$124 Million is the total value of Ally Invest Advisors Inc.'s 9 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $28,146,000 | – | 111,863 | +100.0% | 22.78% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $25,781,000 | – | 694,896 | +100.0% | 20.87% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $14,140,000 | – | 85,151 | +100.0% | 11.44% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $13,381,000 | – | 246,660 | +100.0% | 10.83% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $12,885,000 | – | 123,658 | +100.0% | 10.43% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $9,117,000 | – | 177,068 | +100.0% | 7.38% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $8,985,000 | – | 171,411 | +100.0% | 7.27% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,600,000 | – | 173,223 | +100.0% | 5.34% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $4,522,000 | – | 65,229 | +100.0% | 3.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 23.8% |
| VANGUARD TAX MANAGED INTL FD | 20 | Q3 2023 | 20.9% |
| ISHARES TR | 20 | Q3 2023 | 11.8% |
| VANGUARD CHARLOTTE FDS | 20 | Q3 2023 | 11.2% |
| ISHARES TR | 20 | Q3 2023 | 10.8% |
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 7.4% |
| ISHARES TR | 20 | Q3 2023 | 7.3% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 5.3% |
| ISHARES TR | 20 | Q3 2023 | 3.9% |
| ISHARES TR | 19 | Q3 2023 | 2.4% |
View Ally Invest Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Ally Invest Advisors Inc.'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.