ALONGSIDE, LLC
CIK 2113496 · Holdings on Dec 31, 2025 · First reported Jul 9, 2026
Top ten holdings
Q4 2025- IVV10.89%
- VOO9.80%
- IXUS7.54%
- IWF6.74%
- IEMG6.52%
- IWR4.19%
- HTRB4.11%
- IWM4.07%
- IJH3.80%
- USHY3.77%
Share classes counted separately61.43%
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 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $32.79M | 10.89% | 47.87K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $29.51M | 9.80% | 47.06K shares | Prior unavailable — | — | ↗▾ |
| 03 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $22.70M | 7.54% | 268.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $20.31M | 6.74% | 42.90K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $19.63M | 6.52% | 291.99K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $12.62M | 4.19% | 131.06K shares | Prior unavailable — | — | ↗▾ |
| 07 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $12.37M | 4.11% | 362.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $12.25M | 4.07% | 49.76K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $11.44M | 3.80% | 173.40K shares | Prior unavailable — | — | ↗▾ |
| 10 | USHYISHARES BROAD USD HIGH YIELDBROAD USD HIGH View history and evidence | $11.34M | 3.77% | 303.35K 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 2113496 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 301159301
}Research all 83 reported holdings.
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