SUN LIFE FINANCIAL INC Diversified Active

CIK: 0001097362 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $1,672 (100.0% shares, 0.0% debt)

Holdings (29)

SPY SPDR S&P 500 ETF TRUST 20.8%
Value ($000) $348 Shares 638,684 Est. Cost $384.91 Unrealized
IVV ISHARES CORE S&P 500 ETF 17.5%
Value ($000) $292 Shares 534,012 Est. Cost $34.04 Unrealized
VOO VANGUARD S&P 500 ETF 17.0%
Value ($000) $284 Shares 568,600 Est. Cost $26.12 Unrealized
EWT ISHARES MSCI TAIWAN ETF 6.3%
Value ($000) $106 Shares 1,949,950 Est. Cost $26.01 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 5.9%
Value ($000) $99 Shares 1,490,773 Est. Cost $0.07 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 4.8%
Value ($000) $81 Shares 169,180 Est. Cost $171.65 Unrealized
IGSB ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 4.6%
Value ($000) $77 Shares 1,509,000 Est. Cost $53.88 Unrealized
MCW MISTER CAR WASH INC 3.9%
Value ($000) $66 Shares 9,269,238 Est. Cost $21.25 Unrealized -66.8%
PLD PROLOGIS INC 2.5%
Value ($000) $41 Shares 368,359 Est. Cost $87.75 Unrealized +19.1%
CCAP CRESCENT CAPITAL BDC INC 2.1%
Value ($000) $35 Shares 1,843,766 Est. Cost $11.80 Unrealized +24.0%
XVV ISHARES ESG SCREENED S&P 500 ETF 2.1%
Value ($000) $35 Shares 823,040 Est. Cost $35.29 Unrealized
AVB AVALONBAY COMMUNITIES INC 1.9%
Value ($000) $31 Shares 150,427 Est. Cost $141.44 Unrealized +28.9%
EWS ISHARES MSCI SINGAPORE ETF 1.7%
Value ($000) $29 Shares 1,504,000 Est. Cost $0.02 Unrealized
DLR DIGITAL REALTY TRUST INC 1.5%
Value ($000) $24 Shares 159,881 Est. Cost $120.92 Unrealized +12.8%
INDA ISHARES MSCI INDIA ETF 1.1%
Value ($000) $19 Shares 341,100 Est. Cost $30.67 Unrealized
CPT CAMDEN PROPERTY TRUST 1.0%
Value ($000) $17 Shares 159,528 Est. Cost $94.19 Unrealized +2.8%
EIDO ISHARES MSCI INDONESIA ETF 0.9%
Value ($000) $15 Shares 776,800 Est. Cost $0.02 Unrealized
FR FIRST INDUSTRIAL REALTY TRUST INC 0.7%
Value ($000) $12 Shares 252,856 Est. Cost $59.61 Unrealized
EWM ISHARES MSCI MALAYSIA ETF 0.7%
Value ($000) $11 Shares 510,700 Est. Cost $0.02 Unrealized
REXR REXFORD INDUSTRIAL REALTY INC 0.7%
Value ($000) $11 Shares 249,854 Est. Cost $66.00 Unrealized
EWU ISHARES MSCI UNITED KINGDOM INDEX FUND 0.6%
Value ($000) $10 Shares 274,393 Est. Cost $55.02 Unrealized
THD ISHARES MSCI THAILAND ETF 0.6%
Value ($000) $9 Shares 173,000 Est. Cost $0.06 Unrealized
EWJ ISHARES MSCI JAPAN UCITS ETF 0.4%
Value ($000) $7 Shares 95,759 Est. Cost $72.88 Unrealized
EFA ISHARES MSCI EAFE INDEX FUND 0.3%
Value ($000) $5 Shares 63,812 Est. Cost $32.54 Unrealized
EPHE ISHARES MSCI PHILIPPINES ETF 0.3%
Value ($000) $4 Shares 181,200 Est. Cost $0.03 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.1%
Value ($000) $2 Shares 59,550 Est. Cost $31.61 Unrealized
EWW ISHARES MSCI MEXICO CAPPED ETF 0.0%
Value ($000) $1 Shares 14,635 Est. Cost $45.65 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.0%
Value ($000) $0 Shares 16,075 Est. Cost $30.34 Unrealized
GRAFTECH INTERNATIONAL LTD 0.0%
Value ($000) $0 Shares 841,528 Est. Cost $0.00 Unrealized