The Analysis of Constellation Investments, Inc.'s Holdings


Currently, Constellation Investments, Inc. holds 19 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in IVV (+494.7K shares, valued at $338.8M), AGG (+2.9M shares, valued at $291.1M), N/A (+366.0K shares, valued at $229.5M); decreased their positions in N/A (-16.0K shares, valued at $9.8M), IJH (-85.0K shares, valued at $5.6M), CLOA (-96.0K shares, valued at $5.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR1.5M shares48.96%2025-12-312026-01-21history
AGG ISHARES TR7.1M shares70.24%2025-12-312026-01-21history
VANGUARD INDEX FDS VANGUARD INDEX FDS895.0K shares69.19%2025-12-312026-01-21history
VTI VANGUARD INDEX FDS587.9K shares178.64%2025-12-312026-01-21history
VCIT VANGUARD SCOTTSDALE FDS1.7M shares56.96%2025-12-312026-01-21history
INVESCO QQQ TR INVESCO QQQ TR179.0K shares-8.19%2025-12-312026-01-21history
IJH ISHARES TR1.4M shares-5.65%2025-12-312026-01-21history
ITOT ISHARES TR608.0K shares124.77%2025-12-312026-01-21history
Sponsored
IEFA ISHARES TR779.5K shares0.00%2025-12-312026-01-21history
MBB ISHARES TR495.9K shares0.00%2025-12-312026-01-21history
SPYV SPDR SERIES TRUST712.0K shares0.00%2025-12-312026-01-21history
IWB ISHARES TR101.4K shares0.00%2025-12-312026-01-21history
LQD ISHARES TR249.3K shares0.00%2025-12-312026-01-21history
IEMG ISHARES INC365.5K shares0.00%2025-12-312026-01-21history
IJR ISHARES TR200.0K shares0.00%2025-12-312026-01-21history
EFA ISHARES TR188.4K shares0.00%2025-12-312026-01-21history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS144.0K shares0.00%2025-12-312026-01-21history
CLOA BLACKROCK ETF TRUST II78.1K shares-55.13%2025-12-312026-01-21history
VOOV VANGUARD ADMIRAL FDS INC14.0K shares-26.32%2025-12-312026-01-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available