Universe · entity
Industrial Alliance Investment Management Inc.
Institutional manager (13F) · CIK 1630798
13F holdings · as of 2026-03-31 · top 8 · reported portfolio $167k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Invesco QQQ Trust Series 1 | $116k | 201,271 |
| 2 | VANGUARD TOTAL STOCK MARKET ETF | $20k | 63,176 |
| 3 | State Street SPDR S&P 500 ETF Trust | $10k | 14,737 |
| 4 | VANGUARD REAL ESTATE ETF | $8k | 94,190 |
| 5 | VANGUARD FTSE ALL-WORLD EX-US ETF | $7k | 94,136 |
| 6 | iShares Core MSCI Europe ETF | $5k | 67,471 |
| 7 | VANGUARD LONG-TERM CORPORATE BOND ETF | $986 | 13,195 |
| 8 | Vanguard Long-Term Treasury ETF | $107 | 1,940 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.