New Jersey Better Educational Savings Trust

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), New Jersey Better Educational Savings Trust reported 4 stock positions worth $60.9 million. Its top holding was Vanguard Total Bond Market (BND) at 42.9% of the portfolio, followed by iShares Broad Usd Investment (USIG, 42.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 7 and reduced 2. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale iShares Broad Usd Investment (USIG, shares −5%).

Most Recent 13F
Q2 2026
Location
TRENTON, NJ
CIK
0001482010
Portfolio Value
$60.9M (Q1 2026)
SEC Filing
0001482010-26-000002 ↗ filed Apr 30, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $52.9M Q1 2024 Q2 2024: $50.0M Q2 2024 Q3 2024: $52.9M Q3 2024 Q4 2024: $52.0M Q4 2024 Q1 2025: $51.8M Q1 2025 Q2 2025: $38.9M Q2 2025 Q3 2025: $59.0M Q3 2025 Q4 2025: $58.7M Q4 2025 Q1 2026: $60.9M $60.9M Q1 2026 Q2 2026: $62.2M Q2 2026

Holdings 4 stocks · $60.9M

BND Vanguard Total Bond Market 42.87% 354,594 $26.1M Reduce -5.0%
USIG iShares Broad Usd Investment 42.70% 507,693 $26.0M Reduce -4.8%
SPYM Ste STR SPDR PT S&P 500 ETF 7.22% 57,427 $4.4M New
IVV iShares Core S&P 500 ETF 7.21% 6,724 $4.4M New

Portfolio Sells Q4 2025 → Q1 2026

USIG iShares Broad Usd Investment Reduce -4.8% 42.70% −4.29
BND Vanguard Total Bond Market Reduce -5.0% 42.87% −4.21
AAPL Apple Inc. Sold out 0.00% −1.29
NVDA Nvidia Corp. Sold out 0.00% −1.24
MSFT Microsoft Corp. Sold out 0.00% −1.09
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.77
AMZN Amazon.com Inc. Sold out 0.00% −0.65
JPM JPMorgan Chase & Co. Sold out 0.00% −0.46
META Meta Platforms Inc. Class A Sold out 0.00% −0.43

Portfolio Buys Q4 2025 → Q1 2026

SPYM Ste STR SPDR PT S&P 500 ETF New 7.22% +7.22
IVV iShares Core S&P 500 ETF New 7.21% +7.21

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$62.2MUSIG, BND, SPYM, IVV
Q1 2026 4$60.9MBND, USIG, SPYM, IVV
Q4 2025 9$58.7MBND, USIG, AAPL, NVDA, MSFT
Q3 2025 9$59.0MUSIG, BND, NVDA, AAPL, MSFT
Q2 2025 8$38.9MUSIG, MSFT, NVDA, AAPL, AMZN
Q1 2025 34$51.8MUSIG, AAPL, MSFT, NVDA, AMZN
Q4 2024 32$52.0MUSIG, AAPL, MSFT, NVDA, AMZN
Q3 2024 32$52.9MUSIG, AAPL, MSFT, NVDA, AMZN
Q2 2024 28$50.0MUSIG, MSFT, AAPL, NVDA, AMZN
Q1 2024 94$52.9MMSFT, AAPL, NVDA, AMZN, AVGO