The Analysis of STEPHENS GROUP ASSET MANAGEMENT, LLC's Holdings

Currently, STEPHENS GROUP ASSET MANAGEMENT, LLC holds 26 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VOT (+7.0K shares, valued at $2.0M), VOE (+7.8K shares, valued at $1.4M), VTV (+5.1K shares, valued at $971.2K); decreased their positions in IWF (-972 shares, valued at $460.0K), IWD (-1.0K shares, valued at $219.0K), SCHO (-4.0K shares, valued at $98.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOE VANGUARD INDEX FDS1.1M shares0.71%2025-12-312026-01-08

VTV VANGUARD INDEX FDS971.4K shares0.53%2025-12-312026-01-08

VUG VANGUARD INDEX FDS317.7K shares0.47%2025-12-312026-01-08

VOT VANGUARD INDEX FDS454.8K shares1.57%2025-12-312026-01-08

IWS ISHARES TR712.3K shares0.02%2025-12-312026-01-08

SPTI SPDR SERIES TRUST3.3M shares-0.02%2025-12-312026-01-08

IWD ISHARES TR430.8K shares-0.24%2025-12-312026-01-08

IWF ISHARES TR179.0K shares-0.54%2025-12-312026-01-08

Sponsored

VBR VANGUARD INDEX FDS381.2K shares0.71%2025-12-312026-01-08

IWP ISHARES TR538.6K shares0.38%2025-12-312026-01-08

SPIB SPDR SERIES TRUST1.6M shares0.44%2025-12-312026-01-08

SCHO SCHWAB STRATEGIC TR2.1M shares-0.19%2025-12-312026-01-08

SCHP SCHWAB STRATEGIC TR1.7M shares0.72%2025-12-312026-01-08

IWN ISHARES TR239.5K shares-0.03%2025-12-312026-01-08

VBK VANGUARD INDEX FDS117.9K shares0.81%2025-12-312026-01-08

IWO ISHARES TR74.9K shares0.03%2025-12-312026-01-08

Sponsored

IGSB ISHARES TR379.7K shares-0.23%2025-12-312026-01-08

IEMG ISHARES INC237.9K shares0.11%2025-12-312026-01-08

IEFA ISHARES TR166.9K shares0.82%2025-12-312026-01-08

FLOT ISHARES TR18.6K shares5.94%2025-12-312026-01-08

SHY ISHARES TR6.7K shares0.00%2025-12-312026-01-08

IEI ISHARES TR4.5K shares0.00%2025-12-312026-01-08

VGIT VANGUARD SCOTTSDALE FDS8.8K shares0.00%2025-12-312026-01-08

SPSB SPDR SERIES TRUST11.7K shares0.00%2025-12-312026-01-08