Advertisement
Screener

Moreno Evelyn V Current Holdings: USA ETF

Moreno Evelyn V current holdings: USA ETF

Moreno Evelyn V reported $0.02 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 10 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are MDY, AVLV, IJR.

  • MDY: Country of operation —; Class Com; Shares 17,830; Value $9,046,585.
  • AVLV: Country of operation —; Class Com; Shares 87,875; Value $5,075,660.
  • IJR: Country of operation —; Class Com; Shares 32,903; Value $3,561,750.
  • EFA: Country of operation —; Class Com; Shares 19,790; Value $1,491,177.

Form 13F-HR as filed (SEC CIK 1598011): quarter ended 2023-12-31, filed 2024-02-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
MDY
SPDR S&P MidCap 400 ETF
Com17,830$9,046,5852023-12-312024-02-09
AVLV
Avantis US Large Cap Value ETF
Com87,875$5,075,6602023-12-312024-02-09
IJR
iShares Core S&P Small Cap ETF
Com32,903$3,561,7502023-12-312024-02-09
EFA
iShares MSCI EAFE ETF
Com19,790$1,491,1772023-12-312024-02-09
IWM
iShares Russell 2000 ETF
Com4,288$860,6442023-12-312024-02-09
SPY
SPDR S&P 500 ETF
Com1,200$570,3722023-12-312024-02-09
IVV
iShares Core S&P 500 ETF
Com1,075$513,4522023-12-312024-02-09
SHV
iShares Short Treasury Bond ETF
Com4,405$485,1232023-12-312024-02-09
EAGG
iShares ESG US Aggregate Bond ETF
Com5,647$269,5882023-12-312024-02-09
EEM
iShares MSCI Emerging Markets ETF
Com5,250$211,1032023-12-312024-02-09

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet