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.
OIKOS HOLDINGS LLC (CIK 1548880) reported $422.1M across 9 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: VTI ($125.6M, 29.76%), VXUS ($117.2M, 27.76%), ITOT ($39.0M, 9.24%), SCHP ($38.2M, 9.05%), VXF ($37.7M, 8.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $125.6M | 29.76% | 469,580 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $117.2M | 27.76% | 1.9M | Hold |
| 3 | ITOT | ISHARES TR | $39.0M | 9.24% | 328,483 | Trimmed |
| 4 | SCHP | SCHWAB STRATEGIC TR | $38.2M | 9.05% | 734,367 | New |
| 5 | VXF | VANGUARD INDEX FDS | $37.7M | 8.93% | 223,210 | Trimmed |
| 6 | VNQ | VANGUARD INDEX FDS | $30.6M | 7.25% | 365,466 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $18.8M | 4.45% | 37,567 | Hold |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $11.9M | 2.81% | 202,551 | Trimmed |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $3.2M | 0.75% | 40,865 | Trimmed |
Source: SEC Form 13F filings · as of 2024-06-30