Smartleaf Asset Management LLC
CIK 2010393 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- MGV6.05%
- AAPL2.80%
- MSFT2.43%
- AGGY1.76%
- VEA1.56%
- VOO1.51%
- VMBS1.47%
- MTGP1.31%
- DFAC1.25%
- VONG1.21%
Share classes counted separately21.35%
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 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $22.61M | 6.05% | 202.39K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $10.48M | 2.80% | 56.68K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.08M | 2.43% | 24.45K shares | Prior unavailable — | — | ↗▾ |
| 04 | AGGYWISDOMTREE YIELD ENHANCED USYIELD ENHANCD US View history and evidence | $6.57M | 1.76% | 149.09K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.83M | 1.56% | 124.93K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.63M | 1.51% | 12.87K shares | Prior unavailable — | — | ↗▾ |
| 07 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $5.50M | 1.47% | 118.39K shares | Prior unavailable — | — | ↗▾ |
| 08 | MTGPWISDOMTREE MTGE PLUS BONDMORTGAGE PLUS BD View history and evidence | $4.90M | 1.31% | 111.51K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $4.68M | 1.25% | 159.29K shares | Prior unavailable — | — | ↗▾ |
| 10 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $4.53M | 1.21% | 57.74K 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 2010393 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 373752272
}Research all 1,255 reported holdings.
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