M6

Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov

Mutual Fund
Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov
Last update 2023-12-22 5 Stocks (0 new)
Value $- Turnover 0 %
Countries:
Top Holdings: SPIB(29.45%)VCIT(28.90%)SGOV(20.61%)LQD(14.29%)VGSH(6.76%)
Summary Stock Picks Current Portfolio
Milliman 6-Month Parred Down S... 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
2,841
89.3
0%
29.450
0%
0.000
+1.52%
+4.31%
10,104.1
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,154
87.7
0%
28.900
0%
0.000
+1.71%
+5.10%
52,150.7
 
SGOV
iShares 0-3 Month Treasury Bond ETF
621
62.5
0%
20.610
0%
0.000
+1.08%
+2.17%
49,722.2
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
425
43.4
0%
14.290
0%
0.000
+1.29%
+4.41%
30,001.9
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
356
20.5
0%
6.760
0%
0.000
+0.57%
+2.54%
23,030.4
 

Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov's Historical Top Holdings Breakdowns

Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov Total Holding History ($B)

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Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov's Asset Allocation

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Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov Past Portfolios

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

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Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov's Hypothetical Growth since 2023-09-30

Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov's Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 6-Month Parred Down S&P 500 with Par Up Outcome Fund - May/Nov's Holdings Heat Map

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