Loading…
CIK 0001948755 • 3 13F filings • Aug 14, 2026 – Aug 18, 2026
Import this data to Google Sheets with:
=jivedata("nest-investments-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $25.3M | 21.1%Prev: 17.7% | 252,722 SH | Increased+20,578 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $779K | 0.7%Prev: 0.7% | 22,035 SH | Decreased-4,058 SH |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $994K | 0.8%Prev: 0.9% | 26,954 SH | Decreased-4,693 SH |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $682K | 0.6%Prev: 0.6% | 20,932 SH | Decreased-3,614 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $1.4M | 1.2%Prev: 1.2% | 104,550 SH | Decreased+7,554 SH |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $362K | 0.3%Prev: 0.4% | 14,869 SH | Decreased-6,037 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $592K | 0.5%Prev: 0.7% | 4,274 SH | Decreased-1,339 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 2.1%Prev: 0.9% | 30,444 SH | Increased+15,015 SH |
| ISHARES TR | 0-3 MTH TREASURY | $14.4M | 12.1%Prev: 10.1% | 143,713 SH | Increased+11,459 SH |
| ISHARES TR | CORE 80 20 ETF | $219K | 0.2% | 2,441 SH | New |
| ISHARES TR | CORE DIV GRWTH | $5.8M | 4.9%Prev: 5.3% | 83,893 SH | Decreased-8,067 SH |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.4%Prev: 2.0% | 2,519 SH | Decreased-996 SH |
| ISHARES TR | MSCI EMG MKT ETF | $349K | 0.3%Prev: 0.4% | 6,371 SH | Decreased-1,723 SH |
| ISHARES TR | MSCI USA MIN ETF | $1.3M | 1.1%Prev: 1.2% | 14,105 SH | Decreased-2,739 SH |
| ISHARES TR | MSCI USA MMENTM | $1.5M | 1.3%Prev: 2.0% | 6,012 SH | Decreased-1,834 SH |
| ISHARES TR | MSCI USA QLT FCT | $8.2M | 6.8%Prev: 7.6% | 41,135 SH | Decreased-4,197 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.4M | 2.0%Prev: 2.1% | 4,993 SH | Decreased-16,961 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.6M | 1.3%Prev: 1.5% | 8,849 SH | Decreased-235 SH |
| ISHARES TR | SELECT DIVID ETF | $1.3M | 1.1%Prev: 1.2% | 9,367 SH | Decreased-1,003 SH |
| ISHARES TR | TIPS BD ETF | $937K | 0.8%Prev: 0.8% | 8,523 SH | Decreased-673 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $13.7M | 11.4%Prev: 11.9% | 146,684 SH | Decreased-23,487 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.9M | 2.4%Prev: 3.1% | 28,417 SH | Decreased-11,563 SH |
| SPDR SERIES TRUST | STATE STRET SPDR | $935K | 0.8%Prev: 0.9% | 49,008 SH | Decreased-10,729 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $6.9M | 5.8%Prev: 5.9% | 99,377 SH | Decreased-12,338 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.6M | 2.2%Prev: 2.4% | 29,474 SH | Decreased-2,879 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $468K | 0.4%Prev: 0.6% | 1,816 SH | Decreased-691 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $960K | 0.8%Prev: 0.8% | 20,940 SH | Decreased-1,304 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $14.4M | 12.1%Prev: 12.0% | 102,107 SH | Decreased+1,384 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.0M | 1.6%Prev: 1.4% | 33,369 SH | Increased+1,229 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.5M | 2.1%Prev: 2.3% | 31,149 SH | Decreased-6,770 SH |
| 13F-HR |
| 0001420506-26-001864 |
| $123.0M |
| View |