SVB Investment Services Inc.

13F Portfolio Filings

Latest 13F report
Q1 2022 - May 10, 2022
Value $
$161M
Signature - Title
Bill Scoggins - MG. DIR. INV. OPS
Location
2750 East Cottonwood Parkway, Suite 420, Salt Lake City, UT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 42 $161M +$21.9M -$3.07M +$18.8M VOO, SCHF, SCHP, REET, BND 13F-HR 5/10/2022, 05:13 PM
Q4 2021 39 $150M +$5.8M -$13.4M -$7.58M VOO, SCHF, SCHP, REET, BND 13F-HR 2/11/2022, 03:42 PM
Q3 2021 37 $150M +$4.72M -$3.01M +$1.7M VOO, SCHF, SCHP, BND, VWO 13F-HR 10/18/2021, 04:24 PM
Q2 2021 37 $150M +$19.5M -$874K +$18.6M VOO, SCHF, SCHP, VWO, BND 13F-HR 8/13/2021, 12:09 PM
Q1 2021 36 $126M +$1.97M -$10.3M -$8.3M VOO, SCHF, SCHP, BND, VWO 13F-HR 5/4/2021, 12:01 PM
Q4 2020 63 $129M +$3.35M -$4.84M -$1.49M VOO, SCHF, SCHP, VWO, BND 13F-HR 2/4/2021, 05:26 PM
Q3 2020 59 $118M +$7.75M -$4.8M +$2.95M VOO, SCHF, SCHP, BND, VWO 13F-HR 10/7/2020, 01:48 PM
Q2 2020 57 $109M +$7.71M -$31.7M -$24M VOO, SCHF, SCHP, BND, VWO 13F-HR 7/20/2020, 11:56 AM
Q1 2020 55 $115M +$34.6M -$5.95M +$28.7M VOO, SCHF, SCHP, VWO, BND 13F-HR 5/11/2020, 02:47 PM
Q4 2019 56 $105M $0 $0 VOO, SCHF, SCHP, BND, REET 13F-HR 3/24/2020, 10:24 AM