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NextCapital Advisers, Inc.13F | |
| NextCapital Advisers, Inc. | |
| Last update 2022-07-08 | 14 Stocks (0 new) |
| Value $5.15 Bil | Turnover 5 % |
| Portfolio Report | |
NextCapital Advisers, Inc. Top Holdings of 2022-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 4,028,711 | 1527486.000 | +7.77% | 29.640 | +2.14% | 0.550 | +1.13% | -0.91% | 580036.558 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 8,170,415 | 830767.000 | +0.75% | 16.120 | +0.12% | 1.020 | -2.93% | -0.99% | 118817.651 | ||
IEFA | iShares Core MSCI EAFE ETF | 13,890,595 | 817461.000 | +7.87% | 15.860 | +1.16% | 0.970 | -7.13% | -0.75% | 116901.580 | ||
HYLB | Xtrackers USD High Yield Corporate Bond ETF | 11,403,342 | 384634.000 | +3.56% | 7.460 | +0.26% | 10.880 | -0.08% | -0.14% | 3399.244 | ||
IJR | iShares Core S&P Small-Cap ETF | 3,802,869 | 351423.000 | +4.99% | 6.820 | +0.32% | 0.580 | +0.04% | -1.86% | 85956.716 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 5,851,176 | 287058.000 | +8.84% | 5.570 | +0.45% | 0.440 | -8.92% | -1.97% | 76267.573 | ||
SCHP | Schwab U.S. Tips ETF | 3,698,454 | 206373.000 | +2.33% | 4.000 | +0.09% | 1.310 | -2.86% | -0.54% | 11419.205 | ||
BNDX | Vanguard Total International Bond ETF | 3,611,909 | 178933.000 | +0.92% | 3.470 | +0.03% | 0.400 | -0.58% | -1.06% | 60738.923 | ||
BSV | Vanguard Short-Term Bond ETF | 1,717,224 | 131865.000 | -4.87% | 2.560 | -0.12% | 0.340 | -0.64% | -0.38% | 33402.894 | ||
EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 1,389,115 | 118519.000 | +4.37% | 2.300 | +0.10% | 0.840 | -2.26% | -0.30% | 13457.405 |
NextCapital Advisers, Inc.'s Historical Top Holdings Breakdowns
NextCapital Advisers, Inc. Total Holding History ($B)
NextCapital Advisers, Inc.'s Asset Allocation
NextCapital Advisers, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NextCapital Advisers, Inc.'s Hypothetical Growth since 2022-06-30
NextCapital Advisers, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NextCapital Advisers, Inc.'s Holdings Heat Map
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NextCapital Advisers, Inc.'s Holdings Bubble Chart
NextCapital Advisers, Inc. News
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