account_balance
Investment manager · 13F filer · SEC CIK 1792167
Meeder Advisory Services, Inc.
Reported value$2.96Bas of Sep 30, 2026
Positions718 55 new, 79 sold out
Top 10 weight37.6%IEFA alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
6.1%Added +12%
AAPLApple Inc.
5.5%Added +27%
NVDANVIDIA Corp
5.3%Added +9%
IEMGiShares Inc
4.4%Added +9%
MSFTMicrosoft Corp
3.3%Added +14%
MMITNylim Active ETF Tr
3.0%Added +27%
CGMUCapital GRP Fixed Incm ETF T
3.0%New
JMUBJ P Morgan Exchange Traded F
2.8%Trimmed −60%
FLMIFranklin Templeton ETF Tr
2.1%+12%
AMZNAmazon.com Inc
2.1%+7%
VEAVanguard Tax-Managed FDS
1.9%−3%
IGSBiShares Tr
1.9%+3786%
IEFAiShares Tr
6.1%Added +12%
AAPLApple Inc.
5.5%Added +27%
NVDANVIDIA Corp
5.3%
IEMGiShares Inc
4.4%
MSFTMicrosoft Corp
3.3%+14%
MMITNylim Active ETF Tr
3.0%
CGMUCapital GRP Fixed Incm ETF T
3.0%
JMUBJ P Morgan Exchange Traded F
2.8%
FLMI
AMZNVEA1.9%
IGSB
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
IEFA iShares Tr 6.1% Added +12%
AAPL Apple Inc. 5.5% Added +27%NVDA NVIDIA Corp 5.3% Added +9%IEMG iShares Inc 4.4% Added +9%
MSFT Microsoft Corp 3.3% Added +14%MMIT Nylim Active ETF Tr 3.0% Added +27%
CGMU Capital GRP Fixed Incm ETF T 3.0% New
JMUB J P Morgan Exchange Traded F 2.8% Trimmed −60%
FLMI Franklin Templeton ETF Tr 2.1% Added +12%
AMZN Amazon.com Inc 2.1% Added +7%VEA Vanguard Tax-Managed FDS 1.9% Trimmed −3%
IGSB iShares Tr 1.9% Added +3786%
What changed
Biggest moves since Jun 30, 2026
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