account_balance
Investment manager · 13F filer · SEC CIK 2095709
IFC & Insurance Marketing, Inc.
Reported value$117Mas of Sep 30, 2026
Positions87 12 new, 3 sold out
Top 10 weight55.6%IDMO alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IDMOInvesco Exch Traded Fd Tr II
8.5%Added +7%
SPMOInvesco Exch Traded Fd Tr II
7.5%Trimmed −7%
XLGInvesco Exchange Traded Fd T
6.4%Added +3%
FTGSFirst Tr Exchange-Traded Fd
6.1%Added +3%
FNDXSchwab Strategic Tr
6.0%Trimmed −21%
JAAAJanus Detroit STR Tr
5.5%Added +7%
BIVVanguard Bd Index FDS
5.0%Trimmed −2%
FNDFSchwab Strategic Tr
4.4%Added +4%
SDVYFirst Tr Exchange Traded Fd
3.5%Added +6%
SPYMSPDR Series Trust
2.8%
VGSHVanguard Scottsdale FDS
2.5%Added +5%
VSSVanguard Intl Equity Index F
2.4%+5%
IDMOInvesco Exch Traded Fd Tr II
8.5%Added +7%
SPMOInvesco Exch Traded Fd Tr II
7.5%Trimmed −7%
XLGInvesco Exchange Traded Fd T
6.4%Added +3%
FTGSFirst Tr Exchange-Traded Fd
6.1%Added +3%
FNDXSchwab Strategic Tr
6.0%Trimmed −21%
JAAAJanus Detroit STR Tr
5.5%
BIVVanguard Bd Index FDS
5.0%
FNDFSchwab Strategic Tr
4.4%
SDVYFirst Tr Exchange Traded Fd
3.5%
SPYM2.8%
VGSH
VSS2.4%
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
IDMO Invesco Exch Traded Fd Tr II 8.5% Added +7%
SPMO Invesco Exch Traded Fd Tr II 7.5% Trimmed −7%
XLG Invesco Exchange Traded Fd T 6.4% Added +3%
FTGS First Tr Exchange-Traded Fd 6.1% Added +3%
FNDX Schwab Strategic Tr 6.0% Trimmed −21%
JAAA Janus Detroit STR Tr 5.5% Added +7%
BIV Vanguard Bd Index FDS 5.0% Trimmed −2%
FNDF Schwab Strategic Tr 4.4% Added +4%
SDVY First Tr Exchange Traded Fd 3.5% Added +6%
SPYM SPDR Series Trust 2.8% Held
VGSH Vanguard Scottsdale FDS 2.5% Added +5%
VSS Vanguard Intl Equity Index F 2.4% Added +5%
What changed
Biggest moves since Jun 30, 2026
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