account_balance
Investment manager · 13F filer · SEC CIK 2140428
S&A Financial Services, Inc.
Reported value$162Mas of Sep 30, 2026
Positions88 2 new, 2 sold out
Top 10 weight50.2%SHYG alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHYGiShares Tr
7.2%
SPHYSPDR Series Trust
7.2%Added +6%
VGTVanguard World Fd
6.1%Trimmed −5%
SCHGSchwab Strategic Tr
5.8%
AVLVAmerican Centy ETF Tr
5.7%Added +6%
AVUSAmerican Centy ETF Tr
3.9%
IYWiShares Tr
3.8%Trimmed −9%
AAPLApple Inc.
3.8%
JEPIJ P Morgan Exchange Traded F
3.7%Added +13%
JEPQJ P Morgan Exchange Traded F
3.1%Added +8%
XONEBondbloxx ETF Trust
2.9%Trimmed −2%
BKGIBny Mellon ETF Trust
2.4%Added +7%
SHYGiShares Tr
7.2%
SPHYSPDR Series Trust
7.2%Added +6%
VGTVanguard World Fd
6.1%Trimmed −5%
SCHGSchwab Strategic Tr
5.8%
AVLVAmerican Centy ETF Tr
5.7%Added +6%
AVUSAmerican Centy ETF Tr
3.9%
IYWiShares Tr
3.8%
AAPLApple Inc.
3.8%
JEPIJ P Morgan Exchange Traded F
3.7%
JEPQ3.1%
XONE
BKGI
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
SHYG iShares Tr 7.2% Held
SPHY SPDR Series Trust 7.2% Added +6%
VGT Vanguard World Fd 6.1% Trimmed −5%
SCHG Schwab Strategic Tr 5.8% Held
AVLV American Centy ETF Tr 5.7% Added +6%
AVUS American Centy ETF Tr 3.9% Held
IYW iShares Tr 3.8% Trimmed −9%
AAPL Apple Inc. 3.8% HeldJEPI J P Morgan Exchange Traded F 3.7% Added +13%
JEPQ J P Morgan Exchange Traded F 3.1% Added +8%
XONE Bondbloxx ETF Trust 2.9% Trimmed −2%
BKGI Bny Mellon ETF Trust 2.4% Added +7%
What changed
Biggest moves since Jun 30, 2026
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