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| Name: |
Ally Invest Advisors Inc. |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28277 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$532.13 |
$208,687,000 |
396,947 |
20.71% |
16,781,000 |
-4,841 |
0.006 |
Closed - End Fund - E... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
9 |
- |
$0.00 |
$36,202,000 |
314,910 |
3.59% |
3,085,000 |
-733 |
0.017 |
N/A |
|
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VYM |
Vanguard High Dividend Yiel... |
18 |
- |
$121.51 |
$3,816,000 |
31,544 |
0.38% |
-33,000 |
-2,938 |
0.01 |
Closed - End Fund - Debt |
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CSJ |
iShares Barclays 1-3 Year C... |
19 |
- |
$51.11 |
$3,083,000 |
60,112 |
0.31% |
-79,000 |
-1,557 |
0.007 |
Closed - End Fund - E... |
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VYMI |
Vanguard International High... |
20 |
- |
$0.00 |
$2,540,000 |
36,918 |
0.25% |
-124,000 |
-3,149 |
0.041 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
30 |
- |
$80.08 |
$1,341,000 |
16,626 |
0.13% |
-117,000 |
-2,520 |
0.006 |
N/A |
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VTI |
Vanguard Total Stock Market... |
31 |
- |
$262.30 |
$1,206,000 |
4,640 |
0.12% |
-97,000 |
-854 |
0 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
44 |
- |
$62.21 |
$474,000 |
7,858 |
0.05% |
-48,000 |
-1,146 |
0.001 |
Closed - End Fund - E... |
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ONEY |
Spdr Russell 1000 Yield Foc... |
54 |
- |
$0.00 |
$357,000 |
3,282 |
0.04% |
-21,000 |
-473 |
0.036 |
N/A |
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DES |
WisdomTree SmallCap Dividend |
56 |
- |
$32.50 |
$317,000 |
9,700 |
0.03% |
-40,000 |
-1,397 |
0.016 |
Closed - End Fund - E... |
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DEM |
WisdomTree Emerging Markets... |
57 |
- |
$44.60 |
$313,000 |
7,473 |
0.03% |
-36,000 |
-1,096 |
0.016 |
Closed - End Fund - E... |
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