| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,265 | -100.0% | -0.13% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,373 | -100.0% | -0.13% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -3,100 | -100.0% | -0.15% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -679 | -100.0% | -0.15% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -2,488 | -100.0% | -0.17% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -4,265 | -100.0% | -0.20% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -3,716 | -100.0% | -0.23% | – |
| PTRA | Exit | PROTERRA INC | $0 | – | -50,480 | -100.0% | -0.24% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -7,211 | -100.0% | -0.29% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -10,259 | -100.0% | -0.31% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,211 | -100.0% | -0.31% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -4,011 | -100.0% | -0.37% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -3,959 | -100.0% | -0.41% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,700 | -100.0% | -0.48% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -18,669 | -100.0% | -0.52% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -13,605 | -100.0% | -0.60% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -4,151 | -100.0% | -0.61% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -3,591 | -100.0% | -0.62% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,949 | -100.0% | -0.66% | – |
| IYM | Exit | ISHARES TRishares trust dj us bas | $0 | – | -8,981 | -100.0% | -0.83% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -26,236 | -100.0% | -0.90% | – |
| IYE | Exit | ISHARES TRishares dow jones us energy sector fund | $0 | – | -35,992 | -100.0% | -0.91% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -14,611 | -100.0% | -0.98% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -31,339 | -100.0% | -1.02% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -3,739 | -100.0% | -1.05% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,231 | -100.0% | -1.18% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -10,219 | -100.0% | -1.35% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -29,500 | -100.0% | -1.43% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -9,388 | -100.0% | -1.46% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -16,765 | -100.0% | -1.69% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -47,794 | -100.0% | -1.97% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -56,240 | -100.0% | -2.17% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -54,817 | -100.0% | -2.50% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -43,828 | -100.0% | -2.93% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -129,720 | -100.0% | -3.71% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -118,424 | -100.0% | -3.74% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -90,054 | -100.0% | -3.88% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -102,556 | -100.0% | -5.06% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -368,543 | -100.0% | -6.68% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -230,030 | -100.0% | -8.66% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -526,403 | -100.0% | -11.99% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -106,050 | -100.0% | -27.31% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF USD | 10 | Q1 2022 | 35.8% |
| SCHWAB STRATEGIC TR INTL EQUITY ETF | 10 | Q1 2022 | 16.8% |
| SCHWAB STRATEGIC TR US TIPS ETF | 10 | Q1 2022 | 11.9% |
| VANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF | 10 | Q1 2022 | 6.7% |
| VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | 10 | Q1 2022 | 6.8% |
| ISHARES TRUST GLOBAL REIT ETF | 10 | Q1 2022 | 7.1% |
| ISHARES TR | 10 | Q1 2022 | 4.3% |
| ISHARES TR | 10 | Q1 2022 | 3.7% |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 10 | Q1 2022 | 2.9% |
| ISHARES TR EAFE SML CP ETF | 10 | Q1 2022 | 2.9% |
View SVB Investment Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-10-07 |
| 13F-HR | 2020-07-20 |
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-03-24 |
View SVB Investment Services 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.