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CIK 0000846633 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | $82K | 0.0%Prev: 0.0% | 132 SH | Decreased |
| ISHARES CORE U.S. AGGREGATE | ETF | $34.2M | 18.3% | 345,050 SH | New |
| ISHARES EDGE MSCI USA VALUE | ETF | $1.4M | 0.7%Prev: 0.2% | 12,200 SH | Increased+9,200 SH |
| iShares MSCI Emerging Markets ex-China Index | ETF | $354K | 0.2%Prev: 0.9% | 5,600 SH | Decreased-22,230 SH |
| ISHARES RUSSELL 2000 | ETF | $3.1M | 1.7%Prev: 0.1% | 14,390 SH | Increased+13,320 SH |
| ISHARES RUSSELL 3000 INDEX | ETF | $22.5M | 12.1%Prev: 13.4% | 64,191 SH | Decreased-22,640 SH |
| ISHARES S&P GSCI COMMODITY I | ETF | $19.3M | 10.3%Prev: 9.5% | 873,720 SH | Decreased+167,748 SH |
| MSCI EAFE ETF (iShares Core) | ETF | $21.2M | 11.4%Prev: 6.3% | 253,710 SH | Increased+85,779 SH |
| MSCI Emerging Markets ETF (iShares Core) | ETF | $60.9M | 32.6%Prev: 5.0% | 1,014,225 SH | Increased+842,920 SH |
| SPDR BARCLAYS CAPITAL HIGH | ETF | $6.6M | 3.6%Prev: 3.2% | 68,280 SH | Decreased-11,540 SH |
| SPDR GOLD TRUST | ETF | $12.8M | 6.9%Prev: 6.1% | 42,020 SH | Decreased+8,220 SH |
| SPDR S&P 500 ETF TRUST | ETF | $4.2M | 2.2%Prev: 1.6% | 6,720 SH | Increased+810 SH |
| 13F-HR |
| 0000846633-25-000010 |
| $184.9M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0000846633-26-000012 | $290.5M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0000846633-25-000008 | $186.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0000846633-26-000010 | $239.5M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0000846633-25-000004 | $249.0M | View |