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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

IBBOTSON ASSOCIATES INC 13F Holdings -- Portfolio & Top Positions (2015-12-31)

IBBOTSON ASSOCIATES INC (CIK 1092688) reported $193.2M across 20 reported positions in its SEC 13F filing for 2015-12-31. Largest positions: BND ($41.0M, 21.24%), VUG ($24.6M, 12.72%), VTV ($20.7M, 10.72%), BSV ($20.0M, 10.38%), VEA ($18.6M, 9.64%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BNDVANGUARD BD INDEX FD INC$41.0M21.24%508,082Added
2VUGVANGUARD INDEX FDS$24.6M12.72%231,012Added
3VTVVANGUARD INDEX FDS$20.7M10.72%254,160Added
4BSVVANGUARD BD INDEX FD INC$20.0M10.38%251,937Added
5VEAVANGUARD TAX MANAGED INTL FD$18.6M9.64%507,234Trimmed
6SCZISHARES$9.7M5.03%194,593Added
7VOEVANGUARD INDEX FDS$7.7M3.97%89,277Trimmed
8PSPPOWERSHARES ETF TRUST$6.8M3.52%645,962Added
9VBKVANGUARD INDEX FDS$6.6M3.39%54,000Trimmed
10IVVISHARES TR$6.5M3.37%31,804Added
11VOTVANGUARD INDEX FDS$6.2M3.19%61,816Trimmed
12EMBISHARES TR$4.4M2.29%41,863Added
13JNKSPDR SERIES TRUST$3.7M1.90%107,992Added
14BWXSPDR SERIES TRUST$3.4M1.76%66,013Added
15TIPISHARES TR$3.2M1.68%29,537Added
16VBRVANGUARD INDEX FDS$2.5M1.30%25,519Trimmed
17VNQVANGUARD INDEX FDS$2.4M1.25%30,228Added
18VWOVANGUARD INTL EQUITY INDEX F$2.0M1.02%60,171Added
19DJPBARCLAYS BK PLC$1.7M0.87%78,585Added
20IWSISHARES TR$1.5M0.75%21,164Added
21WPSISHARES TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2015-12-31