Every ETF that holds AlTi Global, Inc., ranked by how large the position is as a share of the fund. A high weight means the ETF's performance is closely tied to this stock. The issuer, weight, shares held, and position value are shown for each fund.
| ui.rank | ETF | Weight | Issuer | Shares | Value |
|---|---|---|---|---|---|
| 1 | Vanguard Russell 2000 Value ETFVTWV | 0.01% | Vanguard | 32.96K | $108.77K |
| 2 | Global X - Russell 2000 ETFRSSL | 0.01% | Global X | 23.03K | $85.00K |
| 3 | Vanguard Russell 2000 ETF |
| 0.00% |
| Vanguard |
| 223.47K |
| $737.45K |
| 4 | Schwab U.S. Small-Cap ETFSCHA | 0.00% | Schwab | 212.14K | $784.58K |
|---|
| 5 | ProShares - Ultra Russell2000UWM | 0.00% | ProShares | 2.06K | $7.60K |
|---|
| 6 | ProShares - UltraPro Russell2000URTY | 0.00% | ProShares | 1.74K | $6.43K |
|---|
| 7 | Vanguard Extended Market Index Fund Institutional Plus SharesVEMPX | 0.00% | Vanguard | 503.9K | $1.66M |
|---|
| 8 | Vanguard Extended Market Index Fund Admiral SharesVEXAX | 0.00% | Vanguard | 503.9K | $1.66M |
|---|
| 9 | Vanguard Extended Market Index Fund Institutional SharesVIEIX | 0.00% | Vanguard | 503.9K | $1.66M |
|---|
| 10 | Vanguard Extended Market ETFVXF | 0.00% | Vanguard | 503.9K | $1.66M |
|---|
| 11 | Dimensional - US Small Cap ETFDFAS | 0.00% | Dimensional | 56.90K | $209.97K |
|---|
| 12 | ProShares - Hedge Replication ETFHDG | 0.00% | ProShares | 50 | $184.5 |
|---|
| 13 | Dimensional - US Core Equity 1 ETFDCOR | 0.00% | Dimensional | 6.40K | $23.60K |
|---|
| 14 | Schwab U.S. Broad Market ETFSCHB | 0.00% | Schwab | 26.00K | $95.99K |
|---|
| 15 | iShares LifePath Target Date 2060 ETFITDH | 0.00% | IShares | 18 | $67.70 |
|---|
| 16 | iShares LifePath Target Date 2065 ETFITDI | 0.00% | IShares | 14 | $50.36 |
|---|
| 17 | iShares LifePath Target Date 2070 ETFITDJ | 0.00% | IShares | 7 | $25.69 |
|---|
| 18 | iShares LifePath Target Date 2055 ETFITDG | 0.00% | IShares | 27 | $99.39 |
|---|
| 19 | Vanguard Russell 3000 ETFVTHR | 0.00% | Vanguard | 3.18K | $10.50K |
|---|
| 20 | Vanguard Institutional Total Stock Market Index Fund Institutional SharesVITNX | 0.00% | Vanguard | 18.09K | $59.69K |
|---|
| 21 | iShares LifePath Target Date 2050 ETFITDF | 0.00% | IShares | 38 | $138.86 |
|---|
| 22 | Vanguard Total Stock Market Index Fund Institutional Plus SharesVSMPX | 0.00% | Vanguard | 1.10M | $3.64M |
|---|
| 23 | Vanguard Total Stock Market ETFVTI | 0.00% | Vanguard | 1.10M | $3.64M |
|---|
| 24 | Dimensional - US Sustainability Core 1 ETFDFSU | 0.00% | Dimensional | 847 | $3.13K |
|---|
| 25 | iShares LifePath Target Date 2045 ETFITDE | 0.00% | IShares | 33 | $120.56 |
|---|
| 26 | Vanguard Balanced Index Fund Institutional SharesVBAIX | 0.00% | Vanguard | 23.70K | $78.20K |
|---|
| 27 | Vanguard Balanced Index FundVBIAX | 0.00% | Vanguard | 23.70K | $78.20K |
|---|
| 28 | VBINXVBINX | 0.00% | — | 23.70K | 78.20K n/a |
|---|
| 29 | iShares LifePath Target Date 2040 ETFITDD | 0.00% | IShares | 30 | $111.85 |
|---|
| 30 | iShares LifePath Target Date 2035 ETFITDC | 0.00% | IShares | 21 | $77.02 |
|---|
| 31 | iShares LifePath Target Date 2030 ETFITDB | 0.00% | IShares | 8 | $28.45 |
|---|
| 32 | iShares LifePath Retirement ETFIRTR | 0.00% | IShares | 4 | $15.32 |
|---|
| 33 | Dimensional - US Core Equity 2 ETFDFAC | 0.00% | Dimensional | 2.88K | $10.64K |
|---|
| 34 | Dimensional - US Vector Equity ETFDXUV | 0.00% | Dimensional | 12 | $44.28 |
|---|
| 35 | iShares Micro-Cap ETFIWC | 0.04% | IShares | 167.93K | $619.65K |
|---|
| 36 | iShares Russell 2000 Value ETFIWN | 0.01% | IShares | 385.78K | $1.42M |
|---|
| 37 | iShares Russell 2000 ETFIWM | 0.01% | IShares | 1.21M | $4.47M |
|---|
| 38 | iShares Russell 2000 Growth ETFIWO | 0.00% | IShares | 163.5K | $603.32K |
|---|
| 39 | U.S. Micro Cap Portfolio: ETF Class SharesDFMC | 0.00% | DFA | 43.56K | $157.26K |
|---|
| 40 | Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPX | 0.00% | Vanguard | 18.09K | $59.69K |
|---|
| 41 | Vanguard Total Stock Market Index Fund Institutional SharesVITSX | 0.00% | Vanguard | 1.10M | $3.64M |
|---|
| 42 | Vanguard Total Stock Market Index Fund Admiral SharesVTSAX | 0.00% | Vanguard | 1.10M | $3.64M |
|---|
Showing the top 42 ETFs.
