SI

SVB Investment Services Inc.

13F
SVB Investment Services Inc.
Last update 2022-05-11 42 Stocks (5 new)
Value $161.00 Mil Turnover 14 %
Countries:
SVB Investment Services Inc. Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
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)

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SVB Investment Services Inc.'s Asset Allocation

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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 %

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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