Vestmark Advisory Solutions, Inc.
Q1 2025 13F Holdings
- Locationwakefield, MA
- Num holdings
621
- Value ($000)
$3,883,801
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001736982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $161.19M | 4 % | 586,485 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $139.10M | 4 % | 4,216,350 | ||
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $138.54M | 4 % | 1,373,141 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $104.45M | 3 % | 1,422,084 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $95.77M | 3 % | 1,542,233 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $69.39M | 2 % | 1,475,206 | ||
DGCB DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | $64.79M | 2 % | 1,218,576 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $63.26M | 2 % | 123,090 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $50.98M | 1 % | 828,870 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.26M | 1 % | 80,545 |
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