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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  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 27,345.0 $2.5M 1.01% -16K -36.2% $91.64 -0.2%
2 ISHARES TR 82,922.0 $2.2M 0.90% -19K -18.4% $27.06
3 ILCG ISHARES TR 16,371.0 $1.9M 0.77% -17K -50.8% $117.02 -1.2%
4 ILCB ISHARES TR 16,217.0 $1.7M 0.68% -19K -54.6% $103.65 +3.0%
5 ILCV ISHARES TR 15,639.0 $1.6M 0.64% -20K -56.3% $101.24 +7.2%
6 SGOV ISHARES TR 15,718.0 $1.6M 0.64% -6K -27.6% $100.67 -0.2%
7 BIV VANGUARD BD INDEX FDS 17,095.0 $1.3M 0.53% -21K -55.0% $76.70 -2.3%
8 FEBW AIM ETF PRODUCTS TRUST 34,981.0 $1.2M 0.50% -1K -3.0% $35.54 +2.1%
9 SPEM SPDR INDEX SHS FDS 22,079.0 $1.1M 0.46% -44K -66.5% $51.78 +3.1%
10 CPNS CALAMOS ETF TR 39,141.0 $1.1M 0.44% -3K -7.0% $28.11 +1.1%
11 IMCV ISHARES TR 11,959.0 $1.1M 0.44% -13K -52.7% $91.37 +6.8%
12 GVI ISHARES TR 9,586.0 $1.0M 0.41% -18K -65.8% $106.10 -1.3%
13 APRW AIM ETF PRODUCTS TRUST 27,197.0 $1.0M 0.41% -973.0 -3.5% $37.14 +1.8%
14 PMDE PGIM ROCK ETF TR 38,433.0 $991K 0.40% -3K -7.8% $25.79 +1.6%
15 IMCG ISHARES TR 8,398.0 $826K 0.33% -9K -53.0% $98.30 -1.9%
16 IMCB ISHARES TR 7,876.0 $761K 0.31% -9K -53.1% $96.56 +2.3%
17 ISHARES TR 32,503.0 $744K 0.30% -13K -27.9% $22.89
18 MSFT MICROSOFT CORP Technology 1,811.0 $676K 0.27% -29.0 -1.6% $373.06 +33.9%
19 JUNW AIM ETF PRODUCTS TRUST 16,605.0 $571K 0.23% -3K -14.3% $34.39 +1.8%
20 SCHF SCHWAB STRATEGIC TR 19,152.0 $531K 0.21% -3K -13.1% $27.70 +3.2%
Page 1 of 2  ·  31 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%