Oikos Holdings LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $422 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $126M, Vanguard Star Fd Vanguard Tota with a value of $117M, Ishares Core S&P Total U.S. St with a value of $39M, Schwab Strategic Us Tips ETF with a value of $38.2M, and Vanguard Extended Market ETF with a value of $37.7M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $392M to 422M.

Below you can find more details about Oikos Holdings LLC portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $422 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $422 Million
  • Prior Value $392 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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