account_balance
Investment manager · 13F filer · SEC CIK 1706013
Ally Invest Advisors Inc.
Reported value$1.64Bas of Sep 30, 2026
Positions74 0 new, 1 sold out
Top 10 weight84.5%IVV alone is 24%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
23.9%
VEAVanguard Tax Managed Intl
19.6%
BNDXVanguard Charlotte FDS
7.8%Added +3%
IJHiShares Tr
6.5%
IEFiShares Tr
6.4%Added +5%
VWOVanguard Intl Equity Index F
5.2%
VMBSVanguard Scottsdale FDS
4.3%Added +4%
IGIBiShares Tr
3.8%Added +5%
ESGUiShares Tr
3.5%
IJRiShares Tr
3.4%
SCHGSchwab Strategic Tr
2.0%
SCHVSchwab Strategic Tr
2.0%
IVViShares Tr
23.9%
VEAVanguard Tax Managed Intl
19.6%
BNDXVanguard Charlotte FDS
7.8%
IJHiShares Tr
6.5%
IEFiShares Tr
6.4%
VWOVanguard Intl Equity Index F
5.2%
VMBS4.3%
IGIB
ESGU3.5%
IJR3.4%
SCHG
SCHV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 23.9% Held
VEA Vanguard Tax Managed Intl 19.6% Held
BNDX Vanguard Charlotte FDS 7.8% Added +3%
IJH iShares Tr 6.5% Held
IEF iShares Tr 6.4% Added +5%
VWO Vanguard Intl Equity Index F 5.2% Held
VMBS Vanguard Scottsdale FDS 4.3% Added +4%
IGIB iShares Tr 3.8% Added +5%
ESGU iShares Tr 3.5% Held
IJR iShares Tr 3.4% Held
SCHG Schwab Strategic Tr 2.0% Held
SCHV Schwab Strategic Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- IEF +5%
- IGIB +5%
- VMBS +4%
- MUB +3%
arrow_downwardTrimmed
- XLK −10%
- VYMI −6%
- VYM −5%
- IGSB −3%
remove_circleSold out
- SBIO $232K
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.