Tortoise Investment Management, LLC
247 holdingsFiling period: 2026-03-31Current AUM: $1.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 145.3K | $94.9M | $109.0M | 8.41% | -1,703 | 2026-03-31 |
| 2 | STIP | ISHARES TR | 840.2K | $86.9M | $85.2M | 6.57% | +273.7K | 2026-03-31 |
| 3 | AVUS | AMERICAN CENTY ETF TR | 392.3K | $43.6M | $50.1M | 3.86% | +32.9K | 2026-03-31 |
| 4 | BTT | BLACKROCK MUN TARGET TERM TR | 1.40M | $31.8M | $31.4M | 2.42% | +40.0K | 2026-03-31 |
| 5 | JMTG | J P MORGAN EXCHANGE TRADED F | 615.2K | $31.4M | $30.7M | 2.37% | +576.6K | 2026-03-31 |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | 591.1K | $29.6M | $29.4M | 2.27% | +61.0K | 2026-03-31 |
| 7 | SGOV | ISHARES TR | 288.8K | $29.1M | $29.1M | 2.24% | +3.0K | 2026-03-31 |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 515.2K | $25.5M | $24.9M | 1.92% | +44.5K | 2026-03-31 |
| 9 | SCHP | SCHWAB STRATEGIC TR | 929.7K | $24.7M | $24.3M | 1.87% | +34.5K | 2026-03-31 |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | 438.7K | $24.3M | $23.1M | 1.79% | -16 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 306.5K | $21.4M | $23.8M | 1.84% | -2,331 | 2026-03-31 |
| 12 | SCHX | SCHWAB STRATEGIC TR | 745.9K | $19.1M | $22.0M | 1.69% | +40.9K | 2026-03-31 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | 401.1K | $18.1M | $20.8M | 1.60% | +33.1K | 2026-03-31 |
| 14 | VTV | VANGUARD INDEX FDS | 89.1K | $17.5M | $19.6M | 1.51% | +873 | 2026-03-31 |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | 283.5K | $16.9M | $16.5M | 1.28% | +276.3K | 2026-03-31 |
| 16 | SCHC | SCHWAB STRATEGIC TR | 360.6K | $16.9M | $17.4M | 1.34% | +3.7K | 2026-03-31 |
| 17 | BOXX | EA SERIES TRUST | 144.8K | $16.8M | $17.0M | 1.31% | +19.5K | 2026-03-31 |
| 18 | IWB | ISHARES TR | 47.0K | $16.7M | $19.2M | 1.48% | -644 | 2026-03-31 |
| 19 | ITOT | ISHARES TR | 115.3K | $16.4M | $18.9M | 1.46% | -3,868 | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 1.34M | $15.9M | $18.3M | 1.41% | +1.30M | 2026-03-31 |
| 21 | SPEM | SPDR INDEX SHS FDS | 336.8K | $15.8M | $17.2M | 1.32% | +3.2K | 2026-03-31 |
| 22 | VBIL | VANGUARD INSTL INDEX FD | 205.7K | $15.6M | $15.6M | 1.20% | +126.5K | 2026-03-31 |
| 23 | SPYM | SPDR SERIES TRUST | 195.4K | $15.0M | $17.2M | 1.33% | +28.0K | 2026-03-31 |
| 24 | DCRE | DOUBLELINE ETF TRUST | 271.8K | $14.1M | $14.0M | 1.08% | +6.9K | 2026-03-31 |
| 25 | IEFA | ISHARES TR | 155.5K | $14.1M | $15.3M | 1.18% | -2,932 | 2026-03-31 |
← Scroll →
Page 1 of 10