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STOCK TICKER:

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

55I, LLC INSTITUTION : 55I, LLC
55I, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-10) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 19,269,000 250,872 5.78%
ISHARES TR    (CORE S&P500 ETF) IVV 17,608,000 54,474 5.28%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 14,879,000 298,109 4.46%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 9,844,000 179,206 2.95%
ISHARES TR    (CORE S&P500 ETF) IVV 9,794,000 38,927 2.93%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 9,694,000 288,269 2.90%
ISHARES TR    (CORE MSCI EAFE) IEFA 7,777,000 119,205 2.33%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 7,768,000 84,966 2.33%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 7,322,000 183,684 2.19%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 6,886,000 136,411 2.06%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 6,405,000 120,962 1.92%
SPDR SER TR    (SPDR BLOOMBERG) 5,857,000 64,038 1.75%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 5,241,000 105,361 1.57%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 5,121,000 70,660 1.53%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 4,890,000 81,908 1.46%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 4,779,000 95,442 1.43%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 4,694,000 106,529 1.40%
FIDELITY COVINGTON TR    (MSCI CONSM DIS) FDIS 4,435,000 91,927 1.33%
ISHARES INC    (CORE MSCI EMKT) IEMG 4,384,000 81,557 1.31%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 4,323,000 72,142 1.29%


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MAJOR GURUS:
Warren Buffett
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George Soros

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