account_balance
Investment manager · 13F filer · SEC CIK 2042617
Marquette Associates, Inc.
Reported value$137Mas of Jun 30, 2026
Positions38 18 new, 5 sold out
Top 10 weight87.7%SPY alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.9%Added +33%
VTIVanguard Index FDS
13.3%Added +635%
IEFAiShares Tr
11.8%Trimmed −8%
AGGiShares Tr
11.3%Added +149%
NBOSNeuberger Berman ETF Trust
9.4%
VXFVanguard Index FDS
8.7%
IVViShares Tr
8.0%
VOVanguard Index FDS
4.3%
BSVVanguard Bd Index FDS
4.2%
GUNRFlexshares Tr
1.9%
VEAVanguard Tax-Managed FDS
1.6%
IGF1.4%
SPYSPDR S&P 500 ETF Trust
14.9%Added +33%
VTIVanguard Index FDS
13.3%Added +635%
IEFAiShares Tr
11.8%−8%
AGGiShares Tr
11.3%+149%
NBOSNeuberger Berman ETF Trust
9.4%
VXFVanguard Index FDS
8.7%
IVViShares Tr
8.0%
VO4.3%
BSV4.2%
IGF
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
SPY SPDR S&P 500 ETF Trust 14.9% Added +33%
VTI Vanguard Index FDS 13.3% Added +635%
IEFA iShares Tr 11.8% Trimmed −8%
AGG iShares Tr 11.3% Added +149%
NBOS Neuberger Berman ETF Trust 9.4% Held
VXF Vanguard Index FDS 8.7% Held
IVV iShares Tr 8.0% Held
VO Vanguard Index FDS 4.3% Held
BSV Vanguard Bd Index FDS 4.2% Held
GUNR Flexshares Tr 1.9% New
VEA Vanguard Tax-Managed FDS 1.6% New
IGF iShares Tr 1.4% New
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- GUNR $2.62M
- VEA $2.23M
- IGF $1.95M
- VGSH $1.61M
arrow_upwardAdded
- VTI +635%
- AGG +149%
- SPY +33%
arrow_downwardTrimmed
- VXUS −18%
- VNQ −13%
- SCHB −13%
- IEFA −8%
remove_circleSold out
- IWR $1.47M
- IWM $822K
- IEMG $666K
- VBK $507K
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