Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BG Investment Services, Inc. (CIK 1873989) reported $120.5M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($21.4M, 17.76%), FBCG ($16.3M, 13.53%), IVV ($12.7M, 10.54%), IEFA ($7.2M, 5.94%), FENI ($6.4M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $21.4M | 17.76% | 468,984 | Added |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $16.3M | 13.53% | 325,360 | Added |
| 3 | IVV | ISHARES TR | $12.7M | 10.54% | 19,442 | Trimmed |
| 4 | IEFA | ISHARES TR | $7.2M | 5.94% | 78,998 | Trimmed |
| 5 | FENI | FIDELITY COVINGTON TRUST | $6.4M | 5.27% | 170,727 | Added |
| 6 | FDVV | FIDELITY COVINGTON TRUST | $6.2M | 5.16% | 112,559 | Added |
| 7 | FDHY | FIDELITY COVINGTON TRUST | $4.7M | 3.89% | 96,455 | Added |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.6M | 3.79% | 80,630 | Added |
| 9 | IWD | ISHARES TR | $3.1M | 2.59% | 14,603 | Trimmed |
| 10 | IGSB | ISHARES TR | $3.0M | 2.48% | 56,772 | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $2.5M | 2.07% | 85,778 | Added |
| 12 | IFRA | ISHARES TR | $2.3M | 1.91% | 40,332 | Trimmed |
| 13 | FMDE | FIDELITY COVINGTON TRUST | $2.3M | 1.91% | 64,135 | Added |
| 14 | VYMI | VANGUARD WHITEHALL FDS | $2.2M | 1.87% | 23,844 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.2M | 1.86% | 12,845 | Trimmed |
| 16 | IWR | ISHARES TR | $1.9M | 1.60% | 19,776 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 1.48% | 58,039 | Trimmed |
| 18 | AAPL | APPLE INC | $1.7M | 1.43% | 6,770 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 1.32% | 2,667 | Added |
| 20 | IWM | ISHARES TR | $1.3M | 1.11% | 5,371 | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.92% | 7,472 | Added |
| 22 | TSLA | TESLA INC | $1.1M | 0.87% | 2,827 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.0M | 0.85% | 2,771 | Added |
| 24 | FSMD | FIDELITY COVINGTON TRUST | $963,607 | 0.80% | 21,548 | Added |
| 25 | IEMG | ISHARES INC | $854,242 | 0.71% | 12,247 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31