Notify me when SVB Investment Services Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2022 | 42 | $161,205,000 | +$21,909,749 | -$3,065,947 | +$18,843,802 | VOO, SCHF, SCHP, REET, BND | 13F-HR | 10 May 2022, 17:13 |
| Q4 2021 | 39 | $150,410,000 | +$5,797,467 | -$13,377,295 | -$7,579,828 | VOO, SCHF, SCHP, REET, BND | 13F-HR | 11 Feb 2022, 15:42 |
| Q3 2021 | 37 | $150,004,000 | +$4,715,242 | -$3,014,601 | +$1,700,641 | VOO, SCHF, SCHP, BND, VWO | 13F-HR | 18 Oct 2021, 16:24 |
| Q2 2021 | 37 | $149,980,000 | +$19,450,525 | -$873,531 | +$18,576,994 | VOO, SCHF, SCHP, VWO, BND | 13F-HR | 13 Aug 2021, 12:09 |
| Q1 2021 | 36 | $125,535,000 | +$1,971,484 | -$10,269,765 | -$8,298,281 | VOO, SCHF, SCHP, BND, VWO | 13F-HR | 04 May 2021, 12:01 |
| Q4 2020 | 63 | $128,798,000 | +$3,345,227 | -$4,837,213 | -$1,491,986 | VOO, SCHF, SCHP, VWO, BND | 13F-HR | 04 Feb 2021, 17:26 |
| Q3 2020 | 59 | $117,995,000 | +$7,748,365 | -$4,800,092 | +$2,948,273 | VOO, SCHF, SCHP, BND, VWO | 13F-HR | 07 Oct 2020, 13:48 |
| Q2 2020 | 57 | $109,239,000 | +$7,709,120 | -$31,681,953 | -$23,972,833 | VOO, SCHF, SCHP, BND, VWO | 13F-HR | 20 Jul 2020, 11:56 |
| Q1 2020 | 55 | $115,379,000 | +$34,621,620 | -$5,948,677 | +$28,672,943 | VOO, SCHF, SCHP, VWO, BND | 13F-HR | 11 May 2020, 14:47 |
| Q4 2019 | 56 | $105,480,000 | $0 | $0 | $0 | VOO, SCHF, SCHP, BND, REET | 13F-HR | 24 Mar 2020, 10:24 |