MondegarAI
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

Q1 2025 · 13F-HR

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAholdings as filed

Filed 2025-05-13 · accession 0000930413-25-001778

$75.0M
Reported value
69
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVViShares Core S&P 500 ETF$23.3M31.1%41,501CommonSOLE
30231g102Exxon Mobil Corp.$13.8M18.4%116,037CommonSOLE
921943858VEAVanguard FTSE Developed Market$5.2M6.90%101,836CommonSOLE
464287622IWBiShares Russell 1000 Index ETF$4.6M6.12%14,967CommonSOLE
025816109AXPAmerican Express Co.$3.5M4.70%13,100CommonNONE
03076c106Ameriprise Financial Inc.$1.9M2.50%3,875CommonNONE
464287507IJHiShares Core S&P MidCap ETF$1.7M2.29%29,479CommonSOLE
464287705IJJiShares S&P MidCap 400 Value I$1.7M2.24%14,016CommonSOLE
464287606IJKiShares S&P MidCap 400 Growth$1.6M2.07%18,670CommonSOLE
464287465EFAiShares MSCI EAFE ETF$1.5M1.98%18,147CommonSOLE
464287804IJRiShares S&P Small Cap 600 Inde$1.3M1.78%12,739CommonSOLE
191216100KOCoca-Cola Co.$1.3M1.73%18,069CommonSOLE
25434v500DFA U.S. Small Cap ETF$1.3M1.68%21,127CommonSOLE
464287655IWMiShares Russell 2000 ETF$1.2M1.66%6,225CommonSOLE
922908744VTVVanguard Value Index ETF$1.1M1.41%6,126CommonSOLE
25434v724Dimensional US Marketwide Valu$934,3131.25%22,672CommonSOLE
670928100NUVNuveen Muni Value Fund Inc. CE$801,2101.07%91,358CommonSOLE
78463v107SPDR Gold Shares ETF$792,6731.06%2,751CommonSOLE
742718109PGProcter & Gamble Co.$781,0351.04%4,583CommonNONE
922908769VTIVanguard Total Stock Market ET$707,1630.94%2,573CommonSOLE
922908363VOOVanguard S&P 500 ETF$607,9560.81%1,183CommonSOLE
46090e103Invesco QQQ Trust ETF$558,4840.74%1,191CommonSOLE
464287630IWNiShares Russell 2000 Value Ind$527,5240.70%3,494CommonSOLE
88579y1013M Company$388,8850.52%2,648CommonNONE
92206c730Vanguard Russell 1000 ETF$332,0490.44%1,308CommonSOLE
369604301GEGeneral Electric Co.$322,8420.43%1,613CommonNONE
922042858VWOVanguard FTSE Emerging Markets$266,7620.36%5,894CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class$266,2900.36%500CommonSOLE
922908629VOVanguard Mid Cap ETF$213,8790.29%827CommonSOLE
459200101IBMInternational Business Machine$208,3770.28%838CommonNONE
00206r102AT&T Inc.$186,1110.25%6,581CommonNONE
922908751VBVanguard Small Cap ETF$179,8390.24%811CommonSOLE
78462f103SPDR S&P 500 ETF$179,5640.24%321CommonNONE
464287499IWRiShares Russell Midcap ETF$175,4140.23%2,062CommonSOLE
464287663IUSViShares Core S&P US Value ETF$157,3540.21%1,705CommonSOLE
478160104JNJJohnson & Johnson$152,5730.20%920CommonSOLE
36828a101GE Vernova Inc$123,0280.16%403CommonNONE
842587107SOSouthern Co.$116,2250.15%1,264CommonSOLE
921909768VXUSVanguard Total Intl Stock ETF$75,0790.10%1,209CommonNONE
037833100AAPLApple Inc.$73,3030.10%330CommonSOLE
921932844IVOVVanguard S&P Mid-Cap 400 Value$72,8060.10%791CommonSOLE
315948109FBTCFidelity Wise Origin Bitcoin E$67,2920.09%935CommonSOLE
464288273SCZiShares MSCI EAFE Small Cap ET$65,8170.09%1,036CommonSOLE
872540109TJXTJX Companies Inc.$63,3360.08%520CommonSOLE
02079k305Alphabet Inc. Class A$61,8560.08%400CommonSOLE
68389x105Oracle Corp.$53,1280.07%380CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$52,2480.07%105CommonSOLE
30264d109FS Specialty Lending Fund$50,5100.07%15,306CommonSOLE
83444m101Solventum Corp$50,3380.07%662CommonNONE
922908553VNQVanguard Real Estate Index ETF$45,6320.06%504CommonNONE
668771108GENGen Digital Inc.$44,5870.06%1,680CommonNONE
36266g107GE HealthCare Technologies Inc$43,3410.06%537CommonNONE
464287234EEMiShares MSCI Emerging Mkts ETF$35,3970.05%810CommonSOLE
78464a300SPDR S&P 600 Small Cap Value E$32,1440.04%410CommonSOLE
717081103PFEPfizer Inc.$31,0670.04%1,226CommonNONE
235851102DHRDanaher Corp.$28,7000.04%140CommonSOLE
438516106HONHoneywell International Inc.$25,4100.03%120CommonSOLE
654106103NKENike Inc. B$21,5830.03%340CommonSOLE
493267108KEYKeyCorp$19,1880.03%1,200CommonSOLE
552737108MMTMFS Multimarket Income Trust C$17,9490.02%3,860CommonSOLE
022671101AMALAmalgamated Finl Corp Ordinary$17,2500.02%600CommonSOLE
934423104WBDWarner Bros.Discovery Inc. Cla$17,0820.02%1,592CommonNONE
67066g104NVIDIA Corp.$16,2570.02%150CommonNONE
64828t201Rithm Capital Corp$13,7400.02%1,200CommonSOLE
929740108WABWestinghouse Air Brake Technol$12,3320.02%68CommonNONE
50155q100Kyndryl Holdings Inc.$5,2440.01%167CommonNONE
316092113FELCFidelity Enhanced Large Cap Co$4,0860.01%131CommonSOLE
92556v106Viatris Inc.$1,3240.00%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.