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.
INR ADVISORY SERVICES LLC (CIK 1535477) reported $786.3M across 81 reported positions in its SEC 13F filing for 2019-03-31. Largest positions: VEU ($191.5M, 24.36%), VUG ($136.5M, 17.36%), VTV ($131.3M, 16.70%), BND ($114.5M, 14.56%), VO ($46.6M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $191.5M | 24.36% | 3.8M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $136.5M | 17.36% | 872,903 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $131.3M | 16.70% | 1.2M | Added |
| 4 | BND | VANGUARD BD INDEX FD INC | $114.5M | 14.56% | 1.4M | Added |
| 5 | VO | VANGUARD INDEX FDS | $46.6M | 5.92% | 289,756 | Added |
| 6 | VB | VANGUARD INDEX FDS | $45.7M | 5.81% | 298,988 | Added |
| 7 | TIP | ISHARES TR | $45.3M | 5.76% | 400,740 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $45.1M | 5.73% | 807,803 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $23.4M | 2.97% | 269,085 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $1.7M | 0.22% | 51,311 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $1.2M | 0.15% | 41,677 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $999,000 | 0.13% | 35,007 | Added |
| 13 | SPIP | SPDR SERIES TRUST | $284,000 | 0.04% | 5,101 | Added |
| 14 | SPMD | SPDR SERIES TRUST | $285,000 | 0.04% | 8,536 | Added |
| 15 | SPSM | SPDR SER TR | $285,000 | 0.04% | 9,423 | Added |
| 16 | AAPL | APPLE INC | $150,000 | 0.02% | 788 | Hold |
| 17 | SPIB | SPDR SERIES TRUST | $143,000 | 0.02% | 4,174 | Added |
| 18 | CM | CDN IMPERIAL BK COMM TORONTO | $121,000 | 0.02% | 1,536 | Hold |
| 19 | IBB | ISHARES TR | $91,000 | 0.01% | 810 | Hold |
| 20 | KO | COCA COLA CO | $66,000 | 0.01% | 1,413 | Hold |
| 21 | XOM | EXXON MOBIL CORP | $51,000 | 0.01% | 636 | Hold |
| 22 | SAP | SAP SE | $55,000 | 0.01% | 480 | Hold |
| 23 | MGK | VANGUARD WORLD FD | $114,000 | 0.01% | 920 | Hold |
| 24 | VGT | VANGUARD WORLD FDS | $54,000 | 0.01% | 268 | Hold |
| 25 | WTRG | AQUA AMERICA INC | $52,000 | 0.01% | 1,437 | Hold |
Source: SEC Form 13F filings · as of 2019-03-31