$341 Million is the total value of Stelac Advisory Services LLC's 134 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 68.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TR | $98,015,000 | -5.7% | 336,822 | -12.1% | 28.70% | -0.3% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX F | $47,539,000 | -9.8% | 838,775 | -10.6% | 13.92% | -4.5% |
| DVY | Sell | ISHARES TR | $16,872,000 | -12.2% | 169,123 | -14.0% | 4.94% | -7.1% |
| VNQ | Sell | VANGUARD INDEX FDS | $16,251,000 | -12.7% | 200,230 | -12.3% | 4.76% | -7.6% |
| EWJ | Sell | ISHARES INC | $14,360,000 | -9.8% | 236,222 | -14.1% | 4.20% | -4.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $13,400,000 | -5.2% | 125,471 | -9.6% | 3.92% | +0.3% |
| EEM | Sell | ISHARES TR | $11,781,000 | -10.8% | 274,483 | -10.0% | 3.45% | -5.6% |
| AMJ | Sell | JPMORGAN CHASE & CO | $11,540,000 | -9.8% | 420,243 | -12.7% | 3.38% | -4.6% |
| IGIB | Buy | ISHARES TR | $11,488,000 | -10.6% | 216,340 | +78.8% | 3.36% | -5.5% |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TR | $8,971,000 | -21.2% | 384,914 | -22.5% | 2.63% | -16.6% |
| IJH | Sell | ISHARES TR | $5,670,000 | -5.7% | 27,770 | -10.1% | 1.66% | -0.2% |
| AMZN | Buy | AMAZON COM INC | $4,403,000 | +213.2% | 2,198 | +165.8% | 1.29% | +231.4% |
| EPP | Sell | ISHARES INC | $4,368,000 | -18.7% | 95,168 | -18.5% | 1.28% | -14.0% |
| IEV | Sell | ISHARES TR | $4,141,000 | -0.3% | 91,882 | -1.1% | 1.21% | +5.5% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX F | $3,715,000 | -13.5% | 66,140 | -10.6% | 1.09% | -8.5% |
| CSCO | Buy | CISCO SYS INC | $3,612,000 | +1863.0% | 74,248 | +1634.0% | 1.06% | +1974.5% |
| C | Buy | CITIGROUP INC | $3,275,000 | +2747.8% | 45,657 | +2546.8% | 0.96% | +2896.9% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETF | $3,273,000 | -8.9% | 12,380 | -16.3% | 0.96% | -3.6% |
| XOP | New | SPDR SERIES TRUST | $3,036,000 | – | 70,140 | +100.0% | 0.89% | – |
| PX | New | PRAXAIR INC | $2,941,000 | – | 18,300 | +100.0% | 0.86% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $2,932,000 | -33.9% | 35,233 | -38.0% | 0.86% | -30.0% |
| MS | New | MORGAN STANLEY | $2,887,000 | – | 62,000 | +100.0% | 0.84% | – |
| NFLX | Buy | NETFLIX INC | $2,795,000 | +311.0% | 7,470 | +330.3% | 0.82% | +335.1% |
| IGSB | Buy | ISHARES TR | $2,782,000 | -39.5% | 53,668 | +21.1% | 0.82% | -36.0% |
| TIP | Sell | ISHARES TR | $2,638,000 | -6.5% | 22,868 | -8.5% | 0.77% | -1.0% |
| AMAT | New | APPLIED MATLS INC | $2,539,000 | – | 65,700 | +100.0% | 0.74% | – |
| EWC | Sell | ISHARES INC | $2,175,000 | -29.3% | 74,131 | -31.3% | 0.64% | -25.2% |
| GOOGL | Buy | ALPHABET INC | $1,869,000 | +43.5% | 1,547 | +34.2% | 0.55% | +51.9% |
| PYPL | New | PAYPAL HLDGS INC | $1,767,000 | – | 20,117 | +100.0% | 0.52% | – |
| IJR | Sell | ISHARES TR | $1,476,000 | -5.0% | 15,914 | -14.5% | 0.43% | +0.5% |
| XLF | Sell | SELECT SECTOR SPDR TR | $1,261,000 | -24.7% | 45,704 | -27.5% | 0.37% | -20.5% |
| BX | Sell | BLACKSTONE GROUP L P | $1,163,000 | +8.6% | 30,594 | -8.0% | 0.34% | +15.2% |
| IWM | Sell | ISHARES TR | $1,078,000 | -32.0% | 6,394 | -33.9% | 0.32% | -28.0% |
| AAPL | Sell | APPLE INC | $998,000 | -59.3% | 4,435 | -66.6% | 0.29% | -57.1% |
| QQQ | Sell | INVESCO QQQ TR | $849,000 | -17.5% | 4,567 | -23.8% | 0.25% | -12.6% |
| HYG | Sell | ISHARES TR | $833,000 | -50.2% | 8,437 | -57.1% | 0.24% | -47.3% |
| IEMG | Sell | ISHARES INC | $828,000 | -35.0% | 12,386 | -48.9% | 0.24% | -31.4% |
| BDCL | Sell | UBS AG LONDON BRH | $771,000 | +3.2% | 47,926 | -1.6% | 0.23% | +9.2% |
| GE | Sell | GENERAL ELECTRIC CO | $677,000 | -19.9% | 60,000 | -3.3% | 0.20% | -15.4% |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $671,000 | -19.9% | 149,500 | -6.6% | 0.20% | -15.5% |
| WY | Buy | WEYERHAEUSER CO | $656,000 | -11.0% | 20,324 | +0.5% | 0.19% | -5.9% |
| EFA | ISHARES TR | $504,000 | +1.4% | 7,415 | 0.0% | 0.15% | +7.2% | |
| INDA | Sell | ISHARES TR | $494,000 | -10.5% | 15,210 | -8.3% | 0.14% | -5.2% |
| DXJ | WISDOMTREE TR | $469,000 | +7.3% | 8,099 | 0.0% | 0.14% | +13.2% | |
| JNJ | Sell | JOHNSON & JOHNSON | $461,000 | +8.2% | 3,333 | -5.1% | 0.14% | +14.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX F | $412,000 | -41.7% | 10,045 | -40.0% | 0.12% | -38.3% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDS | $394,000 | -33.2% | 4,700 | -33.5% | 0.12% | -29.4% |
| VNM | Buy | VANECK VECTORS ETF TR | $393,000 | +13.9% | 23,400 | +8.4% | 0.12% | +21.1% |
| RYN | Sell | RAYONIER INC | $390,000 | -14.5% | 11,522 | -2.2% | 0.11% | -9.5% |
| GOOG | Buy | ALPHABET INC | $387,000 | +144.9% | 324 | +128.2% | 0.11% | +156.8% |
| THD | Buy | ISHARES INC | $383,000 | +22.8% | 4,063 | +7.2% | 0.11% | +30.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $384,000 | -38.5% | 21,636 | -38.7% | 0.11% | -35.3% |
| VOO | VANGUARD INDEX FDS | $376,000 | +7.1% | 1,408 | 0.0% | 0.11% | +13.4% | |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $356,000 | -20.7% | 8,690 | -1.5% | 0.10% | -16.1% |
| MRK | Buy | MERCK & CO INC | $333,000 | +35.4% | 4,698 | +15.8% | 0.10% | +44.1% |
| PFE | Buy | PFIZER INC | $304,000 | +24.1% | 6,908 | +2.2% | 0.09% | +30.9% |
| FB | Sell | FACEBOOK INC | $289,000 | -68.0% | 1,757 | -62.2% | 0.08% | -66.0% |
| XLU | SELECT SECTOR SPDR TR | $286,000 | +1.4% | 5,434 | 0.0% | 0.08% | +7.7% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $276,000 | +106.0% | 5,485 | +88.0% | 0.08% | +118.9% |
| IXJ | Sell | ISHARES TR | $277,000 | +2.6% | 4,396 | -8.3% | 0.08% | +8.0% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $265,000 | +103.8% | 3,229 | +108.1% | 0.08% | +116.7% |
| LAND | Sell | GLADSTONE LD CORP | $263,000 | -4.7% | 21,288 | -2.2% | 0.08% | +1.3% |
| MSFT | Sell | MICROSOFT CORP | $261,000 | -57.3% | 2,286 | -63.1% | 0.08% | -55.0% |
| HD | Sell | HOME DEPOT INC | $256,000 | -42.0% | 1,234 | -45.4% | 0.08% | -38.5% |
| KKR | New | KKR & CO INC | $251,000 | – | 9,198 | +100.0% | 0.07% | – |
| COP | New | CONOCOPHILLIPS | $244,000 | – | 3,153 | +100.0% | 0.07% | – |
| TIF | New | TIFFANY & CO NEW | $239,000 | – | 1,855 | +100.0% | 0.07% | – |
| CVX | Sell | CHEVRON CORP NEW | $236,000 | -18.6% | 1,927 | -16.0% | 0.07% | -13.8% |
| FDX | New | FEDEX CORP | $232,000 | – | 964 | +100.0% | 0.07% | – |
| CG | Buy | CARLYLE GROUP L P | $221,000 | +37.3% | 9,820 | +29.5% | 0.06% | +44.4% |
| BBT | New | BB&T CORP | $222,000 | – | 4,578 | +100.0% | 0.06% | – |
| ARCC | Sell | ARES CAP CORP | $221,000 | -17.5% | 12,837 | -21.1% | 0.06% | -12.2% |
| GILD | Buy | GILEAD SCIENCES INC | $219,000 | +34.4% | 2,837 | +23.0% | 0.06% | +42.2% |
| EWS | Sell | ISHARES INC | $214,000 | -23.0% | 8,800 | -24.1% | 0.06% | -18.2% |
| APO | Buy | APOLLO GLOBAL MGMT LLC | $216,000 | +41.2% | 6,253 | +30.7% | 0.06% | +50.0% |
| FPI | Sell | FARMLAND PARTNERS INC | $207,000 | -24.7% | 30,823 | -1.3% | 0.06% | -19.7% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $207,000 | +101.0% | 529 | +76.3% | 0.06% | +110.3% |
| ORCL | New | ORACLE CORP | $207,000 | – | 4,010 | +100.0% | 0.06% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $204,000 | – | 3,830 | +100.0% | 0.06% | – |
| JOE | Sell | ST JOE CO | $187,000 | -8.3% | 11,109 | -2.3% | 0.06% | -1.8% |
| RSX | Sell | VANECK VECTORS ETF TR | $185,000 | -12.3% | 8,590 | -13.5% | 0.05% | -6.9% |
| BDCS | Sell | UBS AG JERSEY BRH | $186,000 | -18.4% | 9,000 | -19.9% | 0.05% | -14.3% |
| MDLZ | New | MONDELEZ INTL INC | $183,000 | – | 4,257 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP | $182,000 | – | 2,313 | +100.0% | 0.05% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $179,000 | – | 1,888 | +100.0% | 0.05% | – |
| MLPI | Sell | UBS AG JERSEY BRH | $178,000 | -23.9% | 7,390 | -27.6% | 0.05% | -20.0% |
| QCOM | New | QUALCOMM INC | $178,000 | – | 2,475 | +100.0% | 0.05% | – |
| OAK | Buy | OAKTREE CAP GROUP LLC | $173,000 | +46.6% | 4,173 | +44.2% | 0.05% | +54.5% |
| TRC | Sell | TEJON RANCH CO | $170,000 | -12.8% | 7,845 | -2.1% | 0.05% | -7.4% |
| BAC | Buy | BANK AMER CORP | $169,000 | +56.5% | 5,750 | +50.2% | 0.05% | +63.3% |
| AIG | New | AMERICAN INTL GROUP INC | $167,000 | – | 3,144 | +100.0% | 0.05% | – |
| CAH | New | CARDINAL HEALTH INC | $164,000 | – | 3,037 | +100.0% | 0.05% | – |
| BK | New | BANK NEW YORK MELLON CORP | $161,000 | – | 3,164 | +100.0% | 0.05% | – |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $157,000 | -34.9% | 740 | -42.6% | 0.05% | -31.3% |
| CMCSA | New | COMCAST CORP NEW | $154,000 | – | 4,343 | +100.0% | 0.04% | – |
| AMLP | New | ALPS ETF TR | $150,000 | – | 6,074 | +100.0% | 0.04% | – |
| VEA | VANGUARD TAX MANAGED INTL FD | $151,000 | +0.7% | 3,500 | 0.0% | 0.04% | +4.8% | |
| SAP | New | SAP SE | $142,000 | – | 1,154 | +100.0% | 0.04% | – |
| CHL | New | CHINA MOBILE LIMITED | $139,000 | – | 2,844 | +100.0% | 0.04% | – |
| PUK | New | PRUDENTIAL PLC | $135,000 | – | 2,944 | +100.0% | 0.04% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD | $135,000 | -8.2% | 3,053 | -24.0% | 0.04% | -2.4% |
| MRO | New | MARATHON OIL CORP | $138,000 | – | 5,938 | +100.0% | 0.04% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $136,000 | – | 430 | +100.0% | 0.04% | – |
| IEI | Sell | ISHARES TR | $134,000 | -41.7% | 1,128 | -41.2% | 0.04% | -39.1% |
| ABT | New | ABBOTT LABS | $134,000 | – | 1,830 | +100.0% | 0.04% | – |
| RTN | Buy | RAYTHEON CO | $134,000 | +9.8% | 646 | +2.4% | 0.04% | +14.7% |
| WFC | Sell | WELLS FARGO CO NEW | $133,000 | -26.5% | 2,523 | -22.6% | 0.04% | -22.0% |
| EIX | New | EDISON INTL | $129,000 | – | 1,901 | +100.0% | 0.04% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $130,000 | -25.3% | 861 | -33.5% | 0.04% | -20.8% |
| ARES | New | ARES MGMT LP | $126,000 | – | 5,437 | +100.0% | 0.04% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $128,000 | – | 1,183 | +100.0% | 0.04% | – |
| INTC | Sell | INTEL CORP | $125,000 | -29.8% | 2,634 | -26.6% | 0.04% | -24.5% |
| HAL | New | HALLIBURTON CO | $126,000 | – | 3,113 | +100.0% | 0.04% | – |
| ALL | New | ALLSTATE CORP | $128,000 | – | 1,297 | +100.0% | 0.04% | – |
| WM | Sell | WASTE MGMT INC DEL | $124,000 | -20.0% | 1,373 | -27.7% | 0.04% | -16.3% |
| CA | New | CA INC | $123,000 | – | 2,782 | +100.0% | 0.04% | – |
| LOW | New | LOWES COS INC | $123,000 | – | 1,075 | +100.0% | 0.04% | – |
| CTT | Sell | CATCHMARK TIMBER TR INC | $118,000 | -15.1% | 10,366 | -5.1% | 0.04% | -7.9% |
| MMC | New | MARSH & MCLENNAN COS INC | $118,000 | – | 1,425 | +100.0% | 0.04% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $118,000 | – | 867 | +100.0% | 0.04% | – |
| T | New | AT&T INC | $121,000 | – | 3,614 | +100.0% | 0.04% | – |
| DLTR | New | DOLLAR TREE INC | $121,000 | – | 1,480 | +100.0% | 0.04% | – |
| EQR | New | EQUITY RESIDENTIAL | $120,000 | – | 1,805 | +100.0% | 0.04% | – |
| RDSA | New | ROYAL DUTCH SHELL PLC | $118,000 | – | 1,727 | +100.0% | 0.04% | – |
| VO | VANGUARD INDEX FDS | $115,000 | +4.5% | 700 | 0.0% | 0.03% | +13.3% | |
| NKE | New | NIKE INC | $115,000 | – | 1,360 | +100.0% | 0.03% | – |
| BHP | New | BHP BILLITON LTD | $112,000 | – | 2,249 | +100.0% | 0.03% | – |
| CME | Sell | CME GROUP INC | $111,000 | -59.0% | 652 | -60.5% | 0.03% | -56.0% |
| NVS | New | NOVARTIS A G | $113,000 | – | 1,315 | +100.0% | 0.03% | – |
| DWDP | Sell | DOWDUPONT INC | $113,000 | -31.1% | 1,752 | -29.7% | 0.03% | -26.7% |
| HIMX | New | HIMAX TECHNOLOGIES INC | $110,000 | – | 18,700 | +100.0% | 0.03% | – |
| VRP | Sell | INVESCO EXCHNG TRADED FD TR | $108,000 | -84.9% | 4,332 | -84.9% | 0.03% | -83.8% |
| KB | New | KB FINANCIAL GROUP INC | $105,000 | – | 2,166 | +100.0% | 0.03% | – |
| USB | New | US BANCORP DEL | $103,000 | – | 1,945 | +100.0% | 0.03% | – |
| ARGT | Exit | GLOBAL X FDS | $0 | – | -3,937 | -100.0% | -0.03% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -3,956 | -100.0% | -0.03% | – |
| MMM | Exit | 3M CO | $0 | – | -570 | -100.0% | -0.03% | – |
| GXC | Exit | SPDR INDEX SHS FDS | $0 | – | -1,056 | -100.0% | -0.03% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -2,475 | -100.0% | -0.03% | – |
| TSLA | Exit | TESLA INC | $0 | – | -333 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTD | $0 | – | -623 | -100.0% | -0.03% | – |
| HEDJ | Exit | WISDOMTREE TR | $0 | – | -1,800 | -100.0% | -0.03% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -878 | -100.0% | -0.03% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -6,000 | -100.0% | -0.03% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -1,131 | -100.0% | -0.04% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -8,652 | -100.0% | -0.04% | – |
| STZ | Exit | CONSTELLATION BRANDS INC | $0 | – | -572 | -100.0% | -0.04% | – |
| XYL | Exit | XYLEM INC | $0 | – | -1,849 | -100.0% | -0.04% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -1,396 | -100.0% | -0.04% | – |
| GAIN | Exit | GLADSTONE INVT CORP | $0 | – | -11,358 | -100.0% | -0.04% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,247 | -100.0% | -0.04% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC | $0 | – | -1,895 | -100.0% | -0.04% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,847 | -100.0% | -0.04% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -1,378 | -100.0% | -0.04% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,475 | -100.0% | -0.04% | – |
| CRESY | Exit | CRESUD S A C I F Y A | $0 | – | -10,381 | -100.0% | -0.04% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,000 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,025 | -100.0% | -0.04% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,877 | -100.0% | -0.04% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -4,193 | -100.0% | -0.05% | – |
| KLAC | Exit | KLA-TENCOR CORP | $0 | – | -1,695 | -100.0% | -0.05% | – |
| KKR | Exit | KKR & CO L P DEL | $0 | – | -7,161 | -100.0% | -0.05% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -760 | -100.0% | -0.05% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,246 | -100.0% | -0.05% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,354 | -100.0% | -0.05% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,190 | -100.0% | -0.06% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -867 | -100.0% | -0.06% | – |
| FPE | Exit | FIRST TR EXCHANGE-TRADED FD | $0 | – | -11,000 | -100.0% | -0.06% | – |
| EXG | Exit | EATON VANCE TAX MNGD GBL DV | $0 | – | -22,976 | -100.0% | -0.06% | – |
| PFF | Exit | ISHARES TR | $0 | – | -6,500 | -100.0% | -0.07% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -2,130 | -100.0% | -0.07% | – |
| CWB | Exit | SPDR SERIES TRUST | $0 | – | -5,000 | -100.0% | -0.07% | – |
| GOF | Exit | GUGGENHEIM STRATEGIC OPP FD | $0 | – | -12,138 | -100.0% | -0.07% | – |
| XLV | Exit | SELECT SECTOR SPDR TR | $0 | – | -3,500 | -100.0% | -0.08% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,722 | -100.0% | -0.08% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -4,700 | -100.0% | -0.08% | – |
| KO | Exit | COCA COLA CO | $0 | – | -7,640 | -100.0% | -0.09% | – |
| XLP | Exit | SELECT SECTOR SPDR TR | $0 | – | -6,500 | -100.0% | -0.09% | – |
| EWG | Exit | ISHARES INC | $0 | – | -16,555 | -100.0% | -0.14% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -6,479 | -100.0% | -0.15% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NV | $0 | – | -47,196 | -100.0% | -1.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST S1 | 43 | Q3 2023 | 39.0% |
| VANGUARD INTL EQUITY INDEX F | 43 | Q3 2023 | 16.6% |
| VANGUARD REIT INDEX FUND ETF | 43 | Q3 2023 | 10.2% |
| ISHARES TR | 43 | Q3 2023 | 7.7% |
| ISHARES TR | 43 | Q3 2023 | 5.4% |
| ISHARES TR | 43 | Q3 2023 | 4.8% |
| ISHARES TRUST BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF | 43 | Q3 2023 | 5.4% |
| ISHARES MSCI PACIFIC EX-JAPAN ETF | 43 | Q3 2023 | 4.1% |
| ISHARES TRUST RUSSELL 2000 ETF | 43 | Q3 2023 | 2.1% |
| ISHARES TR | 43 | Q3 2023 | 0.4% |
View Stelac Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR/A | 2023-02-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR/A | 2022-06-28 |
| 13F-HR/A | 2022-06-28 |
View Stelac Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.