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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 | $88K | 0.0%Prev: 0.0% | 132 SH | Decreased |
| ISHARES CORE U.S. AGGREGATE | ETF | $34.6M | 18.7%Prev: 11.7% | 344,640 SH | Increased |
| ISHARES EDGE MSCI USA VALUE | ETF | $375K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| iShares MSCI Emerging Markets ex-China Index | ETF | $378K | 0.2% | 5,600 SH | New |
| ISHARES RUSSELL 2000 | ETF | $825K | 0.4%Prev: 0.1% | 3,410 SH | Increased+2,340 SH |
| ISHARES RUSSELL 3000 INDEX | ETF | $23.7M | 12.8%Prev: 6.1% | 62,511 SH | Increased+21,120 SH |
| ISHARES S&P GSCI COMMODITY I | ETF | $21.8M | 11.8%Prev: 6.9% | 947,572 SH | Increased+241,600 SH |
| JPM BB CANADA | ETF | $19.6M | 10.6% | 224,940 SH | New |
| MSCI EAFE ETF (iShares Core) | ETF | $20.4M | 11.0%Prev: 5.3% | 233,220 SH | Increased+72,669 SH |
| MSCI Emerging Markets ETF (iShares Core) | ETF | $31.7M | 17.2%Prev: 10.0% | 481,005 SH | Increased+128,560 SH |
| SPDR BARCLAYS CAPITAL HIGH | ETF | $7.8M | 4.2%Prev: 2.6% | 79,820 SH | Increased |
| SPDR GOLD TRUST | ETF | $13.9M | 7.5%Prev: 5.2% | 39,210 SH | Decreased-2,190 SH |
| SPDR S&P 500 ETF TRUST | ETF | $4.0M | 2.1%Prev: 1.3% | 5,930 SH | Increased+950 SH |
| TDTT US Equity | ETF | $5.8M | 3.1%Prev: 2.0% | 238,360 SH | Increased |
| 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 |