| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $IGF · ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | 2.4% | $91,837,503 | +0% | Med | NASDAQ | |
| $XLRE · REAL ESTATE SELECT SECTOR SPDR FUND | 1.5% | $55,818,162 | +11% | Med | Citrini |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $JNK · SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 9.0% | +71% | +0% | Med | ||
| $IWV · ISHARES RUSSELL 3000 INDEX FUND | 8.2% | +210% | +14% | Med | ||
| $VCIT · VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 6.0% | +125% | -1% | Med | NASDAQ | |
| $HYD · VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | 5.1% | +34% | +2% | Med | NASDAQ |
| Issuer | % book | Since entry | Business | Tags |
|---|---|---|---|---|
| $BHYB · Xtrackers USD High Yield BB-B ex Financials ETF | 49.7% | +1% Q2 '24 | NASDAQ | |
| $SPIB · SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF | 9.0% | -1% Q2 '25 | ||
| $JNK · SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 9.0% | -1% Q4 '25 | ||
| $IWV · ISHARES RUSSELL 3000 INDEX FUND | 8.2% | +21% Q2 '25 | ||
| $VCIT · VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 6.0% | -2% Q4 '25 | NASDAQ | |
| $HYD · VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF | 5.1% | +0% Q4 '25 | NASDAQ | |
| $VOO · VANGUARD INDEX FDS | 3.3% | +27% Q4 '24 | A Vanguard index fund family; the associated ticker VTI corresponds to the Vanguard Total Stock Market ETF, which tracks the broad US equity market. | Bitget → |
| $BOW · Bowhead Specialty Holdings Inc | 2.8% | +10% Q3 '24 | ||
| $IGF · ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND | 2.4% | +0% Q1 '26 | NASDAQ | |
| $IWP · iShares Russell Mid-Cap Growth ETF | 2.1% | +25% Q2 '24 |
Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker