Ally Invest Advisors as of Dec. 31, 2019
Portfolio Holdings for Ally Invest Advisors
Ally Invest Advisors holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 23.2 | $61M | 190k | 323.24 | |
Vanguard Europe Pacific ETF (VEA) | 20.7 | $55M | 1.2M | 44.06 | |
iShares S&P MidCap 400 Index (IJH) | 11.6 | $31M | 149k | 205.82 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 10.7 | $28M | 501k | 56.58 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 9.9 | $26M | 238k | 110.22 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.3 | $17M | 311k | 53.17 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 6.0 | $16M | 275k | 57.98 | |
Vanguard Emerging Markets ETF (VWO) | 5.1 | $13M | 301k | 44.47 | |
iShares S&P SmallCap 600 Index (IJR) | 3.8 | $9.9M | 118k | 83.85 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $4.7M | 41k | 113.92 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $726k | 14k | 53.62 | |
Ishares Tr etf msci usa (ESGU) | 0.2 | $646k | 9.1k | 71.32 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $513k | 5.5k | 93.75 | |
Ishares Tr msci eafe esg (ESGD) | 0.1 | $374k | 5.4k | 68.72 | |
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.1 | $351k | 5.5k | 63.93 |