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Institutional Investment Manager
INVST, LLC
INVST, LLC (CIK: 0001867587). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q2)
Original 13F HR (0001867587-21-000001) filed in 2021.06.23
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB EMERGING MARKETS EQUITY ETF 171,219 4,104 5.84%
2 SCHWAB INTERNATIONAL EQUITY ETF 151,519 4,526 6.44%
3 SCHWAB U.S. LARGE-CAP VALUE ETF 109,416 5,436 7.74%
4 SCHWAB U.S. LARGE-CAP GROWTH ETF 99,637 6,026 8.58%
5 SELECT SECTOR SPDR TR 73,113 3,832 5.45%
6 VANGUARD WORLD FDS 62,833 3,799 5.41%
7 SCHWAB SHORT-TERM US TREASURY ETF 59,016 2,978 4.24%
8 SPDR S&P 600 SMALL CAP VALUE ETF 51,610 6,092 8.67%
9 SELECT SECTOR SPDR TR 48,315 3,377 4.81%
10 SCHWAB U.S. REIT ETF 47,538 1,939 2.76%
11 SELECT SECTOR SPDR TR 42,803 3,765 5.36%
12 SPDR SER TR 35,693 1,710 2.43%
13 SCHWAB US TIPS ETF 32,278 1,792 2.55%
14 POWERSHARES ETF TR II 32,011 474 0.67%
15 VANGUARD WORLD FDS 31,187 3,859 5.49%
16 VANGUARD WORLD FD 28,419 3,854 5.49%
17 SPDR S&P 600 SMALL CAP GROWTH ETF 26,087 5,548 7.90%
18 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 23,879 1,280 1.82%
19 ORACLE CORP 22,994 1,026 1.46%
20 VANGUARD CHARLOTTE FDS 22,239 1,204 1.71%
21 ISHARES TR 15,916 760 1.08%
22 TERADATA CORP DEL 15,915 495 0.70%
23 VANGUARD SCOTTSDALE FDS 11,377 1,023 1.46%
24 PIMCO ETF TR 7,208 742 1.06%
25 SPDR SERIES TRUST 6,104 262 0.37%
26 APPLE INC 2,400 345 0.49%