account_balance
Investment manager · 13F filer · SEC CIK 1162695
McMorgan & Co LLC
Reported value$664Mas of Jun 30, 2026
Positions37 2 new, 5 sold out
Top 10 weight76.9%BND alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
21.6%
VOOVanguard Index FDS
12.5%
IUSBiShares Tr
7.6%Trimmed −12%
DYNFBlackRock ETF Trust
6.2%Trimmed −5%
SPTLSPDR Ser Tr
5.9%
COROBlackRock ETF Trust
5.5%Added +27%
JPSTJ P Morgan Exchange Traded
5.1%Added +49%
VEAVanguard Tax-Managed FDS
4.8%Trimmed −16%
IVWiShares Tr
3.9%Trimmed −5%
QUALiShares Tr
3.7%−4%
FLOTiShares Tr
3.4%+49%
THROBlackRock ETF Trust
2.8%
BNDVanguard Bd Index FDS
21.6%
VOOVanguard Index FDS
12.5%
IUSBiShares Tr
7.6%
DYNFBlackRock ETF Trust
6.2%
SPTLSPDR Ser Tr
5.9%
COROBlackRock ETF Trust
5.5%+27%
JPSTJ P Morgan Exchange Traded
5.1%
VEAVanguard Tax-Managed FDS
4.8%
IVW3.9%
QUAL
FLOT3.4%
THRO
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 21.6% Held
VOO Vanguard Index FDS 12.5% Held
IUSB iShares Tr 7.6% Trimmed −12%
DYNF BlackRock ETF Trust 6.2% Trimmed −5%
SPTL SPDR Ser Tr 5.9% Held
CORO BlackRock ETF Trust 5.5% Added +27%
JPST J P Morgan Exchange Traded 5.1% Added +49%
VEA Vanguard Tax-Managed FDS 4.8% Trimmed −16%
IVW iShares Tr 3.9% Trimmed −5%
QUAL iShares Tr 3.7% Trimmed −4%
FLOT iShares Tr 3.4% Added +49%
THRO BlackRock ETF Trust 2.8% Trimmed −7%
What changed
Biggest moves since Mar 31, 2026
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