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CIK: 0001573575
Total reported value
$3.2B
$3.2B
17 檔
51.9%
In Q4 2024, Constellation Investments, Inc.'s U.S. equity holdings reached a combined market value of $3.2B, distributed across 17 disclosed stock positions.
During Q4 2024, Constellation Investments, 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 | 30.46% | +0.19% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.62% | -2.03% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.89% | +1.21% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.29% | +0.10% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.90% | -0.09% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.39% | +0.08% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.89% | +0.64% | — | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.64% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.56% | +0.09% | — | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.29% | -0.09% | — | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.28% | -0.06% | — | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.28% | -0.90% | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.21% | -0.05% | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | -0.02% | — | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.93% | +0.48% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.57% | — |
According to official SEC Form 13F filings, Constellation Investments, Inc. reported a total U.S. public equity portfolio value of $3.2B across 17 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VOO) accounted for 51.9% of total reported equity market value during Q4 2024.
During Q4 2024, Constellation Investments, Inc.'s top holdings by market value included IVV (30.5%)、AGG (19.6%)、VOO (10.9%). The largest single position, IVV, represented 30.5% of total portfolio value.
In Q4 2024, Constellation Investments, 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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