Changing Tides: A Comparison of Hirtle Callaghan & Co LLC's Q3 and Q4 2022 Fund Holdings

Investing in funds can be a great way to diversify your portfolio and potentially earn significant returns. However, it's important to stay knowledgeable about the fund's holdings and any changes that may occur. That's where reports like Hirtle Callaghan & Co LLC's 13F filings come in.

In this article, we'll be taking a deep dive into Hirtle Callaghan & Co LLC's Q3 and Q4 2022 13F holdings and comparing the changes. We'll explore some of the top holdings and discuss why they may have been bought or sold.

Let's first take a look at some of the top holdings on Hirtle Callaghan & Co LLC's Q3 2022 13F filing. The SPDR S&P 500 ETF Trust (SPY) held the top spot with 905,334 shares and a value of $323,367, followed closely by the iShares Core MSCI EAFE ETF (IEFA) with 2,544,227 shares and a value of $134,004.

Other notable holdings included the iShares MSCI EAFE ETF (EFA) with 2,437,191 shares and a value of $136,507, the Vanguard Tax-Exempt Bond ETF (VTEB) with 78,250 shares and a value of $3,767, and the iShares MSCI Emerging Markets ETF (EEM) with 2,024,570 shares and a value of $70,617.

Moving on to Hirtle Callaghan & Co LLC's Q4 2022 13F holdings, we can see some changes that occurred in the fund's top holdings. The SPDR S&P 500 ETF Trust (SPY) remained at the top with 1,016,096 shares and a value of $388,585, representing a 20.2% increase in shares. The iShares Core MSCI EAFE ETF (IEFA) also saw an increase in shares, totaling 2,555,748 and a value of $157,536, which is a 17.6% increase from the previous quarter.

On the other hand, the iShares Core MSCI Emerging Markets ETF (IEMG) saw a significant decrease of 15.4% in shares, with only 1,477,880 shares and a value of $69,016. The Vanguard Growth ETF (VUG) also saw a decrease of 35.4% in shares, with only 188,086 shares and a value of $40,083.

Now that we've discussed some of the changes in Hirtle Callaghan & Co LLC's Q3 and Q4 2022 13F holdings, let's take a closer look at some of the reasons why certain holdings may have been bought or sold.

The SPDR S&P 500 ETF Trust (SPY) is a popular choice for many funds due to its broad exposure to the US stock market. It's not surprising to see that Hirtle Callaghan & Co LLC increased their holdings in this ETF, as the stock market has been performing well in recent months.

The iShares Core MSCI EAFE ETF (IEFA) is another popular choice for funds looking to diversify their portfolio with international stocks. With many economies around the world recovering from the pandemic, it's likely that Hirtle Callaghan & Co LLC saw the potential for growth in these markets and decided to increase their holdings.

On the other hand, the iShares Core MSCI Emerging Markets ETF (IEMG) and Vanguard Growth ETF (VUG) saw decreases in shares likely due to concerns about inflation and potential future market volatility. These holdings may be seen as riskier in the current economic climate, leading Hirtle Callaghan & Co LLC to decrease their exposure.

In conclusion, staying up-to-date on changes in a fund's holdings is crucial for investors looking to make informed decisions. Hirtle Callaghan & Co LLC's Q3 and Q4 2022 13F filings provide valuable insights into the fund's top holdings and any changes that occurred. While some holdings saw increases, others saw decreases, likely due to the current economic climate and potential for future volatility. As always, it is important to conduct thorough research and consult with a financial advisor before making any investment decisions.