Spotlight Asset Group, Inc.
CIK 1809159 · Holdings on Dec 31, 2023 · First reported Feb 5, 2024
Top ten holdings
Q4 2023- AAPL10.26%
- IVV7.89%
- ACIO7.14%
- AGG5.56%
- META4.97%
- IVE4.70%
- EFA4.44%
- OSCV3.82%
- IEMG3.74%
- VUG3.44%
Share classes counted separately55.96%
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 | AAPLAPPLE INCStock View history and evidence | $11.31M | 10.26% | 66.04K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $8.69M | 7.89% | 20.25K shares | — | ↗▾ | |
| 03 | ACIOAPTUS COLLARED INVEST OPPETF View history and evidence | $7.87M | 7.14% | 258.60K shares | — | ↗▾ | |
| 04 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $6.13M | 5.56% | 65.21K shares | — | ↗▾ | |
| 05 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $5.48M | 4.97% | 18.27K shares | — | ↗▾ | |
| 06 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $5.18M | 4.70% | 33.65K shares | — | ↗▾ | |
| 07 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $4.90M | 4.44% | 71.08K shares | — | ↗▾ | |
| 08 | OSCVOPUS SMALL CAP VALUE ETFETF View history and evidence | $4.22M | 3.82% | 138.99K shares | — | ↗▾ | |
| 09 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $4.13M | 3.74% | 86.72K shares | — | ↗▾ | |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $3.80M | 3.44% | 13.95K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1809159 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110249722
}Research all 247 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.