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CIK: 0001097218
Total reported value
$2.4B
$2.4B
7 檔
41.5%
The Q4 2024 SEC filing reveals that Nationwide Fund Advisors held a total portfolio value of $2.4B, covering 7 public equity positions.
In Q4 2024, Nationwide Fund Advisors displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEF, IEMG) accounted for 41.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.32% | +17.29% | +1.57% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 23.77% | — | +0.76% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.11% | -1.65% | +2.40% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.59% | — | +14.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.52% | -8.80% | +17.52% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 9.99% | +7.66% | -0.62% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.70% | +0.38% | -5.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +1.57% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +17.52% | Add |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +14.94% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -0.62% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | -0.5% | -5.03% | Trim |
| 6 | IEMG | Ishares Core Msci Emerging | -0.7% | +2.40% | Add |
| 7 | IEF | Ishares 7-10 Year Treasury B | -0.9% | +0.76% | Add |
According to official SEC Form 13F filings, Nationwide Fund Advisors reported a total U.S. public equity portfolio value of $2.4B across 7 disclosed positions in Q4 2024.
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Top Position Liquidated / Trimmed
IJR
前期市值: $129.5M
During Q4 2024, Nationwide Fund Advisors's top holdings by market value included IVV (24.3%)、IEF (23.8%)、IEMG (11.1%). The largest single position, IVV, represented 24.3% of total portfolio value.
In Q4 2024, Nationwide Fund Advisors made 7 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 2 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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