ETRADE Capital Management LLC

data from 30/09/2020

Capitalization

$ 5.370 B 12.06 %

Average holding period

11 ans

Performance

$ 1.148 B 35 548.54 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ETRADE Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/09/30 AGG ISHARES TR 7.54% 405.048 M $ 3430864 2011/09/30 -386.550 K $ -0.13 %
2020/09/30 VEU VANGUARD INTL EQUITY INDEX F 5.87% 315.393 M $ 6251603 2012/09/30 18.192 M $ 5.97 %
2020/09/30 SPY SPDR S&P 500 ETF TR 5.84% 313.508 M $ 936152 2011/09/30 25.992 M $ 8.60 %
2020/09/30 VTV VANGUARD INDEX FDS 5.62% 302.023 M $ 2889895 2017/06/30 13.814 M $ 4.94 %
2020/09/30 IVV ISHARES TR 4.05% 217.560 M $ 647384 2019/06/30 13.824 M $ 8.52 %
2020/09/30 IWF ISHARES TR 3.56% 190.954 M $ 880417 2011/09/30 24.953 M $ 12.99 %
2020/09/30 LQD ISHARES TR 2.72% 145.926 M $ 1083263 2015/12/31 179.665 K $ 0.16 %
2020/09/30 ESGU ISHARES TR 2.54% 136.313 M $ 1788639 2020/03/31 9.039 M $ 8.89 %
2020/09/30 ITOT ISHARES TR 2.51% 135.037 M $ 1788812 2017/09/30 10.638 M $ 8.71 %
2020/09/30 GOVT ISHARES TR 2.50% 134.165 M $ 4800179 2019/06/30 -148.283 K $ -0.14 %
2020/09/30 IJR ISHARES TR 2.29% 123.064 M $ 1752307 2017/09/30 2.949 M $ 2.84 %
2020/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.19% 117.374 M $ 2714479 2011/09/30 10.314 M $ 9.16 %
2020/09/30 EFG ISHARES TR 1.95% 104.616 M $ 1163950 2011/09/30 6.248 M $ 8.15 %
2020/09/30 VCIT VANGUARD SCOTTSDALE FDS 1.95% 104.467 M $ 1090470 2016/03/31 700.541 K $ 0.69 %
2020/09/30 VTEB VANGUARD MUN BD FDS 1.91% 102.784 M $ 1888038 2017/09/30 484.664 K $ 0.55 %
2020/09/30 IUSG ISHARES TR 1.70% 91.056 M $ 1138479 2018/06/30 9.880 M $ 11.27 %
2020/09/30 IGSB ISHARES TR 1.47% 78.711 M $ 1433452 2015/06/30 232.783 K $ 0.37 %
2020/09/30 GSLC GOLDMAN SACHS ETF TR 1.32% 71.077 M $ 1044487 2017/12/31 4.472 M $ 8.71 %
2020/09/30 ESGE ISHARES INC 1.23% 66.315 M $ 1862245 2020/03/31 5.485 M $ 11.02 %
2020/09/30 IWM ISHARES TR 1.17% 62.603 M $ 417942 2011/09/30 2.890 M $ 4.62 %
2020/09/30 IWO ISHARES TR 1.08% 57.923 M $ 261482 2011/09/30 4.128 M $ 7.08 %
2020/09/30 IWN ISHARES TR 1.03% 55.358 M $ 557309 2011/09/30 1.067 M $ 1.92 %
2020/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.03% 55.083 M $ 509510 2018/06/30 3.257 M $ 6.24 %
2020/09/30 VLUE ISHARES TR 0.99% 53.187 M $ 720881 2020/06/30 790.363 K $ 2.08 %
2020/09/30 SHYG ISHARES TR 0.91% 48.791 M $ 1110153 2016/03/31 901.262 K $ 2.47 %
2020/09/30 IEFA ISHARES TR 0.89% 47.677 M $ 790922 2019/06/30 1.905 M $ 5.46 %
2020/09/30 BSV VANGUARD BD INDEX FDS 0.75% 40.269 M $ 484876 2011/09/30 -32.596 K $ -0.08 %
2020/09/30 IXN ISHARES TR 0.72% 38.719 M $ 146845 2019/06/30 3.584 M $ 11.95 %
2020/09/30 IHI ISHARES TR 0.70% 37.530 M $ 125260 2020/06/30 3.620 M $ 13.17 %
2020/09/30 HYG ISHARES TR 0.66% 35.460 M $ 422641 2011/09/30 922.572 K $ 2.79 %
2020/09/30 IDV ISHARES TR 0.63% 33.716 M $ 1352420 2011/09/30 -248.586 K $ -0.76 %
2020/09/30 MSFT MICROSOFT CORP 0.61% 32.627 M $ 155123 2011/09/30 1.146 M $ 3.35 %
2020/09/30 VYM VANGUARD WHITEHALL FDS 0.57% 30.540 M $ 377358 2011/09/30 806.381 K $ 2.73 %
2020/09/30 AMZN AMAZON COM INC 0.56% 29.980 M $ 9522 2015/09/30 3.809 M $ 14.14 %
2020/09/30 USMV ISHARES TR 0.56% 29.907 M $ 469275 2019/06/30 1.128 M $ 5.11 %
2020/09/30 SHM SPDR SER TR 0.54% 29.210 M $ 585734 2017/09/30 0.000 $ 0.00 %
2020/09/30 AAPL APPLE INC 0.48% 26.041 M $ 224857 2011/09/30 4.801 M $ 26.98 %
2020/09/30 QEFA SPDR INDEX SHS FDS 0.48% 25.753 M $ 416448 2020/06/30 819.577 K $ 3.92 %
2020/09/30 IYG ISHARES TR 0.48% 25.622 M $ 209985 2020/06/30 397.623 K $ 2.19 %
2020/09/30 MBB ISHARES TR 0.46% 24.694 M $ 223681 2011/09/30 -62.585 K $ -0.27 %
2020/09/30 TIP ISHARES TR 0.43% 23.350 M $ 184584 2011/09/30 651.847 K $ 2.85 %
2020/09/30 IGIB ISHARES TR 0.33% 17.552 M $ 288637 2015/06/30 104.740 K $ 0.71 %
2020/09/30 TLT ISHARES TR 0.31% 16.651 M $ 101996 2015/06/30 -53.342 K $ -0.41 %
2020/09/30 DSI ISHARES TR 0.28% 14.951 M $ 116848 2017/12/31 1.048 M $ 8.42 %
2020/09/30 TSLA TESLA INC 0.24% 12.942 M $ 30168 2017/06/30 5.462 M $ 98.63 %
2020/09/30 VZ VERIZON COMMUNICATIONS INC 0.23% 12.245 M $ 205819 2011/09/30 870.844 K $ 7.91 %
2020/09/30 UNH UNITEDHEALTH GROUP INC 0.23% 12.168 M $ 39030 2011/09/30 712.057 K $ 5.70 %
2020/09/30 ESGD ISHARES TR 0.23% 12.104 M $ 190668 2018/06/30 515.680 K $ 4.79 %
2020/09/30 MRK MERCK & CO. INC 0.22% 11.653 M $ 140483 2011/09/30 742.026 K $ 7.25 %
2020/09/30 CMCSA COMCAST CORP NEW 0.21% 11.529 M $ 249238 2011/09/30 1.848 M $ 18.68 %
2020/09/30 MA MASTERCARD INCORPORATED 0.21% 11.416 M $ 33758 2011/09/30 1.567 M $ 14.36 %
2020/09/30 JNJ JOHNSON & JOHNSON 0.21% 11.391 M $ 76508 2011/09/30 583.440 K $ 5.87 %
2020/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.21% 11.385 M $ 183363 2019/03/31 -149.687 K $ -0.18 %
2020/09/30 SCZ ISHARES TR 0.21% 11.039 M $ 187131 2011/09/30 1.016 M $ 10.02 %
2020/09/30 PFE PFIZER INC 0.21% 11.021 M $ 300284 2011/09/30 1.085 M $ 12.22 %
2020/09/30 IEF ISHARES TR 0.20% 10.644 M $ 87375 2011/09/30 -3.601 K $ -0.04 %
2020/09/30 PYPL PAYPAL HLDGS INC 0.20% 10.633 M $ 53968 2017/03/31 1.322 M $ 13.09 %
2020/09/30 MUB ISHARES TR 0.20% 10.535 M $ 90875 2020/09/30 0.000 $ 0.00 %
2020/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.19% 10.426 M $ 128597 2011/09/30 3.538 M $ 42.80 %
2020/09/30 MGK VANGUARD WORLD FD 0.19% 10.388 M $ 56032 2011/09/30 1.361 M $ 13.39 %
2020/09/30 EMB ISHARES TR 0.19% 10.233 M $ 92282 2011/09/30 170.334 K $ 1.53 %
2020/09/30 GOOGL ALPHABET INC 0.19% 10.225 M $ 6977 2015/12/31 366.853 K $ 3.36 %
2020/09/30 ADBE ADOBE SYSTEMS INCORPORATED 0.18% 9.720 M $ 19818 2015/12/31 1.130 M $ 12.66 %
2020/09/30 T AT&T INC 0.17% 9.356 M $ 328175 2011/09/30 -500.046 K $ -5.70 %
2020/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.17% 9.314 M $ 72394 2014/03/31 861.723 K $ 9.80 %
2020/09/30 GSIE GOLDMAN SACHS ETF TR 0.17% 9.143 M $ 324781 2019/12/31 296.702 K $ 5.87 %
2020/09/30 V VISA INC 0.17% 9.131 M $ 45664 2015/09/30 307.237 K $ 3.52 %
2020/09/30 ACN ACCENTURE PLC IRELAND 0.16% 8.603 M $ 38066 2011/09/30 464.943 K $ 5.25 %
2020/09/30 CSCO CISCO SYS INC 0.16% 8.406 M $ 213418 2011/09/30 -1.412 M $ -15.54 %
2020/09/30 IEI ISHARES TR 0.15% 8.238 M $ 61663 2011/09/30 -4.963 K $ -0.06 %
2020/09/30 SAP SAP SE 0.15% 8.205 M $ 52662 2011/09/30 911.383 K $ 11.29 %
2020/09/30 AVGO BROADCOM INC 0.15% 7.889 M $ 21655 2018/06/30 1.186 M $ 15.43 %
2020/09/30 META FACEBOOK INC 0.15% 7.816 M $ 29843 2015/03/31 1.047 M $ 15.34 %
2020/09/30 ABBV ABBVIE INC 0.14% 7.381 M $ 84267 2013/03/31 -903.507 K $ -10.79 %
2020/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.14% 7.308 M $ 127004 2020/06/30 -492.488 K $ -6.62 %
2020/09/30 UPS UNITED PARCEL SERVICE INC 0.14% 7.302 M $ 43816 2011/09/30 4.103 M $ 49.87 %
2020/09/30 LOW LOWES COS INC 0.13% 7.198 M $ 43398 2012/03/31 1.538 M $ 22.75 %
2020/09/30 MDLZ MONDELEZ INTL INC 0.13% 7.024 M $ 122257 2012/12/31 800.434 K $ 12.36 %
2020/09/30 CRM SALESFORCE COM INC 0.13% 7.002 M $ 27859 2015/12/31 1.199 M $ 34.16 %
2020/09/30 LIN LINDE PLC 0.13% 6.990 M $ 29354 2018/12/31 816.195 K $ 12.27 %
2020/09/30 HD HOME DEPOT INC 0.13% 6.954 M $ 25038 2015/03/31 727.164 K $ 10.86 %
2020/09/30 TXN TEXAS INSTRS INC 0.13% 6.938 M $ 48588 2016/06/30 796.125 K $ 12.46 %
2020/09/30 BAC BK OF AMERICA CORP 0.13% 6.825 M $ 283334 2015/12/31 98.474 K $ 1.43 %
2020/09/30 NVS NOVARTIS AG 0.13% 6.802 M $ 78229 2011/09/30 -34.963 K $ -0.41 %
2020/09/30 ABT ABBOTT LABS 0.12% 6.636 M $ 60982 2016/09/30 1.235 M $ 19.03 %
2020/09/30 BABA ALIBABA GROUP HLDG LTD 0.12% 6.563 M $ 22324 2016/09/30 1.503 M $ 36.29 %
2020/09/30 CVS CVS HEALTH CORP 0.12% 6.366 M $ 109002 2011/09/30 -654.339 K $ -10.11 %
2020/09/30 UL UNILEVER PLC 0.12% 6.303 M $ 102182 2011/09/30 691.743 K $ 12.39 %
2020/09/30 KO COCA COLA CO 0.12% 6.200 M $ 125583 2011/09/30 866.472 K $ 10.50 %
2020/09/30 NVDA NVIDIA CORPORATION 0.11% 5.988 M $ 11063 2017/06/30 1.812 M $ 42.43 %
2020/09/30 DIS DISNEY WALT CO 0.11% 5.983 M $ 48213 2015/12/31 654.821 K $ 11.27 %
2020/09/30 NKE NIKE INC 0.11% 5.947 M $ 47373 2018/03/31 1.355 M $ 28.04 %
2020/09/30 ZTS ZOETIS INC 0.11% 5.926 M $ 35833 2016/03/31 1.093 M $ 20.67 %
2020/09/30 NEAR ISHARES U S ETF TR 0.11% 5.917 M $ 118072 2019/06/30 8.737 K $ 0.20 %
2020/09/30 GIGB GOLDMAN SACHS ETF TR 0.11% 5.734 M $ 103959 2020/03/31 2.803 K $ 0.11 %
2020/09/30 PM PHILIP MORRIS INTL INC 0.10% 5.628 M $ 75052 2011/09/30 367.536 K $ 7.04 %
2020/09/30 GOOG ALPHABET INC 0.10% 5.610 M $ 3817 2015/12/31 270.031 K $ 3.96 %
2020/09/30 LRCX LAM RESEARCH CORP 0.10% 5.524 M $ 16648 2015/09/30 146.501 K $ 2.54 %
2020/09/30 UNP UNION PAC CORP 0.10% 5.502 M $ 27945 2011/09/30 755.715 K $ 16.44 %
2020/09/30 EIX EDISON INTL 0.10% 5.488 M $ 107954 2011/12/31 -350.792 K $ -6.39 %