JIM SAULNIER & ASSOCIATES, LLC: 13F holdings
CIK 20444202026Q2
| Positions | 152 |
|---|
| Reported value | $248.6m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 152 (+13 vs prior quarter) |
|---|
| Reported value | $248.6m (+21.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AOR ISHARES TR | 453,418 | $31.5m | 12.7% |
| CCEP ISHARES TR | 244,296 | $23.8m | 9.6% |
| VBIL VANGUARD INSTL INDEX FD | 295,874 | $22.4m | 9.0% |
| VEA VANGUARD TAXMANAGED FDS | 162,238 | $11.6m | 4.7% |
| BND VANGUARD BD INDEX FDS | 113,001 | $8.3m | 3.3% |
| VTI VANGUARD INDEX FDS | 18,734 | $6.9m | 2.8% |
| PGIM ROCK ETF TR | 154,475 | $4.8m | 1.9% |
| PGIM ROCK ETF TR | 147,369 | $4.5m | 1.8% |
| VV VANGUARD INDEX FDS | 12,394 | $4.3m | 1.7% |
| VTV VANGUARD INDEX FDS | 18,893 | $4.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044420")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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