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Holdings (Monthly) Guide ↗

LVIP State Street Moderate Index Allocation Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $736M AUM 7 positions Period Jun 2026 Filed Aug 6, 2026 EDGAR ↗ ← All Funds
All 2 Added 5 Reduced · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LVIP State Street Bond Index Fund 534898663 Mar 2026 21,478,412 +1,259,574 $218.0M +6.8% 29.65% EC
2 LVIP State Street S&P 500 Index Fund 474903853 Mar 2026 4,802,804 -209,460 $178.2M +10.3% 24.23% EC
3 LVIP State Street International Index Fund 534898655 Mar 2026 10,136,399 -30,117 $147.9M +8.6% 20.12% EC
4 Schwab US TIPS ETF 808524870 Mar 2026 2,751,367 +191,170 $72.9M +7.0% 9.92% EC
5 iShares Core MSCI Emerging Markets ETF 46434G103 Mar 2026 536,889 -40,555 $44.5M +10.4% 6.05% EC
6 LVIP State Street Mid-Cap Index Fund 535000764 Mar 2026 2,944,823 -111,517 $44.5M +10.2% 6.05% EC
7 LVIP State Street Small-Cap Index Fund 474903101 Mar 2026 692,530 -70,151 $29.5M +10.3% 4.01% EC