Fund HoldingsKensington Asset Management, LLC

Total Portfolio Value
$1.71B
Total Bought
$126.63M
Total Sold
$239.86M
Net Transaction
-$113.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Invesco684,154807,758+123,604331,028412,95024.20%+81,922
PIMCO
SR LN ACTIVE ETF
33,476265,476+232,0001,71913,5660.80%+11,846
SPDR
ST STR BLO 1 ETF
0128,143+128,143011,7160.69%+11,716
PIMCO
MULTISECTOR BD
0446,181+446,181011,5650.68%+11,565
Ishares091,824+91,82407,2220.42%+7,222
Janus Henderson
B-BBB CLO ETF
450,448500,448+50,00022,24324,6021.44%+2,359
Invesco
SR LN ETF
1,503,9401,503,940031,56831,6881.86%+120
John Hancock
HIGH YIELD ETF
25,00025,00006456360.04%-10
Franklin
HIGH YIELD CORP
400,450400,45009,6479,5590.56%-88
SPDR
ST STR BL LN ETF
1,244,8111,244,811052,08351,9463.04%-137
FlexShares
HIG YLD VL ETF
518,700518,700021,27721,1011.24%-176
Janus Henderson
HENDRSON AAA CL
1,469,8821,469,882074,81774,5384.37%-279
VanEck
FALLEN ANGEL HG
2,369,7262,369,726068,41467,9403.98%-474
iShares4,6000-4,6005010-501
SPDR
ST STR P500ETF
119,924104,072-15,8528,0217,1750.42%-846
SPDR
ST PORT HIGH ETF
4,179,1004,179,100098,96198,0835.75%-878
abrdn(SGOL)315,113289,371-25,7428,2597,2490.42%-1,010
Invesco18,0000-18,0001,2780-1,278
iShares
CORE HIGH DV ETF
12,5000-12,5001,4720-1,472
iShares
BROAD USD HIGH
4,734,1604,734,1600175,779174,17010.21%-1,610
iShares98,90877,817-21,0919,3497,1940.42%-2,155
Angel Oak
HIGH YIE OPP ETF
200,0000-200,0002,2140-2,214
Vanguard127,900108,320-19,58048,97544,4592.61%-4,517
SPDR
ST STR SP600 SML
178,82572,087-106,7387,9273,2380.19%-4,689
SPDR
ST TERM HIGH ETF
1,712,5001,450,000-262,50043,63536,6132.15%-7,022
Select Sector SPDR TR
ST STR REAL ETF
180,4000-180,4007,7930-7,793
SPDR
ST PORT MARK ETF
193,9340-193,9347,7980-7,798
Xtrackers1,209,900970,000-239,90043,98034,9982.05%-8,982
SPDR
ST BLOO HIGH ETF
1,256,9801,136,980-120,000121,047108,5476.36%-12,500
iShares130,90088,650-42,25048,95135,6002.09%-13,351
PIMCO
MULTISECTOR BD
762,7810-762,78119,9390-19,939
Vanguard147,2004,500-142,70047,0911,5450.09%-45,545
Vanguard968,982757,614-211,368506,458408,21023.93%-98,248
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