Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IFC Holdings Incorporated/FL (CIK 1492375) reported $1.45B across 491 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: VEA ($92.2M, 6.34%), VTV ($77.3M, 5.31%), VUG ($71.9M, 4.94%), BSV ($67.4M, 4.63%), BNDX ($55.4M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $92.2M | 6.34% | 2.1M | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $77.3M | 5.31% | 727,440 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $71.9M | 4.94% | 511,217 | Trimmed |
| 4 | BSV | VANGUARD BD INDEX FD INC | $67.4M | 4.63% | 851,936 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $55.4M | 3.81% | 1.0M | Added |
| 6 | AGG | ISHARES TR | $49.6M | 3.41% | 453,446 | Added |
| 7 | IVW | ISHARES TR | $48.8M | 3.36% | 319,517 | Added |
| 8 | IVE | ISHARES TR | $46.6M | 3.20% | 407,937 | Added |
| 9 | BLV | VANGUARD BD INDEX FD INC | $33.9M | 2.33% | 356,521 | Added |
| 10 | IEFA | ISHARES TR | $31.5M | 2.16% | 476,495 | Added |
| 11 | IJH | ISHARES TR | $27.5M | 1.89% | 144,755 | Trimmed |
| 12 | BIV | VANGUARD BD INDEX FD INC | $27.3M | 1.88% | 325,760 | Trimmed |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $27.0M | 1.86% | 515,467 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $25.5M | 1.76% | 556,561 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $22.9M | 1.57% | 154,908 | Trimmed |
| 16 | IJR | ISHARES TR | $20.9M | 1.44% | 271,725 | Added |
| 17 | QQQ | POWERSHARES QQQ TRUST | $20.7M | 1.43% | 133,218 | Added |
| 18 | IVV | ISHARES TR | $20.4M | 1.40% | 75,841 | Added |
| 19 | HYG | ISHARES TR | $17.7M | 1.22% | 203,214 | Trimmed |
| 20 | IEMG | ISHARES INC | $16.4M | 1.13% | 289,168 | Added |
| 21 | AAPL | APPLE INC | $15.5M | 1.07% | 91,667 | Trimmed |
| 22 | SPY | SPDR S&P 500 ETF TR | $14.9M | 1.02% | 55,804 | Trimmed |
| 23 | MDY | SPDR S&P MIDCAP 400 ETF TR | $13.4M | 0.92% | 38,825 | Added |
| 24 | IWF | ISHARES TR | $13.0M | 0.89% | 96,474 | Trimmed |
| 25 | IWD | ISHARES TR | $12.1M | 0.83% | 97,269 | Added |
Source: SEC Form 13F filings · as of 2017-12-31