MANAGED ACCOUNT SERVICES INC

13F Portfolio Filings

  • Most recent 13F
    Q3 2021
  • Location
    coconut grove, FL
  • CIK
    0001696656
  • All SEC filings
Q3 2021
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

106

$379.64M
IVV, KRE, VUG, SPYV
13F-HR
Nov 9, 2021
000122107321000111

110

$419.59M
IVV, KRE, SPYV, VUG
13F-HR
Aug 10, 2021
000122107321000095

103

$381.99M
KRE, IVV, SPYV, KRE
13F-HR
May 14, 2021
000122107321000061

107

$372.02M
KRE, IVV, KRE, VUG
13F-HR
Feb 8, 2021
000122107321000016

97

$317.33M
KRE, IVV, KRE, VUG
13F-HR
Nov 10, 2020
000122107320000147

94

$276.13M
KRE, IVV, SPYV, VUG
13F-HR
Jul 31, 2020
000122107320000122

87

$206.43M
IVV, KRE, VNQ, IJR
13F-HR
Apr 16, 2020
000122107320000052

88

$242.03M
IVV, SPDR SER TR, VNQ, KRE
13F-HR
Feb 5, 2020
000122107320000021

86

$201.74M
IVV, VNQ, VEA, SPDR SER TR
13F-HR
Oct 22, 2019
000122107319000103

85

$184.57M
IVV, VNQ, VEA, KRE
13F-HR
Jul 15, 2019
000122107319000066

85

$178.15M
IVV, VNQ, VEA, SCZ
13F-HR
Apr 19, 2019
000122107319000042

77

$162.32M
IVV, VNQ, VEA, SCZ
13F-HR
Feb 6, 2019
000122107319000015

73

$153.95M
IVV, VNQ, VEA, EFV
13F-HR
Oct 22, 2018
000122107318000068

65

$152.87M
IVV, VNQ, VEA, EFV
13F-HR
Aug 7, 2018
000122107318000054

71

$152.52M
IVV, VEA, VNQ, EFV
13F-HR
May 14, 2018
000122107318000037

71

$153.40M
IVV, VNQ, VEA, EFV
13F-HR
Jan 22, 2018
000122107318000001

62

$148.07M
IVV, VNQ, VEA, EFV
13F-HR
Oct 18, 2017
000122107317000088

64

$141.06M
IVV, VNQ, VEA, EFV
13F-HR
Jul 31, 2017
000122107317000071

62

$135.36M
IVV, VNQ, VEA, EFV
13F-HR
Apr 13, 2017
000122107317000042

58

$130.35M
IVV, VNQ, VEA, EFV
13F-HR
Feb 7, 2017
000122107317000028