MA

Morningstar Aggressive Growth ETF Asset Allocation Portfolio | AGTFX

ETF
ALPS Variable Investment Trust
Last update 2025-06-24 13 Stocks (0 new)
Value $189.00 Mil Turnover 0 %
Countries:
Top Holdings: VTI(21.29%)IVV(13.98%)VEA(12.70%)FNDF(10.27%)OEF(7.50%)
Summary Stock Picks Current Portfolio
Morningstar Aggressive Growth ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
146,516
40,268.5
0%
21.290
0%
0.010
+16.45%
+8.47%
478,263.0
 
IVV
iShares Core S&P 500 ETF
47,047
26,435.7
0%
13.980
0%
0.000
+16.45%
+8.98%
642,461.0
 
VEA
Vanguard FTSE Developed Markets ETF
472,380
24,011.1
-2.14%
12.700
-0.26%
0.020
+11.93%
+23.01%
162,442.1
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
537,542
19,426.8
-3.78%
10.270
-0.36%
0.130
+12.58%
+25.13%
16,953.6
 
OEF
iShares S&P 100 ETF
52,402
14,192.0
0%
7.500
0%
0.080
+18.40%
+8.83%
21,301.2
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
486,670
11,490.3
0%
6.080
0%
0.060
+11.22%
+6.86%
19,034.5
 
IJH
iShares Core S&P Mid-Cap ETF
185,160
10,804.1
0%
5.710
0%
0.010
+12.58%
+3.00%
97,797.3
 
VWO
Vanguard FTSE Emerging Markets ETF
218,701
9,898.4
0%
5.230
0%
0.010
+13.57%
+16.21%
86,139.9
 
BND
Vanguard Total Bond Market ETF
109,618
8,051.4
0%
4.260
0%
0.010
+0.98%
+3.40%
127,600.9
 
XCEM
Columbia EM Core ex-China ETF
223,680
6,606.4
0%
3.490
0%
-
+15.53%
+17.09%
1,129.9
 

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Historical Top Holdings Breakdowns

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2025-03-31
Reduce
Reduce
-0.36%
●
32.9 ($35.31) 37.45
$41.33
17.05%
Reduce -3.78%
537,542
-21,140
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.26%
●
47.4 ($50.6) 52.99
$58.09
14.80%
Reduce -2.14%
472,380
-10,330
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2024-12-31
Sold Out
Sold Out
-3.62%
●
28.89 ($31.14) 33.95
$34.30
10.15%
Sold Out
0
-220,274
VWO
Vanguard FTSE Emerging Markets ETF
2024-12-31
Add
Add
+3.53%
●
44.04 ($46.45) 49.49
$50.98
9.75%
Add 244.41%
218,701
155,200
VB
Vanguard Small Cap ETF
2024-12-31
New Buy
New Buy
+3.48%
●
233.76 ($246.23) 261.58
$245.19
-0.42%
New holding
28,050
28,050
VEA
Vanguard FTSE Developed Markets ETF
2024-12-31
Add
Add
+3.25%
●
47.57 ($50.18) 52.35
$58.09
15.76%
Add 37.46%
482,710
131,545
IVV
iShares Core S&P 500 ETF
2024-12-31
Reduce
Reduce
-2.53%
●
570.51 ($592.23) 610.83
$637.58
7.66%
Reduce -15.49%
47,047
-8,621
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
2024-12-31
Reduce
Reduce
-1.60%
●
29.18 ($30.56) 32.42
$29.82
-2.42%
Reduce -31.97%
225,050
-105,750
MGK
Vanguard Mega Cap Growth ETF
2024-12-31
Reduce
Reduce
-1.24%
●
317.13 ($336.84) 357.88
$377.99
12.22%
Reduce -29.64%
17,925
-7,550
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2024-12-31
Reduce
Reduce
-1.16%
●
32.92 ($35.28) 37.07
$41.33
17.15%
Reduce -9.81%
558,682
-60,746

Morningstar Aggressive Growth ETF Asset Allocation Portfolio Total Holding History ($B)

To

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Asset Allocation

To

Morningstar Aggressive Growth ETF Asset Allocation Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Hypothetical Growth since 2025-03-31

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Holdings Heat Map

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Morningstar Aggressive Growth ETF Asset Allocation Portfolio's Holdings Bubble Chart

Morningstar Aggressive Growth ETF Asset Allocation Portfolio News

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