Columbus Macro, LLC
CIK 1727269 · Holdings on Dec 31, 2023 · First reported Jan 19, 2024
Top ten holdings
Q4 2023- SCHZ4.70%
- IVV4.45%
- VOO2.79%
- STIP2.49%
- SCHJ2.07%
- HDEF1.98%
- IEMG1.82%
- VYMI1.56%
- USIG1.50%
- IUSV1.50%
Share classes counted separately24.86%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.91M | 4.70% | 255.59K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $11.27M | 4.45% | 23.57K shares | — | ↗▾ | |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $7.07M | 2.79% | 16.18K shares | — | ↗▾ | |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $6.30M | 2.49% | 63.80K shares | — | ↗▾ | |
| 05 | SCHJSCHWAB 1-5 YR CORP BND ETF1 5YR CORP BD View history and evidence | $5.25M | 2.07% | 108.38K shares | — | ↗▾ | |
| 06 | HDEFXTRACKERS MSCI EAFE HIGH DIVXTRACK MSCI EAFE View history and evidence | $5.01M | 1.98% | 203.22K shares | — | ↗▾ | |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $4.61M | 1.82% | 91.64K shares | — | ↗▾ | |
| 08 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $3.95M | 1.56% | 59.48K shares | — | ↗▾ | |
| 09 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $3.79M | 1.50% | 73.94K shares | — | ↗▾ | |
| 10 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $3.79M | 1.50% | 45.02K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PFFD GLOBAL X US PREFERRED ETF | Non-derivative | — | — | SEC filing ↗ | |
| SCHF SCHWAB INTL EQUITY ETF | Non-derivative | — | — | SEC filing ↗ | |
| PFE PFIZER INC | Non-derivative | — | — | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1727269 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 19, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253276210
}Research all 175 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.