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CIK 0000733986 • 12 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVISORS INNER CIRCLE FD III | GQG US EQUITY ET | $22.2M | 0.4%Prev: 0.4% | 905,449 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $54.2M | 0.9%Prev: 0.9% | 922,735 SH | Increased+85,118 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $20.3M | 0.3% | 408,860 SH | New |
| EA SERIES TRUST | JLENS 500 JEWISH | $17.8M | 0.3%Prev: 0.6% | 618,941 SH | Decreased-456,281 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $816K | 0.0%Prev: 0.0% | 19,100 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.0M | 0.0%Prev: 0.0% | 5,412 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $622K | 0.0% | 12,531 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $60.9M | 1.0%Prev: 1.2% | 750,805 SH | Decreased-122,435 SH |
| ISHARES INC | CORE MSCI EMKT | $48.6M | 0.8%Prev: 0.9% | 723,355 SH | Decreased-39,954 SH |
| ISHARES INC | ESG AWR MSCI EM | $824K | 0.0% | 18,650 SH | New |
| ISHARES INC | MSCI CDA ETF | $2.2M | 0.0%Prev: 0.1% | 40,962 SH | Decreased-36,282 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $56.6M | 0.9%Prev: 1.4% | 563,997 SH | Decreased-218,645 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $9.6M | 0.2%Prev: 0.2% | 93,853 SH | Decreased |
| ISHARES TR | BARCLAYS 7 10 YR | $16.9M | 0.3%Prev: 0.3% | 175,948 SH | Decreased |
| ISHARES TR | CORE 1 5 YR USD | $684K | 0.0%Prev: 0.0% | 14,033 SH | Decreased-33,000 SH |
| ISHARES TR | CORE MSCI EAFE | $69.5M | 1.1%Prev: 1.1% | 777,324 SH | Increased+74,917 SH |
| ISHARES TR | CORE S&P500 ETF | $82.3M | 1.3%Prev: 1.8% | 120,172 SH | Decreased-24,029 SH |
| ISHARES TR | CORE US AGGBD ET | $95.4M | 1.6%Prev: 3.5% | 955,065 SH | Decreased-939,592 SH |
| ISHARES TR | ESG AW MSCI EAFE | $6.7M | 0.1% | 70,222 SH | New |
| ISHARES TR | MSCI ACWI ETF | $37.9M | 0.6%Prev: 0.7% | 267,543 SH | Increased+7,066 SH |
| ISHARES TR | MSCI USA QLT FCT | $30.4M | 0.5%Prev: 0.5% | 153,029 SH | Increased+1,483 SH |
| ISHARES TR | RUS 1000 ETF | $46.4M | 0.8%Prev: 1.0% | 124,298 SH | Decreased-22,025 SH |
| ISHARES TR | RUS MID CAP ETF | $1.2M | 0.0%Prev: 0.0% | 12,198 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $7.3M | 0.1% | 29,655 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $5.6M | 0.1%Prev: 0.1% | 14,597 SH | Increased |
| ISHARES TR | TIPS BD ETF | $13.6M | 0.2%Prev: 0.1% | 124,184 SH | Increased+64,688 SH |
| ISHARES TR | US TREAS BD ETF | $1.9M | 0.0%Prev: 0.3% | 82,896 SH | Decreased-561,974 SH |
| KARMAN HLDGS INC | COMMON STOCK | $18.2M | 0.3%Prev: 0.3% | 249,011 SH | Increased |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $20.4M | 0.3%Prev: 0.4% | 327,747 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $9.6M | 0.2%Prev: 0.2% | 14,105 SH | Increased+5 SH |
| TIDAL TRUST I | ADASINA SOCIAL | $8.4M | 0.1% | 415,727 SH | New |
| VANECK ETF TRUST | BDC INCOME ETF | $24.8M | 0.4%Prev: 0.1% | 1,747,956 SH | Increased+1,286,774 SH |
| VANECK VECTORS ETF TR | ISRAEL ETF | $918K | 0.0%Prev: 0.0% | 15,615 SH | Increased |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $9.8M | 0.2%Prev: 0.2% | 87,956 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $14.7M | 0.2%Prev: 0.1% | 186,624 SH | Increased+126,731 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $53.1M | 0.9%Prev: 0.9% | 716,492 SH | Increased+87,418 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $43.6M | 0.7%Prev: 0.9% | 89,359 SH | Decreased-13,674 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.0%Prev: 0.0% | 4,992 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.4M | 0.1%Prev: 0.2% | 94,533 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.72B | 28.2%Prev: 28.0% | 2,745,610 SH | Increased+254,162 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $578.7M | 9.5%Prev: 10.2% | 1,726,016 SH | Increased+31,197 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.5M | 0.3%Prev: 0.3% | 81,110 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $175.5M | 2.9%Prev: 3.2% | 3,264,859 SH | Increased+62,773 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.14B | 18.7%Prev: 14.0% | 8,100,494 SH | Increased+2,552,830 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $279.2M | 4.6%Prev: 4.6% | 5,645,661 SH | Increased+688,358 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.0M | 0.1%Prev: 0.1% | 79,200 SH | Increased+17,438 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $334.3M | 5.5%Prev: 6.0% | 5,577,346 SH | Increased+82,081 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $140.1M | 2.3%Prev: 2.3% | 2,510,756 SH | Increased+483,738 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $70.6M | 1.2%Prev: 1.4% | 1,202,093 SH | Decreased-59,704 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $25.4M | 0.4%Prev: 0.5% | 208,274 SH | Increased-1,634 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $4.3M | 0.1%Prev: 0.1% | 13,818 SH | Decreased-695 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $48.6M | 0.8%Prev: 0.9% | 526,321 SH | Increased-3,802 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $20.5M | 0.3%Prev: 0.4% | 271,724 SH | Increased |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $571.4M | 9.4%Prev: 9.2% | 9,146,753 SH | Increased+799,131 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $2.3M | 0.0%Prev: 0.0% | 32,277 SH | Decreased-5,677 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $24.2M | 0.4%Prev: 0.1% | 200,115 SH | Increased+137,123 SH |
| VANGUARD WORLD FDS | ENERGY ETF | $26.6M | 0.4%Prev: 0.5% | 211,153 SH | Increased |
| 13F-HR |
| 0001062993-26-004369 |
| $6.93B |
| View |
| Jun 23, 2026 | Q2 2025 | 13F-HR/A | 0001062993-26-003306 | $4.54B | View |
| Jun 23, 2026 | Q1 2026 | 13F-HR/A | 0001062993-26-003311 | $6.27B | View |
| Jun 23, 2026 | Q1 2025 | 13F-HR/A | 0001062993-26-003304 | $3.48B | View |