Morningstar Conservative ETF Asset Allocation Portfolio

Morningstar Conservative ETF Asset Allocation Portfolio is a registered fund series of ALPS VARIABLE INVESTMENT TRUST (series S000015810). Net assets $30.6M as of 2026-03-31.

Profile

Advisers

Top holdings (20 reported)

Showing 15 of 20 holdings by value.

HoldingTickerValue% of fund
Vanguard Total Bond Market Etf$6.4M2092.19%
Eaton Vance Total Return Bond Etf$3.7M1196.08%
Vanguard Short-term Bond Etf$2.4M796.52%
Jpmorgan Core Plus Bond Etf$2.1M697.90%
Vanguard Total Stock Market Etf$2.0M646.04%
Ishares Core S&p 500 Etf$1.8M597.89%
Ishares Broad Usd High Yield Corporate Bond Etf$1.5M503.42%
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf$1.5M500.58%
Vanguard Mortgage-backed Securities Etf$1.2M403.61%
Bondbloxx Bloomberg Five Year Target Duration Us Treasury Etf$1.2M403.03%
Vanguard Total International Bond Etf$1.2M402.62%
Schwab Us Tips Etf$924K302.13%
Vanguard Emerging Markets Government Bond Etf$923K301.71%
Schwab Fundamental International Equity Etf$623K203.80%
Vanguard Ftse Developed Markets Etf$621K203.12%

Net asset history

Report dateNet assets
2026-03-31$30.6M
2025-12-31$31.1M
2025-09-30$28.6M
2025-06-30$28.8M
2025-03-31$28.5M
2024-12-31$28.9M
2024-09-30$29.2M
2024-06-30$29.2M

More