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SVB Wealth Advisory

Latest statistics and disclosures from SVB Investment Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHF, SCHP, REET, BND, and represent 59.70% of SVB Investment Services's stock portfolio.
Added to shares of these 10 stocks: VOO, IEFA, VGK, IGF, VIG, IYE, IYM, VB, SCZ, REET.
Started 5 new stock positions in VXF, VGK, IYE, IYM, Proterra.
Reduced shares in these 10 stocks: BND, VTI, SCHF, SPY, IWR, BSV, VWO, IEMG, VNQ, BNDX.
Sold out of its positions in IWR, VTI.
SVB Investment Services was a net buyer of stock by $19M.
SVB Investment Services has $161M in assets under management (AUM), dropping by 7.18%.
Central Index Key (CIK): 0001806668

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Positions held by SVB Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SVB Investment Services

SVB Investment Services holds 42 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	27.3	$44M	+9%	106k	415.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	12.0	$19M		526k	36.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	8.7	$14M	+3%	230k	60.71	View chart
Ishares Tr Global Reit Etf (REET)	6.7	$11M	+6%	369k	29.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.1	$8.2M	-12%	103k	79.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.9	$6.3M	+140%	90k	69.51	View chart
Ishares Tr Glb Infrastr Etf (IGF)	3.7	$6.0M	+74%	118k	50.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$6.0M	-2%	130k	46.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$4.7M	+2%	44k	107.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$4.0M		55k	73.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.2	$3.5M	NEW	56k	62.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.0	$3.2M	+25%	48k	66.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$2.7M	+227%	17k	162.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$2.3M		9.4k	250.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$2.3M	-7%	30k	77.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$2.2M	+53%	10k	212.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$1.9M	-12%	4.2k	451.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.7M	+5%	3.7k	453.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$1.6M		31k	52.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.6M	-2%	15k	108.34	View chart
Ishares Tr Ishares Dow Jones Us Energy Sector Fund (IYE)	0.9	$1.5M	NEW	36k	40.93	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.5M	-4%	26k	55.53	View chart
Ishares Tr Ishares Trust Dj Us Bas (IYM)	0.8	$1.3M	NEW	9.0k	149.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.1M	+2%	3.9k	268.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$997k	+18%	3.6k	277.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$987k		4.2k	237.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$971k		14k	71.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$843k		19k	45.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$777k		2.7k	287.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$657k		4.0k	165.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$593k		4.0k	147.84	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$504k		1.2k	416.19	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.3	$493k		10k	48.06	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$466k		7.2k	64.62	View chart
Proterra Proterra Inc Com	0.2	$380k	NEW	51k	7.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$375k		3.7k	100.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$326k	+44%	4.3k	76.44	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$273k		2.5k	109.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$246k		679.00	362.30	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$240k		3.1k	77.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$214k		1.4k	155.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$210k	NEW	1.3k	166.01	View chart

Past Filings by SVB Investment Services

SEC 13F filings are viewable for SVB Investment Services going back to 2019

SVB Investment Services 2022 Q1 filed May 10, 2022
SVB Wealth Advisory 2021 Q4 filed Feb. 11, 2022
SVB Wealth Advisory 2021 Q3 filed Oct. 18, 2021
SVB Wealth Advisory 2021 Q2 filed Aug. 13, 2021
SVB Wealth Advisory 2021 Q1 filed May 4, 2021
SVB Wealth Advisory 2020 Q4 filed Feb. 4, 2021
SVB Wealth Advisory 2020 Q3 filed Oct. 7, 2020
SVB Wealth Advisory 2020 Q2 filed July 20, 2020
SVB Wealth Advisory 2020 Q1 filed May 11, 2020
SVB Wealth Advisory 2019 Q4 filed March 24, 2020

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