M1

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan

Mutual Fund
Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan
Last update 2023-05-31 5 Stocks (3 new)
Value $- Turnover 73 %
Countries:
Top Holdings: VCIT(29.44%)SPIB(29.31%)LQD(14.70%)VGSH(13.32%)SGOV(13.23%)
Summary Stock Picks Current Portfolio
Milliman 1-Year Buffered S&P 5... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,021
81.9
New Holding
29.440
+29.44%
0.000
+1.87%
+2.47%
53,338.9
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2,509
81.5
New Holding
29.310
+29.31%
0.000
+1.30%
+1.95%
10,100.2
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
373
40.9
New Holding
14.700
+14.70%
0.000
+1.44%
+1.36%
29,227.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
633
37.1
-61.52%
13.320
-17.32%
0.000
-0.27%
+0.64%
22,524.1
 
SGOV
iShares 0-3 Month Treasury Bond ETF
366
36.8
-63.40%
13.230
-18.80%
0.000
+0.02%
+0.27%
51,002.5
 
SCHO
Schwab Short-Term U.S. Treasury ETF
0
0
Sold Out
0.000
-28.11%
0.000
-0.29%
+0.96%
10,930.5
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
0
0
Sold Out
0.000
-14.08%
0.000
-0.24%
+0.59%
5,786.4
 

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Historical Top Holdings Breakdowns

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan Total Holding History ($B)

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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Asset Allocation

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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan Past Portfolios

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

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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Hypothetical Growth since 2023-03-31

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Holdings Heat Map

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Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan's Holdings Bubble Chart

Milliman 1-Year Buffered S&P 500 & Russell 2000 with Stacker Cap Outcome Fund - Jan News

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