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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 | $99K | 0.0%Prev: 0.0% | 132 SH | Increased |
| ISHARES CORE U.S. AGGREGATE | ETF | $34.1M | 11.7%Prev: 18.3% | 344,640 SH | Decreased-410 SH |
| ISHARES EDGE MSCI USA VALUE | ETF | $599K | 0.2%Prev: 0.7% | 3,000 SH | Decreased-9,200 SH |
| ISHARES GOLD TRU | ETF | $2.5M | 0.9% | 33,200 SH | New |
| ISHARES RUSSELL 2000 | ETF | $321K | 0.1%Prev: 1.7% | 1,070 SH | Decreased-13,320 SH |
| ISHARES RUSSELL 3000 INDEX | ETF | $17.6M | 6.1%Prev: 12.1% | 41,391 SH | Decreased-22,800 SH |
| ISHARES S&P GSCI COMMODITY I | ETF | $20.2M | 6.9%Prev: 10.3% | 705,972 SH | Increased-167,748 SH |
| JPMorgan BetaBuilders Canada ETF | ETF | $33.1M | 11.4% | 333,320 SH | New |
| MSCI EAFE ETF (iShares Core) | ETF | $15.5M | 5.3%Prev: 11.4% | 160,551 SH | Decreased-93,159 SH |
| MSCI Emerging Markets ETF (iShares Core) | ETF | $29.2M | 10.0%Prev: 32.6% | 352,445 SH | Decreased-661,780 SH |
| SPDR BARCLAYS CAPITAL HIGH | ETF | $7.7M | 2.6%Prev: 3.6% | 79,820 SH | Increased+11,540 SH |
| SPDR GOLD TRUST | ETF | $15.3M | 5.2%Prev: 6.9% | 41,400 SH | Increased-620 SH |
| SPDR S&P 500 ETF TRUST | ETF | $3.7M | 1.3%Prev: 2.2% | 4,980 SH | Decreased-1,740 SH |
| STERLING CAP SDB | ETF | $6K | 0.0% | 256 SH | New |
| TDTT US Equity | ETF | $5.7M | 2.0% | 238,360 SH | New |
| VANGUARD S&P500 ETF | ETF | $104.9M | 36.1% | 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 |