Fund Evaluation Group, LLC - Portfolio overview

Fund Evaluation Group, LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 33.75%
2. GOVT - iShares US Treasury Bond ETF, 12.52%
3. SCHG - Schwab U.S. Large-Cap Growth ETF, 9.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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