MondegarAI
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

Q3 2024 · 13F-HR

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAholdings as filed

Filed 2024-11-14 · accession 0000930413-24-003148

$65.4M
Reported value
73
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVViShares Core S&P 500 ETF$24.7M37.7%42,777CommonSOLE
921943858VEAVanguard FTSE Developed Market$5.4M8.22%101,837CommonSOLE
464287622IWBiShares Russell 1000 Index ETF$4.7M7.19%14,967CommonSOLE
025816109AXPAmerican Express Co.$3.7M5.61%13,535CommonNONE
464287705IJJiShares S&P MidCap 400 Value I$2.2M3.31%17,524CommonSOLE
464287507IJHiShares Core S&P MidCap ETF$1.9M2.92%30,671CommonSOLE
03076c106Ameriprise Financial Inc.$1.8M2.78%3,875CommonNONE
464287804IJRiShares S&P Small Cap 600 Inde$1.5M2.37%13,241CommonSOLE
464287465EFAiShares MSCI EAFE ETF$1.5M2.32%18,147CommonSOLE
464287655IWMiShares Russell 2000 ETF$1.4M2.11%6,262CommonSOLE
25434v500DFA U.S. Small Cap ETF$1.4M2.09%21,127CommonSOLE
191216100KOCoca-Cola Co.$1.3M2.01%18,276CommonSOLE
464287606IJKiShares S&P MidCap 400 Growth$1.2M1.79%12,740CommonSOLE
922908744VTVVanguard Value Index ETF$1.1M1.63%6,126CommonSOLE
25434v724Dimensional US Marketwide Valu$945,1961.44%22,672CommonSOLE
670928100NUVNuveen Muni Value Fund Inc. CE$824,0491.26%91,358CommonSOLE
742718109PGProcter & Gamble Co.$793,7761.21%4,583CommonNONE
78463v107SPDR Gold Shares ETF$753,9721.15%3,102CommonSOLE
46090e103Invesco QQQ Trust ETF$746,7471.14%1,530CommonSOLE
922908363VOOVanguard S&P 500 ETF$719,2141.10%1,363CommonSOLE
922908769VTIVanguard Total Stock Market ET$718,9431.10%2,539CommonSOLE
30231g102Exxon Mobil Corp.$675,7731.03%5,765CommonNONE
464287630IWNiShares Russell 2000 Value Ind$582,8690.89%3,494CommonSOLE
78462f103SPDR S&P 500 ETF$557,1210.85%971CommonSOLE
88579y1013M Company$361,9820.55%2,648CommonNONE
92206c730Vanguard Russell 1000 ETF$346,1530.53%1,331CommonSOLE
369604301GEGeneral Electric Co.$304,1800.46%1,613CommonNONE
922042858VWOVanguard FTSE Emerging Markets$282,0280.43%5,894CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class$230,1300.35%500CommonSOLE
922908629VOVanguard Mid Cap ETF$218,1870.33%827CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$196,4890.30%2,324CommonSOLE
922908751VBVanguard Small Cap ETF$192,3770.29%811CommonSOLE
459200101IBMInternational Business Machine$185,2650.28%838CommonNONE
464287499IWRiShares Russell Midcap ETF$181,7450.28%2,062CommonSOLE
464287663IUSViShares Core S&P US Value ETF$162,8100.25%1,705CommonSOLE
478160104JNJJohnson & Johnson$149,0950.23%920CommonSOLE
00206r102AT&T Inc.$144,7820.22%6,581CommonNONE
36828a101GE Vernova Inc$102,7570.16%403CommonNONE
921932844IVOVVanguard S&P Mid-Cap 400 Value$78,6900.12%822CommonSOLE
921909768VXUSVanguard Total Intl Stock ETF$78,2710.12%1,209CommonNONE
037833100AAPLApple Inc.$76,8900.12%330CommonSOLE
922042874VGKVanguard European Stock ETF$71,1000.11%1,000CommonSOLE
464288273SCZiShares MSCI EAFE Small Cap ET$70,1370.11%1,036CommonSOLE
02079k305Alphabet Inc. Class A$66,3400.10%400CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$64,9500.10%105CommonSOLE
68389x105Oracle Corp.$64,7520.10%380CommonSOLE
872540109TJXTJX Companies Inc.$61,1210.09%520CommonSOLE
30264d109FS Specialty Lending Fund$53,1120.08%15,306CommonSOLE
315948109FBTCFidelity Wise Origin Bitcoin E$51,9210.08%935CommonSOLE
36266g107GE HealthCare Technologies Inc$50,3970.08%537CommonNONE
922908553VNQVanguard Real Estate Index ETF$49,1000.08%504CommonSOLE
83444m101Solventum Corp$46,1550.07%662CommonNONE
668771108GENGen Digital Inc.$46,0820.07%1,680CommonSOLE
235851102DHRDanaher Corp.$38,9230.06%140CommonSOLE
464287234EEMiShares MSCI Emerging Mkts ETF$37,1470.06%810CommonSOLE
46284v101Iron Mountain Inc.$35,6490.05%300CommonSOLE
78464a300SPDR S&P 600 Small Cap Value E$35,5960.05%410CommonSOLE
717081103PFEPfizer Inc.$35,4800.05%1,226CommonNONE
922908736VUGVanguard Growth Index ETF$35,3220.05%92CommonSOLE
654106103NKENike Inc. B$30,0560.05%340CommonSOLE
922908611VBRVanguard Small Cap Value ETF$26,3020.04%131CommonSOLE
922908595VBKVanguard Small Cap Growth ETF$26,2020.04%98CommonSOLE
438516106HONHoneywell International Inc.$24,8050.04%120CommonSOLE
493267108KEYKeyCorp$20,1000.03%1,200CommonSOLE
552737108MMTMFS Multimarket Income Trust C$18,7980.03%3,860CommonSOLE
808524672SCHYSchwab International Dividend$18,2400.03%697CommonSOLE
67066g104NVIDIA Corp.$18,2160.03%150CommonSOLE
934423104WBDWarner Bros.Discovery Inc. Cla$13,1340.02%1,592CommonNONE
532457108LLYEli Lilly & Co.$12,4030.02%14CommonSOLE
929740108WABWestinghouse Air Brake Technol$12,3600.02%68CommonNONE
50155q100Kyndryl Holdings Inc.$3,8380.01%167CommonNONE
92556v106Viatris Inc.$1,7650.00%152CommonNONE
524esc100Lehman Brothers Holding Escrow$07,875CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.