Vise Technologies, Inc.
CIK 1812090 · Holdings on Sep 30, 2023 · First reported Oct 31, 2023
Top ten holdings
Q3 2023- VCIT3.17%
- VGIT3.14%
- SCHC2.59%
- VGSH2.16%
- BNDX2.12%
- MBB2.09%
- VCSH2.08%
- VWO1.93%
- AAPL1.92%
- BCI1.80%
Share classes counted separately23.00%
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 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $12.90M | 3.17% | 169.84K shares | — | ↗▾ | |
| 02 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $12.79M | 3.14% | 223.78K shares | — | ↗▾ | |
| 03 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $10.52M | 2.59% | 326.21K shares | — | ↗▾ | |
| 04 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $8.80M | 2.16% | 152.76K shares | — | ↗▾ | |
| 05 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $8.61M | 2.12% | 179.92K shares | — | ↗▾ | |
| 06 | MBBISHARES MBS ETFMBS ETF View history and evidence | $8.50M | 2.09% | 95.68K shares | — | ↗▾ | |
| 07 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $8.45M | 2.08% | 112.42K shares | — | ↗▾ | |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $7.85M | 1.93% | 200.24K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $7.81M | 1.92% | 45.62K shares | — | ↗▾ | |
| 10 | BCIABRDN BLOOMBERG ALL COMMODITBBRG ALL COMD K1 View history and evidence | $7.32M | 1.80% | 346.74K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 87166B102 SYNEOS HEALTH INC | Non-derivative | — | — | SEC filing ↗ | |
| NEOG NEOGEN CORP | Non-derivative | — | — | SEC filing ↗ | |
| 34417P100 FOCUS FINANCIAL PARTNERS-A | Non-derivative | — | — | SEC filing ↗ |
3 / 38 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 1812090 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 406795485
}Research all 331 reported holdings.
This page includes 30 of 331 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 331 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1812090","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1812090","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.