XPONANCE, INC. Diversified Active

CIK: 0001637541 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $122,697 (100.0% shares, 0.0% debt)

Holdings (110)

ACWX iShares MSCI ACWI ex U.S. ETF 12.9%
Value ($000) $15,842 Shares 420,780 Est. Cost $37.65 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 12.2%
Value ($000) $14,970 Shares 369,900 Est. Cost $37021.46 Unrealized
MCHI iShares MSCI China ETF 6.9%
Value ($000) $8,519 Shares 148,808 Est. Cost $61.15 Unrealized
SPEM SPDR Portfolio Emerging Markets ETF 6.8%
Value ($000) $8,322 Shares 292,421 Est. Cost $37590.00 Unrealized
SCHE Schwab Emerging Markets Equity ETF 6.8%
Value ($000) $8,283 Shares 400,321 Est. Cost $27370.00 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 6.7%
Value ($000) $8,269 Shares 246,476 Est. Cost $44470.00 Unrealized
EWY iShares MSCI South Korea ETF 4.8%
Value ($000) $5,938 Shares 126,566 Est. Cost $70.41 Unrealized
EWT iShares MSCI Taiwan ETF 2.3%
Value ($000) $2,802 Shares 84,990 Est. Cost $34.06 Unrealized
INDA iShares MSCI India ETF 2.2%
Value ($000) $2,702 Shares 112,095 Est. Cost $24.62 Unrealized
iShares MSCI Russia ETF 1.5%
Value ($000) $1,870 Shares 67,398 Est. Cost $35.18 Unrealized
NTT DoCoMo, Inc. 1.1%
Value ($000) $1,389 Shares 44,405 Est. Cost $31.28 Unrealized
NSRGF Nestle S.A. 1.1%
Value ($000) $1,360 Shares 13,225 Est. Cost $89.78 Unrealized 0.0%
ASMLF ASML Holding NV 1.0%
Value ($000) $1,288 Shares 4,843 Est. Cost $269.01 Unrealized 0.0%
AIQUF Air Liquide SA 1.0%
Value ($000) $1,242 Shares 9,705 Est. Cost $103.19 Unrealized 0.0%
CNI Canadian National Railway Company 1.0%
Value ($000) $1,220 Shares 15,783 Est. Cost $77.93 Unrealized 0.0%
NVSEF Novartis AG 1.0%
Value ($000) $1,204 Shares 14,595 Est. Cost $83.92 Unrealized 0.0%
HKHHF Heineken Holding N.V. 0.8%
Value ($000) $1,016 Shares 13,257 Est. Cost $80.83 Unrealized 0.0%
TCTZF Tencent Holdings Ltd. 0.7%
Value ($000) $879 Shares 17,907 Est. Cost $49.60 Unrealized 0.0%
LZAGF Lonza Group AG 0.7%
Value ($000) $875 Shares 2,105 Est. Cost $380.09 Unrealized 0.0%
TOYOF Toyota Motor Corp. 0.7%
Value ($000) $873 Shares 14,501 Est. Cost $66.66 Unrealized 0.0%
MBFJF Mitsubishi UFJ Financial Group, Inc. 0.7%
Value ($000) $855 Shares 229,236 Est. Cost $3.98 Unrealized 0.0%
CBAUF Commonwealth Bank of Australia 0.7%
Value ($000) $845 Shares 22,316 Est. Cost $36.71 Unrealized 0.0%
DITTF Daito Trust Construction Co., Ltd. 0.7%
Value ($000) $808 Shares 8,660 Est. Cost $116.36 Unrealized 0.0%
REPYF Repsol SA 0.7%
Value ($000) $799 Shares 87,451 Est. Cost $8.53 Unrealized 0.0%
HBCYF HSBC Holdings Plc 0.6%
Value ($000) $768 Shares 136,475 Est. Cost $6.84 Unrealized 0.0%
BABA Alibaba Group Holding Ltd. Sponsored ADR 0.6%
Value ($000) $765 Shares 3,937 Est. Cost $194.31 Unrealized
VCISF VINCI SA 0.6%
Value ($000) $748 Shares 9,034 Est. Cost $82.75 Unrealized 0.0%
SSNLF Samsung Electronics Co., Ltd. 0.6%
Value ($000) $745 Shares 18,980 Est. Cost $44.20 Unrealized 0.0%
ESALF Eisai Co., Ltd. 0.6%
Value ($000) $744 Shares 10,139 Est. Cost $64.40 Unrealized 0.0%
EFA iShares MSCI EAFE ETF 0.6%
Value ($000) $714 Shares 13,363 Est. Cost $53.43 Unrealized
LVMHF LVMH Moet Hennessy Louis Vuitton SE 0.6%
Value ($000) $711 Shares 1,915 Est. Cost $385.25 Unrealized 0.0%
AXAHF AXA SA 0.6%
Value ($000) $693 Shares 40,044 Est. Cost $16.93 Unrealized 0.0%
Mitsubishi Tanabe Pharma Corporation 0.6%
Value ($000) $681 Shares 36,646 Est. Cost $18.58 Unrealized
PSCT Invesco S&P SmallCap Information Technology ETF 0.5%
Value ($000) $673 Shares 9,483 Est. Cost $82.29 Unrealized
EWZ iShares MSCI Brazil ETF 0.5%
Value ($000) $668 Shares 28,374 Est. Cost $38.02 Unrealized
ASXFF ASX Limited 0.5%
Value ($000) $664 Shares 14,059 Est. Cost $37.80 Unrealized 0.0%
CILJF China Life Insurance Co. Ltd. Class H 0.5%
Value ($000) $653 Shares 333,481 Est. Cost $1.83 Unrealized 0.0%
WEBNF Westpac Banking Corporation 0.5%
Value ($000) $652 Shares 64,627 Est. Cost $10.19 Unrealized 0.0%
RLXXF RELX PLC 0.5%
Value ($000) $645 Shares 30,024 Est. Cost $21.18 Unrealized 0.0%
PSCI Invesco S&P SmallCap Industrials ETF 0.5%
Value ($000) $644 Shares 13,402 Est. Cost $67.67 Unrealized
SNYNF Sanofi 0.5%
Value ($000) $636 Shares 7,230 Est. Cost $75.70 Unrealized 0.0%
SMECF SMC Corporation 0.5%
Value ($000) $633 Shares 1,494 Est. Cost $397.43 Unrealized 0.0%
UAE iShares MSCI UAE ETF 0.5%
Value ($000) $618 Shares 66,026 Est. Cost $9.36 Unrealized
SMGKF Smiths Group Plc 0.5%
Value ($000) $618 Shares 40,672 Est. Cost $17.15 Unrealized 0.0%
PSCH Invesco S&P SmallCap Health Care ETF 0.5%
Value ($000) $614 Shares 5,942 Est. Cost $128.43 Unrealized
AZN AstraZeneca PLC 0.5%
Value ($000) $604 Shares 6,752 Est. Cost $81.45 Unrealized 0.0%
LGGNF Legal & General Group Plc 0.5%
Value ($000) $599 Shares 249,194 Est. Cost $3.47 Unrealized 0.0%
CCVTF China Conch Venture Holdings Ltd. 0.5%
Value ($000) $577 Shares 129,399 Est. Cost $4.46 Unrealized
GlaxoSmithKline plc 0.5%
Value ($000) $567 Shares 30,154 Est. Cost $18.80 Unrealized
EZA iShares MSCI South Africa ETF 0.5%
Value ($000) $562 Shares 19,819 Est. Cost $51.57 Unrealized
Reckitt Benckiser Group plc 0.4%
Value ($000) $552 Shares 7,243 Est. Cost $76.21 Unrealized
SBIO ALPS Medical Breakthroughs ETF 0.4%
Value ($000) $534 Shares 16,856 Est. Cost $35.66 Unrealized
FamilyMart Co., Ltd. 0.4%
Value ($000) $522 Shares 29,076 Est. Cost $17.95 Unrealized
HLDVF Henderson Land Development Co. Ltd. 0.4%
Value ($000) $521 Shares 136,743 Est. Cost $3.13 Unrealized 0.0%
MITEF Mitsubishi Estate Company, Limited 0.4%
Value ($000) $508 Shares 34,325 Est. Cost $15.77 Unrealized 0.0%
SoftBank Group Corp. 0.4%
Value ($000) $496 Shares 14,130 Est. Cost $35.10 Unrealized
CKISF CK Infrastructure Holdings Limited 0.4%
Value ($000) $493 Shares 92,892 Est. Cost $4.98 Unrealized 0.0%
HENOF Henkel AG & Co. KGaA Pref 0.4%
Value ($000) $487 Shares 6,061 Est. Cost $80.35 Unrealized
ESLOF EssilorLuxottica SA 0.4%
Value ($000) $486 Shares 4,498 Est. Cost $128.59 Unrealized 0.0%
Alimentation Couche-Tard Inc. Class B 0.4%
Value ($000) $464 Shares 19,907 Est. Cost $23.31 Unrealized
BAMXF Bayerische Motoren Werke AG 0.4%
Value ($000) $442 Shares 8,553 Est. Cost $47.23 Unrealized 0.0%
BBVXF Banco Bilbao Vizcaya Argentaria, S.A. 0.4%
Value ($000) $434 Shares 135,494 Est. Cost $3.45 Unrealized 0.0%
OCPNF Olympus Corp. 0.4%
Value ($000) $431 Shares 29,802 Est. Cost $15.42 Unrealized 0.0%
Hypera S.A. 0.4%
Value ($000) $430 Shares 77,910 Est. Cost $5.52 Unrealized
MBGAF Daimler AG 0.3%
Value ($000) $412 Shares 13,637 Est. Cost $29.99 Unrealized 0.0%
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.3%
Value ($000) $391 Shares 10,958 Est. Cost $62.10 Unrealized
QSR Restaurant Brands International Inc 0.3%
Value ($000) $384 Shares 9,651 Est. Cost $56.59 Unrealized 0.0%
QBEIF QBE Insurance Group Limited 0.3%
Value ($000) $355 Shares 67,484 Est. Cost $7.44 Unrealized 0.0%
SAMSUNG SDS CO., LTD. 0.3%
Value ($000) $330 Shares 2,682 Est. Cost $123.04 Unrealized
SPXSF Spirax-Sarco Engineering PLC 0.3%
Value ($000) $322 Shares 3,188 Est. Cost $101.00 Unrealized
IHICF IHI Corporation 0.3%
Value ($000) $317 Shares 27,087 Est. Cost $20.20 Unrealized 0.0%
CSASF Credit Saison Co., Ltd. 0.3%
Value ($000) $315 Shares 27,041 Est. Cost $-19505.87 Unrealized
CMPGF Compass Group PLC 0.3%
Value ($000) $315 Shares 20,097 Est. Cost $15.67 Unrealized
ASHTF Ashtead Group plc 0.3%
Value ($000) $312 Shares 14,264 Est. Cost $27.29 Unrealized 0.0%
PUKPF Prudential plc 0.2%
Value ($000) $281 Shares 21,885 Est. Cost $16.34 Unrealized 0.0%
TEFOF Telefonica SA 0.2%
Value ($000) $277 Shares 60,567 Est. Cost $6.10 Unrealized 0.0%
BCLYF Barclays PLC 0.2%
Value ($000) $255 Shares 218,438 Est. Cost $1.55 Unrealized 0.0%
Global X MSCI Greece ETF 0.2%
Value ($000) $251 Shares 44,033 Est. Cost $5.70 Unrealized
GXYEF Galaxy Entertainment Group Limited 0.2%
Value ($000) $230 Shares 43,075 Est. Cost $6.30 Unrealized 0.0%
Barrick Gold Corporation 0.2%
Value ($000) $229 Shares 12,511 Est. Cost $18.30 Unrealized
Newcrest Mining Limited 0.2%
Value ($000) $227 Shares 16,092 Est. Cost $14.11 Unrealized
AngloGold Ashanti Limited Sponsored ADR 0.2%
Value ($000) $218 Shares 13,102 Est. Cost $16.64 Unrealized
KIE SPDR S&P Insurance ETF 0.1%
Value ($000) $147 Shares 5,915 Est. Cost $28.23 Unrealized
CIXPF CaixaBank SA 0.1%
Value ($000) $146 Shares 78,303 Est. Cost $2.00 Unrealized 0.0%
Korea Zinc Co., Ltd. 0.1%
Value ($000) $140 Shares 477 Est. Cost $293.50 Unrealized
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.1%
Value ($000) $136 Shares 2,967 Est. Cost $20881.67 Unrealized
PSCM Invesco S&P SmallCap Materials ETF 0.1%
Value ($000) $113 Shares 3,697 Est. Cost $52.73 Unrealized
PAAS Pan American Silver Corp. 0.1%
Value ($000) $106 Shares 7,404 Est. Cost $20.77 Unrealized 0.0%
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.1%
Value ($000) $63 Shares 995 Est. Cost $79690.45 Unrealized
PSCF Invesco S&P SmallCap Financials ETF 0.0%
Value ($000) $45 Shares 1,259 Est. Cost $56540.11 Unrealized
SASOF Sasol Limited 0.0%
Value ($000) $45 Shares 21,785 Est. Cost $14.15 Unrealized 0.0%
QTS Realty Trust, Inc. Class A 0.0%
Value ($000) $15 Shares 262 Est. Cost $54270.99 Unrealized
Redfin Corporation 0.0%
Value ($000) $13 Shares 844 Est. Cost $6148.40 Unrealized
EGP EastGroup Properties, Inc. 0.0%
Value ($000) $13 Shares 123 Est. Cost $113.82 Unrealized
PS Business Parks, Inc. 0.0%
Value ($000) $12 Shares 91 Est. Cost $164.84 Unrealized
NSA National Storage Affiliates Trust 0.0%
Value ($000) $12 Shares 397 Est. Cost $33619.65 Unrealized
Uniti Group Inc 0.0%
Value ($000) $11 Shares 1,878 Est. Cost $8209.80 Unrealized
GEO GEO Group Inc 0.0%
Value ($000) $10 Shares 843 Est. Cost $12.82 Unrealized +2.8%
Cushman & Wakefield Plc 0.0%
Value ($000) $9 Shares 766 Est. Cost $20439.95 Unrealized
FCPT Four Corners Property Trust, Inc. 0.0%
Value ($000) $9 Shares 471 Est. Cost $25.48 Unrealized
NHI National Health Investors, Inc. 0.0%
Value ($000) $9 Shares 176 Est. Cost $73.86 Unrealized
CTRE CareTrust REIT Inc 0.0%
Value ($000) $8 Shares 567 Est. Cost $20629.63 Unrealized
EOG EOG Resources, Inc. 0.0%
Value ($000) $8 Shares 222 Est. Cost $69.83 Unrealized -28.9%
KW Kennedy-Wilson Holdings, Inc. 0.0%
Value ($000) $8 Shares 625 Est. Cost $21.28 Unrealized -6.4%
NMRK Newmark Group, Inc. Class A 0.0%
Value ($000) $7 Shares 1,640 Est. Cost $7.69 Unrealized +19.8%
AAT American Assets Trust, Inc. 0.0%
Value ($000) $7 Shares 290 Est. Cost $45900.00 Unrealized
Pioneer Natural Resources Company 0.0%
Value ($000) $7 Shares 93 Est. Cost $149.02 Unrealized
RHP Ryman Hospitality Properties, Inc. 0.0%
Value ($000) $6 Shares 162 Est. Cost $80.25 Unrealized
Concho Resources Inc. 0.0%
Value ($000) $4 Shares 88 Est. Cost $132.45 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $1 Shares 108 Est. Cost $41.72 Unrealized -27.9%