StockDriftsStockDriftsTop 50 55i, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 10.87% | 1.08M | $389K | new | — | 2022-09-30 | |
| ESGU | iShares ESG Aware MSCI USA ETF | 10.14% | 4.57M | $363K | new | — | 2022-09-30 | |
| SPLG | SPDR Portfolio S&P 500 ETF | 7.64% | 6.52M | $274K | new | — | 2022-09-30 | |
| EFV | iShares MSCI EAFE Value ETF | 4.08% | 3.79M | $146K | new | — | 2022-09-30 | |
| EFG | iShares MSCI EAFE Growth ETF | 3.86% | 1.90M | $138K | new | — | 2022-09-30 | |
| USMV | iShares MSCI USA Min Vol Facto | 2.13% | 1.15M | $76K | new | — | 2022-09-30 | |
| VOO | Vanguard 500 Index Fund | 2% | 218.4K | $72K | new | — | 2022-09-30 | |
| OEF | iShares S&P 100 ETF | 1.83% | 403.4K | $66K | new | — | 2022-09-30 | |
| IVLU | iShares Edge MSCI Intl Value F | 1.82% | 3.30M | $65K | new | — | 2022-09-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 1.77% | 725.0K | $63K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
55i, Llc reports $3.58M in US-listed equity holdings across 580 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.9%), ESGU (10.1%) and SPLG (7.6%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from 55i, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730242). View 55i, Llc’s 13F filings on SEC