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.
SVB Investment Services Inc. (CIK 1806668) reported $161.2M across 42 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: VOO ($44.0M, 27.31%), SCHF ($19.3M, 11.99%), SCHP ($14.0M, 8.66%), REET ($10.8M, 6.68%), BND ($8.2M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $44.0M | 27.31% | 106,050 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $19.3M | 11.99% | 526,403 | Trimmed |
| 3 | SCHP | SCHWAB STRATEGIC TR | $14.0M | 8.66% | 230,030 | Added |
| 4 | REET | ISHARES TR | $10.8M | 6.68% | 368,543 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $8.2M | 5.06% | 102,556 | Trimmed |
| 6 | IEFA | ISHARES TR | $6.3M | 3.88% | 90,054 | Added |
| 7 | IGF | ISHARES TR | $6.0M | 3.74% | 118,424 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 3.71% | 129,720 | Trimmed |
| 9 | IJR | ISHARES TR | $4.7M | 2.93% | 43,828 | Added |
| 10 | EFA | ISHARES TR | $4.0M | 2.50% | 54,817 | Trimmed |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F | $3.5M | 2.17% | 56,240 | New |
| 12 | SCZ | ISHARES TR | $3.2M | 1.97% | 47,794 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $2.7M | 1.69% | 16,765 | Added |
| 14 | IWB | ISHARES TR | $2.3M | 1.46% | 9,388 | Added |
| 15 | BSV | VANGUARD BD INDEX FDS | $2.3M | 1.43% | 29,500 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $2.2M | 1.35% | 10,219 | Added |
| 17 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.19% | 4,231 | Trimmed |
| 18 | IVV | ISHARES TR | $1.7M | 1.05% | 3,739 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $1.6M | 1.02% | 31,339 | Trimmed |
| 20 | VNQ | VANGUARD INDEX FDS | $1.6M | 0.98% | 14,611 | Trimmed |
| 21 | IYE | ISHARES TR | $1.5M | 0.91% | 35,992 | New |
| 22 | IEMG | ISHARES INC | $1.5M | 0.90% | 26,236 | Trimmed |
| 23 | IYM | ISHARES TR | $1.3M | 0.83% | 8,981 | New |
| 24 | IJH | ISHARES TR | $1.1M | 0.66% | 3,949 | Added |
| 25 | IWF | ISHARES TR | $997,000 | 0.62% | 3,591 | Added |
Source: SEC Form 13F filings · as of 2022-03-31