P-Solve LLC
CIK 1633903 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $332.2M
- 持仓
- 25
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 4869（共 9443） · 前 51.6%
- 前十大持仓权重
- 88.57%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 13
- 有效持仓数量
- 4.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 25
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
其他/未映射
100.0%
完整投资组合 25 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $140462503 | 42.28% | 484671 | 上涨 ×1 | |||
| SCHB | $59595265 | 17.94% | 2625342 | 上涨 ×1 | |||
| VCLT Vanguard Long-Term Corporate Bond ETF | $21363749 | 6.43% | 285688 | 上涨 ×1 | |||
| IGLB | $20930829 | 6.30% | 423701 | 上涨 ×1 | |||
| CORP | $12725997 | 3.83% | 133817 | 上涨 ×1 | |||
| VEA | $11492963 | 3.46% | 240338 | 上涨 ×1 | |||
| VYM | $7949367 | 2.39% | 62304 | 上涨 ×1 | |||
| IDV | $7321275 | 2.20% | 267395 | 上涨 ×1 | |||
| BND Vanguard Total Bond Market ETF | $6345626 | 1.91% | 88244 | 上涨 ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $6066916 | 1.83% | 104602 | 上涨 ×1 | |||
| VNQ | $5713324 | 1.72% | 64137 | 上涨 ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $5065862 | 1.52% | 76593 | 上涨 ×1 | |||
| FPE | $3547700 | 1.07% | 200435 | 上涨 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $3300052 | 0.99% | 73010 | 上涨 ×1 | |||
| VWO | $3011455 | 0.91% | 68380 | 上涨 ×1 | |||
| JNK | $2528332 | 0.76% | 26483 | 上涨 ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $2511462 | 0.76% | 28206 | 上涨 ×1 | |||
| QUAL | $2371135 | 0.71% | 13315 | 上涨 ×1 | |||
| LQD | $2217892 | 0.67% | 20759 | 上涨 ×1 | |||
| FBND | $2092961 | 0.63% | 46645 | 上涨 ×1 | |||
| IYR | $1477607 | 0.44% | 15878 | 上涨 ×1 | |||
| AGG | $1402434 | 0.42% | 14473 | 上涨 ×1 | |||
| IFGL iShares International Developed Real Estate ETF | $1119690 | 0.34% | 58015 | 上涨 ×1 | |||
| IWV | $1109042 | 0.33% | 3318 | 上涨 ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $488008 | 0.15% | 4432 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VTI | $140462503 | 484671 | 42.28% |
| SCHB | $59595265 | 2625342 | 17.94% |
| VCLT | $21363749 | 285688 | 6.43% |
| IGLB | $20930829 | 423701 | 6.30% |
| CORP | $12725997 | 133817 | 3.83% |
| VEA | $11492963 | 240338 | 3.46% |
| VYM | $7949367 | 62304 | 2.39% |
| IDV | $7321275 | 267395 | 2.20% |
| BND | $6345626 | 88244 | 1.91% |
| VGIT | $6066916 | 104602 | 1.83% |
| VNQ | $5713324 | 64137 | 1.72% |
| IXUS | $5065862 | 76593 | 1.52% |
| FPE | $3547700 | 200435 | 1.07% |
| IUSB | $3300052 | 73010 | 0.99% |
| VWO | $3011455 | 68380 | 0.91% |