Partners Capital Investment Group, LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Partners Capital Investment Group, LLP reported 177 stock positions worth $6.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and iShares MSCI Emr MRK Ex Chna (EMXC, 6.4%). Compared with Q2 2024, it opened 7 new positions, sold out of 16, added to 65 and reduced 63. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +369%) and the biggest sale an exit from iShares Core MSCI World (IRRRF).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001694870
Portfolio Value
$6.3B (Q3 2024)
SEC Filing
0001104659-24-114237 ↗ filed Nov 5, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.3B Q1 2024 Q2 2024: $5.9B Q2 2024 Q3 2024: $6.3B $6.3B Q3 2024 Q4 2024: $3.6B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.5B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $2.7B Q1 2026 Q2 2026: $2.8B Q2 2026

Holdings 177 stocks · $6.3B
IVV iShares Core S&P 500 ETF 17.85% 1,935,921 $1.1B Add +3.9%
VOO Vanguard S&P 500 ETF 6.89% 816,296 $430.7M Add +27.8%
EMXC iShares MSCI Emr MRK Ex Chna 6.38% 6,530,686 $399.1M Reduce -26.1%
VGSH Vanguard Short-Term Treasury 4.67% 4,952,286 $292.3M Add +9.3%
VT Vanguard Tot World STK ETF 4.61% 2,409,575 $288.4M Add +23.7%
VTV Vanguard Mrngstr Val ETF-Aui 3.76% 1,348,267 $235.4M Reduce -11.1%
BIL SS SPDR BB 1-3M T-Bill ETF 3.43% 2,334,628 $214.3M Add +40.6%
IEMG iShares Core MSCI Emerging 3.30% 3,596,516 $206.5M Add +6.6%
SGOV iShares 0-3 Month Treasury B 2.94% 1,827,447 $184.1M Add +9.1%
HEFA Isha Curr Hedged MSCI Eafe 2.78% 4,905,490 $173.8M Add +36.6%
TIP iShares Tips Bond ETF 2.23% 1,261,536 $139.4M Reduce -4.7%
SPY SS SPDR S&P 500 ETF Trust-US 2.08% 226,462 $129.9M Reduce -2.4%
VGIT Vanguard Intermediate-Term T 1.97% 2,038,227 $123.1M Add +369.0%
DBJP Xtrackers MSCI Japan Hedged 1.78% 1,560,617 $111.4M Add +14.9%
ITOT iShares Core S&P Total U.S. 1.76% 875,843 $110.0M Add +4.8%
SRLN SS Blackstone Sr Loan ETF 1.67% 2,497,458 $104.3M Reduce -7.3%
IEF iShares 7-10 Year Treasury B 1.65% 1,053,123 $103.3M Add +1.3%
STIP iShares 0-5 Year Tips Bond E 1.55% 958,807 $97.1M Add +6.5%
AGG iShares Core U.S. Aggregate 1.52% 937,113 $94.9M New
VWSUX Vangrd Ultra SH TM TX Ex-Adm filed as VANGUARD SH TX ADM 1.34% 5,307,916 $84.1M Add +0.7%
HEWJ Isha Curr Hedged MSCI Japan 1.32% 2,004,811 $82.3M Add +15.1%
BILS SS Spdrb B 3-12M T-Bill ETF 1.28% 802,048 $79.9M Add +1.1%
ESGU iShares ESG Aware MSCI USA 1.15% 572,091 $72.2M Add +12.0%
SNPS Synopsys Inc. 1.04% 113,231 $65.0M Reduce -2.4%
USHY iShares Broad Usd High Yield 1.03% 1,715,964 $64.6M Reduce -1.8%
REET iShares Global REIT ETF 0.98% 2,291,594 $61.2M Reduce -1.8%
VIPIX Vanguard Infl Proct Sec-Inst 0.89% 5,779,234 $55.6M Add +1.2%
EWJ iShares MSCI Japan ETF 0.80% 697,659 $49.9M Add +5.3%
VINIX Vanguard Inst Index-Inst 0.71% 93,869 $44.5M Add +9.1%
SPYX SS SPDR S&P 500 Foss FL ETF 0.68% 906,594 $42.8M Add +23.1%
ESGV Vanguard ESG US Stock ETF 0.64% 392,796 $39.9M Add +22.4%
DXJ Wisdomtree Japan Hedged Eq 0.57% 334,256 $35.4M Add +11.8%
SHY iShares 1-3 Year Treasury Bo 0.55% 415,477 $34.5M Reduce -3.0%
VFIAX Vanguard 500 Index-Adm 0.51% 59,753 $31.8M Add +51.1%
ACWI iShares MSCI Acwi ETF 0.50% 259,976 $31.1M Add +0.6%
VTWO Vanguard Russell 2000 ETF 0.44% 311,396 $27.8M Add +0.5%
VSGX Vanguard ESG Intl Stock ETF 0.39% 401,091 $24.7M Add +63.9%
VNQ Vanguard Real Estate ETF 0.39% 251,006 $24.5M Reduce -0.8%
ESGD iShares Trust iShares ESG Aw 0.32% 239,467 $20.2M Add +18.7%
SUB iShares Short-Term National 0.31% 184,427 $19.6M Reduce -33.4%
APHKX Artisan Intl Val-Inst 0.31% 369,075 $19.3M No change
XCEM Columbia Em Core Ex-China 0.29% 546,304 $17.8M No change
SHV iShares 0-1 Year Treasury Bo 0.28% 160,969 $17.8M Add +2884.8%
VFIRX Vanguard SHRT TRM Treas-Adm 0.28% 1,739,344 $17.3M Add +93.4%
IEFA iShares Core MSCI Eafe ETF 0.28% 221,011 $17.2M Reduce -5.7%
MCHI iShares MSCI China ETF 0.27% 328,555 $16.7M No change
URTH iShares MSCI World ETF 0.27% 105,621 $16.6M Reduce -28.4%
IYW iShares Ustechnology ETF 0.26% 105,797 $16.0M Add +10.2%
KKR KKR & Co. Inc. 0.25% 117,451 $15.3M Reduce -5.2%
EPP iShares MSCI Pacific Ex Japa 0.23% 296,703 $14.5M No change
ESGE iShares Inc. iShares ESG Awar 0.22% 384,125 $14.0M Add +28.0%
IAU iShares Gold Trust 0.21% 267,057 $13.3M No change
TDG Transdigm Group Inc. 0.21% 9,227 $13.2M Reduce -5.3%
POSIX Principal GLBL R/E Sec-Inst 0.20% 1,228,920 $12.7M No change
HAWX iShares Cur HDG MSCI Acwi-X 0.20% 385,578 $12.7M Add +3.2%
XLE SS Energy Select Sector 0.20% 142,230 $12.5M Add +0.8%
FOXA Fox Corp. Class A 0.20% 290,384 $12.3M Reduce -5.4%
EXPRO GROUP HOLDINGS NV COM 0.19% 67,735 $12.2M Reduce -5.3%
TMO Thermo Fisher Scientific Inc. 0.19% 19,377 $12.0M Reduce -5.4%
VWIUX Vanguard I/T Tax Exmpt-Adm 0.19% 862,133 $11.9M Add +0.8%
SLQD iShares 0-5 YR Inv GRD Corp. 0.19% 234,224 $11.8M Add +0.3%
USB US Bancorp 0.18% 252,776 $11.6M Reduce -5.5%
IWV iShares Russell 3000 ETF 0.18% 35,305 $11.5M Add +0.3%
LOW Lowe's Cos Inc. 0.18% 41,840 $11.3M Reduce -5.4%
QUAL iShares MSCI USA Quality Fac 0.18% 62,615 $11.2M Add +0.2%
GOOGL Alphabet Inc. Class A 0.17% 65,947 $10.9M Reduce -5.3%
VMC Vulcan Materials Co. 0.16% 41,135 $10.3M Reduce -5.3%
NYT New York Times Co. Class A 0.16% 182,782 $10.2M Reduce -5.3%
TSM Taiwan Semiconductor-SP ADR 0.16% 58,481 $10.2M New
CRM Salesforce Inc. 0.15% 34,139 $9.3M Reduce -5.4%
AON Aon PLC Class A 0.15% 26,362 $9.1M Reduce -5.4%
UNP Union Pacific Corp. 0.15% 36,956 $9.1M Reduce -5.4%
CSX CSX Corp. 0.14% 256,576 $8.9M Reduce -5.4%
BMY Bristol-Myers Squibb Co. 0.14% 170,975 $8.8M Reduce -5.4%
QQQ Invesco QQQ Trust Series 1 0.14% 17,852 $8.7M Add +0.0%
VWEAX Vanguard Hi YLD Corp.-Adm 0.13% 1,525,224 $8.4M Add +1.6%
MSFT Microsoft Corp. 0.13% 18,842 $8.1M Reduce -6.2%
IWM iShares Russell 2000 ETF 0.13% 36,347 $8.0M Add +0.3%
VNO Vornado Realty Trust 0.13% 203,558 $8.0M No change
AAPL Apple Inc. 0.12% 32,800 $7.6M Add +126.4%
DBEU Xtrackers MSCI Europe Hedged 0.12% 172,194 $7.3M Reduce -0.2%
SL GREEN REALTY CORP 0.11% 101,607 $7.1M No change
NOW ServiceNow Inc. 0.11% 7,849 $7.0M Reduce -4.4%
BN Brookfield Corp. 0.11% 125,696 $6.7M Reduce -5.5%
VLUE iShares MSCI USA Value Facto 0.10% 57,877 $6.3M No change
GLD SPDR Gold Shares 0.10% 24,620 $6.0M No change
ISRA Vaneck Israel ETF 0.09% 143,407 $5.6M New
VTI VG Morningstar TS MKT ETF-US 0.09% 19,523 $5.5M Reduce -0.2%
LW Lamb Weston Holdings Inc. 0.09% 84,818 $5.5M Reduce -5.4%
ABLZF Abb Ltd.-Reg 0.09% 94,038 $5.4M Reduce -10.8%
IVE iShares S&P 500 Value ETF 0.09% 27,187 $5.4M Add +0.6%
DBEF Xtrackers MSCI Eafe Hedged E 0.08% 123,720 $5.2M Add +21.7%
REZ Ishars Res and Multi Reales 0.08% 57,980 $5.1M No change
ARGX Argenx SE - ADR 0.08% 9,298 $5.0M Reduce -5.4%
XOM Exxon Mobil Corp. 0.08% 41,507 $4.9M Reduce -23.1%
NWSA News Corp. Class A 0.08% 182,402 $4.9M Reduce -10.5%
NVSEF Novartis AG-Reg 0.07% 40,696 $4.7M Reduce -10.4%
HUBS HubSpot Inc. 0.07% 8,620 $4.6M Reduce -5.4%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.07% 55,552 $4.4M Reduce -5.4%
VAIPX Vanguard Infl Proct Sec-Adm 0.07% 183,852 $4.3M Reduce -18.2%
EWU iShares MSCI United Kingdom 0.07% 115,669 $4.3M Reduce -25.7%
EIBIX Eaton Vance Inc. FD Bostn-Ins 0.07% 818,300 $4.3M Add +1.5%
INDA iShares MSCI India ETF 0.07% 72,400 $4.2M Add +10.4%
ADBE Adobe Inc. 0.07% 8,181 $4.2M New
DGEAF Diageo PLC 0.06% 110,298 $3.8M Reduce -10.6%
VWO Vanguard Ftse Emerging Marke 0.06% 76,489 $3.7M Add +0.0%
EGFIX Edgewood Growth Fund-Inst 0.06% 69,214 $3.5M No change
ACWX iShares MSCI Acwi Ex US ETF 0.05% 58,180 $3.3M No change
KWEB Kranesh Csi China Internet 0.05% 93,780 $3.2M Reduce -53.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.05% 39,283 $3.2M Add +1.1%
GPDNF Danone 0.05% 58,023 $3.1M Reduce -10.8%
USMV iShares MSCI USA Min Vol Fac 0.05% 33,271 $3.0M Add +0.5%
IEI iShares 3-7 Year Treasury Bo 0.05% 24,447 $2.9M Reduce -31.4%
UTHR United Therapeutics Corp. 0.05% 7,937 $2.8M Reduce -10.8%
VPL Vanguard Ftse Pacific ETF 0.04% 34,492 $2.7M Add +0.6%
VTIP Vanguard Short-Term Tips 0.04% 54,597 $2.7M Add +22.4%
EXPE Expedia Group Inc. 0.04% 17,626 $2.6M Reduce -10.8%
VEA Vanguard Ftse Developed ETF 0.04% 47,756 $2.5M Reduce -7.5%
ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD 0.04% 11,041 $2.5M Reduce -10.8%
ASEA Global X Ftse Southeast Asia 0.04% 132,398 $2.3M Reduce -47.0%
INCY Incyte Corp. 0.04% 34,632 $2.3M Reduce -10.8%
VUSB Vanguard Ultra Short Bond Et 0.03% 40,812 $2.0M Reduce -19.2%
META Meta Platforms Inc. Class A 0.03% 3,119 $1.8M Reduce -0.5%
LLY Eli Lilly & Co. 0.03% 2,013 $1.8M Add +0.1%
VNQI Vanguard GLBL Ex-US Real Est 0.03% 37,411 $1.8M Add +32.7%
ACHC Acadia Healthcare Co. Inc. 0.03% 25,668 $1.6M Reduce -10.8%
KRON Kronos Bio Inc. 0.03% 1,611,512 $1.6M Reduce -3.3%
SNAP Snap Inc. Class A 0.02% 142,441 $1.5M Add +8.9%
BXMT Blackstone Mortgage Tru Class A 0.02% 78,546 $1.5M Add +3.3%
INDS Pacer Industrial Real Estate 0.02% 34,274 $1.5M No change
SRVR Pacer Data & Infrastructure 0.02% 45,429 $1.5M No change
HWM Howmet Aerospace Inc. 0.02% 14,400 $1.4M No change
XBI SS SPDR S&P Biotech ETF 0.02% 13,868 $1.4M No change
VITSX VNGD Mrngst TS MK Idx FD-Ins 0.02% 8,789 $1.2M Add +0.7%
IQV Iqvia Holdings Inc. 0.02% 4,748 $1.1M No change
VWITX Vanguard I/T Tax Exmpt-Inv 0.02% 77,327 $1.1M Add +0.8%
DBLTX Doubleline TTL RTRN BND-I 0.02% 114,862 $1.0M Add +0.3%
TEAD Teads Holding Co. filed as OUTBRAIN INC 0.02% 204,407 $993K Add +17.2%
NOBL Proshares S&P 500 Dividend A 0.02% 9,086 $970K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 67,788 $925K Reduce -11.6%
APO Apollo Asset Management Inc. 0.01% 7,391 $923K No change
EEM iShares MSCI Emerging Market 0.01% 19,134 $877K Reduce -30.5%
EFV iShares MSCI Eafe Value ETF 0.01% 12,647 $728K No change
ALLO Allogene Therapeutics Inc. 0.01% 254,845 $714K Reduce -44.0%
VIG Vanguard Dividend Apprec ETF 0.01% 3,569 $707K Add +0.5%
EEMX State Street SPDR MSCI Emerg 0.01% 19,846 $700K No change
BX Blackstone Inc. 0.01% 4,041 $619K Add +0.1%
IBBQ Invesco Nasdaq Biotech ETF 0.01% 25,833 $614K No change
VBTLX Vanguard TTL BD MKT Idx-Adm 0.01% 59,189 $584K Add +0.9%
ICLN iShares Global Clean Energy 0.01% 39,612 $582K No change
DIDIY Didi Global Inc. 0.01% 119,566 $562K No change
NFLX Netflix Inc. 0.01% 773 $548K No change
ST Sensata Technologies Holdplc 0.01% 15,000 $538K No change
FC Franklin Covey Co. 0.01% 11,924 $490K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.01% 9,115 $466K Add +0.2%
VGK Vanguard Ftse Europe ETF 0.01% 6,533 $464K No change
LEN Lennar Corp. Class A 0.01% 2,407 $451K Add +0.3%
HYBB iShares BB Rated Corp. Bond 0.01% 9,102 $431K No change
TSLA Tesla Inc. 0.01% 1,518 $397K Add +22.2%
EFAX State Street SPDR MSCI Eafe 0.01% 8,834 $386K Reduce -28.0%
COIN Coinbase Global Inc. Class A 0.00% 1,608 $286K No change
UE Urban Edge Properties 0.00% 13,147 $281K No change
GWRE Guidewire Software Inc. 0.00% 1,529 $280K No change
STX Seagate Technology Ulc 0.00% 2,254 $247K No change
STX Seagate Technology Holdings 0.00% 2,254 $247K No change
BURBY Burberry Group PLC-Spon ADR 0.00% 25,000 $234K New
UBER Uber Technologies Inc. 0.00% 3,063 $230K No change
HOOD Robinhood Markets Inc. Class A 0.00% 9,606 $225K Reduce -51.0%
BRK.B Berkshire Hathaway Inc. Class B 0.00% 459 $211K Reduce -13.9%
VFH Vanguard Financials ETF 0.00% 1,877 $206K New
URGN Urogen Pharma Ltd. 0.00% 15,384 $195K No change
CLSK Cleanspark Inc. 0.00% 19,950 $186K New
OPEN Opendoor Technologies Inc. 0.00% 92,322 $185K No change
CURLF Curaleaf Holdings Inc. 0.00% 38,723 $118K No change
VRNOF Verano Holdings Corp. 0.00% 20,000 $67K No change
AYRWF Ayr Wellness Inc. 0.00% 20,000 $36K No change
RSX Vaneck Russia ETF 0.00% 26,647 $0 No change

Portfolio Sells Q2 2024 → Q3 2024
IRRRF iShares Core MSCI World Sold out 0.00% −4.07
EMXC iShares MSCI Emr MRK Ex Chna Reduce -26.1% 6.38% −2.44
ERIXF Ericsson LM-B SHS Sold out 0.00% −0.97
VTV Vanguard Mrngstr Val ETF-Aui Reduce -11.1% 3.76% −0.34
SRLN SS Blackstone Sr Loan ETF Reduce -7.3% 1.67% −0.23
ISVVF Is MSCI All Cntry WRD ETF-Ua Sold out 0.00% −0.21
VVIAX VNGD Mrgstr Value Idx FD-Adm Sold out 0.00% −0.20
SUB iShares Short-Term National Reduce -33.4% 0.31% −0.18
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.17
V Visa Inc. Class A Sold out 0.00% −0.16
TIP iShares Tips Bond ETF Reduce -4.7% 2.23% −0.16
ISTXF iShares Usd Trsry 1-3Y Usd A Sold out 0.00% −0.14
URTH iShares MSCI World ETF Reduce -28.4% 0.27% −0.10
ESLOF Essilorluxottica Sold out 0.00% −0.09
LRLCF L'oreal Sold out 0.00% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.4% 2.08% −0.06
AMD Advanced Micro Devices Sold out 0.00% −0.05
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.04
GOOGL Alphabet Inc. Class A Reduce -5.3% 0.17% −0.04
KWEB Kranesh Csi China Internet Reduce -53.1% 0.05% −0.04
USHY iShares Broad Usd High Yield Reduce -1.8% 1.03% −0.04
LW Lamb Weston Holdings Inc. Reduce -5.4% 0.09% −0.04
SHY iShares 1-3 Year Treasury Bo Reduce -3.0% 0.55% −0.04
SNPS Synopsys Inc. Reduce -2.4% 1.04% −0.03
XOM Exxon Mobil Corp. Reduce -23.1% 0.08% −0.03
ASEA Global X Ftse Southeast Asia Reduce -47.0% 0.04% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -31.4% 0.05% −0.02
EWU iShares MSCI United Kingdom Reduce -25.7% 0.07% −0.02
MSFT Microsoft Corp. Reduce -6.2% 0.13% −0.02
IXSRF iShares MSCI Em Xchina Sold out 0.00% −0.02
VAIPX Vanguard Infl Proct Sec-Adm Reduce -18.2% 0.07% −0.02
VMC Vulcan Materials Co. Reduce -5.3% 0.16% −0.02
HUBS HubSpot Inc. Reduce -5.4% 0.07% −0.02
NWSA News Corp. Class A Reduce -10.5% 0.08% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -5.7% 0.28% −0.01
ABLZF Abb Ltd.-Reg Reduce -10.8% 0.09% −0.01
CSX CSX Corp. Reduce -5.4% 0.14% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -19.2% 0.03% −0.01
KRON Kronos Bio Inc. Reduce -3.3% 0.03% −0.01
NVSEF Novartis AG-Reg Reduce -10.4% 0.07% −0.01
ISHOF iShares S&P Small Cap 600 Sold out 0.00% −0.01
ACHC Acadia Healthcare Co. Inc. Reduce -10.8% 0.03% −0.01
ALLO Allogene Therapeutics Inc. Reduce -44.0% 0.01% −0.01
SNOW Snowflake Inc. Sold out 0.00% −0.01
CRM Salesforce Inc. Reduce -5.4% 0.15% −0.01
EEM iShares MSCI Emerging Market Reduce -30.5% 0.01% −0.01
FUL H.B. Fuller Co. Reduce -5.4% 0.07% −0.01
DBEU Xtrackers MSCI Europe Hedged Reduce -0.2% 0.12% −0.00
DGEAF Diageo PLC Reduce -10.6% 0.06% −0.00
HOOD Robinhood Markets Inc. Class A Reduce -51.0% 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
VGIT Vanguard Intermediate-Term T Add +369.0% 1.97% +1.54
AGG iShares Core U.S. Aggregate New 1.52% +1.52
VOO Vanguard S&P 500 ETF Add +27.8% 6.89% +1.47
VT Vanguard Tot World STK ETF Add +23.7% 4.61% +0.90
BIL SS SPDR BB 1-3M T-Bill ETF Add +40.6% 3.43% +0.85
HEFA Isha Curr Hedged MSCI Eafe Add +36.6% 2.78% +0.62
IVV iShares Core S&P 500 ETF Add +3.9% 17.85% +0.59
SHV iShares 0-1 Year Treasury Bo Add +2884.8% 0.28% +0.27
IEMG iShares Core MSCI Emerging Add +6.6% 3.30% +0.25
VGSH Vanguard Short-Term Treasury Add +9.3% 4.67% +0.23
VFIAX Vanguard 500 Index-Adm Add +51.1% 0.51% +0.17
TSM Taiwan Semiconductor-SP ADR New 0.16% +0.16
VSGX Vanguard ESG Intl Stock ETF Add +63.9% 0.39% +0.16
SPYX SS SPDR S&P 500 Foss FL ETF Add +23.1% 0.68% +0.13
VFIRX Vanguard SHRT TRM Treas-Adm Add +93.4% 0.28% +0.13
ESGU iShares ESG Aware MSCI USA Add +12.0% 1.15% +0.12
ESGV Vanguard ESG US Stock ETF Add +22.4% 0.64% +0.11
SGOV iShares 0-3 Month Treasury B Add +9.1% 2.94% +0.09
ISRA Vaneck Israel ETF New 0.09% +0.09
ITOT iShares Core S&P Total U.S. Add +4.8% 1.76% +0.08
AAPL Apple Inc. Add +126.4% 0.12% +0.07
ADBE Adobe Inc. New 0.07% +0.07
DBJP Xtrackers MSCI Japan Hedged Add +14.9% 1.78% +0.06
ESGD iShares Trust iShares ESG Aw Add +18.7% 0.32% +0.05
ESGE iShares Inc. iShares ESG Awar Add +28.0% 0.22% +0.05
VINIX Vanguard Inst Index-Inst Add +9.1% 0.71% +0.05
STIP iShares 0-5 Year Tips Bond E Add +6.5% 1.55% +0.04
EWJ iShares MSCI Japan ETF Add +5.3% 0.80% +0.04
HEWJ Isha Curr Hedged MSCI Japan Add +15.1% 1.32% +0.04
VTWO Vanguard Russell 2000 ETF Add +0.5% 0.44% +0.02
DBEF Xtrackers MSCI Eafe Hedged E Add +21.7% 0.08% +0.01
IYW iShares Ustechnology ETF Add +10.2% 0.26% +0.01
VNQI Vanguard GLBL Ex-US Real Est Add +32.7% 0.03% +0.01
VTIP Vanguard Short-Term Tips Add +22.4% 0.04% +0.01
INDA iShares MSCI India ETF Add +10.4% 0.07% +0.01
ACWI iShares MSCI Acwi ETF Add +0.6% 0.50% +0.01
IWM iShares Russell 2000 ETF Add +0.3% 0.13% +0.00
BURBY Burberry Group PLC-Spon ADR New 0.00% +0.00
VFH Vanguard Financials ETF New 0.00% +0.00
CLSK Cleanspark Inc. New 0.00% +0.00
IVE iShares S&P 500 Value ETF Add +0.6% 0.09% +0.00
TSLA Tesla Inc. Add +22.2% 0.01% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.06% +0.00
USMV iShares MSCI USA Min Vol Fac Add +0.5% 0.05% +0.00
BX Blackstone Inc. Add +0.1% 0.01% +0.00
BXMT Blackstone Mortgage Tru Class A Add +3.3% 0.02% +0.00
TEAD Teads Holding Co. Add +17.2% 0.02% +0.00
LEN Lennar Corp. Class A Add +0.3% 0.01% +0.00
IEF iShares 7-10 Year Treasury B Add +1.3% 1.65% +0.00
IWV iShares Russell 3000 ETF Add +0.3% 0.18% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 186$2.8BIVV, IEMG, VGSH, HEFA, VTV
Q1 2026 174$2.7BIVV, VGSH, IEMG, HEFA, VTV
Q4 2025 166$2.7BIVV, VGSH, HEFA, IEMG, STIP
Q3 2025 162$2.5BIVV, VGSH, IEMG, HEFA, VOO
Q2 2025 161$2.5BIVV, VGSH, IEMG, HEFA, VTV
Q1 2025 182$5.9BIVV, VOO, VTV, VT, VGSH
Q4 2024 125$3.6BIVV, VOO, EMXC, BIL, VT
Q3 2024 177$6.3BIVV, VOO, EMXC, VGSH, VT
Q2 2024 186$5.9BIVV, EMXC, VOO, VGSH, VTV
Q1 2024 139$3.3BIVV, EMXC, IRRRF, VTV, VGSH