account_balance
Investment manager · 13F filer · SEC CIK 1731497
Ellenbecker Investment Group
Reported value$955Mas of Sep 30, 2026
Positions147 12 new, 14 sold out
Top 10 weight80.2%IVV alone is 23%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
22.5%
VEAVanguard Ftse Developed Markets ETF
10.4%Added +26%
AGGiShares Core U.S. Aggregate Bond ETF
9.3%Added +9%
IWFiShares Russell 1000 Growth ETF
8.9%Added +8%
VBVanguard Morningstar Small-Cap ETF
6.9%Added +16%
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
6.3%Added +127%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
5.5%Added +11%
IWDiShares Russell 1000 Value ETF
4.3%+7%
VWOVanguard Ftse Emerging Markets ETF
3.9%+9%
AOAiShares Core 80/20 Aggressive Allocation ETF
2.2%
JPIB
IVViShares Core S&P 500 ETF
22.5%
VEAVanguard Ftse Developed Markets ETF
10.4%
AGGiShares Core U.S. Aggregate Bond ETF
9.3%+9%
IWFiShares Russell 1000 Growth ETF
8.9%+8%
VBVanguard Morningstar Small-Cap ETF
6.9%
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
6.3%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
5.5%+11%
IWD4.3%
VWO3.9%
AOA
AAPLJPIB
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
IVV iShares Core S&P 500 ETF 22.5% Held
VEA Vanguard Ftse Developed Markets ETF 10.4% Added +26%
AGG iShares Core U.S. Aggregate Bond ETF 9.3% Added +9%
IWF iShares Russell 1000 Growth ETF 8.9% Added +8%
VB Vanguard Morningstar Small-Cap ETF 6.9% Added +16%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 6.3% Added +127%
PYLD Pimco Multisector Bond Active Exchange-Traded Fund 5.5% Added +11%
IWD iShares Russell 1000 Value ETF 4.3% Added +7%
VWO Vanguard Ftse Emerging Markets ETF 3.9% Added +9%
AOA iShares Core 80/20 Aggressive Allocation ETF 2.2% Trimmed −3%
AAPL Apple Inc. 1.3% Trimmed −2%JPIB JPMorgan International Bond Opportunities Fund 1.3% Added +170%
What changed
Biggest moves since Jun 30, 2026
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