account_balance
Investment manager · 13F filer · SEC CIK 1097362
Sun Life Financial Inc
Reported value$2.45Bas of Sep 30, 2026
Positions150 108 new, 2 sold out
Top 10 weight78.2%SPY alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
18.4%
IVViShares Core S&P 500 ETF
13.5%
VOOVanguard S&P 500 ETF
13.4%
SNPEXtrackers S&P 500 Scored & Screened ETF
9.6%Trimmed −30%
ASHRXtrackers Harvest Csi 300 China A-Shares ETF
5.9%Added +694%
EWTiShares MSCI Taiwan ETF
5.5%Trimmed −10%
EWSiShares MSCI Singapore ETF
4.2%Added +8377%
QQQInvesco QQQ Trust Series 1
3.8%Added +2%
CLOCAam Crescent Clo ETF
2.0%
LODIAam SLC Low Duration Income ETF
2.0%
SPYSPDR S&P 500 ETF Trust
18.4%
IVViShares Core S&P 500 ETF
13.5%
VOOVanguard S&P 500 ETF
13.4%
SNPEXtrackers S&P 500 Scored & Screened ETF
9.6%Trimmed −30%
ASHRXtrackers Harvest Csi 300 China A-Shares ETF
5.9%
EWTiShares MSCI Taiwan ETF
5.5%
EWS4.2%
QQQ3.8%
CLOC2.0%
LODI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 18.4% Held
IVV iShares Core S&P 500 ETF 13.5% Held
VOO Vanguard S&P 500 ETF 13.4% Held
SNPE Xtrackers S&P 500 Scored & Screened ETF 9.6% Trimmed −30%
ASHR Xtrackers Harvest Csi 300 China A-Shares ETF 5.9% Added +694%
EWT iShares MSCI Taiwan ETF 5.5% Trimmed −10%
EWS iShares MSCI Singapore ETF 4.2% Added +8377%
QQQ Invesco QQQ Trust Series 1 3.8% Added +2%
CLOC Aam Crescent Clo ETF 2.0% Held
LODI Aam SLC Low Duration Income ETF 2.0% Held
NVDA NVIDIA Corp 1.6% NewAAPL Apple Inc. 1.2% NewWhat changed
Biggest moves since Jun 30, 2026
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