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Portfolio (Quarterly) Guide ↗

New Jersey Better Educational Savings Trust

· CIK 0001482010
13F Portfolio $61M AUM 4 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 2 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 57,427.0 $4.4M 7.22% NEW $76.54 +12.8%
2 IVV ISHARES TR 6,724.0 $4.4M 7.21% NEW $653.21 +12.8%

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.