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CIK 0001706511 • 6 13F filings • Apr 30, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $357K | 0.7% | 614 SH | New |
| ALPHABET INC | CAP STK CL A | $318K | 0.6%Prev: 1.5% | 891 SH | Decreased-1,339 SH |
| ALPHABET INC | CAP STK CL C | $237K | 0.4% | 672 SH | New |
| AMAZON COM INC | COM | $225K | 0.4%Prev: 1.6% | 946 SH | Decreased-1,021 SH |
| APPLE INC | COM | $378K | 0.7%Prev: 2.1% | 1,308 SH | Decreased-1,400 SH |
| BIOGEN INC | COM | $228K | 0.4% | 1,055 SH | New |
| BROADCOM INC | COM | $207K | 0.4% | 549 SH | New |
| COLGATE PALMOLIVE CO | COM | $403K | 0.7%Prev: 1.5% | 4,400 SH | Increased |
| DISNEY WALT CO | COM | $231K | 0.4% | 2,395 SH | New |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | $2.3M | 4.3% | 76,589 SH | New |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | $603K | 1.1% | 16,285 SH | New |
| EXXON MOBIL CORP | COM | $458K | 0.8%Prev: 1.6% | 3,350 SH | Increased-468 SH |
| INTEL CORP | COM | $527K | 1.0% | 3,777 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $1.4M | 2.6% | 50,181 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $5.5M | 10.2% | 73,385 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.8M | 3.2% | 8,239 SH | New |
| ISHARES INC | MSCI ISRAEL ETF | $473K | 0.9% | 3,920 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $1.9M | 3.5% | 20,342 SH | New |
| ISHARES INC | MSCI PAC JP ETF | $900K | 1.7%Prev: 1.3% | 16,897 SH | Increased+10,157 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.1M | 3.8% | 25,067 SH | New |
| ISHARES TR | 10+ YR INVST GRD | $345K | 0.6%Prev: 5.4% | 6,896 SH | Decreased-21,618 SH |
| ISHARES TR | 3 7 YR TREAS BD | $1.7M | 3.2%Prev: 1.8% | 14,532 SH | Increased+10,627 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.8M | 3.3%Prev: 12.5% | 19,113 SH | Decreased-15,328 SH |
| ISHARES TR | BROAD USD HIGH | $793K | 1.5% | 21,418 SH | New |
| ISHARES TR | CORE MSCI EURO | $3.2M | 5.9%Prev: 8.0% | 42,182 SH | Increased+10,281 SH |
| ISHARES TR | CORE S&P500 ETF | $2.1M | 3.8%Prev: 6.1% | 2,760 SH | Increased+155 SH |
| ISHARES TR | INTL TREA BD ETF | $3.4M | 6.3% | 82,740 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $2.0M | 3.6%Prev: 8.6% | 37,504 SH | Decreased-5,284 SH |
| ISHARES TR | ISHS 5-10YR INVT | $3.6M | 6.6%Prev: 7.7% | 67,106 SH | Increased+29,030 SH |
| ISHARES TR | MSCI EMG MKT ETF | $2.2M | 4.1%Prev: 7.3% | 32,158 SH | Increased-7,540 SH |
| ISHARES TR | RUS MID CAP ETF | $306K | 0.6%Prev: 1.9% | 2,775 SH | Decreased-2,637 SH |
| ISHARES TR | RUSSELL 2000 ETF | $220K | 0.4%Prev: 1.1% | 731 SH | Decreased-654 SH |
| JOHNSON & JOHNSON | COM | $311K | 0.6%Prev: 0.8% | 1,223 SH | Increased-159 SH |
| JPMORGAN CHASE & CO | COM | $314K | 0.6% | 958 SH | New |
| MICROSOFT CORP | COM | $503K | 0.9%Prev: 3.0% | 1,349 SH | Decreased-225 SH |
| NEXTERA ENERGY INC | COM | $285K | 0.5%Prev: 1.0% | 3,247 SH | Increased-596 SH |
| NVIDIA CORPORATION | COM | $227K | 0.4%Prev: 1.0% | 1,132 SH | Decreased-556 SH |
| PROCTER & GAMBLE CO | COM | $698K | 1.3% | 4,760 SH | New |
| S&P GLOBAL INC | COM | $692K | 1.3%Prev: 3.4% | 1,700 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $400K | 0.7% | 4,821 SH | New |
| SHELL PLC | SPON ADS | $1.5M | 2.8%Prev: 5.2% | 19,409 SH | Increased-15 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL | $6.4M | 11.9% | 205,477 SH | New |
| UNILEVER PLC | SPON ADR NEW | $688K | 1.3%Prev: 3.0% | 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 |