| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $BHYB · Xtrackers USD High Yield BB-B ex Financials ETF | 47.1% | +37% | -3% | Med | | NASDAQ |
| $IWV · ISHARES · RUSSELL 3000 ETF | 12.5% | +93% | +2% | Med | ISHARES · RUSSELL 3000 ETF — exchange-traded fund, filed by 13F managers under class “RUSSELL 3000 ETF”, registrant “ISHARES TR”. | |
| $JNK · SPDR SER · STATE STREET SPD | 9.9% | +59% | -4% | Med | SPDR SER · STATE STREET SPD — exchange-traded fund, filed by 13F managers under class “STATE STREET SPD”, registrant “SPDR SER TR”. | |
| $SPIB · SPDR SERIES · STATE STREET SPD | 8.8% | +44% | -3% | Med | SPDR SERIES · STATE STREET SPD — exchange-traded fund, filed by 13F managers under class “STATE STREET SPD”, registrant “SPDR SERIES TRUST”. | |
| $VCIT · VANGUARD SCOTTSDALE FDS · INT-TERM CORP | 7.5% | +82% | -4% | Med | VANGUARD SCOTTSDALE FDS · INT-TERM CORP — exchange-traded fund, filed by 13F managers under class “INT-TERM CORP”, registrant “VANGUARD SCOTTSDALE FDS”. | NASDAQ |
| $IGF · ISHARES · GLB INFRASTR ETF | 3.1% | +85% | -5% | Low | ISHARES · GLB INFRASTR ETF — exchange-traded fund, filed by 13F managers under class “GLB INFRASTR ETF”, registrant “ISHARES TR”. | NASDAQ |
| $XLRE · SPDR Real Estate sector ETF | 2.0% | +87% | -5% | Low | SPDR Real Estate sector ETF | Citrini |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $BHYB · Xtrackers USD High Yield BB-B ex Financials ETF | 47.1% | -2% Q2 '24 | | NASDAQ |
| $IWV · ISHARES · RUSSELL 3000 ETF | 12.5% | +24% Q2 '25 | ISHARES · RUSSELL 3000 ETF — exchange-traded fund, filed by 13F managers under class “RUSSELL 3000 ETF”, registrant “ISHARES TR”. | |
| $JNK · SPDR SER · STATE STREET SPD | 9.9% | -5% Q4 '25 | SPDR SER · STATE STREET SPD — exchange-traded fund, filed by 13F managers under class “STATE STREET SPD”, registrant “SPDR SER TR”. | |
| $SPIB · SPDR SERIES · STATE STREET SPD | 8.8% | -3% Q2 '25 | SPDR SERIES · STATE STREET SPD — exchange-traded fund, filed by 13F managers under class “STATE STREET SPD”, registrant “SPDR SERIES TRUST”. | |
| $VCIT · VANGUARD SCOTTSDALE FDS · INT-TERM CORP | 7.5% | -6% Q4 '25 | VANGUARD SCOTTSDALE FDS · INT-TERM CORP — exchange-traded fund, filed by 13F managers under class “INT-TERM CORP”, registrant “VANGUARD SCOTTSDALE FDS”. | NASDAQ |
| $IGF · ISHARES · GLB INFRASTR ETF | 3.1% | -6% Q1 '26 | ISHARES · GLB INFRASTR ETF — exchange-traded fund, filed by 13F managers under class “GLB INFRASTR ETF”, registrant “ISHARES TR”. | NASDAQ |
| $VOO · Vanguard S&P 500 ETF | 2.7% | +32% Q4 '24 | Vanguard S&P 500 ETF | Bitget → |
| $BOW · Bowhead Specialty Holdings Inc | 2.5% | +21% Q3 '24 | | |
| $XLRE · SPDR Real Estate sector ETF | 2.0% | +3% Q1 '26 | SPDR Real Estate sector ETF | Citrini |
| $IWP · ISHARES RUSSELL MID-CAP GROWTH ETF · RUS MD CP GR ETF | 1.9% | +25% Q2 '24 | ISHARES RUSSELL MID-CAP GROWTH ETF · RUS MD CP GR ETF — exchange-traded fund, filed by 13F managers under class “RUS MD CP GR ETF”, registrant “ISHARES RUSSELL MID-CAP GROWTH ETF”. | |