SVB Investment Services Inc.

13F Portfolio Filings

Most recent 13F
Q1 2022
Location
Salt Lake City, UT
CIK
0001806668
Alternate names
SVB Wealth Advisory, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2022 42 161,205 VOO, SCHF, SCHP, REET 13F-HR 5/10/2022 000180666822000003
Q4 2021 39 150,410 VOO, SCHF, SCHP, REET 13F-HR 2/11/2022 000180666822000001
Q3 2021 37 150,004 VOO, SCHF, SCHP, BND 13F-HR 10/18/2021 000180666821000003
Q2 2021 37 149,980 VOO, SCHF, SCHP, VWO 13F-HR 8/13/2021 000160658721001189
Q1 2021 36 125,535 VOO, SCHF, SCHP, BND 13F-HR 5/4/2021 000160658721000560
Q4 2020 63 128,798 VOO, SCHF, SCHP, VWO 13F-HR 2/4/2021 000180666821000001
Q3 2020 60 117,995 VOO, SCHF, SCHP, BND 13F-HR 10/7/2020 000180666820000004
Q2 2020 58 109,239 VOO, SCHF, SCHP, BND 13F-HR 7/20/2020 000180666820000003
Q1 2020 56 115,379 VOO, SCHF, SCHP, VWO 13F-HR 5/11/2020 000180666820000002
Q4 2019 56 105,480 VOO, SCHF, SCHP, BND 13F-HR 3/24/2020 000180666820000001