| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -18,255 | -100.0% | -0.20% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -250,185 | -100.0% | -0.45% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -563,648 | -100.0% | -1.46% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -679,950 | -100.0% | -1.64% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -519,427 | -100.0% | -1.94% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -790,319 | -100.0% | -2.26% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -843,553 | -100.0% | -4.63% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,256,510 | -100.0% | -6.99% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -760,754 | -100.0% | -8.12% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -6,672,950 | -100.0% | -11.87% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -6,452,518 | -100.0% | -20.20% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -4,111,149 | -100.0% | -40.26% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 21 | Q2 2022 | 73.1% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q4 2022 | 77.1% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2022 | 81.6% |
| SPDR S&P 500 ETF TR | 12 | Q1 2020 | 24.8% |
| VANGUARD INDEX FDS | 11 | Q4 2019 | 12.9% |
| ISHARES TR | 10 | Q4 2019 | 16.9% |
| ISHARES TR | 10 | Q3 2019 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q4 2022 | 59.3% |
| VANGUARD INDEX FDS | 7 | Q3 2019 | 7.0% |
| ISHARES TR | 6 | Q1 2020 | 22.7% |
View SCHRODERS IS Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-11-02 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-08-06 |
View SCHRODERS IS Ltd'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.