Fbl Investment Management Services Inc/ia 13F annual report
Fbl Investment Management Services Inc/ia is an investment fund managing more than $40.4 million ran by Jennifer Morgan. There are currently 3 companies in Mrs. Morgan’s portfolio. The largest investments include Vanguard and Ishares, together worth $38.7 million.
$40.4 million Assets Under Management (AUM)
As of 7th October 2020, Fbl Investment Management Services Inc/ia’s top holding is 188,440 shares of Vanguard currently worth over $15 million and making up 37.1% of the portfolio value.
In addition, the fund holds 181,905 shares of Ishares worth $23.7 million.
The third-largest holding is Spdr worth $1.72 million.
Currently, Fbl Investment Management Services Inc/ia's portfolio is worth at least $40.4 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fbl Investment Management Services Inc/ia
The Fbl Investment Management Services Inc/ia office and employees reside in West Des Moines, Iowa. According to the last 13-F report filed with the SEC, Jennifer Morgan serves as the CCO at Fbl Investment Management Services Inc/ia.
Recent trades
In the most recent 13F filing, Fbl Investment Management Services Inc/ia revealed that it had increased its stake in Vanguard and bought 11,120 additional shares worth around .
One of the smallest hedge funds
The two most similar investment funds to Fbl Investment Management Services Inc/ia are Oikos Holdings and Rocky Mountain Advisers. They manage $40.3 million and $40.2 million respectively.
The complete list of Fbl Investment Management Services Inc/ia trades based on 13F SEC filings
These positions were updated on February 4th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard |
6.27%
188,440
|
$14,978,000 | 37.06% |
| Ishares |
No change
181,905
|
$23,715,000 | 58.68% |
| Spdr |
No change
57,150
|
$1,720,000 | 4.26% |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||
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