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Oana Bolton

Sachem Hill Llc

Assets Managed
$516.263M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
0.31%(2Q avg: 1.63%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sachem Hill Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Sachem Hill Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 516.263M in assets, with a quarterly growth rate of 0.31% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Oana Bolton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.4%
12.86%
$66.367M
346,003 shares@ $191.82 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.38%
9.96%
$51.41M
1.061M shares@ $48.47 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.59%
6.94%
$35.826M
54,846 shares@ $653.21 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Decreased -1.16%
6.86%
$35.369M
715,970 shares@ $49.41 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.46%
6.1%
$31.46M
88,231 shares@ $356.56 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 4.76%
6.08%
$31.37M
405,398 shares@ $77.38 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -3.19%
5.87%
$30.254M
573,203 shares@ $52.79 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 4.69%
5.83%
$30.056M
314,918 shares@ $95.44 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -0.37%
5.71%
$29.452M
693,072 shares@ $42.5 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.94%
3.45%
$17.788M
514,846 shares@ $34.55 avg price

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