M1

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan

Mutual Fund
Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan
Last update 2023-05-31 5 Stocks (3 new)
Value $- Turnover 73 %
Countries:
Top Holdings: VCIT(29.45%)SPIB(29.30%)LQD(14.68%)VGSH(13.31%)SGOV(13.26%)
Summary Stock Picks Current Portfolio
Milliman 1-Year Buffered S&P 5... Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
1,022
82.0
New Holding
29.450
+29.45%
0.000
+2.62%
+5.30%
52,454.4
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2,511
81.6
New Holding
29.300
+29.30%
0.000
+2.16%
+4.45%
10,155.5
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
373
40.9
New Holding
14.680
+14.68%
0.000
+2.02%
+4.56%
30,153.2
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
633
37.1
-61.52%
13.310
-17.32%
0.000
+1.20%
+2.78%
23,160.4
 
SGOV
iShares 0-3 Month Treasury Bond ETF
367
36.9
-63.30%
13.260
-18.77%
0.000
+1.06%
+2.10%
49,855.9
 
SCHO
Schwab Short-Term U.S. Treasury ETF
0
0
Sold Out
0.000
-28.11%
0.000
+1.22%
+3.13%
11,468.4
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
0
0
Sold Out
0.000
-14.08%
0.000
+1.21%
+2.69%
5,778.6
 

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Historical Top Holdings Breakdowns

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan Total Holding History ($B)

To

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Asset Allocation

To

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan Past Portfolios

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

Top Ranked Articles

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Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Hypothetical Growth since 2023-03-31

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Yearly Returns

Year Portfolio % % Excess Gain %

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Holdings Heat Map

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Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan's Holdings Bubble Chart

Milliman 1-Year Buffered S&P 500 & MSCI EAFE with Stacker Cap Outcome Fund - Jan News

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