Ally Invest Advisors Inc.
75 holdingsFiling period: 2026-03-31Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 511.3K | $334.0M | $383.7M | 23.76% | +21.1K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX MANAGED INTL | 4.56M | $292.0M | $321.8M | 19.93% | -47,407 | 2026-03-31 |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 2.54M | $122.0M | $121.3M | 7.51% | +188.4K | 2026-03-31 |
| 4 | IEF | ISHARES TR | 1.07M | $102.1M | $99.5M | 6.16% | +71.6K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 1.46M | $98.6M | $109.9M | 6.81% | +42.4K | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 1.42M | $76.6M | $83.3M | 5.16% | +21.2K | 2026-03-31 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | 1.45M | $68.2M | $66.9M | 4.14% | +101.5K | 2026-03-31 |
| 8 | IGIB | ISHARES TR | 1.13M | $60.1M | $59.1M | 3.66% | +86.9K | 2026-03-31 |
| 9 | IJR | ISHARES TR | 412.1K | $51.2M | $59.9M | 3.71% | +13.9K | 2026-03-31 |
| 10 | ESGU | ISHARES TR | 348.2K | $49.2M | $57.0M | 3.53% | +12.9K | 2026-03-31 |
| 11 | SCHV | SCHWAB STRATEGIC TR | 964.4K | $29.4M | $32.9M | 2.03% | +12.1K | 2026-03-31 |
| 12 | ESGD | ISHARES TR | 290.2K | $27.7M | $30.4M | 1.88% | +7.2K | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 917.4K | $26.7M | $31.3M | 1.94% | +26.3K | 2026-03-31 |
| 14 | MUB | ISHARES TR | 246.9K | $26.2M | $26.1M | 1.62% | +15.8K | 2026-03-31 |
| 15 | AGG | ISHARES TR | 213.2K | $21.2M | $20.8M | 1.29% | +13.7K | 2026-03-31 |
| 16 | VOE | VANGUARD INDEX FDS | 43.7K | $8.0M | $8.9M | 0.55% | +381 | 2026-03-31 |
| 17 | ESGE | ISHARES INC | 173.5K | $7.9M | $8.9M | 0.55% | +227 | 2026-03-31 |
| 18 | VOT | VANGUARD INDEX FDS | 28.8K | $7.4M | $8.5M | 0.53% | +338 | 2026-03-31 |
| 19 | ESML | ISHARES TR | 144.6K | $6.8M | $7.8M | 0.48% | +2.0K | 2026-03-31 |
| 20 | VYM | VANGUARD WHITEHALL FDS INC | 34.0K | $5.0M | $5.5M | 0.34% | +506 | 2026-03-31 |
| 21 | IGSB | ISHARES TR | 87.2K | $4.6M | $4.5M | 0.28% | +3.7K | 2026-03-31 |
| 22 | VBK | VANGUARD INDEX FDS | 13.6K | $4.1M | $4.6M | 0.29% | +88 | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 18.8K | $4.1M | $4.6M | 0.28% | +110 | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 28.4K | $3.8M | $5.0M | 0.31% | -962 | 2026-03-31 |
| 25 | VYMI | VANGUARD WHITEHALL FDS INC | 38.0K | $3.6M | $3.9M | 0.24% | -420 | 2026-03-31 |
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