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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $249M AUM 152 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 57 Added 31 Reduced 15 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD INDEX FDS 6,136.0 $1.9M 0.75% +5K +290.6% $303.14 -1.0%
22 AAPL APPLE INC Technology 5,767.0 $1.7M 0.67% +81.0 +1.4% $289.37 +10.6%
23 IVV ISHARES TR 2,166.0 $1.6M 0.65% +177.0 +8.9% $748.83 +3.4%
24 CPNM CALAMOS ETF TR 60,133.0 $1.6M 0.65% +23K +63.6% $26.78 +0.9%
25 VWOB VANGUARD WHITEHALL FDS 20,922.0 $1.4M 0.57% +4K +20.5% $67.24 -2.3%
26 VNQ VANGUARD INDEX FDS 14,374.0 $1.4M 0.56% +6K +77.6% $96.43 -0.4%
27 ISHARES TR 60,840.0 $1.3M 0.53% +15K +33.4% $21.65
28 IBIJ ISHARES TR 47,604.0 $1.2M 0.50% +1K +3.2% $26.09 -3.4%
29 IBIE ISHARES TR 39,506.0 $1.0M 0.42% +6K +17.0% $26.30 -2.0%
30 VXUS VANGUARD STAR FDS 12,088.0 $1.0M 0.42% +9K +243.4% $85.49 +3.4%
31 PGIM ROCK ETF TR 37,411.0 $1.0M 0.40% +10K +34.8% $26.77
32 IBIF ISHARES TR 32,786.0 $862K 0.35% +5K +18.9% $26.29 -2.1%
33 ISHARES TR 42,531.0 $831K 0.33% +15K +57.0% $19.54
34 MAYW AIM ETF PRODUCTS TRUST 23,820.0 $828K 0.33% +8K +49.9% $34.77 +2.1%
35 AMZN AMAZON COM INC Consumer Cyclical 3,269.0 $779K 0.31% +829.0 +34.0% $238.34 +8.5%
36 IBIG ISHARES TR 28,974.0 $761K 0.31% +6K +24.5% $26.26 -2.4%
37 MARW AIM ETF PRODUCTS TRUST 19,597.0 $708K 0.28% +407.0 +2.1% $36.11 +1.9%
38 ISHARES TR 33,505.0 $676K 0.27% +12K +55.0% $20.19
39 AVUV AMERICAN CENTY ETF TR 4,869.0 $607K 0.24% +3K +112.7% $124.75 +1.7%
40 IWF ISHARES TR 4,799.0 $596K 0.24% +4K +280.6% $124.17 -0.6%
Page 2 of 3  ·  57 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
Technology 47.0%
Financial Services 13.7%
Healthcare 10.9%
Consumer Cyclical 8.8%
Consumer Defensive 6.3%
Communication Services 5.9%
Energy 5.1%
Industrials 2.4%