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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 12,394.0 $4.3M 1.72% NEW $343.91 +3.2%
2 PGIM ROCK ETF TR 20,871.0 $569K 0.23% NEW $27.25
3 VXF VANGUARD INDEX FDS 2,273.0 $560K 0.23% NEW $246.22 -1.4%
4 PGIM ROCK ETF TR 20,207.0 $551K 0.22% NEW $27.25
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 991.0 $473K 0.19% NEW $477.57 -10.2%
6 VTP VANGUARD MALVERN FDS 5,672.0 $435K 0.17% NEW $76.66 -1.9%
7 MU MICRON TECHNOLOGY INC Technology 376.0 $434K 0.17% NEW $1154.29 -11.9%
8 TER TERADYNE INC Technology 856.0 $414K 0.17% NEW $483.84 -26.2%
9 VTWO VANGUARD SCOTTSDALE FDS 3,094.0 $376K 0.15% NEW $121.40 -1.5%
10 IBTO ISHARES TR 15,552.0 $375K 0.15% NEW $24.13 -2.2%
11 IFEB INNOVATOR ETFS TRUST 11,369.0 $356K 0.14% NEW $31.28 +3.1%
12 IVOO VANGUARD ADMIRAL FDS INC 2,608.0 $340K 0.14% NEW $130.40 -1.5%
13 AGG ISHARES TR 3,231.0 $320K 0.13% NEW $98.98 -2.0%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 342.0 $320K 0.13% NEW $934.68 -2.0%
15 VOE VANGUARD INDEX FDS 1,591.0 $314K 0.13% NEW $197.60 +5.5%
16 IGSB ISHARES TR 5,526.0 $290K 0.12% NEW $52.41 -1.1%
17 GOOGL ALPHABET INC Communication Services 727.0 $260K 0.10% NEW $357.37 -5.3%
18 PGIM ROCK ETF TR 9,342.0 $256K 0.10% NEW $27.41
19 ISHARES TR 10,923.0 $248K 0.10% NEW $22.69
20 XT ISHARES TR 2,959.0 $245K 0.10% NEW $82.64 -0.3%
Page 1 of 2  ·  28 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%