account_balance
Investment manager · 13F filer · SEC CIK 2056402
Stephen J. Garry & Associates, LLC
Reported value$123Mas of Sep 30, 2026
Positions50 1 new, 6 sold out
Top 10 weight70.6%VUG alone is 19%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
19.4%Trimmed −11%
IAUiShares Gold Trust
10.0%
VOOVanguard Index FDS
7.9%Trimmed −11%
BNDVanguard Bd Index FDS
6.5%Trimmed −21%
VTVVanguard Index FDS
5.9%
BIVVanguard Bd Index FDS
5.0%Trimmed −24%
SPYSPDR S&P 500 ETF Trust
4.5%Trimmed −15%
IVOGVanguard Admiral FDS Inc
3.9%Trimmed −6%
IVViShares Tr
3.8%−5%
VBKVanguard Index FDS
3.7%−13%
IWOiShares Tr
2.8%−9%
SHYiShares Tr
2.5%+56%
VUGVanguard Index FDS
19.4%Trimmed −11%
IAUiShares Gold Trust
10.0%
VOOVanguard Index FDS
7.9%
BNDVanguard Bd Index FDS
6.5%
VTVVanguard Index FDS
5.9%
BIVVanguard Bd Index FDS
5.0%
SPYSPDR S&P 500 ETF Trust
4.5%
IVOGVanguard Admiral FDS Inc
3.9%
IVV3.8%
VBK3.7%
IWO2.8%
SHY2.5%
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
VUG Vanguard Index FDS 19.4% Trimmed −11%
IAU iShares Gold Trust 10.0% HeldVOO Vanguard Index FDS 7.9% Trimmed −11%
BND Vanguard Bd Index FDS 6.5% Trimmed −21%
VTV Vanguard Index FDS 5.9% Held
BIV Vanguard Bd Index FDS 5.0% Trimmed −24%
SPY SPDR S&P 500 ETF Trust 4.5% Trimmed −15%IVOG Vanguard Admiral FDS Inc 3.9% Trimmed −6%
IVV iShares Tr 3.8% Trimmed −5%
VBK Vanguard Index FDS 3.7% Trimmed −13%
IWO iShares Tr 2.8% Trimmed −9%
SHY iShares Tr 2.5% Added +56%
What changed
Biggest moves since Jun 30, 2026
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