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NextCapital Advisers, Inc.13F | |
| NextCapital Advisers, Inc. | |
| Last update 2022-07-08 | 14 Stocks (0 new) |
| Value $5.15 Bil | Turnover 5 % |
NextCapital Advisers, Inc. Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 4,028,711 | 1,527,486.0 | +7.77% | 29.640 | +2.14% | 0.550 | +17.02% | +7.08% | 622,054.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 8,170,415 | 830,767.0 | +0.75% | 16.120 | +0.12% | 1.020 | +2.03% | +3.17% | 127,710.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 13,890,595 | 817,461.0 | +7.87% | 15.860 | +1.16% | 0.970 | +15.26% | +20.32% | 142,203.0 | ||
HYLB |
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
| 11,403,342 | 384,634.0 | +3.56% | 7.460 | +0.26% | 10.880 | +5.90% | +4.69% | 3,910.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 3,802,869 | 351,423.0 | +4.99% | 6.820 | +0.32% | 0.580 | +18.68% | -1.42% | 81,378.3 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 5,851,176 | 287,058.0 | +8.84% | 5.570 | +0.45% | 0.440 | +17.68% | +16.42% | 95,715.8 | ||
SCHP | Schwab U.S. Tips ETF | 3,698,454 | 206,373.0 | +2.33% | 4.000 | +0.09% | 1.310 | +2.49% | +4.32% | 13,427.5 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 3,611,909 | 178,933.0 | +0.92% | 3.470 | +0.03% | 0.400 | +1.07% | +1.39% | 65,770.4 | ||
BSV | Vanguard Short-Term Bond ETF | 1,717,224 | 131,865.0 | -4.87% | 2.560 | -0.12% | 0.340 | +1.58% | +3.15% | 38,396.2 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 1,389,115 | 118,519.0 | +4.37% | 2.300 | +0.10% | 0.840 | +6.42% | +5.83% | 13,671.7 |
NextCapital Advisers, Inc.'s Historical Top Holdings Breakdowns
NextCapital Advisers, Inc. Total Holding History ($B)
NextCapital Advisers, Inc.'s Asset Allocation
NextCapital Advisers, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NextCapital Advisers, Inc.'s Hypothetical Growth since 2022-06-30
NextCapital Advisers, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NextCapital Advisers, Inc.'s Holdings Heat Map
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NextCapital Advisers, Inc.'s Holdings Bubble Chart
NextCapital Advisers, Inc. News
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