Ally Invest Advisors

Ally Invest Advisors as of March 31, 2023

Portfolio Holdings for Ally Invest Advisors

Ally Invest Advisors holds 48 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.9 $177M 431k 411.08
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA) 19.7 $167M 3.7M 45.17
Ishares Tr Core S&p Mcp Etf (IJH) 10.6 $90M 358k 250.16
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 9.5 $80M 1.6M 48.92
Ishares Tr Barclays 7 10 Yr (IEF) 8.8 $74M 749k 99.12
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 5.6 $47M 1.0M 46.55
Ishares Tr Intrm Tr Crp Etf (IGIB) 5.2 $44M 852k 51.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $39M 961k 40.40
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $29M 301k 96.70
Ishares Tr Esg Msci Usa Etf (ESGU) 3.0 $26M 284k 90.45
Ishares Tr National Mun Etf (MUB) 2.1 $18M 165k 107.74
Ishares Tr Esg Msci Eafe (ESGD) 1.8 $15M 213k 71.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $4.1M 63k 65.17
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $3.9M 60k 65.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $3.9M 37k 105.50
Ishares Esg Msci Em Etf 0.4 $3.7M 117k 31.48
Ishares Tr Sh Tr Crport Etf (IGSB) 0.4 $3.5M 69k 50.54
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $3.3M 34k 99.64
Ishares Tr Esg Msci Usa Sml (ESML) 0.3 $2.8M 83k 33.99
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $2.7M 44k 61.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.3M 18k 73.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.2M 5.7k 204.10
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.0M 31k 33.07
Select Sector Spdr Tr Technology (XLK) 0.1 $978k 6.5k 151.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $555k 7.3k 76.49
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $544k 6.3k 86.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $530k 2.7k 194.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $497k 9.0k 55.21
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $473k 4.5k 104.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $470k 3.5k 134.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $408k 1.9k 216.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $394k 2.5k 158.74
Vanguard Index Fds Growth Etf (VUG) 0.0 $392k 1.6k 249.45
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $382k 2.9k 129.46
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $365k 7.6k 48.06
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $357k 11k 32.49
Spdr Ser Tr Russell Yield (ONEY) 0.0 $344k 3.7k 94.30
Ishares Tr Broad Usd High (USHY) 0.0 $342k 9.6k 35.55
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $324k 8.5k 37.86
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $322k 5.4k 59.59
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $306k 11k 28.56
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $291k 1.9k 149.54
Select Sector Spdr Tr Financial (XLF) 0.0 $281k 8.7k 32.15
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $240k 2.4k 101.20
Vanguard Index Fds Value Etf (VTV) 0.0 $227k 1.6k 138.08
Ishares Tr Ishares Tr (XT) 0.0 $222k 4.2k 52.69
Select Sector Spdr Tr Communication (XLC) 0.0 $216k 3.7k 57.98
Ishares Tr Core Msci Eafe (IEFA) 0.0 $202k 3.0k 66.85