account_balance
Investment manager · 13F filer · SEC CIK 1025421
Members Capital Advisors Inc
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Reported value$115Mas of Sep 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100.0%JPST alone is 39%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
JPSTJPMorgan Ultra-Short Income ET
38.6%Trimmed −2%
IGSBiShares 1-5 Year Investment Gr
22.3%
JAAAJanus Henderson AAA CLO ETF
21.9%
ESGUiShares ESG Aware MSCI USA ETF
6.4%
HDViShares Core High Dividend ETF
6.1%
HYGiShares iBoxx USD High Yield C
3.5%
JPSTJPMorgan Ultra-Short Income ET
38.6%Trimmed −2%
IGSBiShares 1-5 Year Investment Gr
22.3%
JAAAJanus Henderson AAA CLO ETF
21.9%
ESGUiShares ESG Aware MSCI USA ETF
6.4%
HDViShares Core High Dividend ETF
6.1%
HYG3.5%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 7 as a list
JPST JPMorgan Ultra-Short Income ET 38.6% Trimmed −2%
IGSB iShares 1-5 Year Investment Gr 22.3% Held
JAAA Janus Henderson AAA CLO ETF 21.9% Held
ESGU iShares ESG Aware MSCI USA ETF 6.4% Held
HDV iShares Core High Dividend ETF 6.1% Held
HYG iShares iBoxx USD High Yield C 3.5% Held
IEFA iShares Core MSCI EAFE ETF 1.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- JPST −2%
remove_circleSold out
None
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