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CIK: 0002043469
Total reported value
$129.1M
$129.1M
4 檔
76.9%
According to the latest 13F quarterly dataset, Santa Clara Valley Transportation Authority managed an equity portfolio of $129.1M at the end of Q4 2024, spanning 4 distinct U.S. exchange-listed positions.
During Q4 2024, Santa Clara Valley Transportation Authority'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 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 32.19% | +2.00% | — | |
| 2 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 22.74% | -0.18% | — | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 22.71% | -1.37% | — | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 22.36% | -0.44% | — |
According to official SEC Form 13F filings, Santa Clara Valley Transportation Authority reported a total U.S. public equity portfolio value of $129.1M across 4 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEMG, USHY, SHY) accounted for 76.9% of total reported equity market value during Q4 2024.
During Q4 2024, Santa Clara Valley Transportation Authority's top holdings by market value included IEMG (32.2%)、USHY (22.7%)、SHY (22.7%). The largest single position, IEMG, represented 32.2% of total portfolio value.
In Q4 2024, Santa Clara Valley Transportation Authority 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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