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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $193M AUM 139 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 50 Added 31 Reduced 9 Exited
Page 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISCV ISHARES TR 10,064.0 $689K 0.36% +316.0 +3.2% $68.50 +8.2%
62 DAPR FIRST TR EXCHNG TRADED FD VI 17,303.0 $681K 0.35% $39.35 +3.2%
63 CALAMOS ETF TR 25,481.0 $677K 0.35% +14K +123.0% $26.55
64 ISCB ISHARES TR 10,153.0 $660K 0.34% +68.0 +0.7% $65.01 +9.1%
65 MARW AIM ETF PRODUCTS TRUST 19,190.0 $659K 0.34% $34.34 +4.4%
66 CPSY CALAMOS ETF TR 25,796.0 $647K 0.34% $25.09 +1.9%
67 JUNW AIM ETF PRODUCTS TRUST 19,376.0 $647K 0.34% $33.39 +3.1%
68 MUB ISHARES TR 5,830.0 $624K 0.32% $107.10 -1.0%
69 NVBW AIM ETF PRODUCTS TRUST 18,344.0 $621K 0.32% +12K +177.6% $33.83 +4.3%
70 CPSF CALAMOS ETF TR 23,714.0 $607K 0.32% $25.59 +2.1%
71 IBIG ISHARES TR 23,269.0 $606K 0.31% +6K +31.9% $26.05 +1.0%
72 IWF ISHARES TR 1,261.0 $597K 0.31% -685.0 -35.2% $473.26 -73.7%
73 DMAY FIRST TR EXCHNG TRADED FD VI 13,131.0 $594K 0.31% $45.24 +3.6%
74 PGIM ROCK ETF TR 22,812.0 $582K 0.30% $25.53
75 AMZN AMAZON COM INC Consumer Cyclical 2,440.0 $563K 0.29% -574.0 -19.0% $230.82 +16.3%
76 VTV VANGUARD INDEX FDS 2,824.0 $539K 0.28% +324.0 +13.0% $190.98 +9.4%
77 ISHARES TR 27,094.0 $538K 0.28% +10K +59.7% $19.84
78 MAYW AIM ETF PRODUCTS TRUST 15,889.0 $533K 0.28% $33.55 +3.1%
79 SCHF SCHWAB STRATEGIC TR 22,031.0 $530K 0.28% -10K -31.6% $24.04 +13.8%
80 IVW ISHARES TR 4,093.0 $505K 0.26% $123.27 +10.8%
Page 4 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.0%
Financial Services 17.1%
Healthcare 15.3%
Consumer Cyclical 9.4%
Communication Services 5.7%
Energy 3.4%