OKABENA INVESTMENT SERVICES INC: 13F holdings
CIK 11575192026Q2
| Positions | 145 |
|---|---|
| Reported value | $560.0m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 634,862 | $45.2m | 8.1% |
| VOO VANGUARD S&P 500 ETF | 60,275 | $41.4m | 7.4% |
| IVV ISHARES CORE S&P 500 ETF | 49,762 | $37.3m | 6.7% |
| TGT TARGET CORP COM | 201,709 | $26.3m | 4.7% |
| EEM ISHARES MSCI EMERGING MARKETS ETF | 331,530 | $22.7m | 4.1% |
| VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF | 239,553 | $20.5m | 3.7% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 306,049 | $18.3m | 3.3% |
| SPY STATE STREET SPDR S&P 500 ETF | 24,157 | $18.0m | 3.2% |
| MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | 200,492 | $17.6m | 3.1% |
| DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 410,787 | $16.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1157519")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.