Partners Capital Investment Group, LLP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Partners Capital Investment Group, LLP reported 174 stock positions worth $2.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.2% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 6.4%) and iShares Core MSCI Emerging (IEMG, 5.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 7, added to 51 and reduced 53. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +106%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −5%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001694870
Portfolio Value
$2.7B (Q1 2026)
SEC Filing
0001104659-26-059167 ↗ filed May 12, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.3B Q1 2024 Q2 2024: $5.9B Q2 2024 Q3 2024: $6.3B Q3 2024 Q4 2024: $3.6B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.5B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $2.7B $2.7B Q1 2026 Q2 2026: $2.8B Q2 2026

Holdings 174 stocks · $2.7B
IVV iShares Core S&P 500 ETF 20.22% 821,849 $536.8M Reduce -5.3%
VGSH Vanguard Short-Term Treasury 6.43% 2,917,104 $170.8M Add +0.6%
IEMG iShares Core MSCI Emerging 5.75% 2,187,140 $152.6M Add +3.5%
HEFA Isha Curr Hedged MSCI Eafe 5.73% 3,579,217 $152.1M Add +4.0%
VTV Vanguard Mrngstr Val ETF-Aui 4.73% 640,487 $125.7M Add +5.1%
STIP iShares 0-5 Year Tips Bond E 3.83% 983,845 $101.8M Reduce -23.7%
VOO Vanguard S&P 500 ETF 3.67% 163,083 $97.5M Reduce -10.9%
IEFA iShares Core MSCI Eafe ETF 3.14% 919,863 $83.3M Add +20.9%
EMXC iShares MSCI Emr MRK Ex Chna 3.03% 1,022,259 $80.4M Reduce -11.5%
ITOT iShares Core S&P Total U.S. 2.60% 484,522 $69.0M Add +3.9%
VT Vanguard Tot World STK ETF 2.57% 493,679 $68.3M Reduce -13.7%
DBJP Xtrackers MSCI Japan Hedged 2.49% 655,348 $66.2M Reduce -2.6%
TIP iShares Tips Bond ETF 2.37% 569,232 $62.8M Reduce -21.2%
SGOV iShares 0-3 Month Treasury B 2.24% 590,975 $59.5M Add +105.8%
IEF iShares 7-10 Year Treasury B 1.96% 544,561 $52.0M Add +8.9%
REET iShares Global REIT ETF 1.51% 1,596,022 $40.1M Add +2.1%
VGIT Vanguard Intermediate-Term T 1.46% 652,463 $38.9M Add +19.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.40% 57,179 $37.2M Add +0.3%
SNPS Synopsys Inc. 1.40% 57,179 $37.2M Add +0.3%
IAU iShares Gold Trust 1.35% 406,426 $35.8M Add +8.0%
ACWI iShares MSCI Acwi ETF 1.16% 223,032 $30.9M Reduce -22.6%
SUB iShares Short-Term National 0.89% 222,273 $23.7M Add +39.6%
LEMB iShares JP Morgan Em Local C 0.88% 571,451 $23.3M Add +48.1%
EMLC Vaneck JPM Em Local Curr BND 0.73% 773,331 $19.4M New
HEWJ Isha Curr Hedged MSCI Japan 0.73% 343,797 $19.3M Reduce -4.9%
SPYX SS SPDR S&P 500 Foss FL ETF 0.71% 357,185 $18.9M Add +0.2%
DXJ Wisdomtree Japan Hedged Eq 0.71% 118,546 $18.8M No change
XLE SS Energy Select Sector 0.68% 296,295 $18.2M No change
HAWX iShares Cur HDG MSCI Acwi-X 0.65% 420,782 $17.2M Reduce -3.2%
EWJ iShares MSCI Japan ETF 0.59% 184,019 $15.5M Reduce -13.5%
XCEM Columbia Em Core Ex-China 0.49% 320,043 $13.1M No change
VNQ Vanguard Real Estate ETF 0.48% 144,944 $12.9M Add +1.1%
BILS SS Spdrb B 3-12M T-Bill ETF 0.45% 119,196 $11.9M Add +0.6%
VTWO Vanguard Russell 2000 ETF 0.43% 114,697 $11.5M Add +0.2%
IWV iShares Russell 3000 ETF 0.42% 29,907 $11.1M Add +0.2%
PWRD TCW Transform Systems ETF 0.39% 105,340 $10.3M No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.38% 110,881 $10.2M Add +34.4%
DBEF Xtrackers MSCI Eafe Hedged E 0.37% 199,828 $9.9M Add +13.8%
SHY iShares 1-3 Year Treasury Bo 0.37% 117,887 $9.7M Add +10.8%
MCHI iShares MSCI China ETF 0.36% 168,407 $9.5M No change
IWM iShares Russell 2000 ETF 0.34% 36,279 $9.0M Reduce -2.5%
ISRA Vaneck Israel ETF 0.34% 147,257 $8.9M No change
USHY iShares Broad Usd High Yield 0.28% 201,447 $7.4M Reduce -22.2%
EFA iShares MSCI Eafe ETF 0.26% 70,524 $6.8M Reduce -40.8%
EPP iShares MSCI Pacific Ex Japa 0.25% 122,513 $6.5M Add +3.1%
QQQ Invesco QQQ Trust Series 1 0.25% 11,277 $6.5M Add +1.5%
SHV iShares 0-1 Year Treasury Bo 0.24% 57,957 $6.4M Add +0.6%
LIN Linde PLC 0.24% 12,730 $6.3M Add +19.0%
VTI VG Morningstar TS MKT ETF-US 0.23% 19,052 $6.1M Add +3.7%
RSP Invesco S&P 500 Equal Weight 0.23% 31,484 $6.0M Add +0.4%
MTZ Mastec Inc. 0.23% 18,630 $6.0M Reduce -9.7%
IEI iShares 3-7 Year Treasury Bo 0.21% 46,362 $5.5M Add +262.3%
QUAL iShares MSCI USA Quality Fac 0.21% 28,593 $5.5M Reduce -4.0%
GLD SPDR Gold Shares 0.20% 12,310 $5.3M No change
DE Deere & Co. 0.19% 9,141 $5.1M Add +16.6%
MSFT Microsoft Corp. 0.19% 13,791 $5.1M Reduce -10.0%
GOOGL Alphabet Inc. Class A 0.18% 16,821 $4.8M Reduce -7.0%
EEM iShares MSCI Emerging Market 0.17% 81,461 $4.6M No change
URTH iShares MSCI World ETF 0.17% 25,430 $4.6M Reduce -3.8%
BMY Bristol-Myers Squibb Co. 0.16% 70,708 $4.3M Reduce -10.5%
NVSEF Novartis AG-Reg 0.16% 28,214 $4.3M Reduce -9.9%
TSM Taiwan Semiconductor-SP ADR 0.16% 12,542 $4.2M Reduce -10.5%
META Meta Platforms Inc. Class A 0.16% 7,278 $4.2M Reduce -18.4%
VPL Vanguard Ftse Pacific ETF 0.14% 38,721 $3.8M Reduce -9.8%
HLT Hilton Worldwide Holdings Inc. 0.14% 12,318 $3.7M Reduce -10.5%
SCHW Schwab (charles) Corp. 0.14% 38,623 $3.6M Reduce -10.5%
QSR Restaurant Brands Intern 0.13% 48,294 $3.6M Reduce -10.5%
NWSA News Corp. Class A 0.13% 143,137 $3.6M Reduce -10.1%
ICE Intercontinental Exchange Inc. 0.13% 22,346 $3.5M Reduce -10.5%
VMC Vulcan Materials Co. 0.13% 12,694 $3.5M Reduce -10.0%
ESGU iShares ESG Aware MSCI USA 0.13% 24,069 $3.4M Add +0.3%
FERG Ferguson Jersey Ltd. 0.12% 14,212 $3.3M Reduce -10.5%
MUB iShares National Muni Bond E 0.12% 31,123 $3.3M Add +0.5%
TDG Transdigm Group Inc. 0.12% 2,794 $3.2M Reduce -9.8%
V Visa Inc. Class A 0.12% 10,658 $3.2M Reduce -13.7%
URI United Rentals Inc. 0.12% 4,281 $3.1M Reduce -10.5%
COF Capital One Financial Corp. 0.11% 16,302 $3.0M Reduce -10.4%
SPGI S&P Global Inc. 0.11% 6,991 $3.0M Reduce -10.5%
AVGO Broadcom Inc. 0.11% 9,213 $2.9M Reduce -10.4%
CRM Salesforce Inc. 0.11% 15,137 $2.8M Reduce -10.5%
USMV iShares MSCI USA Min Vol Fac 0.10% 29,465 $2.7M Add +0.4%
TYL Tyler Technologies Inc. 0.10% 7,522 $2.6M Reduce -10.5%
VTIP Vanguard Short-Term Tips 0.09% 48,597 $2.4M No change
DBEU Xtrackers MSCI Europe Hedged 0.09% 49,649 $2.4M Reduce -24.5%
REZ Ishars Res and Multi Reales 0.09% 28,990 $2.4M No change
UTHR United Therapeutics Corp. 0.08% 3,651 $2.2M Reduce -10.4%
ITB iShares U.S. Home Constructi 0.08% 22,858 $2.1M New
INDA iShares MSCI India ETF 0.07% 41,894 $2.0M No change
GOOG Alphabet Inc. Class C 0.07% 6,810 $2.0M Reduce -12.2%
ACWX iShares MSCI Acwi Ex US ETF 0.07% 26,047 $1.8M Add +106.8%
SRLN SS Blackstone Sr Loan ETF 0.06% 42,312 $1.7M Reduce -62.2%
TT Trane Technologies PLC 0.06% 4,042 $1.7M Add +233.5%
HWM Howmet Aerospace Inc. 0.06% 7,200 $1.7M No change
IGIFF Igm Financial Inc. 0.06% 13,550 $1.6M Add +0.0%
IGM iShares Expanded Tech Sector 0.06% 13,550 $1.6M Add +0.0%
AOR iShares Core 60/40 Balanced 0.06% 24,307 $1.6M Add +217.0%
INCY Incyte Corp. 0.06% 16,343 $1.5M Reduce -10.5%
IGV iShares Expanded Tech-Softwa 0.06% 19,199 $1.5M Add +45.8%
ONC Beone Medicines Ltd.-ADR 0.06% 5,144 $1.5M Reduce -10.4%
EMR Emerson Electric Co. 0.06% 11,597 $1.5M Add +223.8%
XEL Xcel Energy Inc. 0.06% 18,903 $1.5M Add +262.8%
IWR iShares Russell Mid-Cap ETF 0.06% 15,280 $1.5M Add +0.3%
PH Parker Hannifin Corp. 0.06% 1,630 $1.5M New
COIN Coinbase Global Inc. Class A 0.05% 8,305 $1.5M Add +377.9%
GE General Electric filed as GE AEROSPACE 0.05% 4,998 $1.4M New
ARGX Argenx SE - ADR 0.05% 1,935 $1.4M Reduce -10.4%
JCI Johnson Controls Internation 0.05% 10,689 $1.4M New
TIPX SS SPDR BB 1-10YR Tips ETF 0.05% 72,114 $1.4M No change
KWEB Kranesh Csi China Internet 0.05% 46,890 $1.3M No change
SOXX iShares Semiconductor ETF 0.05% 4,018 $1.3M Add +0.1%
VNQI Vanguard GLBL Ex-US Real Est 0.05% 28,136 $1.3M No change
PCAR Paccar Inc. 0.04% 10,086 $1.2M New
IVE iShares S&P 500 Value ETF 0.04% 5,352 $1.1M Add +0.4%
VIG Vanguard Dividend Apprec ETF 0.04% 5,134 $1.1M Add +0.4%
SNAP Snap Inc. Class A 0.04% 218,359 $1.0M No change
BUG Global X Cybersecurity ETF 0.04% 39,510 $992K New
EWU iShares MSCI United Kingdom 0.03% 19,636 $895K Reduce -22.1%
STX Seagate Technology Ulc 0.03% 2,254 $883K No change
STX Seagate Technology Holdings 0.03% 2,254 $883K No change
BXMT Blackstone Mortgage Tru Class A 0.03% 45,543 $872K Add +2.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 58,993 $848K No change
APO Apollo Asset Management Inc. 0.03% 7,391 $824K No change
NOW ServiceNow Inc. 0.03% 7,345 $768K Reduce -61.7%
ACVA Acv Auctions Inc. Class A 0.03% 180,445 $765K No change
CMI Cummins Inc. 0.02% 1,204 $648K No change
NFLX Netflix Inc. 0.02% 6,460 $621K No change
CQQQ Invesco China Technology ETF 0.02% 12,749 $587K No change
VRT Vertiv Holdings Co. Class A 0.02% 2,320 $581K Reduce -17.7%
GM General Motors Co. 0.02% 7,310 $545K No change
NOBL Proshares S&P 500 Dividend A 0.02% 4,543 $482K No change
EFV iShares MSCI Eafe Value ETF 0.02% 6,324 $470K No change
PCG P G & E Corp. 0.02% 26,066 $458K No change
XBI SS SPDR S&P Biotech ETF 0.02% 3,581 $457K Reduce -48.4%
GFL GFL Environmental Inc.-Sub VT 0.02% 10,507 $438K No change
CNP Centerpoint Energy Inc. 0.02% 10,112 $436K No change
VWO Vanguard Ftse Emerging Marke 0.02% 8,017 $433K No change
BX Blackstone Inc. 0.02% 3,674 $422K Reduce -12.3%
ES Eversource Energy 0.02% 5,927 $411K New
RSG Republic Services Inc. 0.02% 1,836 $402K No change
NVT Nvent Electric PLC 0.01% 3,352 $396K New
ALLO Allogene Therapeutics Inc. 0.01% 161,597 $394K No change
PRIM Primoris Services Corp. 0.01% 2,697 $386K No change
EME Emcor Group Inc. 0.01% 509 $376K New
SAFRF Safran SA 0.01% 1,158 $374K No change
VST Vistra Corp. 0.01% 2,450 $368K No change
ETN Eaton Corp. PLC 0.01% 978 $350K No change
WM Waste Management Inc. 0.01% 1,224 $281K No change
URGN Urogen Pharma Ltd. 0.01% 15,384 $277K No change
C Citigroup Inc. 0.01% 2,432 $276K No change
SRVR Pacer Data & Infrastructure 0.01% 8,667 $271K Reduce -61.8%
HIMS Hims & Hers Health Inc. 0.01% 13,000 $270K New
UE Urban Edge Properties 0.01% 13,147 $263K No change
RKLB Rocket Lab USA Inc. 0.01% 4,000 $257K New
FSLR First Solar Inc. 0.01% 1,254 $247K No change
FC Franklin Covey Co. 0.01% 15,341 $242K Add +28.7%
KKR KKR & Co. Inc. 0.01% 2,529 $234K No change
INDS Pacer Industrial Real Estate 0.01% 6,365 $234K Reduce -62.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.01% 2,919 $232K Add +1.0%
GWRE Guidewire Software Inc. 0.01% 1,529 $229K No change
VFH Vanguard Financials ETF 0.01% 1,877 $227K No change
UBER Uber Technologies Inc. 0.01% 3,063 $220K No change
BRK.B Berkshire Hathaway Inc. Class B 0.01% 459 $220K No change
NYT New York Times Co. Class A 0.01% 2,613 $219K New
LEN Lennar Corp. Class A 0.01% 2,455 $213K No change
FOXA Fox Corp. Class A 0.01% 3,509 $205K No change
CBRE CBRE Group Inc. Class A 0.01% 1,484 $201K No change
BURBY Burberry Group PLC-Spon ADR 0.01% 12,000 $177K New
ONDS Ondas Inc. 0.01% 17,000 $154K New
TEAD Teads Holding Co. 0.01% 209,407 $138K No change
POET Poet Technologies Inc. 0.01% 23,000 $137K No change
OPEN Opendoor Technologies Inc. 0.00% 21,326 $100K No change
CANG Cango Inc./KY - ADR 0.00% 145,000 $60K Add +93.3%
BITF Bitfarms Ltd./Canada 0.00% 20,000 $39K No change
BTBT Bit Digital Inc. 0.00% 10,000 $13K No change

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -5.3% 20.22% −1.92
STIP iShares 0-5 Year Tips Bond E Reduce -23.7% 3.83% −1.09
VOO Vanguard S&P 500 ETF Reduce -10.9% 3.67% −0.60
TIP iShares Tips Bond ETF Reduce -21.2% 2.37% −0.59
VT Vanguard Tot World STK ETF Reduce -13.7% 2.57% −0.44
ACWI iShares MSCI Acwi ETF Reduce -22.6% 1.16% −0.36
EFA iShares MSCI Eafe ETF Reduce -40.8% 0.26% −0.17
AAPL Apple Inc. Sold out 0.00% −0.13
SRLN SS Blackstone Sr Loan ETF Reduce -62.2% 0.06% −0.11
EMXC iShares MSCI Emr MRK Ex Chna Reduce -11.5% 3.03% −0.10
MSFT Microsoft Corp. Reduce -10.0% 0.19% −0.08
USHY iShares Broad Usd High Yield Reduce -22.2% 0.28% −0.08
NOW ServiceNow Inc. Reduce -61.7% 0.03% −0.08
JBTM JBT Marel Corp. Sold out 0.00% −0.08
META Meta Platforms Inc. Class A Reduce -18.4% 0.16% −0.06
CRM Salesforce Inc. Reduce -10.5% 0.11% −0.06
EWJ iShares MSCI Japan ETF Reduce -13.5% 0.59% −0.05
COF Capital One Financial Corp. Reduce -10.4% 0.11% −0.05
TYL Tyler Technologies Inc. Reduce -10.5% 0.10% −0.05
V Visa Inc. Class A Reduce -13.7% 0.12% −0.04
SPGI S&P Global Inc. Reduce -10.5% 0.11% −0.04
TDG Transdigm Group Inc. Reduce -9.8% 0.12% −0.03
GOOGL Alphabet Inc. Class A Reduce -7.0% 0.18% −0.03
URI United Rentals Inc. Reduce -10.5% 0.12% −0.03
DBEU Xtrackers MSCI Europe Hedged Reduce -24.5% 0.09% −0.03
AVGO Broadcom Inc. Reduce -10.4% 0.11% −0.03
SCHW Schwab (charles) Corp. Reduce -10.5% 0.14% −0.02
NWSA News Corp. Class A Reduce -10.1% 0.13% −0.02
VMC Vulcan Materials Co. Reduce -10.0% 0.13% −0.02
ICE Intercontinental Exchange Inc. Reduce -10.5% 0.13% −0.02
GOOG Alphabet Inc. Class C Reduce -12.2% 0.07% −0.02
IREN Iren Ltd. Sold out 0.00% −0.02
INDS Pacer Industrial Real Estate Reduce -62.9% 0.01% −0.01
ARGX Argenx SE - ADR Reduce -10.4% 0.05% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -48.4% 0.02% −0.01
SRVR Pacer Data & Infrastructure Reduce -61.8% 0.01% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -4.0% 0.21% −0.01
IBBQ Invesco Nasdaq Biotech ETF Sold out 0.00% −0.01
URTH iShares MSCI World ETF Reduce -3.8% 0.17% −0.01
KMB Kimberly-Clark Corp. Sold out 0.00% −0.01
INCY Incyte Corp. Reduce -10.5% 0.06% −0.01
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.01
TSLA Tesla Inc. Sold out 0.00% −0.01
BX Blackstone Inc. Reduce -12.3% 0.02% −0.01
EWU iShares MSCI United Kingdom Reduce -22.1% 0.03% −0.01
ONC Beone Medicines Ltd.-ADR Reduce -10.4% 0.06% −0.01
FERG Ferguson Jersey Ltd. Reduce -10.5% 0.12% −0.01
HLT Hilton Worldwide Holdings Inc. Reduce -10.5% 0.14% −0.01
QSR Restaurant Brands Intern Reduce -10.5% 0.13% −0.00
IWM iShares Russell 2000 ETF Reduce -2.5% 0.34% −0.00

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +105.8% 2.24% +1.17
EMLC Vaneck JPM Em Local Curr BND New 0.73% +0.73
IEFA iShares Core MSCI Eafe ETF Add +20.9% 3.14% +0.60
IEMG iShares Core MSCI Emerging Add +3.5% 5.75% +0.45
HEFA Isha Curr Hedged MSCI Eafe Add +4.0% 5.73% +0.42
VTV Vanguard Mrngstr Val ETF-Aui Add +5.1% 4.73% +0.40
LEMB iShares JP Morgan Em Local C Add +48.1% 0.88% +0.28
SUB iShares Short-Term National Add +39.6% 0.89% +0.26
VGIT Vanguard Intermediate-Term T Add +19.3% 1.46% +0.24
IAU iShares Gold Trust Add +8.0% 1.35% +0.21
IEF iShares 7-10 Year Treasury B Add +8.9% 1.96% +0.17
IEI iShares 3-7 Year Treasury Bo Add +262.3% 0.21% +0.15
BIL SS SPDR BB 1-3M T-Bill ETF Add +34.4% 0.38% +0.10
VGSH Vanguard Short-Term Treasury Add +0.6% 6.43% +0.09
ITB iShares U.S. Home Constructi New 0.08% +0.08
LIN Linde PLC Add +19.0% 0.24% +0.07
REET iShares Global REIT ETF Add +2.1% 1.51% +0.06
DE Deere & Co. Add +16.6% 0.19% +0.06
DBEF Xtrackers MSCI Eafe Hedged E Add +13.8% 0.37% +0.06
PH Parker Hannifin Corp. New 0.06% +0.06
GE General Electric New 0.05% +0.05
JCI Johnson Controls Internation New 0.05% +0.05
TT Trane Technologies PLC Add +233.5% 0.06% +0.05
PCAR Paccar Inc. New 0.04% +0.04
XEL Xcel Energy Inc. Add +262.8% 0.06% +0.04
AOR iShares Core 60/40 Balanced Add +217.0% 0.06% +0.04
COIN Coinbase Global Inc. Class A Add +377.9% 0.05% +0.04
EMR Emerson Electric Co. Add +223.8% 0.06% +0.04
SHY iShares 1-3 Year Treasury Bo Add +10.8% 0.37% +0.04
BUG Global X Cybersecurity ETF New 0.04% +0.04
ACWX iShares MSCI Acwi Ex US ETF Add +106.8% 0.07% +0.04
EPP iShares MSCI Pacific Ex Japa Add +3.1% 0.25% +0.02
ITOT iShares Core S&P Total U.S. Add +3.9% 2.60% +0.02
ES Eversource Energy New 0.02% +0.02
NVT Nvent Electric PLC New 0.01% +0.01
EME Emcor Group Inc. New 0.01% +0.01
VNQ Vanguard Real Estate ETF Add +1.1% 0.48% +0.01
HIMS Hims & Hers Health Inc. New 0.01% +0.01
RKLB Rocket Lab USA Inc. New 0.01% +0.01
BILS SS Spdrb B 3-12M T-Bill ETF Add +0.6% 0.45% +0.01
VTWO Vanguard Russell 2000 ETF Add +0.2% 0.43% +0.01
NYT New York Times Co. Class A New 0.01% +0.01
BURBY Burberry Group PLC-Spon ADR New 0.01% +0.01
IGV iShares Expanded Tech-Softwa Add +45.8% 0.06% +0.01
ONDS Ondas Inc. New 0.01% +0.01
SOXX iShares Semiconductor ETF Add +0.1% 0.05% +0.00
SHV iShares 0-1 Year Treasury Bo Add +0.6% 0.24% +0.00
RSP Invesco S&P 500 Equal Weight Add +0.4% 0.23% +0.00
FC Franklin Covey Co. Add +28.7% 0.01% +0.00
IWR iShares Russell Mid-Cap ETF Add +0.3% 0.06% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 186$2.8BIVV, IEMG, VGSH, HEFA, VTV
Q1 2026 174$2.7BIVV, VGSH, IEMG, HEFA, VTV
Q4 2025 166$2.7BIVV, VGSH, HEFA, IEMG, STIP
Q3 2025 162$2.5BIVV, VGSH, IEMG, HEFA, VOO
Q2 2025 161$2.5BIVV, VGSH, IEMG, HEFA, VTV
Q1 2025 182$5.9BIVV, VOO, VTV, VT, VGSH
Q4 2024 125$3.6BIVV, VOO, EMXC, BIL, VT
Q3 2024 177$6.3BIVV, VOO, EMXC, VGSH, VT
Q2 2024 186$5.9BIVV, EMXC, VOO, VGSH, VTV
Q1 2024 139$3.3BIVV, EMXC, IRRRF, VTV, VGSH