Constellation Investments, Inc.
19 holdingsFiling period: 2026-06-30Current AUM: $3.20Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 1.26M | $943.8M | $973.3M | 30.38% | -98,181 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 936.2K | $643.0M | $661.7M | 20.65% | -20,627 | 2026-06-30 |
| 3 | AGG | iShares TR | 5.62M | $556.7M | $535.8M | 16.72% | -296,358 | 2026-06-30 |
| 4 | VTI | Vanguard Index Fds | 587.9K | $217.6M | $221.7M | 6.92% | -- | 2026-06-30 |
| 5 | ITOT | iShares TR | 1.11M | $182.0M | $185.5M | 5.79% | -- | 2026-06-30 |
| 6 | QQQ | Invesco Qqq TR | 175.9K | $129.5M | $126.2M | 3.94% | -3,118 | 2026-06-30 |
| 7 | VCIT | Vanguard Scottsdale Fds | 1.28M | $105.4M | $100.5M | 3.14% | -256,790 | 2026-06-30 |
| 8 | BND | Vanguard BD Index Fds | 1.10M | $80.8M | $77.8M | 2.43% | -- | 2026-06-30 |
| 9 | IEFA | iShares TR | 742.1K | $71.7M | $71.8M | 2.24% | -37,392 | 2026-06-30 |
| 10 | MBB | iShares TR | 495.9K | $46.9M | $44.9M | 1.40% | -- | 2026-06-30 |
| 11 | SPYV | Spdr Series Trust | 712.0K | $43.3M | $45.2M | 1.41% | -- | 2026-06-30 |
| 12 | IWB | iShares TR | 101.4K | $41.5M | $42.6M | 1.33% | -- | 2026-06-30 |
| 13 | IJH | iShares TR | 455.0K | $35.1M | $33.3M | 1.04% | -- | 2026-06-30 |
| 14 | IEMG | iShares Inc | 362.4K | $30.0M | $28.0M | 0.88% | -3,066 | 2026-06-30 |
| 15 | LQD | iShares TR | 249.3K | $27.2M | $25.7M | 0.80% | -- | 2026-06-30 |
| 16 | EFA | iShares TR | 179.7K | $18.7M | $18.6M | 0.58% | -8,732 | 2026-06-30 |
| 17 | VGIT | Vanguard Scottsdale Fds | 115.5K | $6.8M | $6.6M | 0.21% | -23,491 | 2026-06-30 |
| 18 | VOOV | Vanguard Admiral Fds Inc | 14.0K | $3.1M | $3.2M | 0.10% | -- | 2026-06-30 |
| 19 | CLOA | BlackRock ETF Trust II | 27.0K | $1.4M | $1.4M | 0.04% | -- | 2026-06-30 |
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