Scottrade Investment Management 13F Holdings · last filed Q3 2017
Scottrade Investment Management reported 8 securities worth $1.84B in its SEC 13F filing for Q3 2017 (period ended 2017-09-30). Top holdings: IVW (23.17%), IVE (20.26%), AGG (15.19%). Among its top 25 positions this quarter: 1 new, 7 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | iShares S&P 500 Growth | $425.7M | 23.17% | 3.0M | Added |
| 2 | IVE | iShares S&P 500 Value | $372.4M | 20.26% | 3.5M | Added |
| 3 | AGG | iShares Core US Aggregate Bond | $279.1M | 15.19% | 2.5M | Added |
| 4 | IEFA | iShares Tr Core MSCI EAFE | $240.9M | 13.11% | 3.8M | Added |
| 5 | IJH | iShares Core S&P Mid-Cap | $171.1M | 9.31% | 956,515 | Added |
| 6 | HYG | iShares iBoxx $ High Yield Corporate Bd | $127.8M | 6.95% | 1.4M | Added |
| 7 | TIP | iShares TIPS Bond | $116.5M | 6.34% | 1.0M | Added |
| 8 | IJR | iShares Core S&P Small-Cap | $104.2M | 5.67% | 1.4M | New |
Source: SEC Form 13F filings · as of 2017-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR