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.
JIM SAULNIER & ASSOCIATES, LLC (CIK 2044420) reported $205.5M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AOR ($26.5M, 12.91%), AOA ($18.5M, 9.01%), VBIL ($14.0M, 6.80%), VEA ($7.9M, 3.86%), VTI ($4.5M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AOR | ISHARES TR | $26.5M | 12.91% | 412,258 | Added |
| 2 | AOA | ISHARES TR | $18.5M | 9.01% | 209,260 | Added |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $14.0M | 6.80% | 184,791 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.9M | 3.86% | 123,634 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $4.5M | 2.19% | 13,996 | Added |
| 6 | PBJN | PGIM ROCK ETF TR | $3.9M | 1.90% | 130,882 | Trimmed |
| 7 | PBJL | PGIM ROCK ETF TR | $3.8M | 1.84% | 127,411 | Hold |
| 8 | BIL | SPDR SERIES TRUST | $3.4M | 1.66% | 37,139 | Trimmed |
| 9 | ILCV | ISHARES TR | $3.3M | 1.59% | 35,164 | Trimmed |
| 10 | PBNV | PGIM ROCK ETF TR | $3.2M | 1.58% | 112,057 | Hold |
| 11 | ILCB | ISHARES TR | $3.1M | 1.53% | 35,015 | Trimmed |
| 12 | ILCG | ISHARES TR | $3.1M | 1.53% | 32,973 | Trimmed |
| 13 | PBMY | PGIM ROCK ETF TR | $3.0M | 1.47% | 99,478 | Added |
| 14 | SPEM | SPDR INDEX SHS FDS | $3.0M | 1.46% | 64,065 | Trimmed |
| 15 | GVI | ISHARES TR | $3.0M | 1.45% | 27,968 | Trimmed |
| 16 | BIV | VANGUARD BD INDEX FDS | $3.0M | 1.45% | 38,716 | Added |
| 17 | PBMR | PGIM ROCK ETF TR | $2.9M | 1.40% | 94,790 | Added |
| 18 | PBAU | PGIM ROCK ETF TR | $2.9M | 1.39% | 96,541 | Hold |
| 19 | PBFB | PGIM ROCK ETF TR | $2.8M | 1.37% | 93,746 | Added |
| 20 | IBTI | ISHARES TR | $2.8M | 1.37% | 126,709 | Added |
| 21 | PBJA | PGIM ROCK ETF TR | $2.7M | 1.33% | 90,157 | Added |
| 22 | AOM | ISHARES TR | $2.7M | 1.31% | 56,738 | Added |
| 23 | MMAX | ISHARES TR | $2.7M | 1.31% | 101,581 | Hold |
| 24 | BND | VANGUARD BD INDEX FDS | $2.4M | 1.17% | 32,607 | Added |
| 25 | IBTH | ISHARES TR | $2.2M | 1.07% | 97,965 | Added |
Source: SEC Form 13F filings · as of 2026-03-31