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CIK: 0001706013
Total reported value
$1.7B
$1.7B
60 檔
40.3%
In Q1 2024, Ally Invest Advisors Inc.'s U.S. equity holdings reached a combined market value of $1.7B, distributed across 60 disclosed stock positions.
During Q1 2024, Ally Invest Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.71% | +0.74% | -1.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.19% | -0.02% | +2.89% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.74% | +0.19% | +400.84% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.35% | -0.42% | +3.63% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.29% | -0.45% | +2.71% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.80% | -0.01% | +7.22% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.78% | -0.29% | +2.63% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.32% | -0.26% | +1.79% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.59% | +0.15% | -0.23% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.53% | +0.23% | +2.66% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.89% | -0.02% | +1.98% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.82% | -0.09% | +3.43% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.54% | +0.11% | +14.77% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.46% | +0.08% | +19.21% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | -0.06% | +16.69% | |
| 16 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.49% | +0.03% | — | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | +0.03% | +1.89% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | — | -8.52% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.02% | -2.52% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.25% | — | -7.86% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.01% | +22.01% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.19% | +0.05% | +17.66% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.18% | -0.01% | +20.03% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.17% | +0.03% | +0.60% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | +0.01% | +18.77% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.15% | +0.02% | +18.37% | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.15% | -0.01% | +14.05% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.14% | -0.01% | +23.69% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.14% | -0.01% | +16.28% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | — | -13.16% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.02% | -15.54% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.11% | -0.01% | +9.07% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.10% | — | +26.09% | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.09% | — | +24.52% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.09% | +0.01% | +28.93% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.08% | — | +9.83% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.07% | — | +27.75% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | +0.41% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.07% | — | +28.93% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.06% | -0.01% | +22.97% | |
| 41 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.05% | +0.01% | +6.28% | |
| 42 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.05% | +0.01% | +39.68% | |
| 43 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.05% | — | +22.83% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.05% | — | -12.73% | |
| 45 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.05% | — | +2.66% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.05% | — | +22.84% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.05% | — | +10.04% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.04% | — | +34.04% | |
| 49 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.04% | — | +33.99% | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.04% | — | +18.49% |
According to official SEC Form 13F filings, Ally Invest Advisors Inc. reported a total U.S. public equity portfolio value of $1.7B across 60 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, IJH) accounted for 40.3% of total reported equity market value during Q1 2024.
During Q1 2024, Ally Invest Advisors Inc.'s top holdings by market value included IVV (20.7%)、VEA (19.2%)、IJH (10.7%). The largest single position, IVV, represented 20.7% of total portfolio value.
In Q1 2024, Ally Invest Advisors Inc. 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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