M6

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct

Mutual Fund
Milliman Variable Insurance Trust
Last update 2023-12-22 5 Stocks (0 new)
Value $- Turnover 0 %
Countries:
Top Holdings: SPIB(29.50%)VCIT(28.85%)SGOV(20.69%)LQD(14.17%)VGSH(6.78%)
Summary Stock Picks Current Portfolio
Milliman 6-Month Buffered S&P ... Top Holdings of 2023-09-30 View Full List
Ticker
SPIB
VCIT
SGOV
LQD
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
3,322
104.5
0%
29.500
0%
0.000
+2.26%
+4.09%
10,082.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,345
102.2
0%
28.850
0%
0.000
+2.78%
+4.56%
53,188.6
 
SGOV
iShares 0-3 Month Treasury Bond ETF
728
73.3
0%
20.690
0%
0.000
+1.03%
+2.31%
50,984.8
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
492
50.2
0%
14.170
0%
0.000
+2.32%
+3.39%
29,146.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
417
24.0
0%
6.780
0%
0.000
+0.65%
+2.62%
22,502.9
 

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Historical Top Holdings Breakdowns

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct Total Holding History ($B)

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Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Asset Allocation

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Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct Past Portfolios

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

Top Ranked Articles

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Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Hypothetical Growth since 2023-09-30

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Holdings Heat Map

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Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct's Holdings Bubble Chart

Milliman 6-Month Buffered S&P 500 with Trigger Outcome Fund - Apr/Oct News

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