SBOOX Holdings — Overlay B Portfolio

All 1093 reported holdings of Overlay B Portfolio (SBOOX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Alliance Bernstein8.05%$23.24M
United States Treasury5.75%$16.62M
iShares Core MSCI EAFE ETF5.74%$16.58M
iShares Core MSCI Emerging Markets ETF3.98%$11.49M
AB All Market Real Return Portfolio3.38%$9.75M
United States Treasury2.12%$6.12M
United States Treasury1.69%$4.88M
United States Treasury1.47%$4.24M
United States Treasury1.40%$4.05M
United States Treasury1.37%$3.94M
Canada Government Bonds1.20%$3.46M
United States Treasury1.18%$3.39M
United States Treasury1.13%$3.26M
United States Treasury1.09%$3.15M
United States Treasury1.07%$3.10M
Canada Government Bonds0.92%$2.64M
Government National Mortgage Association0.89%$2.57M
United States Treasury0.89%$2.56M
LCH Ltd.0.84%$2.43M
Umbs, Tba0.81%$2.34M
United States Treasury0.77%$2.24M
Government National Mortgage Association0.77%$2.24M
Bundesrepublik Deutschland Bundesanleihe0.76%$2.19M
United States Treasury0.74%$2.13M
Japan Government Five Year Bonds0.73%$2.10M
U.K. Gilts0.70%$2.03M
Japan (10 Year Issue)0.63%$1.81M
Morgan Stanley & Co. International PLC0.62%$1.79M
Government National Mortgage Association0.61%$1.76M
Fannie Mae0.51%$1.47M
United States Treasury0.51%$1.46M
Chicago Mercantile Exchange0.50%$1.43M
United States Treasury0.50%$1.43M
Government National Mortgage Association0.48%$1.38M
Government National Mortgage Association0.47%$1.36M
China Government Bond0.47%$1.34M
Government National Mortgage Association0.44%$1.27M
United States Treasury0.43%$1.25M
United States Treasury0.41%$1.19M
United States Treasury0.41%$1.19M
Diamond Issuer LLC0.38%$1.11M
United States Treasury0.38%$1.08M
Government National Mortgage Association0.36%$1.05M
Umbs, Tba0.36%$1.05M
Umbs, Tba0.36%$1.04M
AB Issuer LLC0.36%$1.04M
United States Treasury0.35%$1.01M
Neighborly Issuer LLC0.35%$1.01M
United States Treasury0.34%$983.45K
Italy Buoni Poliennali Del Tesoro0.33%$944.20K
United States Treasury0.30%$875.89K
Federal Home Loan Bank0.30%$861.99K
Bank Of Ireland Group0.28%$816.89K
United States Treasury0.28%$800.08K
Freddie Mac - STACR0.28%$795.69K
Canada Government Bonds0.27%$790.24K
University of California0.27%$780.95K
Nationwide Bldg Society0.27%$767.00K
Japan Government Twenty Year Bonds0.27%$766.51K
Neighborly Issuer LLC0.26%$763.29K
NVIDIA Corp0.26%$761.34K
Nota Do Tesouro Nacional0.26%$752.24K
Microsoft Corp0.26%$748.28K
United States Treasury0.26%$740.69K
Apple Inc0.26%$737.29K
United States Treasury0.25%$715.95K
United States Treasury0.25%$713.03K
United States Treasury0.25%$709.43K
Broadcom Inc0.24%$704.50K
Ochsner Lsu Health Syst0.24%$697.15K
United States Treasury0.23%$672.80K
Umbs, Tba0.23%$664.93K
Ross Stores, Inc.0.23%$658.29K
Hungary Government Bond0.23%$657.10K
United States Treasury0.23%$649.83K
Meta Platforms Inc0.22%$645.53K
State Board of Administration Finance Corp0.22%$636.12K
United States Treasury0.22%$633.88K
Ford Motor Company0.22%$629.91K
Umbs, Tba0.21%$613.88K
Gsf 2021 1 Issuer LLC0.21%$612.76K
United States Treasury0.21%$600.30K
COMM Mortgage Trust0.21%$593.51K
Fannie Mae0.21%$593.06K
European Union0.21%$593.03K
Eli Lilly & Co0.20%$581.72K
Carvana Auto Receivables Trust0.20%$579.53K
Altria Group, Inc.0.20%$567.67K
Indonesia Government0.20%$565.44K
Fannie Mae0.19%$558.82K
Ena Master Trust0.19%$548.27K
ASML Holding NV0.19%$536.63K
Sncf Reseau0.18%$530.59K
United States Treasury0.18%$526.91K
United States Treasury0.18%$519.85K
Government National Mortgage Association0.18%$515.01K
Ubs AG0.18%$512.55K
Towd Point Mortgage Trust0.18%$510.29K
Republic of Austria Government Bonds0.18%$508.84K
Sekisui House US0.17%$493.81K
National Australia Bank0.17%$490.88K
Woodward Capital Management0.17%$483.71K
Freddie Mac0.17%$478.63K
United States Treasury0.16%$469.62K
Delta Air Lines/skymiles0.16%$468.86K
Citibank NA0.16%$467.95K
Fannie Mae0.16%$468.08K
United States Treasury0.16%$464.87K
Umbs, Tba0.16%$464.46K
Continental Resources0.16%$457.26K
Banco Bilbao Vizcaya Arg0.16%$454.33K
Oneok, Inc.0.16%$454.28K
Korea Treasury Bond0.15%$446.82K
Aes Panama Generation Hl0.15%$442.76K
Nelnet Student Loan Trust0.15%$439.94K
Johnson & Johnson0.15%$439.62K
Santander UK Group Hldgs0.15%$437.96K
Visa Inc0.15%$433.32K
Duke Energy Carolinas Nc0.15%$433.03K
United States Treasury0.15%$430.19K
Natwest Group PLC0.15%$429.58K
BX Trust0.15%$426.86K
Freddie Mac - STACR0.14%$416.94K
United States Treasury0.14%$415.43K
Nelnet Student Loan Trust0.14%$408.54K
Applied Materials Inc0.14%$404.16K
Avis Budget Rental Car Funding AESOP LLC0.14%$400.73K
Banco Santander SA0.14%$398.86K
Flutter Treasury Dac0.14%$398.49K
Government National Mortgage Association0.14%$397.21K
United Mexican States0.14%$394.99K
Japan Government Forty Year Bonds0.14%$393.26K
Canada Housing Trust0.13%$383.42K
Alphabet Inc0.13%$374.52K
Fannie Mae0.13%$373.90K
Rd Michigan Prop Owner I0.13%$372.46K
United States Treasury0.13%$369.15K
United States Treasury0.13%$365.10K
Lam Research Corp0.13%$363.13K
United States Treasury0.13%$361.17K
Vz Vendor Financing0.12%$353.38K
Canada Government Bonds0.12%$348.98K
Petroleos Mexicanos0.12%$345.96K
Cisco Systems Inc0.12%$345.45K
Romania0.12%$343.66K
United States Treasury0.12%$340.95K
Woodward Capital Management0.12%$340.22K
Bng Bank NV0.12%$333.29K
Titulos De Tesoreria0.11%$331.37K
Kingdom of Belgium Government Bonds0.11%$329.31K
Ally Financial, Inc.0.11%$326.64K
GS Mortgage-Backed Securities Trust0.11%$326.26K
Alphabet Inc0.11%$324.71K
Athene Global Funding0.11%$315.54K
Thailand Government Bond0.11%$314.22K
United States Treasury0.11%$307.52K
Capital One Na0.11%$305.74K
Public Service Colorado0.10%$300.25K
Honda Motor Co. Ltd.0.10%$297.72K
United States Treasury0.10%$297.60K
CPS Auto Trust0.10%$297.49K
FIGRE Trust0.10%$296.78K
Republic Services, Inc.0.10%$296.54K
Lima Metro Line 2 Fin Lt0.10%$295.31K
Glp Capital LP / Fin Ii0.10%$295.25K
JP Morgan Mortgage Trust0.10%$294.01K
Hsbc Holdings PLC0.10%$287.06K
Santander Mortgage Asset Receivable Trust0.10%$286.82K
Morgan Stanley Residential Mortgage Loan Trust0.10%$283.98K
Caixabank SA0.10%$283.69K
Imperial Brands Fin PLC0.10%$282.92K
Roche Holdings, Inc.0.10%$282.00K
COOPR Residential Mortgage Trust0.10%$277.61K
Fannie Mae0.10%$274.77K
Republic Of Indonesia0.10%$274.39K
Salesforce, Inc.0.09%$273.52K
Starbucks Corp.0.09%$272.72K
Barclays PLC0.09%$272.18K
Salesforce, Inc.0.09%$272.36K
HOMES Trust0.09%$269.96K
Fannie Mae0.09%$269.26K
Federal Home Loan Bank0.09%$268.03K
SWCH Commercial Mortgage Trust0.09%$267.63K
Novartis AG0.09%$264.29K
Banco Santander SA0.09%$262.35K
Meta Platforms, Inc.0.09%$257.73K
Bpce SA0.09%$255.00K
Procter & Gamble Co/The0.09%$254.42K
Walmart Inc0.09%$253.70K
GCI Funding I LLC0.09%$253.31K
Barclays PLC0.09%$252.64K
Morgan Stanley Capital Services LLC0.09%$252.07K
Cvs Health Corp.0.09%$251.07K
Oaktree CLO Ltd0.09%$250.23K
Pikes Peak CLO0.09%$250.26K
Clover CLO0.09%$250.36K
Eagle Funding Luxco Sarl0.09%$250.38K
Neuberger Berman CLO Ltd0.09%$250.04K
Hartwick Park CLO, Ltd.0.09%$250.00K
United States Treasury0.09%$250.05K
Trestles CLO LTD0.09%$250.14K
Palmer Square CLO Ltd0.09%$250.06K
HPS Loan Management Ltd0.09%$250.20K
Magnetite CLO Ltd0.09%$250.02K
OCP CLO Ltd0.09%$250.12K
Allegany Park CLO, Ltd.0.09%$250.02K
AGL CLO Ltd.0.09%$249.88K
Diameter Capital CLO0.09%$249.77K
National Bank Of Canada0.09%$249.48K
KLA Corp0.08%$244.39K
Freddie Mac - STACR0.08%$242.93K
Anglo American Capital0.08%$242.67K
National Australia Bank0.08%$241.67K
Coca-Cola Co/The0.08%$240.88K
Umbs, Tba0.08%$240.39K
JP Morgan Mortgage Trust0.08%$240.31K
Sumitomo Mitsui Finl Grp0.08%$239.41K
Aib Group PLC0.08%$238.85K
Imperial Brands Fin PLC0.08%$238.50K
Societe Generale0.08%$238.58K
JPMorgan Chase & Co.0.08%$238.61K
Suez0.08%$238.19K
Oracle Corp.0.08%$237.84K
Continental Resources0.08%$237.14K
Caixabank SA0.08%$237.14K
Ecopetrol SA0.08%$236.72K
Lloyds Banking Group PLC0.08%$234.62K
Merck & Co Inc0.08%$234.38K
Deutsche Bank Ny0.08%$234.23K
Societe Generale0.08%$233.62K
Great Wolf Trust0.08%$232.44K
Electricite De France SA0.08%$232.28K
Japan Government Thirty Year Bonds0.08%$230.99K
Caisse Francaise De Fin0.08%$230.60K
Lendbuzz Securitization Trust0.08%$229.83K
Ntt Finance Corp.0.08%$228.90K
Republic Of South Africa0.08%$228.83K
Credicorp Capital Socied0.08%$228.41K
Caisse Refinance L'habit0.08%$228.27K
Freddie Mac - STACR0.08%$228.30K
Organon & Co/org0.08%$225.79K
Costco Wholesale Corp0.08%$223.58K
Gaci First Investment0.08%$223.49K
Caterpillar Inc0.08%$222.56K
Bp Capital Markets PLC0.08%$222.19K
Mastercard Inc0.08%$221.36K
Raizen Fuels Finance0.08%$220.00K
Dexia0.08%$218.95K
Veolia Environnement SA0.07%$215.52K
United Utilities Wat Fin0.07%$214.53K
MidOcean Credit CLO0.07%$214.31K
Severn Trent Water Util0.07%$214.02K
American Money Management Corporation0.07%$213.53K
Lobel Automobile Receivables Trust0.07%$212.95K
Bpce Sfh - Societe De Fi0.07%$212.60K
Philip Morris Intl, Inc.0.07%$211.32K
Banco Santander SA0.07%$211.48K
Societe Generale Sfh0.07%$210.25K
Bridgecrest Lending Auto Securitization Trust0.07%$209.97K
Swedbank Ab0.07%$206.87K
Niagara Mohawk Power0.07%$206.07K
Hsbc Holdings PLC0.07%$206.20K
Onslow Bay Financial LLC0.07%$206.15K
Var Energi Asa0.07%$205.84K
Wintershall Dea Finance0.07%$205.58K
Mercedes-Benz Fin Na0.07%$205.36K
Snf Group Saca0.07%$204.41K
Freddie Mac0.07%$203.51K
Maple Parent Hlds Co.0.07%$202.61K
Westpac New Zealand Ltd.0.07%$202.62K
New York Life Global Fdg0.07%$202.31K
Novartis Capital Corp.0.07%$201.92K
Nationwide Bldg Society0.07%$201.45K
Canada Housing Trust0.07%$201.28K
Ksa Sukuk Ltd.0.07%$201.04K
Amazon.com, Inc.0.07%$200.89K
Unicredit Spa0.07%$201.03K
Plains All Amer Pipeline0.07%$200.71K
Hyundai Capital America0.07%$200.73K
Pagaya AI Debt Selection Trust0.07%$200.70K
Ubs Group AG0.07%$200.31K
Allianz SE0.07%$200.54K
Public Service Electric0.07%$200.42K
DBC 2025-DBC Mortgage Trust0.07%$200.19K
Fannie Mae - CAS0.07%$200.04K
Natwest Group PLC0.07%$199.91K
Cross Mortgage Trust0.07%$199.46K
Swiss Re Finance Lux0.07%$199.43K
Hyundai Capital America0.07%$199.17K
Mitsubishi Ufj Fin Grp0.07%$198.97K
Mex Bonos Desarr Fix Rt0.07%$198.29K
Applied Materials, Inc.0.07%$198.07K
Amphenol Corp0.07%$196.60K
TORY Commercial Mortgage Trust0.07%$196.26K
Citigroup, Inc.0.07%$196.12K
Bmw US Capital LLC0.07%$195.38K
Westinghouse Air Brake0.07%$195.19K
Morgan Stanley0.07%$195.05K
Oak-Eagle Acquireco, Inc.0.07%$194.74K
Netflix Inc0.07%$192.07K
Amazon.com, Inc.0.07%$191.68K
Intesa Sanpaolo Spa0.07%$188.76K
Santander Holdings USA0.07%$188.95K
Empresas Publicas de Medellin ESP0.07%$188.24K
Deutsche Bank Ny0.06%$187.29K
Takeda Pharmaceutical0.06%$181.75K
PepsiCo Inc0.06%$180.62K
MLTI Trust0.06%$180.28K
Abn Amro Bank NV0.06%$180.07K
Towd Point Mortgage Trust0.06%$179.77K
Viatris, Inc.0.06%$178.82K
Iqvia, Inc.0.06%$178.40K
Westlake Automobile Receivables Trust0.06%$177.86K
Morgan Stanley0.06%$176.54K
Hilton USA Trust0.06%$176.11K
Erac USA Finance LLC0.06%$175.87K
Research-Driven Pagaya Motor Asset Trust I0.06%$174.97K
Totalenergies SE0.06%$174.84K
FIGRE Trust0.06%$175.10K
Realty Income Corp.0.06%$174.57K
BRAVO Residential Funding Trust0.06%$172.24K
TJX Cos Inc/The0.06%$172.10K
Angel Oak Mortgage Trust0.06%$170.13K
Republic Of Colombia0.06%$169.86K
NJ Trust 2023-GSP0.06%$169.47K
Roche Holding AG0.06%$167.72K
Virginia Elec & Power Co.0.06%$167.34K
Woodside Finance Ltd.0.06%$166.29K
Santander UK PLC0.06%$166.06K
Bank Of Nova Scotia0.06%$165.20K
BNP Paribas SA0.06%$164.89K
Epr Properties0.06%$164.65K
Fannie Mae - CAS0.06%$164.60K
College Ave Student Loans0.06%$164.33K
Sothebys ArtFi Master Trust0.06%$164.03K
Capital One Financial Co.0.06%$164.08K
NYC Commercial Mortgage Trust0.06%$163.66K
Hong Kong0.06%$163.07K
American Assets Trust LP0.06%$162.60K
Baker Hughes Llc/co-Obl0.06%$162.69K
Kilroy Realty LP0.06%$162.37K
Vistra Operations Co. LLC0.06%$161.97K
Standard Chartered PLC0.06%$161.35K
Woolworths Group Ltd.0.06%$161.32K
Natwest Group PLC0.06%$160.77K
General Electric Co0.06%$159.96K
Mplx LP0.06%$159.56K
John Deere Financial Ltd.0.06%$159.28K
APL Finance LLC0.06%$158.68K
Bms Ireland Cap Funding0.05%$158.64K
Upgrade Master Pass-Thru Trust0.05%$158.25K
Fibercop Spa0.05%$157.28K
GLP Capital LP / GLP Financing II Inc0.05%$156.70K
Ford Credit Canada Co/ca0.05%$155.57K
Finland Government Bonds0.05%$153.70K
Swire Propert Mtn Fin0.05%$153.27K
Temasek Financial I Ltd.0.05%$152.22K
Marriott International0.05%$151.40K
Fannie Mae0.05%$151.43K
Cross Mortgage Trust0.05%$151.05K
Cross Mortgage Trust0.05%$150.65K
Nestle Finance Intl Ltd.0.05%$150.47K
Global Payments, Inc.0.05%$150.37K
Galaxy CLO Ltd0.05%$150.09K
Toyota Finance Australia0.05%$149.90K
Upstart Securitization Trust0.05%$149.95K
HPS Loan Management Ltd0.05%$148.95K
Glencore Funding LLC0.05%$148.59K
Fannie Mae0.05%$148.18K
Ellington Financial Mortgage Trust0.05%$147.41K
Chubb Ina Holdings LLC0.05%$147.16K
Gz Mtr Fin Bvi0.05%$147.22K
Altice France SA0.05%$146.75K
Commonspirit Health0.05%$146.78K
ICE Futures Europe - Financial Products Division0.05%$146.48K
Buoni Poliennali Del Tes0.05%$146.06K
Woodward Capital Management0.05%$146.12K
Ecopetrol SA0.05%$145.64K
United States Treasury0.05%$145.49K
Santander Mortgage Asset Receivable Trust0.05%$145.48K
Alphabet, Inc.0.05%$145.23K
Hertz Vehicle Financing LLC0.05%$144.98K
Neoen Finco PLC0.05%$144.34K
AstraZeneca PLC0.05%$144.51K
Verisure Holding Ab0.05%$143.77K
Travel + Leisure Co.0.05%$143.90K
Palantir Technologies Inc0.05%$143.62K
Nissan Motor Acceptance0.05%$141.72K
JP Morgan Mortgage Trust0.05%$141.61K
Hyundai Auto Lease Securitization Trust0.05%$140.93K
Danske Bank A/s0.05%$140.34K
Freddie Mac0.05%$140.10K
Verus Securitization Trust0.05%$139.69K
Fannie Mae0.05%$139.76K
Credit Agricole SA0.05%$139.00K
New York Life Global Fdg0.05%$138.94K
Duke Energy Corp0.05%$138.61K
Texas Instruments Inc0.05%$138.60K
Banque Fed Cred Mutuel0.05%$138.34K
Bnp Paribas0.05%$138.25K
Fannie Mae0.05%$138.13K
Poland Government Bond0.05%$137.26K
General Motors Finl Co.0.05%$136.76K
Gilead Sciences Inc0.05%$136.70K
Nestle SA0.05%$136.21K
Kbc Group NV0.05%$135.87K
OCP CLO Ltd0.05%$135.31K
Republic Of Chile0.05%$135.36K
Verus Securitization Trust0.05%$135.27K
Citigroup, Inc.0.05%$134.74K
Southern Co/The0.05%$134.19K
Parker-Hannifin Corp.0.05%$133.45K
Pinewood Finco PLC0.05%$132.98K
Boca Commercial Mortgage Trust0.05%$131.25K
Fannie Mae - CAS0.05%$131.14K
United Auto Credit Securitization Trust0.05%$131.05K
Sunoco LP0.04%$130.02K
Spain Government Bonds0.04%$129.93K
Vertex Pharmaceuticals Inc0.04%$129.65K
BRAVO Residential Funding Trust0.04%$128.95K
HSBC Bank USA NA0.04%$127.30K
Williams Companies, Inc.0.04%$127.46K
Progressive Corp/The0.04%$127.36K
ALA Trust0.04%$125.54K
Nelnet Student Loan Trust0.04%$125.38K
Cadent Finance PLC0.04%$124.90K
Westfield America Manage0.04%$124.63K
Fannie Mae0.04%$124.74K
S&P Global, Inc.0.04%$124.04K
Braskem Netherlands0.04%$123.19K
Fiserv, Inc.0.04%$123.05K
Wells Fargo Commercial Mortgage Trust0.04%$121.93K
Dte Electric Co.0.04%$121.17K
MVW Owner Trust0.04%$119.44K
Enel Spa0.04%$119.43K
Sothebys ArtFi Master Trust0.04%$119.27K
National Grid PLC0.04%$118.84K
American Electric Power0.04%$118.47K
FIP Master Funding, LLC0.04%$118.31K
Emrld Bor / Emrld Co.-Iss0.04%$118.11K
Eaton Capital Ulc0.04%$117.72K
Baker Hughes Llc/co-Obl0.04%$117.75K
Hawaii Hotel Trust0.04%$117.22K
Hldng D'infra Metiers0.04%$116.95K
Uzbekistan Intl Bond0.04%$117.00K
Vfi Abs LLC0.04%$116.69K
Bat Intl Finance PLC0.04%$116.78K
Ing Groep NV0.04%$116.52K
American Tower Corp.0.04%$116.48K
DTP Commercial Mortgage Trust0.04%$116.30K
Fidelity Natl Info Serv0.04%$116.27K
Edp SA0.04%$116.14K
Exxon Mobil Corp0.04%$116.21K
Fannie Mae0.04%$115.89K
Cred Mutuel Home Loan Sf0.04%$115.50K
Glencore Cap Fin Dac0.04%$115.21K
National Grid Na, Inc.0.04%$115.26K
Telus Corp.0.04%$115.24K
Edp Servicios Fin Esp SA0.04%$115.26K
Danaher Corp.0.04%$115.00K
Morgan Stanley Residential Mortgage Loan Trust0.04%$114.89K
Fedex Corp.0.04%$114.84K
Clarus Capital Funding LLC0.04%$115.01K
Motorola Solutions Inc0.04%$114.20K
Berkshire Hathaway Inc0.04%$114.09K
Government National Mortgage Association0.04%$113.92K
Nextera Energy Capital0.04%$113.85K
Freddie Mac - STACR0.04%$113.65K
Erste Group Bank AG0.04%$113.43K
Broadcom, Inc.0.04%$113.09K
Fannie Mae - CAS0.04%$111.67K
Alstria S.a R.l.0.04%$111.73K
Credit Agricole Home Loa0.04%$111.83K
Almaviva The Italian Inn0.04%$111.46K
Onslow Bay Financial LLC0.04%$111.33K
Fannie Mae0.04%$111.23K
Alexander Fund Trust Ii0.04%$110.84K
Sap SE0.04%$110.22K
Cencora Inc0.04%$110.36K
Vodafone Group PLC0.04%$110.07K
Linde PLC0.04%$109.50K
Targa Resources Corp.0.04%$108.18K
Iberdrola Intl Bv0.04%$107.70K
Santander Mortgage Asset Receivable Trust0.04%$107.17K
Monster Beverage Corp0.04%$107.17K
General Motors Finl Co.0.04%$106.93K
Fannie Mae - CAS0.04%$106.91K
BX Trust0.04%$105.84K
Advance Auto Parts0.04%$105.65K
Arista Networks Inc0.04%$105.16K
Bell Canada0.04%$104.78K
Citigroup, Inc.0.04%$103.55K
Goldman Sachs Group, Inc.0.04%$103.29K
CME Group Inc0.04%$103.13K
Onslow Bay Financial LLC0.04%$102.87K
Zurich Insurance Group AG0.04%$101.33K
Pagaya AI Debt Selection Trust0.04%$101.29K
Novo Nordisk A/S0.04%$101.10K
Tokyo Electron Ltd0.03%$100.85K
SCF Equipment Trust Llc0.03%$100.85K

SBOOX overview: performance, fees, allocation and SEC filings