Vise Technologies, Inc.
CIK 1812090 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- VCIT3.06%
- VGIT2.85%
- BNDX2.39%
- VGSH2.28%
- SCHC2.14%
- MBB1.95%
- AAPL1.94%
- MSFT1.94%
- VCSH1.87%
- META1.78%
Share classes counted separately22.20%
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 | $14.21M | 3.06% | 174.82K shares | — | ↗▾ | |
| 02 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $13.25M | 2.85% | 223.29K shares | — | ↗▾ | |
| 03 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $11.12M | 2.39% | 225.18K shares | — | ↗▾ | |
| 04 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $10.59M | 2.28% | 181.63K shares | — | ↗▾ | |
| 05 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $9.94M | 2.14% | 285.01K shares | — | ↗▾ | |
| 06 | MBBISHARES MBS ETFMBS ETF View history and evidence | $9.06M | 1.95% | 96.35K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $9.02M | 1.94% | 46.83K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $9.00M | 1.94% | 23.95K shares | — | ↗▾ | |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $8.68M | 1.87% | 112.18K shares | — | ↗▾ | |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $8.27M | 1.78% | 23.35K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGOV ISHARES 0-3 MONTH TREASURY B | Non-derivative | — | — | SEC filing ↗ | |
| VMW VMWARE INC-CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| BOXX ALPHA ARCHITECT 1-3 MNTH BOX | Non-derivative | — | — | SEC filing ↗ |
3 / 26 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 Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 464616329
}Research all 349 reported holdings.
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