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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 | $86K | 0.0%Prev: 0.1% | 132 SH | Decreased-280 SH |
| ISHARES EDGE MSCI USA VALUE | ETF | $427K | 0.2%Prev: 0.5% | 3,000 SH | Decreased-9,200 SH |
| iShares MSCI Emerging Markets ex-China Index | ETF | $2.2M | 0.9%Prev: 6.8% | 27,830 SH | Decreased-281,360 SH |
| ISHARES RUSSELL 2000 | ETF | $265K | 0.1%Prev: 0.9% | 1,070 SH | Decreased-10,550 SH |
| ISHARES RUSSELL 3000 INDEX | ETF | $32.2M | 13.4%Prev: 15.6% | 86,831 SH | Decreased-35,370 SH |
| ISHARES S&P GSCI COMMODITY I | ETF | $22.8M | 9.5%Prev: 8.0% | 705,972 SH | Increased-167,748 SH |
| JPMorgan BetaBuilders Canada ETF | ETF | $31.4M | 13.1% | 333,320 SH | New |
| MSCI EAFE ETF (iShares Core) | ETF | $15.2M | 6.3%Prev: 9.0% | 167,931 SH | Decreased-129,249 SH |
| MSCI Emerging Markets ETF (iShares Core) | ETF | $11.9M | 5.0%Prev: 18.4% | 171,305 SH | Decreased-675,858 SH |
| SPDR BARCLAYS CAPITAL HIGH | ETF | $7.6M | 3.2%Prev: 7.0% | 79,820 SH | Decreased-102,870 SH |
| SPDR GOLD TRUST | ETF | $14.5M | 6.1%Prev: 4.9% | 33,800 SH | Increased-8,220 SH |
| SPDR S&P 500 ETF TRUST | ETF | $3.8M | 1.6%Prev: 1.5% | 5,910 SH | Increased-810 SH |
| TDTT US Equity | ETF | $5.8M | 2.4% | 238,360 SH | New |
| VANGUARD S&P500 ETF | ETF | $91.2M | 38.1% | 152,670 SH | New |
| 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 |