USA Financial Formulas

Reported value$546Mas of Jun 30, 2026

Positions412

Top 10 weight76.7%IYM alone is 12%

FiledAug 435 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

IYMBlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma

11.7%

IWMiShares Russell 2000 ETF

11.4%

EEMiShares MSCI Emerging Markets ETF

11.1%

QQQInvesco QQQ Trust ETF

10.5%

IVWiShares S&P 500 Growth ETF

10.5%

IVViShares Core S&P 500

10.4%

GSGBlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm

5.0%

LQDiShares iBoxx USD Inv Grade Corp Bond ETF

3.9%

IYW1.1%

HYG1.1%

IYZ1.1%

IYE1.0%

IYMBlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma

11.7%

IWMiShares Russell 2000 ETF

11.4%

EEMiShares MSCI Emerging Markets ETF

11.1%

QQQInvesco QQQ Trust ETF

10.5%

IVW10.5%

IVV10.4%

GSG5.0%

LQD3.9%

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

IYM BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma 11.7%

IWM iShares Russell 2000 ETF 11.4%

EEM iShares MSCI Emerging Markets ETF 11.1%

QQQ Invesco QQQ Trust ETF 10.5%

IVW iShares S&P 500 Growth ETF 10.5%

IVV iShares Core S&P 500 10.4%

GSG BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm 5.0%

LQD iShares iBoxx USD Inv Grade Corp Bond ETF 3.9%

IYW iShares U.S. Technology ETF 1.1%

HYG iShares iBoxx USD High Yield Corp Bond ETF 1.1%

IYZ BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm 1.1%

IYE BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E 1.0%