SI
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SVB Investment Services Inc.13F | |
SVB Investment Services Inc. | |
Last update 2022-05-11 | 42 Stocks (5 new) |
Value $161.00 Mil | Turnover 14 % |
SVB Investment Services Inc. Top Holdings of 2022-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 106,050 | 44,029.0 | +9.83% | 27.310 | +2.44% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
SCHF | Schwab International Equity ETF | 526,403 | 19,330.0 | -1.72% | 11.990 | -0.24% | 0.070 | +11.99% | +19.38% | 48,597.1 | ||
SCHP | Schwab U.S. Tips ETF | 230,030 | 13,965.0 | +3.12% | 8.660 | +0.26% | 0.080 | +1.83% | +4.64% | 13,056.1 | ||
REET | iShares Global REIT ETF | 368,543 | 10,765.0 | +6.10% | 6.680 | +0.38% | 0.310 | +5.35% | +4.65% | 3,910.8 | ||
BND | Vanguard Total Bond Market ETF | 102,556 | 8,157.0 | -12.67% | 5.060 | -0.84% | 0.010 | +1.26% | +3.27% | 127,496.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 90,054 | 6,260.0 | +140.21% | 3.880 | +2.26% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
IGF | iShares Global Infrastructure ETF | 118,424 | 6,023.0 | +74.44% | 3.740 | +1.60% | 0.170 | +8.45% | +15.01% | 7,544.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 129,720 | 5,984.0 | -2.44% | 3.710 | -0.11% | 0.010 | +16.94% | +15.09% | 86,951.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 43,828 | 4,728.0 | +2.74% | 2.930 | +0.08% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
EFA | iShares MSCI EAFE ETF | 54,817 | 4,035.0 | -0.01% | 2.500 | 0% | 0.010 | +10.84% | +18.89% | 63,725.9 |
SVB Investment Services Inc.'s Historical Top Holdings Breakdowns
SVB Investment Services Inc. Total Holding History ($B)
SVB Investment Services Inc.'s Asset Allocation
SVB Investment Services Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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SVB Investment Services Inc.'s Hypothetical Growth since 2022-03-31
SVB Investment Services Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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SVB Investment Services Inc.'s Holdings Heat Map
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SVB Investment Services Inc.'s Holdings Bubble Chart
SVB Investment Services Inc. News
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