Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IWY) | 406,249 | +148,336 | $71,386 |
IWY | 406,249 | +148,336 | $71,386 |
ISHARES TR (GVI) | 528,656 | -8,576 | $55,382 |
GVI | 528,656 | -8,576 | $55,382 |
ISHARES TR (IWX) | 693,005 | +175,242 | $49,351 |
IWX | 693,005 | +175,242 | $49,351 |
ISHARES TR (IEFA) | 646,567 | +349,125 | $45,608 |
IEFA | 646,567 | +349,125 | $45,608 |
ISHARES TR (AGG) | 376,614 | +376,614 | $38,104 |
AGG | 376,614 | +376,614 | $38,104 |
ISHARES INC (IEMG) | 496,541 | +295,448 | $27,785 |
IEMG | 496,541 | +295,448 | $27,785 |
ISHARES TR (MUB) | 204,592 | +79,842 | $23,605 |
MUB | 204,592 | +79,842 | $23,605 |
ISHARES TR (IWS) | 190,552 | +122,129 | $22,669 |
IWS | 190,552 | +122,129 | $22,669 |
J P MORGAN EXCHANGE TRADED F (JQUA) | 413,740 | +98,158 | $20,037 |
JQUA | 413,740 | +98,158 | $20,037 |
J P MORGAN EXCHANGE TRADED F (JVAL) | 504,547 | +261,385 | $19,935 |
JVAL | 504,547 | +261,385 | $19,935 |
VANGUARD INDEX FDS (VNQ) | 144,238 | +125,095 | $12,745 |
VNQ | 144,238 | +125,095 | $12,745 |
ISHARES TR (IWP) | 114,955 | +57,469 | $12,732 |
IWP | 114,955 | +57,469 | $12,732 |
VANGUARD SCOTTSDALE FDS (VTWO) | 137,822 | +79,595 | $11,177 |
VTWO | 137,822 | +79,595 | $11,177 |
ISHARES TR (TLH) | 59,462 | +15,293 | $6,508 |
TLH | 59,462 | +15,293 | $6,508 |
ISHARES TR (SCZ) | 86,793 | +63,863 | $5,321 |
SCZ | 86,793 | +63,863 | $5,321 |
PROSHARES TR (TOLZ) | 113,069 | +88,379 | $5,211 |
TOLZ | 113,069 | +88,379 | $5,211 |
VANECK ETF TRUST (EMLC) | 164,348 | +16,362 | $4,319 |
EMLC | 164,348 | +16,362 | $4,319 |
SPDR SER TR (JNK) | 33,677 | +23,401 | $3,194 |
JNK | 33,677 | +23,401 | $3,194 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 43,461 | +43,461 | $1,851 |
VNQI | 43,461 | +43,461 | $1,851 |
VANGUARD WHITEHALL FDS (VYMI) | 16,880 | -4,024 | $1,122 |
VYMI | 16,880 | -4,024 | $1,122 |
VANGUARD SCOTTSDALE FDS (VTWV) | 7,657 | -81 | $1,046 |
VTWV | 7,657 | -81 | $1,046 |
VANGUARD WHITEHALL FDS (VYM) | 6,603 | -1,691 | $737 |
VYM | 6,603 | -1,691 | $737 |
ISHARES TR (EFV) | 12,998 | -472 | $677 |
EFV | 12,998 | -472 | $677 |
INVESCO EXCH TRADED FD TR II (BKLN) | 30,553 | -7,645 | $647 |
BKLN | 30,553 | -7,645 | $647 |
ISHARES TR (IEF) | 6,335 | -126 | $611 |
IEF | 6,335 | -126 | $611 |
ISHARES TR (FALN) | 21,807 | -5,389 | $576 |
FALN | 21,807 | -5,389 | $576 |
ISHARES TR (IJJ) | 4,954 | -10 | $565 |
IJJ | 4,954 | -10 | $565 |
ISHARES TR (ACWI) | 5,433 | -1,570 | $553 |
ACWI | 5,433 | -1,570 | $553 |
ISHARES TR (USMV) | 6,912 | -64,195 | $539 |
USMV | 6,912 | -64,195 | $539 |
VANGUARD SCOTTSDALE FDS (VTWG) | 2,851 | -93 | $523 |
VTWG | 2,851 | -93 | $523 |
ISHARES TR (IWD) | 2,362 | -108 | $390 |
IWD | 2,362 | -108 | $390 |
ISHARES TR (MBB) | 3,590 | -811 | $338 |
MBB | 3,590 | -811 | $338 |
ISHARES TR (EMB) | 3,444 | -115 | $307 |
EMB | 3,444 | -115 | $307 |
VANECK ETF TRUST (ITM) | 6,276 | +6,276 | $295 |
ITM | 6,276 | +6,276 | $295 |
SPDR S&P 500 ETF TR (SPY) | 571 | -9 | $271 |
SPY | 571 | -9 | $271 |
VANGUARD BD INDEX FDS (BND) | 3,199 | UNCH | $235 |
BND | 3,199 | UNCH | $235 |
See Full List: All Stocks Held By First Citizens Asset Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By First Citizens Asset Management Inc.
Size ($ in 1000's)
At 12/31/2023: $446,565 At 09/30/2023: $235,277 First Citizens Asset Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Citizens Asset Management Inc. 13F filings. Link to 13F filings: SEC filings |