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Portfolio (Quarterly) Guide ↗

USA FINANCIAL FORMULAS

· CIK 0001633716
13F Portfolio $550M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 414 New
Page 1 of 21  ·  414 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV iShares Core S&P 500 118,799.0 $81.4M 14.80% NEW $684.94 +8.3%
2 EEM iShares MSCI Emerging Markets ETF 1,195,549.0 $65.4M 11.90% NEW $54.71 +18.8%
3 QQQ Invesco QQQ Trust ETF Financial Services 106,196.0 $65.2M 11.87% NEW $614.31 +14.9%
4 IVW iShares S&P 500 Growth ETF 524,309.0 $64.6M 11.76% NEW $123.26 +10.2%
5 SPY SPDR S&P 500 Financial Services 94,596.0 $64.5M 11.74% NEW $681.92 +8.3%
6 EFA iShares MSCI EAFE ETF 670,448.0 $64.4M 11.71% NEW $96.03 +6.9%
7 LQD iShares iBoxx USD Inv Grade Corp Bond ETF 233,460.0 $25.7M 4.68% NEW $110.19 -2.4%
8 HYG iShares iBoxx USD High Yield Corp Bond ETF 81,181.0 $6.5M 1.19% NEW $80.63 -1.4%
9 SIXJ AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF 121,073.0 $4.2M 0.76% NEW $34.28 +4.7%
10 SIXO AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 116,963.0 $4.1M 0.74% NEW $34.73 +2.1%
11 IYZ BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm 80,884.0 $2.7M 0.50% NEW $33.90 +26.7%
12 IYW iShares U.S. Technology ETF 13,126.0 $2.6M 0.48% NEW $199.68 +18.4%
13 IYH iShares U.S. Healthcare ETF 39,109.0 $2.5M 0.46% NEW $65.10 -6.1%
14 IDU BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie 23,319.0 $2.5M 0.46% NEW $108.36 +2.7%
15 MU Micron Technology Inc. Technology 7,417.0 $2.1M 0.39% NEW $285.41 +153.9%
16 AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF 68,867.0 $2.1M 0.38% NEW $30.31
17 AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF 69,897.0 $2.1M 0.38% NEW $29.71
18 ALLIANZIM US BUFFERED 15 UNCAPPED JAN 73,761.0 $2.1M 0.38% NEW $28.14
19 ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF 72,839.0 $2.1M 0.38% NEW $28.46
20 GOOG Alphabet Inc - Ordinary Shares - Class C Communication Services 6,026.0 $1.9M 0.34% NEW $313.80 +25.3%
Page 1 of 21  ·  414 positions

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.

Sector Allocation
Financial Services 69.7%
Technology 8.3%
Industrials 6.3%
Utilities 4.4%
Healthcare 3.3%
Consumer Cyclical 2.1%
Communication Services 2.0%
Energy 1.5%
Consumer Defensive 1.3%
Basic Materials 0.7%