MondegarAI
Ally Invest Advisors Inc.

Q2 2024 · 13F-HR

Ally Invest Advisors Inc.holdings as filed

Filed 2024-08-13 · accession 0001706013-24-000006

$1.04B
Reported value
66
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$216.0M20.8%394,715CommonNONE
921943858VEAVANGUARD TAX MANAGED INTL$197.3M19.0%3,992,351CommonNONE
464287507IJHISHARES TR$106.3M10.2%1,816,490CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$86.4M8.30%1,774,279CommonNONE
464287440IEFISHARES TR$74.8M7.19%798,443CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$52.3M5.03%1,194,890CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$49.6M4.76%1,091,835CommonNONE
464288638IGIBISHARES TR$44.4M4.26%865,462CommonNONE
46435G425ESGUISHARES TR$38.6M3.71%323,255CommonNONE
464287804IJRISHARES TR$35.6M3.42%333,852CommonNONE
46435G516ESGDISHARES TR$19.6M1.88%248,854CommonNONE
464288414MUBISHARES TR$18.6M1.79%174,940CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$18.4M1.76%181,974CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$16.4M1.58%221,495CommonNONE
464287226AGGISHARES TR$10.6M1.02%108,893CommonNONE
46434G863ESGEISHARES INC$5.4M0.52%162,399CommonNONE
46435U663ESMLISHARES TR$4.1M0.39%106,438CommonNONE
921946406VYMVANGUARD WHITEHALL FDS INC$3.7M0.35%30,938CommonNONE
464288646IGSBISHARES TR$3.1M0.30%60,971CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.8M0.27%12,535CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS INC$2.5M0.24%36,360CommonNONE
922908538VOTVANGUARD INDEX FDS$2.1M0.20%9,086CommonNONE
922908512VOEVANGUARD INDEX FDS$2.0M0.19%13,275CommonNONE
46436E767USXFISHARES TR$1.7M0.17%37,227CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.7M0.16%22,165CommonNONE
46435U549EAGGISHARES TR$1.6M0.16%35,017CommonNONE
922908595VBKVANGUARD INDEX FDS$1.6M0.16%6,452CommonNONE
922908611VBRVANGUARD INDEX FDS$1.6M0.15%8,772CommonNONE
464288281EMBISHARES TR$1.6M0.15%18,010CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.12%16,553CommonNONE
464288158SUBISHARES TR$1.3M0.12%12,209CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.11%4,441CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.11%8,033CommonNONE
78464A375SPIBSPDR SER TR$1.1M0.11%33,655CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$959,4490.09%23,339CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$828,7200.08%4,543CommonNONE
922908744VTVVANGUARD INDEX FDS$795,3850.08%4,958CommonNONE
922908736VUGVANGUARD INDEX FDS$733,7320.07%1,962CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$718,3460.07%5,894CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$676,1960.06%7,894CommonNONE
46434V381XTISHARES TR$557,2210.05%9,472CommonNONE
78464A367SPLBSPDR SER TR$548,2550.05%24,313CommonNONE
921937835BNDVANGUARD BD INDEX FDS$492,7170.05%6,839CommonNONE
46436E759DMXFISHARES TR$489,1960.05%7,255CommonNONE
46434V464CRBNISHARES TR$480,2930.05%2,621CommonNONE
921909768VXUSVANGUARD STAR FDS$467,7180.04%7,757CommonNONE
46432F842IEFAISHARES TR$459,1880.04%6,321CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$456,7540.04%5,964CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$434,6630.04%4,550CommonNONE
37954Y715BOTZGLOBAL X FDS$433,9280.04%14,066CommonNONE
46435G243SUSBISHARES TR$422,0850.04%17,235CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$411,2060.04%17,365CommonNONE
78468R796SPYXSPDR SER TR$401,7470.04%9,008CommonNONE
46436E619EUSBISHARES TR$360,5780.03%8,474CommonNONE
78468R770ONEYSPDR SER TR$335,2310.03%3,231CommonNONE
97717W315DEMWISDOMTREE TR$318,0030.03%7,342CommonNONE
97717W604DESWISDOMTREE TR$300,1710.03%9,636CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$286,0690.03%4,815CommonNONE
46434G103IEMGISHARES INC$283,7920.03%5,302CommonNONE
46436E742EMXFISHARES TR$244,4370.02%6,662CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$218,1250.02%3,201CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$211,7230.02%2,323CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$207,9260.02%2,355CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$206,3320.02%5,372CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$202,3110.02%3,586CommonNONE
78464A631XARSPDR SER TR$200,1700.02%1,430CommonNONE

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.