55 I, LLC Incresed Positions in Q3 2022

55 I, LLC

  • $3.58 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
255K
+ 30.67%
$358.65 - $432.04 $91.3M - $110M
1.08M $389M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
629K
+ 655.76%
$87.04 - $106.5 $54.8M - $67M
725K $63.2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.11M
+ 176.14%
$19.73 - $23.14 $41.6M - $48.7M
3.3M $65.2M
EEM
Ishares Msci Emerging Markets

ETFs
1.02M
+ 749.37%
$34.88 - $41.05 $35.5M - $41.8M
1.15M $40.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.03M
+ 18.85%
$41.99 - $50.54 $43.4M - $52.2M
6.52M $274M
IEV
Ishares Tr Europe ETF

ETFs
819K
+ 247.81%
$37.28 - $45.44 $30.5M - $37.2M
1.15M $43.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
234K
+ 107.01%
$103.94 - $126.48 $24.3M - $29.6M
453K $47.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
401K
+ 191.37%
$55.81 - $69.25 $22.4M - $27.8M
610K $34.1M
AAPL
Apple Inc.

Technology
154K
+ 189.75%
$138.2 - $174.55 $21.3M - $26.9M
235K $32.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
333K
+ 40.56%
$66.1 - $76.63 $22M - $25.5M
1.15M $76.2M
IEFA
Ishares Tr

ETFs
356K
+ 77.35%
$52.32 - $63.1 $18.6M - $22.4M
815K $42.9M
MSFT
Microsoft Corp

Technology
72.8K
+ 157.67%
$232.9 - $293.47 $17M - $21.4M
119K $27.7M
EFG
Msci Eafe Growth ETF

ETFs
361K
+ 23.39%
$71.9 - $88.11 $26M - $31.8M
1.9M $138M
IEMG
Ishares Inc

ETFs
351K
+ 100.67%
$44.37 - $50.42 $15.6M - $17.7M
699K $30M
ITOT
Ishares Core S&P Total U.S. St

ETFs
141K
+ 60.31%
$79.54 - $95.9 $11.2M - $13.5M
375K $29.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
102K
+ 364.41%
$100.74 - $123.41 $10.2M - $12.6M
130K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
88.1K
+ 255.65%
$109.22 - $144.78 $9.63M - $12.8M
123K $13.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
180K
+ 181.1%
$58.51 - $69.02 $10.6M - $12.5M
280K $16.4M
VTI
Vanguard Total Stock Market Et

ETFs
60.6K
+ 46.36%
$179.47 - $216.24 $10.9M - $13.1M
191K $34.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
146K
+ 1094.54%
$48.3 - $59.56 $7.06M - $8.71M
160K $7.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
35.8K
+ 54.14%
$210.4 - $257.47 $7.53M - $9.22M
102K $21.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
130K
+ 52.06%
$57.85 - $71.43 $7.49M - $9.25M
378K $21.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
125K
+ 321.82%
$55.54 - $66.76 $6.93M - $8.33M
164K $9.16M
IYH
Ishares Tr

ETFs
28.2K
+ 108.09%
$50.54 - $281.89 $1.42M - $7.95M
54.3K $13.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
53.9K
+ 66.63%
$131.18 - $147.67 $7.08M - $7.97M
135K $17.7M
TDVG
T Rowe Price Exchange Traded F

Technology
228K
+ 1433.02%
$28.47 - $33.24 $6.49M - $7.58M
244K $6.95M
VNQ
Vanguard Specialized Funds Van

ETFs
79.6K
+ 748.31%
$79.28 - $102.13 $6.31M - $8.13M
90.3K $7.24M
UNH
Unitedhealth Group Inc

Healthcare
12.1K
+ 224.96%
$501.24 - $549.95 $6.06M - $6.65M
17.5K $8.82M
DGRO
Ishares Core Dividend Growth E

ETFs
139K
+ 110.5%
$44.47 - $52.73 $6.2M - $7.36M
266K $11.8M
GOOGL
Alphabet Inc.

Communication Services
91.1K
+ 6414.93%
$95.65 - $122.08 $8.71M - $11.1M
92.5K $8.85M
TSLA
Tesla, Inc.

Consumer Cyclical
25.6K
+ 994.41%
$265.25 - $927.96 $6.79M - $23.8M
28.2K $7.47M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
20.5K
+ 185.5%
N/A
31.5K $8.41M
VTV
Vanguard Value ETF

ETFs
46.3K
+ 93.15%
$123.48 - $143.43 $5.72M - $6.64M
96K $11.9M
IVE
Ishares S&P 500 Value ETF

ETFs
43.1K
+ 45.96%
$128.52 - $150.96 $5.54M - $6.5M
137K $17.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
138K
+ 345.05%
$33.99 - $41.52 $4.69M - $5.72M
178K $6.06M
GOOG
Alphabet Inc.

Communication Services
79.7K
+ 5366.46%
$0.0 - $122.88 $0 - $9.79M
81.2K $7.81M
VIG
Vanguard Dividend Appreciation

ETFs
32.9K
+ 131.32%
N/A
58K $7.84M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
201K
+ 45.06%
$25.67 - $30.93 $5.17M - $6.23M
649K $16.7M
JNJ
Johnson & Johnson

Healthcare
25K
+ 132.85%
$161.33 - $179.52 $4.03M - $4.49M
43.8K $7.16M
VONV
Vanguard Russell 1000 Value Et

ETFs
63K
+ 1083.75%
$59.69 - $70.62 $3.76M - $4.45M
68.8K $4.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.3K
+ 35.31%
$357.18 - $429.7 $4.41M - $5.3M
47.3K $16.9M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
94K
+ 89.16%
$39.87 - $47.96 $3.75M - $4.51M
199K $7.95M
SLY
Spdr S&P 600 Small Cap ETF

ETFs
45.7K
+ 780.92%
N/A
51.6K $3.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
123K
+ 1461.25%
$27.52 - $33.12 $3.38M - $4.07M
131K $3.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
19.2K
+ 754.32%
$170.12 - $208.72 $3.27M - $4.01M
21.8K $3.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
24.7K
+ 172.45%
$135.99 - $161.15 $3.36M - $3.98M
39K $5.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
87.6K
+ 122.71%
$37.65 - $45.9 $3.3M - $4.02M
159K $6.01M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
114K
+ 136.06%
$30.53 - $37.41 $3.47M - $4.25M
197K $6.06M
PEP
Pepsico Inc

Consumer Defensive
19K
+ 185.02%
$163.26 - $180.4 $3.11M - $3.44M
29.3K $4.79M
Activity Summary
Buys All Purchases 493 New Holdings 193 Increased Positions 300 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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