Filer Name: CONSTELLATION INVESTMENTS, INC.
CIK: 1573575
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 17
Portfolio Value: $2.20B

Constellation Investments, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 1,136,789 $669M 30.46% - -
AGG US ISHARES CORE U.S. AGGREGATE 4,448,919 $431M 19.62% - -
VOO US VANGUARD S&P 500 ETF 444,000 $239M 10.89% - -
IWB US ISHARES RUSSELL 1000 ETF 565,441 $182M 8.29% - -
IEFA US ISHARES CORE MSCI EAFE ETF 1,845,498 $130M 5.90% - -
IJH US ISHARES CORE S&P MIDCAP ETF 1,549,000 $97M 4.39% - -
QQQ US INVESCO QQQ TRUST SERIES 1 167,000 $85M 3.89% - -
ICSH US ISHARES ULT STBA ETF USD INC 1,149,470 $58M 2.64% - -
IEMG US ISHARES CORE MSCI EMERGING 1,078,482 $56M 2.56% - -
MBB US ISHARES MBS ETF 548,000 $50M 2.29% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 865,000 $50M 2.28% - -
VCIT US VANGUARD INT-TERM CORPORATE 625,000 $50M 2.28% - -
LQD US ISHARES IBOXX INVESTMENT GRA 249,317 $27M 1.21% - -
EFA US ISHARES MSCI EAFE ETF 273,431 $21M 0.94% - -
ITOT US ISHARES CORE S&P TOTAL U.S. 158,500 $20M 0.93% - -
IJR US ISHARES CORE S&P SMALL-CAP E 150,000 $17M 0.79% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 48,000 $14M 0.63% - -
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