SI
SVB Investment Services Inc. Historical SEC 13F Holdings & Archive (Q1 2022)
SVB Investment Services Inc.CIK: 0001806668
Long-term holderQuality / disciplined sizing
Total reported value
$161.2M
Reporting period: 2022-03-31 · Number of holdings: 42
SVB Investment Services Inc. disclosed 42 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $161.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 44.79
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 84
- Sizing Uniformity
- 80.52
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.31% | — | +9.83% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.99% | — | -1.72% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.66% | — | +3.12% | |
| 4 | REET | Ishares Global Reit ETF | ETF-Other | 6.68% | — | +6.10% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.06% | — | -12.67% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.88% | — | +140.21% | |
| 7 | IGF | Ishares Global Infrastructur | ETF-Other | 3.74% | — | +74.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.71% | — | -2.44% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.93% | — | +2.74% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.50% | — | -0.01% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.17% | — | — | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.97% | — | +25.44% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.69% | — | +227.44% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.46% | — | +0.09% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | — | -7.73% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | — | +53.90% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | — | -12.04% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +5.92% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.02% | — | -0.13% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | — | -2.07% | |
| 21 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.91% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | — | -4.80% | |
| 23 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.83% | — | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | — | +2.31% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | — | +18.51% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | — | +0.02% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.60% | — | -0.04% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | — | -0.01% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | — | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | — | -0.03% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | +0.02% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | — | +0.08% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | — | -0.01% | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.29% | — | +0.01% | |
| 35 | ACTCUSD | Proterra Inc | Stock-Other | 0.24% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | — | -0.11% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | +44.09% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | -0.08% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | — | -0.15% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.15% | — | — | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | +0.22% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.13% | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is SVB Investment Services Inc. and what type of investor is it?
SVB Investment Services Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $161.2M, spread across 42 disclosed positions.
What are SVB Investment Services Inc.'s largest equity positions?
Based on the latest 13F filing, SVB Investment Services Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $44.0M (27.3%)
2. Schwab Intl Equity ETF (SCHF) — $19.3M (12.0%)
3. Schwab U.s. Tips ETF (SCHP) — $14.0M (8.7%)
4. Ishares Global Reit ETF (REET) — $10.8M (6.7%)
5. Vanguard Total Bond Market (BND) — $8.2M (5.1%)
What changes did SVB Investment Services Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for SVB Investment Services Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does SVB Investment Services Inc. focus on?
Sector breakdown data is not yet available for SVB Investment Services Inc.. Check back after the next 13F processing cycle.
Investment Profile
SVB Investment Services Inc.'s portfolio is moderately concentrated and long-term-holding.
It has added to its IEFA position over the past two quarters (+$4.0M, now $6.3M), while trimming SCHF over the same stretch (-$4.4M, still holding $19.3M).
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Developer Access
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