account_balance
Investment manager · 13F filer · SEC CIK 1727993
Eldridge Investment Advisors, Inc.
Reported value$510Mas of Sep 30, 2026
Positions171 13 new, 5 sold out
Top 10 weight45.3%ITOT alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTIshares Core S&p Total U S Stock Market ETF
10.8%
SPYMState Street Spdr Port S&p 500 ETF
7.3%
IVVIshares Core S&p 500 ETF
5.9%
DYNFIshares U S Equity Factor Rotation Active ETF
5.0%Added +5%
RLYState Street Multi Asset Real Return ETF
2.9%Added +2%
JBNDJpmorgan Active Bond ETF
2.9%Trimmed −11%
BBJPJpmorgan Betabuilders Japan ETF
2.8%
JHMMJohn Hancock Multifactor Mid Cap ETF
2.7%
JHPIJohn Hancock Preferred Income ETF
2.6%
SPTIState Street Spdr Portfolio Intermediate Term Treasury ETF
2.6%
QQQInvesco Qqq ETF
2.5%
DFAXDimensional World Ex U S Core Equity 2 ETF
2.3%
ITOTIshares Core S&p Total U S Stock Market ETF
10.8%
SPYMState Street Spdr Port S&p 500 ETF
7.3%
IVVIshares Core S&p 500 ETF
5.9%
DYNFIshares U S Equity Factor Rotation Active ETF
5.0%+5%
RLY2.9%
JBND2.9%
BBJP2.8%
JHMM2.7%
JHPI2.6%
SPTI2.6%
QQQ2.5%
DFAX
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
ITOT Ishares Core S&p Total U S Stock Market ETF 10.8% Held
SPYM State Street Spdr Port S&p 500 ETF 7.3% Held
IVV Ishares Core S&p 500 ETF 5.9% Held
DYNF Ishares U S Equity Factor Rotation Active ETF 5.0% Added +5%
RLY State Street Multi Asset Real Return ETF 2.9% Added +2%
JBND Jpmorgan Active Bond ETF 2.9% Trimmed −11%
BBJP Jpmorgan Betabuilders Japan ETF 2.8% Held
JHMM John Hancock Multifactor Mid Cap ETF 2.7% Held
JHPI John Hancock Preferred Income ETF 2.6% Held
SPTI State Street Spdr Portfolio Intermediate Term Treasury ETF 2.6% Held
QQQ Invesco Qqq ETF 2.5% Held
DFAX Dimensional World Ex U S Core Equity 2 ETF 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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