IA

IBBOTSON ASSOCIATES INC

13F
IBBOTSON ASSOCIATES INC
Last update 2016-02-11 20 Stocks (0 new)
Value $193.00 Mil Turnover 19 %
Countries:
Top Holdings:
IBBOTSON ASSOCIATES INC Top Holdings of 2015-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
508,082
41,033.0
+41.27%
21.240
+6.20%
0.050
+2.07%
+3.20%
126,972.4
 
VUG
Vanguard Growth ETF
231,012
24,577.0
+40.72%
12.720
+3.68%
0.080
+22.75%
+7.86%
164,480.8
 
VTV
Vanguard Value ETF
254,160
20,719.0
+5.95%
10.720
+0.60%
0.040
+10.76%
+6.49%
132,298.5
 
BSV
Vanguard Short-Term Bond ETF
251,937
20,047.0
+102.40%
10.380
+5.25%
0.050
+1.58%
+3.15%
38,396.2
 
VEA
Vanguard FTSE Developed Markets ETF
507,234
18,626.0
-8.01%
9.640
-0.94%
0.020
+16.01%
+20.43%
157,306.4
 
SCZ
iShares MSCI EAFE Small-Cap ETF
194,593
9,720.0
+7.19%
5.030
+0.34%
0.100
+18.41%
+21.49%
10,440.6
 
VOE
Vanguard Mid-Cap Value ETF
89,277
7,673.0
-20.53%
3.970
-1.14%
0.080
+12.21%
+4.54%
17,472.3
 
PSP
Invesco Global Listed Private Equity ETF
Invesco Global Listed Private Equity ETF
129,192
6,796.0
+14.30%
3.520
+0.44%
3.590
+21.18%
+8.45%
296.0
 
VBK
Vanguard Small Cap Growth ETF
54,000
6,558.0
-10.21%
3.390
-0.43%
0.090
+18.34%
-0.04%
17,868.9
 
IVV
iShares Core S&P 500 ETF
31,804
6,516.0
+5.10%
3.370
+0.16%
0.000
+17.02%
+7.08%
622,054.4
 

IBBOTSON ASSOCIATES INC's Historical Top Holdings Breakdowns

IBBOTSON ASSOCIATES INC Total Holding History ($B)

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IBBOTSON ASSOCIATES INC's Asset Allocation

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IBBOTSON ASSOCIATES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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IBBOTSON ASSOCIATES INC's Hypothetical Growth since 2015-12-31

IBBOTSON ASSOCIATES INC's Yearly Returns

Year Portfolio % % Excess Gain %

IBBOTSON ASSOCIATES INC's Holdings Heat Map

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IBBOTSON ASSOCIATES INC's Holdings Bubble Chart

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