55I, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2022
  • Location
    boston, MA
  • CIK
    0001730242
  • All SEC filings
Q3 2022
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

580

$3.58B
IVV, ESGU, KRE, EFV
13F-HR
Nov 14, 2022
000173024222000009

541

$3.57B
ESGU, IVV, KRE, EFV
13F-HR
Aug 12, 2022
000173024222000007

516

$4.22B
ESGU, IVV, KRE, IUSB
13F-HR
May 11, 2022
000173024222000005

483

$3.92B
ESGU, EFV, IVV, KRE
13F-HR
Feb 9, 2022
000173024222000003

475

$3.35B
ESGU, EFV, KRE, EFG
13F-HR
Nov 9, 2021
000173024221000002

398

$2.82B
ESGU, EFV, GOVT, KRE
13F-HR
Aug 13, 2021
000181204621000081

299

$1.99B
ESGU, EFV, IVV, GOVT
13F-HR
May 3, 2021
000181204621000046

242

$1.34B
ESGU, IVV, EFG, KRE
13F-HR
Feb 16, 2021
000181204621000028

272

$1.11B
IVV, ESGU, EFG, GOVT
13F-HR
Oct 29, 2020
000181204620000033

208

$663.80M
SCHO, IVV, ESGU, EFG
13F-HR
Aug 13, 2020
000181204620000019

161

$347.97M
SCHO, IVV, SCHR, SUSL
13F-HR
May 1, 2020
000172554720000039

138

$233.69M
SCHX, IVV, SCHR, SCHF
13F-HR
Jan 14, 2020
000172554720000008

123

$204.72M
KRE, SCHO, IVV, SCHR
13F-HR
Jan 10, 2020
000172554720000005

112

$177.72M
KRE, SCHO, IVV, SCHX
13F-HR
Jan 10, 2020
000172554720000004

83

$126.11M
IVV, SCHX, SCHF, SCHR
13F-HR
Jan 10, 2020
000172554720000003

55

$99.60M
SCHO, IVV, SCHR, KRE
13F-HR
Jan 10, 2020
000172554720000002
55i, Llc 13F Filings