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CIK: 0001759485
Total reported value
$851.4M
$851.4M
278 檔
31.7%
As reported in its official Q2 2024 Form 13F filing, Alera Investment Advisors, LLC's tracked investment portfolio stood at $851.4M with 278 total positions.
During Q2 2024, Alera Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.61% | — | +15952.39% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.17% | — | +250.62% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.53% | — | -70.44% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.27% | — | -19.38% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.86% | — | -75.25% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.86% | — | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.59% | — | -24.51% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.40% | — | +168.69% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.33% | — | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.15% | — | +41.35% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.31% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | — | -64.05% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.82% | — | +723.66% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.80% | — | +45.44% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.69% | — | — | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.64% | — | — | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.57% | — | +5423.84% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.48% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.45% | — | +29.99% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.37% | — | -63.06% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.32% | — | -17.07% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.24% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | — | +53.50% | |
| 24 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.20% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | — | +3871.26% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.95% | — | -62.87% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.84% | — | — | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.83% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | — | +1334.07% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | — | +18.00% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | -6.44% | |
| 32 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.60% | — | — | |
| 33 | IFRA | Ishares US Infrastructure | ETF-Other | 0.59% | — | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | — | -31.24% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | +11.11% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | — | -73.05% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | +0.13% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.44% | — | -69.43% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.41% | — | — | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | — | — | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.40% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | — | -0.31% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | — | +124.06% | |
| 44 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.38% | — | — | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.36% | — | — | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.35% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | — | +70.15% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.31% | — | -84.91% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | — | +99.56% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | — | +99.28% |
According to official SEC Form 13F filings, Alera Investment Advisors, LLC reported a total U.S. public equity portfolio value of $851.4M across 278 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVW, IWF) accounted for 31.7% of total reported equity market value during Q2 2024.
During Q2 2024, Alera Investment Advisors, LLC's top holdings by market value included SPYM (11.6%)、IVW (7.2%)、IWF (5.5%). The largest single position, SPYM, represented 11.6% of total portfolio value.
In Q2 2024, Alera Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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