account_balance
Investment manager · 13F filer · SEC CIK 2102688
Chatterton & Associates Inc.
Reported value$220Mas of Sep 30, 2026
Positions105 16 new, 12 sold out
Top 10 weight53.5%ACWX alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACWXiShares Tr
16.5%Added +696%
SPYMSPDR Ser Tr
8.4%Added +16%
IUSBiShares Tr
5.2%Added +32%
SCHZSchwab Strategic Tr
4.2%Added +37%
SGOViShares Tr
3.8%
IVWiShares Tr
3.7%Added +16%
DYNFBlackRock ETF Trust
3.4%Added +14%
IVEiShares Tr
3.0%Added +16%
GLDMWorld Gold Trust
3.0%Added +13%
GOVTiShares Tr
2.3%
COROBlackrock ETF Trust
2.1%Added +17%
GLDSPDR Gold Trust
2.0%+3%
ACWXiShares Tr
16.5%Added +696%
SPYMSPDR Ser Tr
8.4%
IUSBiShares Tr
5.2%
SCHZSchwab Strategic Tr
4.2%
SGOViShares Tr
3.8%
IVWiShares Tr
3.7%+16%
DYNFBlackRock ETF Trust
3.4%
IVE3.0%
GLDM3.0%GOVT
CORO2.1%
GLD2.0%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
ACWX iShares Tr 16.5% Added +696%
SPYM SPDR Ser Tr 8.4% Added +16%
IUSB iShares Tr 5.2% Added +32%
SCHZ Schwab Strategic Tr 4.2% Added +37%
SGOV iShares Tr 3.8% Held
IVW iShares Tr 3.7% Added +16%
DYNF BlackRock ETF Trust 3.4% Added +14%
IVE iShares Tr 3.0% Added +16%
GLDM World Gold Trust 3.0% Added +13%GOVT iShares Tr 2.3% Added +13%
CORO Blackrock ETF Trust 2.1% Added +17%
GLD SPDR Gold Trust 2.0% Added +3%What changed
Biggest moves since Jun 30, 2026
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