Constellation Investments, Inc.
19 holdingsFiling period: 2026-03-31Current AUM: $3.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.36M | $887.3M | $1.01B | 30.72% | -146,657 | 2026-03-31 |
| 2 | AGG | ISHARES TR | 5.92M | $587.8M | $578.0M | 17.54% | -1,142,013 | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 956.8K | $571.7M | $652.3M | 19.80% | +61.8K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 587.9K | $188.6M | $215.3M | 6.53% | -- | 2026-03-31 |
| 5 | ITOT | ISHARES TR | 1.11M | $157.8M | $180.2M | 5.47% | +500.0K | 2026-03-31 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 1.53M | $126.8M | $124.7M | 3.78% | -214,200 | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 179.0K | $103.3M | $122.4M | 3.71% | -- | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 1.10M | $81.0M | $79.7M | 2.42% | -- | 2026-03-31 |
| 9 | IEFA | ISHARES TR | 779.5K | $70.6M | $77.1M | 2.34% | -- | 2026-03-31 |
| 10 | MBB | ISHARES TR | 495.9K | $47.1M | $46.3M | 1.40% | -- | 2026-03-31 |
| 11 | SPYV | SPDR SERIES TRUST | 712.0K | $40.3M | $44.3M | 1.34% | -- | 2026-03-31 |
| 12 | IWB | ISHARES TR | 101.4K | $36.2M | $41.2M | 1.25% | -- | 2026-03-31 |
| 13 | IJH | ISHARES TR | 455.0K | $30.7M | $34.3M | 1.04% | -965,000 | 2026-03-31 |
| 14 | LQD | ISHARES TR | 249.3K | $27.2M | $26.5M | 0.81% | -- | 2026-03-31 |
| 15 | IEMG | ISHARES INC | 365.5K | $25.5M | $28.2M | 0.85% | -- | 2026-03-31 |
| 16 | EFA | ISHARES TR | 188.4K | $18.3M | $20.0M | 0.61% | -- | 2026-03-31 |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | 139.0K | $8.3M | $8.1M | 0.25% | -5,000 | 2026-03-31 |
| 18 | VOOV | VANGUARD ADMIRAL FDS INC | 14.0K | $2.9M | $3.1M | 0.10% | -- | 2026-03-31 |
| 19 | CLOA | BLACKROCK ETF TRUST II | 27.0K | $1.4M | $1.4M | 0.04% | -51,130 | 2026-03-31 |
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