GLOBALT Investments LLC / GA
CIK 2011891 · Holdings on Dec 31, 2023 · First reported Feb 20, 2024
Top ten holdings
Q4 2023- IWF14.59%
- IWD13.76%
- GLD5.16%
- IWP4.00%
- IEF3.85%
- SPTS3.84%
- SPYG3.33%
- IBTH3.06%
- 46436E8662.63%
- GOVT2.53%
Share classes counted separately56.75%
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 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $350.96M | 14.59% | 1.16M shares | Prior unavailable — | — | ↗▾ |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $330.98M | 13.76% | 2.00M shares | Prior unavailable — | — | ↗▾ |
| 03 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $124.07M | 5.16% | 648.98K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $96.18M | 4.00% | 920.72K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $92.58M | 3.85% | 960.52K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPTSSS SPDR P ST TERM TSY ETFPORTFOLIO SH TSR View history and evidence | $92.34M | 3.84% | 3.18M shares | Prior unavailable — | — | ↗▾ |
| 07 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $80.12M | 3.33% | 1.23M shares | Prior unavailable — | — | ↗▾ |
| 08 | IBTHISHARES IBONDS DEC 2027 TERMIBONDS 27 TRM TS View history and evidence | $73.70M | 3.06% | 3.29M shares | Prior unavailable — | — | ↗▾ |
| 09 | 46436E866iShares iBonds Dec 2025 Term TIBONDS 25 TRM TS View history and evidence | $63.32M | 2.63% | 2.72M shares | Prior unavailable — | — | ↗▾ |
| 10 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $60.74M | 2.53% | 2.64M 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 2011891 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2405306123
}Research all 206 reported holdings.
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