Conrad Siegel Investment Advisors, Inc. has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $342 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $85.1M, Vanguard Index Fds S&P 500 ETF with a value of $74.6M, Ishares Tr with a value of $35.2M, Vanguard Mid Cap ETF with a value of $30.3M, and Ishares Tr with a value of $23.3M.

Examining the 13F form we can see an increase of $122M in the current position value, from $220M to 342M.

Below you can find more details about Conrad Siegel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
ETFs: $319 Million
Technology: $4.05 Million
Communication Services: $2.27 Million
Consumer Cyclical: $1.35 Million
Financial Services: $349,000
Healthcare: $231,000
Energy: $217,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $342 Million
  • Prior Value $220 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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