Fund HoldingsInvesture, LLC

Total Portfolio Value
$1.69B
Total Bought
$262.55M
Total Sold
$13.31M
Net Transaction
+$249.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS1,777,1052,139,030+361,925937,7251,152,53168.22%+214,806
ISHARES TR
CORE MSCI EAFE
389,067689,115+300,04830,36748,4312.87%+18,064
ISHARES INC
CORE MSCI EMKT
224,926583,661+358,73512,91330,4791.80%+17,566
UDR INC(UDR)411,910493,909+81,99918,67621,4411.27%+2,765
INVITATION HOMES INC(INVH)524,900649,916+125,01618,50820,7781.23%+2,270
MID-AMER APT CMNTYS INC(MAA)123,070140,688+17,61819,55621,7461.29%+2,190
CAMDEN PPTY TR(CPT)158,250182,728+24,47819,54921,2041.26%+1,655
ESSEX PPTY TR INC(ESS)66,00073,031+7,03119,49820,8461.23%+1,348
EQUITY RESIDENTIAL(EQR)263,800290,699+26,89919,64320,8611.23%+1,218
ISHARES TR06,565+6,56506360.04%+636
ISHARES TR
LOW CA OP MS ETF
100,650101,821+1,17119,74119,7121.17%-29
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
222,200222,200013,11412,9280.77%-187
AVALONBAY CMNTYS INC96,90096,900021,82721,3151.26%-512
SPDR SER TR
ST STR SP BIOT
561,600561,600055,48650,5782.99%-4,908
VANGUARD INDEX FDS844,587779,296-65,291239,153225,84813.37%-13,305
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