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CIK 0001706511 • 6 13F filings • Apr 30, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $329K | 0.9%Prev: 1.6% | 1,052 SH | Decreased-1,116 SH |
| ALPHABET INC | CAP STK CL C | $211K | 0.6% | 672 SH | New |
| AMAZON COM INC | COM | $207K | 0.6%Prev: 1.3% | 898 SH | Decreased-1,015 SH |
| APPLE INC | COM | $347K | 0.9%Prev: 2.0% | 1,278 SH | Decreased-1,345 SH |
| COLGATE PALMOLIVE CO | COM | $348K | 0.9%Prev: 1.0% | 4,400 SH | Decreased |
| DISNEY WALT CO | COM | $272K | 0.7% | 2,395 SH | New |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | $1.1M | 3.0%Prev: 1.7% | 38,842 SH | Increased+19,208 SH |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | $415K | 1.1%Prev: 0.9% | 12,862 SH | Increased+3,391 SH |
| EXXON MOBIL CORP | COM | $409K | 1.1%Prev: 1.3% | 3,396 SH | Decreased-400 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.7M | 4.5% | 23,364 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.8M | 4.8%Prev: 5.2% | 9,155 SH | Increased |
| ISHARES INC | MSCI ISRAEL ETF | $493K | 1.3%Prev: 1.3% | 4,485 SH | Increased |
| ISHARES INC | MSCI JPN ETF NEW | $845K | 2.3%Prev: 2.1% | 10,468 SH | Increased+1,598 SH |
| ISHARES INC | MSCI PAC JP ETF | $861K | 2.3%Prev: 1.3% | 17,064 SH | Increased+8,783 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.1M | 3.1%Prev: 1.6% | 13,561 SH | Increased+7,016 SH |
| ISHARES TR | 10+ YR INVST GRD | $348K | 0.9%Prev: 3.4% | 6,896 SH | Decreased-15,075 SH |
| ISHARES TR | 3 7 YR TREAS BD | $980K | 2.7%Prev: 2.3% | 8,209 SH | Increased+1,811 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.4M | 3.7%Prev: 8.4% | 14,061 SH | Decreased-15,278 SH |
| ISHARES TR | BROAD USD HIGH | $764K | 2.1% | 20,439 SH | New |
| ISHARES TR | CORE MSCI EURO | $1.9M | 5.3%Prev: 6.4% | 27,282 SH | Decreased-4,191 SH |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 5.1%Prev: 5.3% | 2,746 SH | Increased+75 SH |
| ISHARES TR | INTL TREA BD ETF | $1.7M | 4.6% | 40,456 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $1.4M | 3.8%Prev: 6.0% | 26,605 SH | Decreased-11,445 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.1M | 5.8%Prev: 7.0% | 39,755 SH | Decreased-3,912 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.7M | 4.6%Prev: 6.1% | 31,050 SH | Decreased-7,487 SH |
| ISHARES TR | RUS MID CAP ETF | $282K | 0.8%Prev: 1.4% | 2,926 SH | Decreased-2,089 SH |
| JOHNSON & JOHNSON | COM | $237K | 0.6%Prev: 0.8% | 1,143 SH | Decreased-223 SH |
| JPMORGAN CHASE & CO. | COM | $328K | 0.9%Prev: 1.5% | 1,019 SH | Decreased-580 SH |
| MICROSOFT CORP | COM | $651K | 1.8%Prev: 2.4% | 1,346 SH | Decreased-186 SH |
| NEXTERA ENERGY INC | COM | $267K | 0.7%Prev: 0.9% | 3,324 SH | Decreased-492 SH |
| NVIDIA CORPORATION | COM | $211K | 0.6%Prev: 0.9% | 1,132 SH | Decreased-506 SH |
| PROCTER AND GAMBLE CO | COM | $688K | 1.9%Prev: 2.3% | 4,802 SH | Decreased-267 SH |
| S&P GLOBAL INC | COM | $888K | 2.4%Prev: 2.5% | 1,700 SH | Increased |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $423K | 1.2%Prev: 1.2% | 5,441 SH | Increased+182 SH |
| SHELL PLC | SPON ADS | $1.4M | 3.9%Prev: 4.1% | 19,424 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $3.1M | 8.5%Prev: 0.8% | 4,567 SH | Increased+4,145 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL | $3.7M | 10.0%Prev: 6.2% | 114,358 SH | Increased+49,993 SH |
| 13F-HR |
| 0001706511-26-000004 |
| $54.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001706511-25-000003 | $26.3M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001706511-26-000003 | $45.6M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001706511-25-000002 | $130.1M | View |