Ally Invest Advisors

Ally Invest Advisors as of Sept. 30, 2023

Portfolio Holdings for Ally Invest Advisors

Ally Invest Advisors holds 55 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.6 $177M 411k 429.43
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA) 19.0 $162M 3.7M 43.72
Ishares Tr Core S&p Mcp Etf (IJH) 10.4 $89M 355k 249.35
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 9.3 $79M 1.7M 47.83
Ishares Tr Barclays 7 10 Yr (IEF) 8.2 $70M 763k 91.59
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 5.3 $45M 1.0M 43.78
Ishares Tr Intrm Tr Crp Etf (IGIB) 4.8 $41M 846k 48.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $40M 1.0M 39.21
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $29M 310k 94.33
Ishares Tr Esg Msci Usa Etf (ESGU) 3.4 $29M 305k 93.91
Ishares Tr National Mun Etf (MUB) 2.0 $17M 168k 102.54
Ishares Tr Esg Msci Eafe (ESGD) 1.8 $16M 224k 69.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $8.7M 119k 72.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $8.3M 129k 64.46
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $6.6M 70k 94.04
Ishares Esg Msci Em Etf 0.5 $4.1M 134k 30.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $3.7M 36k 103.32
Ishares Tr Sh Tr Crport Etf (IGSB) 0.4 $3.2M 64k 49.83
Ishares Tr Esg Msci Usa Sml (ESML) 0.4 $3.1M 94k 33.65
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $2.6M 42k 61.89
Select Sector Spdr Tr Technology (XLK) 0.2 $1.5M 9.2k 163.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.4M 20k 70.76
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.3M 36k 34.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.2M 5.8k 212.39
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.1M 25k 45.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.1M 5.4k 194.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $997k 7.6k 130.95
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $959k 12k 82.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $951k 13k 75.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $872k 8.5k 102.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $823k 5.2k 159.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $815k 3.8k 214.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $629k 4.9k 128.74
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $606k 19k 31.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $504k 9.4k 53.52
Vanguard Index Fds Growth Etf (VUG) 0.1 $488k 1.8k 272.28
Select Sector Spdr Tr Financial (XLF) 0.1 $473k 14k 33.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $461k 2.9k 161.01
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $373k 3.7k 101.38
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $367k 6.4k 57.09
Spdr Ser Tr Russell Yield (ONEY) 0.0 $361k 3.9k 91.42
Select Sector Spdr Tr Communication (XLC) 0.0 $356k 5.4k 65.57
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $338k 2.3k 150.26
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $337k 9.0k 37.48
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $330k 12k 28.20
Vanguard Index Fds Value Etf (VTV) 0.0 $312k 2.3k 137.92
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $295k 14k 21.24
Ishares Tr Ishares Tr (XT) 0.0 $286k 5.5k 52.21
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $285k 12k 23.77
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $273k 7.9k 34.73
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $269k 12k 22.16
Ishares Tr Core Msci Eafe (IEFA) 0.0 $232k 3.6k 64.36
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $231k 3.0k 75.91
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $229k 3.3k 68.81
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $215k 8.7k 24.72