Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 401,788 | -9,168 | $191,906 |
IVV | 401,788 | -9,168 | $191,906 |
VANGUARD TAX MANAGED INTL (VEA) | 3,745,258 | +38,499 | $179,398 |
VEA | 3,745,258 | +38,499 | $179,398 |
ISHARES TR (IJH) | 355,783 | +511 | $98,605 |
IJH | 355,783 | +511 | $98,605 |
VANGUARD CHARLOTTE FDS (BNDX) | 1,650,310 | -4,763 | $81,468 |
BNDX | 1,650,310 | -4,763 | $81,468 |
ISHARES TR (IEF) | 755,208 | -8,122 | $72,794 |
IEF | 755,208 | -8,122 | $72,794 |
VANGUARD SCOTTSDALE FDS (VMBS) | 1,028,165 | -6,293 | $47,666 |
VMBS | 1,028,165 | -6,293 | $47,666 |
VANGUARD INTL EQUITY INDEX F (VWO) | 1,080,964 | +51,783 | $44,428 |
VWO | 1,080,964 | +51,783 | $44,428 |
ISHARES TR (IGIB) | 828,616 | -17,267 | $43,088 |
IGIB | 828,616 | -17,267 | $43,088 |
ISHARES TR (IJR) | 313,494 | +3,139 | $33,936 |
IJR | 313,494 | +3,139 | $33,936 |
ISHARES TR (ESGU) | 315,643 | +10,305 | $33,117 |
ESGU | 315,643 | +10,305 | $33,117 |
ISHARES TR (MUB) | 165,000 | -2,511 | $17,888 |
MUB | 165,000 | -2,511 | $17,888 |
ISHARES TR (ESGD) | 233,196 | +8,828 | $17,616 |
ESGD | 233,196 | +8,828 | $17,616 |
SCHWAB STRATEGIC TR | 145,521 | +26,435 | $12,072 |
SCHG | 145,521 | +26,435 | $12,072 |
SCHWAB STRATEGIC TR | 162,596 | +33,462 | $11,398 |
SCHV | 162,596 | +33,462 | $11,398 |
ISHARES TR (AGG) | 79,681 | +9,602 | $7,908 |
AGG | 79,681 | +9,602 | $7,908 |
VANGUARD WHITEHALL FDS INC (VYM) | 34,482 | -1,341 | $3,849 |
VYM | 34,482 | -1,341 | $3,849 |
ISHARES TR (ESML) | 99,482 | +5,928 | $3,781 |
ESML | 99,482 | +5,928 | $3,781 |
ISHARES INC (HEWU) | 144,425 | +10,232 | $3,584 |
HEWU | 144,425 | +10,232 | $3,584 |
ISHARES TR (IGSB) | 61,669 | -2,123 | $3,162 |
IGSB | 61,669 | -2,123 | $3,162 |
VANGUARD WHITEHALL FDS INC (VYMI) | 40,067 | -1,600 | $2,664 |
VYMI | 40,067 | -1,600 | $2,664 |
SELECT SECTOR SPDR TR (XLK) | 9,621 | +462 | $1,852 |
XLK | 9,621 | +462 | $1,852 |
ISHARES TR (USXF) | 38,162 | +2,001 | $1,520 |
USXF | 38,162 | +2,001 | $1,520 |
VANGUARD INDEX FDS (VOT) | 6,858 | +1,426 | $1,506 |
VOT | 6,858 | +1,426 | $1,506 |
SCHWAB STRATEGIC TR | 19,146 | -544 | $1,458 |
SCHD | 19,146 | -544 | $1,458 |
VANGUARD INDEX FDS (VOE) | 9,725 | +2,110 | $1,410 |
VOE | 9,725 | +2,110 | $1,410 |
ISHARES TR (EAGG) | 27,522 | +2,821 | $1,314 |
EAGG | 27,522 | +2,821 | $1,314 |
VANGUARD INDEX FDS (VTI) | 5,494 | -335 | $1,303 |
VTI | 5,494 | -335 | $1,303 |
ISHARES TR (EMB) | 13,604 | +1,980 | $1,212 |
EMB | 13,604 | +1,980 | $1,212 |
VANGUARD INDEX FDS (VBR) | 6,516 | +1,358 | $1,173 |
VBR | 6,516 | +1,358 | $1,173 |
VANGUARD BD INDEX FDS (BSV) | 15,184 | +2,527 | $1,170 |
BSV | 15,184 | +2,527 | $1,170 |
VANGUARD INDEX FDS (VBK) | 4,801 | +998 | $1,161 |
VBK | 4,801 | +998 | $1,161 |
ISHARES TR (SUB) | 9,847 | +1,375 | $1,038 |
SUB | 9,847 | +1,375 | $1,038 |
SELECT SECTOR SPDR TR (XLV) | 5,561 | +677 | $758 |
XLV | 5,561 | +677 | $758 |
SPDR SER TR (SPIB) | 22,858 | +3,585 | $750 |
SPIB | 22,858 | +3,585 | $750 |
VANGUARD INDEX FDS (VTV) | 4,444 | +2,180 | $664 |
VTV | 4,444 | +2,180 | $664 |
VANGUARD INDEX FDS (VUG) | 1,964 | +172 | $610 |
VUG | 1,964 | +172 | $610 |
SELECT SECTOR SPDR TR (XLF) | 16,054 | +1,800 | $604 |
XLF | 16,054 | +1,800 | $604 |
SELECT SECTOR SPDR TR (XLY) | 3,128 | +262 | $559 |
XLY | 3,128 | +262 | $559 |
VANGUARD STAR FDS (VXUS) | 9,004 | -412 | $522 |
VXUS | 9,004 | -412 | $522 |
SELECT SECTOR SPDR TR (XLI) | 4,061 | +382 | $463 |
XLI | 4,061 | +382 | $463 |
ISHARES TR (DMXF) | 6,924 | +504 | $442 |
DMXF | 6,924 | +504 | $442 |
VANGUARD BD INDEX FDS (BND) | 5,739 | +5,739 | $422 |
BND | 5,739 | +5,739 | $422 |
SELECT SECTOR SPDR TR (XLC) | 5,773 | +349 | $419 |
XLC | 5,773 | +349 | $419 |
ISHARES TR (CRBN) | 2,516 | +264 | $416 |
CRBN | 2,516 | +264 | $416 |
SPDR SER TR (SPLB) | 16,804 | +2,896 | $400 |
SPLB | 16,804 | +2,896 | $400 |
SPDR SER TR (ONEY) | 3,755 | -193 | $378 |
ONEY | 3,755 | -193 | $378 |
WISDOMTREE TR | 11,097 | -605 | $357 |
DES | 11,097 | -605 | $357 |
ISHARES TR (IEFA) | 5,053 | +1,442 | $355 |
IEFA | 5,053 | +1,442 | $355 |
WISDOMTREE TR | 8,569 | -431 | $349 |
DEM | 8,569 | -431 | $349 |
ISHARES TR (XT) | 5,763 | +295 | $345 |
XT | 5,763 | +295 | $345 |
See Full List: All Stocks Held By Ally Invest Advisors Inc.
— Including:
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Biggest exits
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See Details: Top 10 Stocks Held By Ally Invest Advisors Inc.
Size ($ in 1000's)
At 12/31/2023: $937,763 At 09/30/2023: $854,444 Ally Invest Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ally Invest Advisors Inc. 13F filings. Link to 13F filings: SEC filings |