Top 50 Portfolio Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 35.57% | 1.57M | $282K | new | โ | 2022-09-30 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 13.44% | 2.21M | $107K | new | โ | 2022-09-30 | |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE INDEX ETF | 11.47% | 1.10M | $91K | new | โ | 2022-09-30 | |
| VPL | VANGUARD FTSE PACIFIC INDEX ETF | 6.44% | 887.9K | $51K | new | โ | 2022-09-30 | |
| VGK | VANGUARD FTSE EUROPE INDEX ETF | 5.96% | 1.02M | $47K | new | โ | 2022-09-30 | |
| VNQ | VANGUARD REAL ESTATE INDEX ETF | 3.79% | 374.7K | $30K | new | โ | 2022-09-30 | |
| BND | VANGUARD TOTAL BOND INDEX ETF | 2.77% | 307.8K | $22K | new | โ | 2022-09-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 2.01% | 333.6K | $16K | new | โ | 2022-09-30 | |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 1.75% | 286.8K | $14K | new | โ | 2022-09-30 | |
| SCHP | SCHWAB US TIPS ETF | 1.72% | 263.0K | $14K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Portfolio Solutions, Llc reports $792.29K in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VTI (35.6%), VTEB (13.4%) and IJS (11.5%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Portfolio Solutions, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542606). View Portfolio Solutions, Llcโs 13F filings on SEC