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The Analysis of Constellation Investments, Inc.'s Holdings & P&L

Currently, Constellation Investments, Inc. holds 19 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in BND (+1.1M shares, valued at $81.0M), ITOT (+500.0K shares, valued at $71.2M), N/A (+61.8K shares, valued at $36.9M); decreased their positions in AGG (-1.1M shares, valued at $113.4M), IVV (-146.7K shares, valued at $95.8M), IJH (-965.0K shares, valued at $65.2M); initiated new positions in BND (+1.1M shares, valued at $81.0M).

1M P&L

+68.1M+2.76%

3M P&L

+89.3M+3.66%

HY P&L

+154.3M+6.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.3B

100.0%

Top Industries by Stock Count

1N/A17 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.4M shares-9.74%2026-03-312026-04-22

AGG ISHARES TR5.9M shares-16.17%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS956.8K shares6.91%2026-03-312026-04-22

VTI VANGUARD INDEX FDS587.9K shares0.00%2026-03-312026-04-22

ITOT ISHARES TR1.1M shares82.24%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS1.5M shares-12.27%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR179.0K shares0.00%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS1.1M sharesnew addition2026-03-312026-04-22

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IEFA ISHARES TR779.5K shares0.00%2026-03-312026-04-22

MBB ISHARES TR495.9K shares0.00%2026-03-312026-04-22

SPYV SPDR SERIES TRUST712.0K shares0.00%2026-03-312026-04-22

IWB ISHARES TR101.4K shares0.00%2026-03-312026-04-22

IJH ISHARES TR455.0K shares-67.96%2026-03-312026-04-22

LQD ISHARES TR249.3K shares0.00%2026-03-312026-04-22

IEMG ISHARES INC365.5K shares0.00%2026-03-312026-04-22

EFA ISHARES TR188.4K shares0.00%2026-03-312026-04-22

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VGIT VANGUARD SCOTTSDALE FDS139.0K shares-3.47%2026-03-312026-04-22

VOOV VANGUARD ADMIRAL FDS INC14.0K shares0.00%2026-03-312026-04-22

CLOA BLACKROCK ETF TRUST II27.0K shares-65.44%2026-03-312026-04-22

IVV

ISHARES TR

-9.74%

Shares1.4M

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

-16.17%

Shares5.9M

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

6.91%

Shares956.8K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares587.9K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

82.24%

Shares1.1M

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

-12.27%

Shares1.5M

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.00%

Shares179.0K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

New

Shares1.1M

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

0.00%

Shares779.5K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

0.00%

Shares495.9K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

0.00%

Shares712.0K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.00%

Shares101.4K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-67.96%

Shares455.0K

Event2026-03-31

Filed2026-04-22

LQD

ISHARES TR

0.00%

Shares249.3K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

0.00%

Shares365.5K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

0.00%

Shares188.4K

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

-3.47%

Shares139.0K

Event2026-03-31

Filed2026-04-22

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-22

CLOA

BLACKROCK ETF TRUST II

-65.44%

Shares27.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available