Jeter Robert S II
· CIK 0002093023
43 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 28,819 | $21.4M | 21.27% | NEW | — |
| 2 | GSIE | GOLDMAN SACHS ETF TR | — | 177,126 | $8.1M | 8.09% | NEW | — |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | — | 247,357 | $7.9M | 7.87% | NEW | — |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 138,248 | $6.3M | 6.30% | NEW | — |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 129,502 | $6.0M | 5.94% | NEW | — |
| 6 | MFSB | MFS ACTIVE EXCHANGE TRADED F | — | 228,703 | $5.7M | 5.70% | NEW | — |
| 7 | — | PIMCO ETF TR | — | 204,638 | $5.4M | 5.39% | NEW | — |
| 8 | IJH | ISHARES TR | — | 64,977 | $4.8M | 4.79% | NEW | — |
| 9 | IJR | ISHARES TR | — | 32,467 | $4.5M | 4.47% | NEW | — |
| 10 | AAPL | APPLE INC | Technology | 12,275 | $3.6M | 3.59% | NEW | — |
| 11 | NVDA | NVIDIA CORPORATION | Technology | 13,827 | $3.0M | 2.96% | NEW | — |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | — | 56,399 | $2.8M | 2.84% | NEW | — |
| 13 | GSST | GOLDMAN SACHS ETF TR | — | 56,393 | $2.8M | 2.83% | NEW | — |
| 14 | BINC | BLACKROCK ETF TRUST II | — | 53,136 | $2.8M | 2.77% | NEW | — |
| 15 | MSFT | MICROSOFT CORP | Technology | 4,889 | $2.0M | 2.02% | NEW | — |
| 16 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,373 | $1.2M | 1.19% | NEW | — |
| 17 | AVGO | BROADCOM INC | Technology | 2,400 | $1.0M | 1.03% | NEW | — |
| 18 | ESGU | ISHARES TR | — | 5,289 | $849K | 0.84% | NEW | — |
| 19 | GOOGL | ALPHABET INC | Communication Services | 2,084 | $827K | 0.82% | NEW | — |
| 20 | GOOGL | ALPHABET INC | Communication Services | 1,848 | $741K | 0.74% | NEW | — |
| 21 | META | META PLATFORMS INC | Communication Services | 1,115 | $680K | 0.68% | NEW | — |
| 22 | USMV | ISHARES TR | — | 6,474 | $609K | 0.61% | NEW | — |
| 23 | TSLA | TESLA INC | Consumer Cyclical | 1,252 | $536K | 0.53% | NEW | — |
| 24 | QCOM | QUALCOMM INC | Technology | 2,372 | $520K | 0.52% | NEW | — |
| 25 | SMMU | PIMCO ETF TR | — | 9,419 | $475K | 0.47% | NEW | — |
| 26 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 9,334 | $470K | 0.47% | NEW | — |
| 27 | MUNI | PIMCO ETF TR | — | 8,797 | $461K | 0.46% | NEW | — |
| 28 | MU | MICRON TECHNOLOGY INC | Technology | 589 | $440K | 0.44% | NEW | — |
| 29 | LLY | ELI LILLY & CO | Healthcare | 428 | $406K | 0.41% | NEW | — |
| 30 | CIT | CINTAS CORP | — | 2,266 | $378K | 0.38% | NEW | — |
| 31 | IEMG | ISHARES INC | — | 4,359 | $362K | 0.36% | NEW | — |
| 32 | IEFA | ISHARES TR | — | 3,689 | $359K | 0.36% | NEW | — |
| 33 | ADI | ANALOG DEVICES INC | Technology | 858 | $357K | 0.36% | NEW | — |
| 34 | AMGN | AMGEN INC | Healthcare | 994 | $330K | 0.33% | NEW | — |
| 35 | AMD | ADVANCED MICRO DEVICES INC | Technology | 607 | $276K | 0.28% | NEW | — |
| 36 | MA | MASTERCARD INCORPORATED | Financial Services | 556 | $275K | 0.27% | NEW | — |
| 37 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 508 | $268K | 0.27% | NEW | — |
| 38 | FNDX | SCHWAB STRATEGIC TR | — | 8,604 | $261K | 0.26% | NEW | — |
| 39 | LRGF | STATE STR SPDR S&P 500 ETF T | — | 350 | $258K | 0.26% | NEW | — |
| 40 | VOO | VANGUARD INDEX FDS | — | 336 | $228K | 0.23% | NEW | — |
| 41 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,565 | $216K | 0.21% | NEW | — |
| 42 | WCC | WESCO INTL INC | Industrials | 604 | $215K | 0.21% | NEW | — |
| 43 | APP | APPLOVIN CORP | Technology | 427 | $200K | 0.20% | NEW | — |
Sector Allocation
Technology
69.6%
Communication Services
13.1%
Consumer Cyclical
10.1%
Healthcare
4.3%
Financial Services
1.6%
Industrials
1.3%