account_balance
Investment manager · 13F filer · SEC CIK 2146729
Kroeger Financial Partners
Reported value$101Mas of Sep 30, 2026
Positions129 2 new, 14 sold out
Top 10 weight68.0%VEA alone is 12%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Ftse Developed Markets Index Fund ETF Shares
11.7%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
10.0%Added +2%
SPYMState Street SPDR Portfolio S&P 500 ETF
8.4%
BIVVanguard Intermediate-Term Bond Index Fund ETF Shares
7.8%
ICSHiShares Ultra Short Duration Bond Active ETF
6.2%Added +95%
JPIBJPMorgan International Bond Opportunities ETF
5.3%Added +4%
DBMFImgp Dbi Managed Futures Strategy ETF
5.1%
VTVVanguard Morningstar Value ETF
4.6%
SPHQInvesco S&P 500 Quality ETF
4.5%Trimmed −3%
ICVTiShares Convertible Bond ETF
4.4%
VRPInvesco Variable Rate Preferred ETF
4.0%
AAPLApple Inc.
3.3%
VEAVanguard Ftse Developed Markets Index Fund ETF Shares
11.7%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
10.0%Added +2%
SPYMState Street SPDR Portfolio S&P 500 ETF
8.4%
BIVVanguard Intermediate-Term Bond Index Fund ETF Shares
7.8%
ICSHiShares Ultra Short Duration Bond Active ETF
6.2%+95%
JPIBJPMorgan International Bond Opportunities ETF
5.3%
DBMFImgp Dbi Managed Futures Strategy ETF
5.1%
VTVVanguard Morningstar Value ETF
4.6%
SPHQInvesco S&P 500 Quality ETF
4.5%
ICVT4.4%
VRP4.0%
AAPLBoxes 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
VEA Vanguard Ftse Developed Markets Index Fund ETF Shares 11.7% Held
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 10.0% Added +2%
SPYM State Street SPDR Portfolio S&P 500 ETF 8.4% Held
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 7.8% Held
ICSH iShares Ultra Short Duration Bond Active ETF 6.2% Added +95%
JPIB JPMorgan International Bond Opportunities ETF 5.3% Added +4%
DBMF Imgp Dbi Managed Futures Strategy ETF 5.1% Held
VTV Vanguard Morningstar Value ETF 4.6% Held
SPHQ Invesco S&P 500 Quality ETF 4.5% Trimmed −3%
ICVT iShares Convertible Bond ETF 4.4% Held
VRP Invesco Variable Rate Preferred ETF 4.0% Held
AAPL Apple Inc. 3.3% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- FNDE $9.76K
- CCSO $9.25K
arrow_upwardAdded
- ICSH +95%
- CALI +11%
- JPIB +4%
- IGSB +2%
arrow_downwardTrimmed
- SPSM −3%
- IUSB −3%
- SPHQ −3%
- VB −2%
remove_circleSold out
- GOOG $150K
- SUSC $30.5K
- VCEB $29K
- VGIT $19K
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