account_balance
Investment manager · 13F filer · SEC CIK 2157919
James T. Borello RIA
Reported value$482Mas of Sep 30, 2026
Positions1,281 137 new, 64 sold out
Top 10 weight55.7%CGUS alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGUSCapital Group Core Equity Et
9.1%Added +3%
SPYGSPDR Series Trust
7.3%Added +6%
CGDVCapital Group Dividend Value
6.9%
SPDWSPDR Index SHS FDS
6.3%Added +12%
SPTMSPDR Series Trust
5.3%
CGXUCapital Group Intl Focus Eqt
5.1%Added +6%
Berkshire Hathaway Inc
SPMDSPDR Series Trust
3.7%Added +9%
SPYSPDR S&P 500 ETF Trust
3.4%
TDVGT Rowe Price Exchange-Traded
3.4%
CGGRCapital Group Growth ETF
2.9%Added +13%
DFASDimensional ETF Trust
2.8%Added +8%
CGUSCapital Group Core Equity Et
9.1%Added +3%
SPYGSPDR Series Trust
7.3%Added +6%
CGDVCapital Group Dividend Value
6.9%
SPDWSPDR Index SHS FDS
6.3%Added +12%
SPTMSPDR Series Trust
5.3%
CGXUCapital Group Intl Focus Eqt
5.1%
SPMDSPDR Series Trust
3.7%
SPYSPDR S&P 500 ETF Trust
3.4%
TDVG3.4%
CGGR
DFAS
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
CGUS Capital Group Core Equity Et 9.1% Added +3%
SPYG SPDR Series Trust 7.3% Added +6%
CGDV Capital Group Dividend Value 6.9% Held
SPDW SPDR Index SHS FDS 6.3% Added +12%
SPTM SPDR Series Trust 5.3% Held
CGXU Capital Group Intl Focus Eqt 5.1% Added +6%
Berkshire Hathaway Inc 5.1% Held
SPMD SPDR Series Trust 3.7% Added +9%
SPY SPDR S&P 500 ETF Trust 3.4% HeldTDVG T Rowe Price Exchange-Traded 3.4% Held
CGGR Capital Group Growth ETF 2.9% Added +13%
DFAS Dimensional ETF Trust 2.8% Added +8%
What changed
Biggest moves since Jun 30, 2026
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