account_balance
Investment manager · 13F filer · SEC CIK 1218583
Shepherd Kaplan Krochuk, LLC
Reported value$126Mas of Jun 30, 2026
Positions62 3 new, 2 sold out
Top 10 weight50.7%VTI alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
9.9%
AAPLApple Inc.
7.0%
USMViShares Tr
6.4%Added +8%
ANGLVaneck ETF Trust
6.4%Trimmed −3%
SCHVSchwab Strategic Tr
4.3%Trimmed −8%
JQUAJ P Morgan Exchange Traded F
4.1%Trimmed −4%
MTUMiShares Tr
3.2%Trimmed −27%
FDLFirst Tr Exchange-Traded Fd
3.2%Added +114%
ETEnergy Transfer LP
3.1%Trimmed −5%
IJRiShares Tr
2.9%
JMBSJanus Detroit STR Tr
2.5%Trimmed −10%
CORPPimco ETF Tr
2.5%Trimmed −5%
VTIVanguard Index FDS
9.9%
AAPLApple Inc.
7.0%
USMViShares Tr
6.4%
ANGLVaneck ETF Trust
6.4%
SCHVSchwab Strategic Tr
4.3%−8%
JQUAJ P Morgan Exchange Traded F
4.1%
MTUMiShares Tr
3.2%
FDLFirst Tr Exchange-Traded Fd
3.2%
IJR2.9%
JMBS2.5%
CORP
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
VTI Vanguard Index FDS 9.9% Held
AAPL Apple Inc. 7.0% HeldUSMV iShares Tr 6.4% Added +8%
ANGL Vaneck ETF Trust 6.4% Trimmed −3%
SCHV Schwab Strategic Tr 4.3% Trimmed −8%
JQUA J P Morgan Exchange Traded F 4.1% Trimmed −4%
MTUM iShares Tr 3.2% Trimmed −27%
FDL First Tr Exchange-Traded Fd 3.2% Added +114%
ET Energy Transfer LP 3.1% Trimmed −5%IJR iShares Tr 2.9% Held
JMBS Janus Detroit STR Tr 2.5% Trimmed −10%
CORP Pimco ETF Tr 2.5% Trimmed −5%
What changed
Biggest moves since Mar 31, 2026
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