Ally Invest Advisors Inc.
CIK: 0001706013SEC EDGAR →
Portfolio Value
$1.4B
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 490,212 | $335.8M | 23.17% |
| 2 | VANGUARD TAX MANAGED INTL | 4,604,747 | $287.7M | 19.85% |
| 3 | VANGUARD CHARLOTTE FDS | 2,351,481 | $113.6M | 7.84% |
| 4 | ISHARES TR | 998,550 | $96.0M | 6.63% |
| 5 | ISHARES TR | 1,417,770 | $93.6M | 6.46% |
| 6 | VANGUARD INTL EQUITY INDEX F | 1,396,299 | $75.1M | 5.18% |
| 7 | VANGUARD SCOTTSDALE FDS | 1,350,779 | $63.6M | 4.39% |
| 8 | ISHARES TR | 1,042,575 | $56.2M | 3.88% |
| 9 | ISHARES TR | 335,335 | $50.0M | 3.45% |
| 10 | ISHARES TR | 398,139 | $47.8M | 3.30% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $1.4B | 99.9% |
| Unknown | 3 | $1.9M | 0.1% |