holdings of 2023-09-30 View Full List
Ticker
SPIB
VCIT
LQD
SGOV
VGSH
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
3,061
96.3
0%
29.450
0%
0.000
+2.29%
+4.02%
10,076.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,244
94.5
0%
28.910
0%
0.000
+2.75%
+4.50%
53,157.3
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
458
46.7
0%
14.290
0%
0.000
+2.02%
+3.24%
29,103.6
 
SGOV
iShares 0-3 Month Treasury Bond ETF
446
44.9
0%
13.730
0%
0.000
+1.06%
+2.31%
50,982.3
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
773
44.5
0%
13.620
0%
0.000
+0.71%
+2.66%
22,512.5
 

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Historical Top Holdings Breakdowns

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May Total Holding History ($B)

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Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Asset Allocation

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Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May Past Portfolios

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

Top Ranked Articles

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Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Hypothetical Growth since 2023-09-30

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Holdings Heat Map

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Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May's Holdings Bubble Chart

Milliman 1-Year Buffered S&P 500 & Nasdaq with Stacker Cap Outcome Fund - May News

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