Constellation Investments, Inc.
CIK 1573575 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- IVV30.46%
- AGG19.62%
- VOO10.89%
- IWB8.29%
- IEFA5.90%
- IJH4.39%
- QQQ3.89%
- ICSH2.64%
- IEMG2.56%
- MBB2.29%
Share classes counted separately90.93%
Portfolio value by quarter
Top 10 holdings 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $669.20M | 30.46% | 1.14M shares | Prior unavailable — | — | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $431.10M | 19.62% | 4.45M shares | Prior unavailable — | — | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $239.23M | 10.89% | 444.00K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $182.16M | 8.29% | 565.44K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $129.70M | 5.90% | 1.85M shares | Prior unavailable — | — | ↗▾ |
| 06 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $96.52M | 4.39% | 1.55M shares | Prior unavailable — | — | ↗▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $85.38M | 3.89% | 167.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | ICSHISHARES ULTRA SHORT DURATIONULTRA SHORT-TERM View history and evidence | $57.97M | 2.64% | 1.15M shares | Prior unavailable — | — | ↗▾ |
| 09 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $56.32M | 2.56% | 1.08M shares | Prior unavailable — | — | ↗▾ |
| 10 | MBBISHARES MBS ETFMBS ETF View history and evidence | $50.24M | 2.29% | 548.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1573575 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2197051301
}Take these holdings further.
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