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.
Security Financial Services, INC. (CIK 1913590) reported $632.3M across 203 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($52.5M, 8.30%), CORO ($30.4M, 4.81%), IVE ($28.2M, 4.47%), IVW ($28.1M, 4.45%), DYNF ($24.0M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $52.5M | 8.30% | 685,665 | Added |
| 2 | CORO | BLACKROCK ETF TRUST | $30.4M | 4.81% | 946,167 | New |
| 3 | IVE | ISHARES TR | $28.2M | 4.47% | 133,708 | Trimmed |
| 4 | IVW | ISHARES TR | $28.1M | 4.45% | 248,772 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $24.0M | 3.80% | 412,976 | Trimmed |
| 6 | SPTL | SPDR SERIES TRUST | $20.7M | 3.27% | 787,079 | Added |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $17.7M | 2.80% | 249,996 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $15.5M | 2.45% | 25,935 | Added |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $15.1M | 2.39% | 335,234 | Added |
| 10 | THRO | BLACKROCK ETF TRUST | $12.9M | 2.04% | 356,032 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $12.7M | 2.01% | 384,843 | Added |
| 12 | MBB | ISHARES TR | $12.1M | 1.91% | 127,443 | Added |
| 13 | AAPL | APPLE INC | $11.3M | 1.79% | 44,641 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $11.1M | 1.76% | 173,263 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $10.7M | 1.69% | 49,696 | Trimmed |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $10.4M | 1.65% | 216,624 | Added |
| 17 | SHLD | GLOBAL X FDS | $9.9M | 1.56% | 139,546 | Added |
| 18 | IUSB | ISHARES TR | $9.7M | 1.53% | 210,078 | Added |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $9.6M | 1.51% | 85,329 | Added |
| 20 | SCHZ | SCHWAB STRATEGIC TR | $9.3M | 1.47% | 401,456 | Added |
| 21 | SPDW | SPDR INDEX SHS FDS | $8.7M | 1.38% | 191,528 | Trimmed |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $8.6M | 1.36% | 253,863 | Trimmed |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $8.6M | 1.36% | 221,297 | Trimmed |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $8.5M | 1.34% | 142,195 | Added |
| 25 | SPHQ | INVESCO EXCHANGE TRADED FD T | $8.2M | 1.30% | 109,026 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31