account_balance
Investment manager · 13F filer · SEC CIK 1633716
USA Financial Formulas
Reported value$514Mas of Sep 30, 2026
Positions394 172 new, 215 sold out
Top 10 weight80.8%BIL alone is 58%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
58.4%Added +1192%
IVViShares Core S&P 500
9.1%Added +5%
GSGiShares S&P GSCI Commodity-Indexed Trust
5.4%Added +35%
LQD2.3%
IEF1.8%
SIXJ1.0%
SIXO1.0%
QQQ0.7%
IWM
EEM
IJT
BILSPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
58.4%Added +1192%
IVViShares Core S&P 500
9.1%+5%
LQD2.3%
IEF
SIXJ
SIXO
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
BIL SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 58.4% Added +1192%
IVV iShares Core S&P 500 9.1% Added +5%
GSG iShares S&P GSCI Commodity-Indexed Trust 5.4% Added +35%LQD iShares iBoxx USD Inv Grade Corp Bond ETF 2.3% Trimmed −11%
IEF iShares 7-10 Year Treasury Bond ETF 1.8% Trimmed −19%
SIXJ AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF 1.0% Added +21%
SIXO AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 1.0% Added +25%
QQQ Invesco QQQ Trust ETF 0.7% Trimmed −29%
IWM iShares Russell 2000 ETF 0.6% Trimmed −97%
EEM iShares MSCI Emerging Markets ETF 0.5% Trimmed −30%
IJT iShares S&P Small-Cap 600 Growth ETF 0.5% New
IJS iShares S&P Small-Cap 600 Value ETF 0.5% Trimmed −98%
What changed
Biggest moves since Mar 31, 2026
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