account_balance
Investment manager · 13F filer · SEC CIK 1811161
J. Mark Nickell & Co.
Reported value$119Mas of Sep 30, 2026
Positions29 6 new, 7 sold out
Top 10 weight86.1%QUAL alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QUALiShares Tr
15.1%
IUSBiShares Tr
12.0%New
VOOVanguard Index FDS
11.4%
QLTYGmo ETF Trust
10.6%
JPSTJ P Morgan Exchange Traded F
9.1%
DFIVDimensional ETF Trust
7.1%
PYLDPimco ETF Tr
5.8%
IVWiShares Tr
5.4%
SCHDSchwab Strategic Tr
5.1%
VIGIVanguard Whitehall FDS
4.4%
EMXCiShares Inc
3.8%
IXNiShares Tr
3.2%
QUALiShares Tr
15.1%
IUSBiShares Tr
12.0%New
VOOVanguard Index FDS
11.4%
QLTYGmo ETF Trust
10.6%
JPSTJ P Morgan Exchange Traded F
9.1%
DFIVDimensional ETF Trust
7.1%
PYLDPimco ETF Tr
5.8%
IVWiShares Tr
5.4%
SCHD5.1%
VIGI
EMXC3.8%
IXN3.2%
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
QUAL iShares Tr 15.1% Held
IUSB iShares Tr 12.0% New
VOO Vanguard Index FDS 11.4% Held
QLTY Gmo ETF Trust 10.6% Held
JPST J P Morgan Exchange Traded F 9.1% Held
DFIV Dimensional ETF Trust 7.1% Held
PYLD Pimco ETF Tr 5.8% Held
IVW iShares Tr 5.4% Held
SCHD Schwab Strategic Tr 5.1% Held
VIGI Vanguard Whitehall FDS 4.4% Held
EMXC iShares Inc 3.8% Held
IXN iShares Tr 3.2% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IUSB $14.2M
- IGIB $821K
- SUSA $715K
- LCTU $689K
arrow_upwardAdded
None
arrow_downwardTrimmed
- VTI −2%
remove_circleSold out
- BTOT $14.8M
- BINC $4.75M
- CLOA $2.52M
- IMTB $867K
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