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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 | $256K | 0.6%Prev: 0.3% | 891 SH | Decreased-1,668 SH |
| APPLE INC | COM | $291K | 0.6%Prev: 0.5% | 1,148 SH | Decreased-1,620 SH |
| COLGATE PALMOLIVE CO | COM | $375K | 0.8%Prev: 0.3% | 4,400 SH | Decreased |
| DISNEY WALT CO | COM | $231K | 0.5% | 2,395 SH | New |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | $1.7M | 3.8%Prev: 17.9% | 65,406 SH | Decreased-807,782 SH |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | $419K | 0.9%Prev: 28.6% | 13,115 SH | Decreased-1,255,328 SH |
| EXXON MOBIL CORP | COM | $568K | 1.2%Prev: 0.4% | 3,350 SH | Increased-503 SH |
| INTEL CORP | COM | $207K | 0.5% | 4,696 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $1.1M | 2.5% | 39,875 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $4.2M | 9.3% | 57,754 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.6M | 3.5% | 8,239 SH | New |
| ISHARES INC | MSCI ISRAEL ETF | $455K | 1.0% | 3,920 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $1.5M | 3.2% | 17,438 SH | New |
| ISHARES INC | MSCI PAC JP ETF | $770K | 1.7%Prev: 0.2% | 14,493 SH | Increased+7,677 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.8M | 4.0% | 22,174 SH | New |
| ISHARES TR | 10+ YR INVST GRD | $342K | 0.8%Prev: 1.0% | 6,896 SH | Decreased-19,894 SH |
| ISHARES TR | 3 7 YR TREAS BD | $1.5M | 3.4%Prev: 0.4% | 12,919 SH | Increased+9,058 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.7M | 3.7%Prev: 2.5% | 17,878 SH | Decreased-15,584 SH |
| ISHARES TR | BROAD USD HIGH | $727K | 1.6% | 19,747 SH | New |
| ISHARES TR | CORE MSCI EURO | $2.6M | 5.8%Prev: 1.5% | 37,604 SH | Increased+4,935 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 3.6%Prev: 1.3% | 2,493 SH | Decreased-601 SH |
| ISHARES TR | INTL TREA BD ETF | $2.9M | 6.5% | 71,781 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $1.8M | 3.9%Prev: 1.8% | 34,253 SH | Decreased-9,358 SH |
| ISHARES TR | ISHS 5-10YR INVT | $3.2M | 7.1%Prev: 1.5% | 60,551 SH | Increased+23,126 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.7M | 3.8%Prev: 1.4% | 30,274 SH | Decreased-10,504 SH |
| ISHARES TR | RUS MID CAP ETF | $303K | 0.7%Prev: 0.4% | 3,115 SH | Decreased-3,014 SH |
| ISHARES TR | RUSSELL 2000 ETF | $207K | 0.5%Prev: 0.2% | 833 SH | Decreased-648 SH |
| JOHNSON & JOHNSON | COM | $279K | 0.6%Prev: 0.2% | 1,143 SH | Increased-238 SH |
| JPMORGAN CHASE & CO | COM | $282K | 0.6% | 958 SH | New |
| MICROSOFT CORP | COM | $475K | 1.0%Prev: 0.5% | 1,284 SH | Decreased-594 SH |
| NEXTERA ENERGY INC | COM | $302K | 0.7%Prev: 0.2% | 3,247 SH | Increased-622 SH |
| PROCTER & GAMBLE CO | COM | $688K | 1.5% | 4,760 SH | New |
| S&P GLOBAL INC | COM | $723K | 1.6%Prev: 0.7% | 1,700 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $395K | 0.9% | 4,821 SH | New |
| SHELL PLC | SPON ADS | $1.8M | 4.0%Prev: 1.1% | 19,409 SH | Increased-20 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL | $5.7M | 12.5% | 182,943 SH | New |
| UNILEVER PLC | SPON ADR NEW | $652K | 1.4%Prev: 0.6% | 11,448 SH | Decreased-1,431 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 |