$154 Million is the total value of Ally Invest Advisors Inc.'s 10 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $36,704,000 | +30.4% | 128,985 | +15.3% | 23.77% | +4.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTLfd ftse dev mkt etf | $32,263,000 | +25.1% | 789,413 | +13.6% | 20.89% | +0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $18,300,000 | +29.4% | 96,623 | +13.5% | 11.85% | +3.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $16,164,000 | +20.8% | 289,828 | +17.5% | 10.47% | -3.4% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $15,315,000 | +18.9% | 143,572 | +16.1% | 9.92% | -4.9% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $10,845,000 | +20.7% | 196,673 | +14.7% | 7.02% | -3.4% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $10,694,000 | +17.3% | 204,241 | +15.3% | 6.92% | -6.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,195,000 | +24.2% | 192,815 | +11.3% | 5.31% | -0.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,742,000 | +27.0% | 74,427 | +14.1% | 3.72% | +1.6% |
| MUB | New | ISHARES TRnational mun etf | $219,000 | – | 1,973 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-10 |
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.