$847 Million is the total value of Ally Invest Advisors Inc.'s 48 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 23 | Q2 2024 | 23.8% |
VANGUARD TAX MANAGED INTL FD | 23 | Q2 2024 | 20.9% |
ISHARES TR | 23 | Q2 2024 | 11.8% |
VANGUARD CHARLOTTE FDS | 23 | Q2 2024 | 11.2% |
ISHARES TR | 23 | Q2 2024 | 10.8% |
VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 7.4% |
ISHARES TR | 23 | Q2 2024 | 7.3% |
VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 5.3% |
ISHARES TR | 23 | Q2 2024 | 3.9% |
ISHARES TR | 22 | Q2 2024 | 2.4% |
View Ally Invest Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
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 |
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.