Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Tortoise Investment Management, LLC INSTITUTION : Tortoise Investment Management, LLC
Tortoise Investment Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-05) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 52,079,000 201,545 15.10%
ISHARES TR    (MBS ETF) MBB 23,347,000 211,401 6.77%
INVESCO ACTIVELY MANAGED ETF    (VAR RATE INVT) 22,663,000 996,616 6.57%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 12,837,000 49,804 3.72%
ISHARES INC    (CORE MSCI EMKT) IEMG 12,534,000 309,707 3.63%
ISHARES TR    (CORE S&P TTL STK) ISI 9,806,000 171,406 2.84%
ISHARES TR    (RUS 1000 ETF) IWB 8,689,000 61,391 2.52%
ISHARES TR    (NATIONAL MUN ETF) MUB 5,676,000 50,224 1.64%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 5,655,000 113,844 1.64%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 5,481,000 163,371 1.58%
VANECK VECTORS ETF TR    (SHORT HIGH YIELD) 5,449,000 242,048 1.58%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,435,000 108,947 1.57%
ISHARES TR    (CORE S&P US VLU) IWW 5,141,000 111,332 1.49%
NUVEEN NEW YORK QLT MUN INC    (COM) NAN 5,006,000 381,247 1.45%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 4,439,000 34,435 1.28%
ISHARES TR    (S&P 500 VAL ETF) IVE 4,307,000 44,748 1.24%
ISHARES TR    (CORE MSCI TOTAL) IXUS 4,220,000 89,772 1.22%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,122,000 82,212 1.19%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 4,043,000 51,674 1.17%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,970,000 70,748 1.15%


Investing Just Like
Tortoise Investment Management, LLC

Matching performance of Tortoise Investment Management, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*