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Holdings (Monthly) Guide ↗

LVIP State Street Moderately Aggressive Index Allocation Fund

· Lincoln Variable Insurance Products Trust
Monthly Holdings $748M 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 S&P 500 Index Fund 474903853 Mar 2026 5,284,921 -220,409 $196.1M +10.5% 26.21% EC
2 LVIP State Street Bond Index Fund 534898663 Mar 2026 18,180,332 +1,097,320 $184.5M +7.0% 24.67% EC
3 LVIP State Street International Index Fund 534898655 Mar 2026 11,325,605 -12,822 $165.3M +8.8% 22.09% EC
4 iShares Core MSCI Emerging Markets ETF 46434G103 Mar 2026 909,298 -66,656 $75.3M +10.7% 10.07% EC
5 LVIP State Street Mid-Cap Index Fund 535000764 Mar 2026 3,489,719 -125,512 $52.7M +10.4% 7.04% EC
6 LVIP State Street Small-Cap Index Fund 474903101 Mar 2026 879,290 -87,295 $37.5M +10.5% 5.01% EC
7 Schwab US TIPS ETF 808524870 Mar 2026 1,398,193 +100,241 $37.1M +7.3% 4.95% EC