account_balance
Investment manager · 13F filer · SEC CIK 1767500
Nalls Sherbakoff Group, LLC
Reported value$141Mas of Jun 30, 2026
Positions378 8 new, 44 sold out
Top 10 weight46.9%SCHB alone is 16%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab U.S. Broad Market ETF
15.7%Trimmed −3%
SCHFSchwab International Equity ETF
8.7%Trimmed −3%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
4.1%Trimmed −3%
SCHZSchwab US Aggregate Bond ETF
3.5%Trimmed −2%
VNQVanguard Real Estate ETF
3.2%Trimmed −5%
ONBOld National Bancorp
2.6%
GOOGLAlphabet Inc.
2.6%Trimmed −3%
QQQInvesco QQQ Trust Series I
2.4%Added +5%
AAPLApple Inc.
2.1%−14%
PNCPNC Financial Services Group, Inc.
1.9%
VTVVanguard Morningstar Value ETF
1.8%Trimmed −5%
SCHGSchwab U.S. Large-Cap Growth ETF
1.8%
SCHBSchwab U.S. Broad Market ETF
15.7%Trimmed −3%
SCHFSchwab International Equity ETF
8.7%−3%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
4.1%
SCHZSchwab US Aggregate Bond ETF
3.5%
VNQVanguard Real Estate ETF
3.2%
QQQ2.4%
AAPLPNC1.9%VTV1.8%
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
SCHB Schwab U.S. Broad Market ETF 15.7% Trimmed −3%
SCHF Schwab International Equity ETF 8.7% Trimmed −3%
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 4.1% Trimmed −3%
SCHZ Schwab US Aggregate Bond ETF 3.5% Trimmed −2%
VNQ Vanguard Real Estate ETF 3.2% Trimmed −5%
ONB Old National Bancorp 2.6% HeldGOOGL Alphabet Inc. 2.6% Trimmed −3%QQQ Invesco QQQ Trust Series I 2.4% Added +5%
AAPL Apple Inc. 2.1% Trimmed −14%PNC PNC Financial Services Group, Inc. 1.9% HeldVTV Vanguard Morningstar Value ETF 1.8% Trimmed −5%
SCHG Schwab U.S. Large-Cap Growth ETF 1.8% Held
What changed
Biggest moves since Mar 31, 2026
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