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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 | $90K | 0.0%Prev: 0.0% | 132 SH | Decreased |
| ISHARES CORE U.S. AGGREGATE | ETF | $34.4M | 17.4%Prev: 7.5% | 344,640 SH | Increased-630 SH |
| ISHARES EDGE MSCI USA VALUE | ETF | $410K | 0.2%Prev: 0.1% | 3,000 SH | Increased+1,240 SH |
| ISHARES RUSSELL 2000 | ETF | $263K | 0.1% | 1,070 SH | New |
| ISHARES RUSSELL 3000 INDEX | ETF | $18.5M | 9.4%Prev: 3.7% | 47,841 SH | Increased+10,311 SH |
| ISHARES S&P GSCI COMMODITY I | ETF | $21.9M | 11.1%Prev: 5.2% | 947,572 SH | Decreased+309,070 SH |
| JPMorgan BetaBuilders Canada ETF | ETF | $33.2M | 16.8%Prev: 7.4% | 356,550 SH | Increased+33,550 SH |
| MSCI EAFE ETF (iShares Core) | ETF | $25.7M | 13.0%Prev: 3.5% | 286,750 SH | Increased+126,649 SH |
| MSCI Emerging Markets ETF (iShares Core) | ETF | $29.9M | 15.1%Prev: 5.5% | 444,365 SH | Increased+148,380 SH |
| SPDR BARCLAYS CAPITAL HIGH | ETF | $7.8M | 3.9%Prev: 3.1% | 79,820 SH | Decreased-66,320 SH |
| SPDR GOLD TRUST | ETF | $15.5M | 7.9%Prev: 3.4% | 39,210 SH | Increased+350 SH |
| SPDR S&P 500 ETF TRUST | ETF | $4.0M | 2.0%Prev: 0.9% | 5,930 SH | Decreased+570 SH |
| TDTT US Equity | ETF | $5.7M | 2.9%Prev: 1.7% | 238,360 SH | Decreased-83,870 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 |