account_balance
Investment manager · 13F filer · SEC CIK 1143565
Rational Advisors, Inc.
Reported value$1.08Bas of Sep 30, 2026
Positions198 17 new, 14 sold out
Top 10 weight48.1%BND alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
6.7%Added +4%
AGGiShares Tr
6.7%Added +3%
SCHZSchwab Strategic Tr
6.7%Added +3%
IVViShares Tr
4.8%Trimmed −3%
QQQMInvesco Exch Traded Fd Tr II
4.5%Added +5%
MLPXGlobal X FDS
4.2%Trimmed −4%
NTSXWisdomtree Tr
4.0%
VOOVanguard Index FDS
3.8%Added +17%
VIGVanguard Specialized Funds
3.6%Added +10%
XLUSelect Sector SPDR Tr
3.2%Trimmed −4%
SCHHSchwab Strategic Tr
2.8%
SPYSPDR S&P 500 ETF Trust
2.6%+42%
BNDVanguard Bd Index FDS
6.7%
AGGiShares Tr
6.7%
SCHZSchwab Strategic Tr
6.7%
IVViShares Tr
4.8%−3%
QQQMInvesco Exch Traded Fd Tr II
4.5%+5%
MLPXGlobal X FDS
4.2%−4%
NTSXWisdomtree Tr
4.0%
VOOVanguard Index FDS
3.8%
VIGVanguard Specialized Funds
3.6%
XLU3.2%
SCHHSchwab Strategic Tr
2.8%
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
BND Vanguard Bd Index FDS 6.7% Added +4%
AGG iShares Tr 6.7% Added +3%
SCHZ Schwab Strategic Tr 6.7% Added +3%
IVV iShares Tr 4.8% Trimmed −3%
QQQM Invesco Exch Traded Fd Tr II 4.5% Added +5%
MLPX Global X FDS 4.2% Trimmed −4%
NTSX Wisdomtree Tr 4.0% Held
VOO Vanguard Index FDS 3.8% Added +17%
VIG Vanguard Specialized Funds 3.6% Added +10%
XLU Select Sector SPDR Tr 3.2% Trimmed −4%
SCHH Schwab Strategic Tr 2.8% Held
SPY SPDR S&P 500 ETF Trust 2.6% Added +42%What changed
Biggest moves since Jun 30, 2026
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