HoldingsChannel.com
55I LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 250,872 +169,023 $19,269
     SCHX250,872+169,023$19,269
ISHARES TR (IVV) 54,474 +18,545 $17,608
     IVV54,474+18,545$17,608
SCHWAB STRATEGIC TR 179,206 +19,524 $9,844
     SCHR179,206+19,524$9,844
SCHWAB STRATEGIC TR 288,269 +114,158 $9,694
     SCHF288,269+114,158$9,694
ISHARES TR (IEFA) 119,205 +39,210 $7,777
     IEFA119,205+39,210$7,777
SPDR SERIES TRUST (BIL) 84,966 -168,537 $7,768
     BIL84,966-168,537$7,768
SPDR SERIES TRUST (SPTM) 183,684 +49,259 $7,322
     SPTM183,684+49,259$7,322
SCHWAB STRATEGIC TR 136,411 -304,136 $6,886
     SCHO136,411-304,136$6,886
FIDELITY COVINGTON TR 105,361 +47,692 $5,241
     FHLC105,361+47,692$5,241
FIDELITY COVINGTON TR 70,660 +46,309 $5,121
     FTEC70,660+46,309$5,121
VANGUARD TAX MANAGED INTL FD (VEA) 106,529 +10,020 $4,694
     VEA106,529+10,020$4,694
FIDELITY COVINGTON TR 91,927 +32,732 $4,435
     FDIS91,927+32,732$4,435
ISHARES INC (IEMG) 81,557 +14,187 $4,384
     IEMG81,557+14,187$4,384
FIDELITY COVINGTON TR 115,296 +61,464 $4,124
     FCOM115,296+61,464$4,124
FIDELITY COVINGTON TR 90,768 +41,519 $4,032
     FNCL90,768+41,519$4,032
PIMCO ETF TR (CORP) 32,193 +4,717 $3,540
     CORP32,193+4,717$3,540
SCHWAB STRATEGIC TR 122,754 +45,874 $3,360
     SCHE122,754+45,874$3,360
ISHARES TR (IEI) 25,773 +2,794 $3,241
     IEI25,773+2,794$3,241
ISHARES TR (GOVT) 122,079 +122,079 $3,167
     GOVT122,079+122,079$3,167
JPMORGAN CHASE & CO 22,098 +3,463 $3,080
     JPM22,098+3,463$3,080
SPDR INDEX SHS FDS (SPDW) 97,903 +29,795 $3,069
     SPDW97,903+29,795$3,069
SELECT SECTOR SPDR TR (XLK) 32,816 +7,995 $3,008
     XLK32,816+7,995$3,008
SCHWAB STRATEGIC TR 38,513 -6,180 $2,961
     SCHB38,513-6,180$2,961
ISHARES TR (SHV) 25,928 -47,916 $2,864
     SHV25,928-47,916$2,864
VANGUARD INDEX FDS (VV) 19,297 -2,306 $2,853
     VV19,297-2,306$2,853
ISHARES TR (MBB) 25,091 +16,929 $2,711
     MBB25,091+16,929$2,711
VANGUARD SCOTTSDALE FDS (VMBS) 49,315 +380 $2,622
     VMBS49,315+380$2,622
ISHARES TR (LQD) 20,480 +3,964 $2,621
     LQD20,480+3,964$2,621
VANGUARD WORLD FDS (VIS) 16,597 +1,547 $2,554
     VIS16,597+1,547$2,554
SELECT SECTOR SPDR TR (XLF) 73,557 +12,160 $2,264
     XLF73,557+12,160$2,264
FIDELITY COVINGTON TR 58,917 +26,263 $2,221
     FSTA58,917+26,263$2,221
INVESCO EXCHNG TRADED FD TR (PCY) 65,997 +8,057 $1,952
     PCY65,997+8,057$1,952
FIDELITY COVINGTON TR 42,726 +31,269 $1,796
     FIDU42,726+31,269$1,796
VANGUARD WORLD FDS (VCR) 9,168 -865 $1,737
     VCR9,168-865$1,737
SELECT SECTOR SPDR TR (XLV) 16,358 +6,726 $1,666
     XLV16,358+6,726$1,666
VANGUARD WORLD FDS (VFH) 20,220 +716 $1,542
     VFH20,220+716$1,542
VANGUARD WORLD FDS (VGT) 6,277 +373 $1,537
     VGT6,277+373$1,537
SELECT SECTOR SPDR TR (XLY) 11,716 +3,736 $1,469
     XLY11,716+3,736$1,469
SPDR INDEX SHS FDS (SPEM) 37,787 +10,367 $1,420
     SPEM37,787+10,367$1,420
SELECT SECTOR SPDR TR (XLC) 26,110 +4,522 $1,400
     XLC26,110+4,522$1,400
ISHARES TR (ITOT) 19,011 -2,655 $1,382
     ITOT19,011-2,655$1,382
ISHARES TR (QUAL) 13,408 +13,408 $1,354
     QUAL13,408+13,408$1,354
SELECT SECTOR SPDR TR (XLP) 21,003 +7,323 $1,323
     XLP21,003+7,323$1,323
VANGUARD CHARLOTTE FDS (BNDX) 22,378 -10,840 $1,266
     BNDX22,378-10,840$1,266
FIDELITY COVINGTON TR 45,283 +18,770 $1,262
     FREL45,283+18,770$1,262
FIDELITY COVINGTON TR 29,508 +6,967 $1,248
     FUTY29,508+6,967$1,248
SELECT SECTOR SPDR TR (XLI) 14,903 +6,273 $1,214
     XLI14,903+6,273$1,214
VANGUARD INTL EQUITY INDEX F (VWO) 26,889 +11,972 $1,196
     VWO26,889+11,972$1,196
ISHARES INC (EWJ) 18,853 -105 $1,117
     EWJ18,853-105$1,117
ISHARES TR (USMV) 15,963 +10,324 $1,047
     USMV15,963+10,324$1,047

See Full List: All Stocks Held By 55I LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By 55I LLC

Size ($ in 1000's)
At 12/31/2019: $233,688
At 09/30/2019: $204,720

55I LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 55I LLC 13F filings. Link to 13F filings: SEC filings

55I LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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