account_balance
Investment manager · 13F filer · SEC CIK 1948755
Nest Investments, LLC
Reported value$132Mas of Jun 30, 2026
Positions34 5 new, 0 sold out
Top 10 weight78.1%GBIL alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GBILGoldman Sachs ETF Tr
17.7%Trimmed −3%
VTVanguard Intl Equity Index F
12.0%Trimmed −4%
BONDPimco ETF Tr
11.9%Added +4%
SGOViShares Tr
10.1%Trimmed −3%
QUALiShares Tr
7.6%Added +3%
BLVVanguard Bd Index FDS
5.9%Added +4%
DGROiShares Tr
5.3%Added +4%
MINTPimco ETF Tr
3.1%Added +20%
VNQVanguard Index FDS
2.4%
VCSHVanguard Scottsdale FDS
2.3%
IWFiShares Tr
2.1%
MTUMiShares Tr
2.0%
GBILGoldman Sachs ETF Tr
17.7%Trimmed −3%
VTVanguard Intl Equity Index F
12.0%−4%
BONDPimco ETF Tr
11.9%Added +4%
SGOViShares Tr
10.1%Trimmed −3%
QUALiShares Tr
7.6%
BLVVanguard Bd Index FDS
5.9%
DGROiShares Tr
5.3%
MINT3.1%
VNQ
IWF
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
GBIL Goldman Sachs ETF Tr 17.7% Trimmed −3%
VT Vanguard Intl Equity Index F 12.0% Trimmed −4%
BOND Pimco ETF Tr 11.9% Added +4%
SGOV iShares Tr 10.1% Trimmed −3%
QUAL iShares Tr 7.6% Added +3%
BLV Vanguard Bd Index FDS 5.9% Added +4%
DGRO iShares Tr 5.3% Added +4%
MINT Pimco ETF Tr 3.1% Added +20%
VNQ Vanguard Index FDS 2.4% Held
VCSH Vanguard Scottsdale FDS 2.3% Added +4%
IWF iShares Tr 2.1% Added +3%
MTUM iShares Tr 2.0% Added +8%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- JAAA $640K
- PAAA $407K
- BILZ $402K
- JSI $272K
arrow_upwardAdded
- MINT +20%
- VB +18%
- IVV +17%
- EEM +13%
arrow_downwardTrimmed
- IAU −42%
- VT −4%
- GBIL −3%
- SGOV −3%
remove_circleSold out
None
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