Schuylkill Financial LLC: 13F holdings
CIK 21487162026Q2
| Positions | 66 |
|---|---|
| Reported value | $108.2m |
| Filed | 2026-08-07 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 14,627 | $11.0m | 10.1% |
| FBND FIDELITY MERRIMACK STR TR | 215,562 | $9.8m | 9.1% |
| BND VANGUARD BD INDEX FDS | 127,247 | $9.3m | 8.6% |
| VEA VANGUARD TAX-MANAGED FDS | 97,263 | $6.9m | 6.4% |
| IEFA ISHARES TR | 70,482 | $6.8m | 6.3% |
| EFV ISHARES TR | 53,105 | $4.1m | 3.8% |
| VYM VANGUARD WHITEHALL FDS | 24,636 | $3.9m | 3.6% |
| CGMS CAPITAL GRP FIXED INCM ETF T | 124,391 | $3.4m | 3.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 15,829 | $3.4m | 3.1% |
| PYLD PIMCO ETF TR | 121,061 | $3.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2148716")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.