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Portfolio (Quarterly) Guide ↗

JIM SAULNIER & ASSOCIATES, LLC

· CIK 0002044420
13F Portfolio $193M AUM 139 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 50 Added 31 Reduced 9 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 1,261.0 $597K 0.31% -685.0 -35.2% $473.26 -73.7%
22 AMZN AMAZON COM INC Consumer Cyclical 2,440.0 $563K 0.29% -574.0 -19.0% $230.82 +16.3%
23 SCHF SCHWAB STRATEGIC TR 22,031.0 $530K 0.28% -10K -31.6% $24.04 +13.8%
24 STPZ PIMCO ETF TR 8,622.0 $463K 0.24% -89.0 -1.0% $53.66 +0.5%
25 BLV VANGUARD BD INDEX FDS 6,050.0 $421K 0.22% -165.0 -2.6% $69.52 -2.7%
26 DJUN FIRST TR EXCHNG TRADED FD VI 6,972.0 $330K 0.17% -3K -30.1% $47.34 +3.5%
27 VGT VANGUARD WORLD FD 406.0 $306K 0.16% -230.0 -36.2% $753.50 -84.8%
28 RWO SPDR INDEX SHS FDS 6,514.0 $293K 0.15% -246.0 -3.6% $45.02 +10.0%
29 IBIC ISHARES TR 10,987.0 $281K 0.15% -1K -11.4% $25.55 +2.1%
30 IWP ISHARES TR 2,047.0 $280K 0.14% -1K -38.0% $136.92 +0.7%
31 SCHX SCHWAB STRATEGIC TR 9,955.0 $268K 0.14% -9K -46.1% $26.91 +8.5%
Page 2 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 49.0%
Financial Services 17.1%
Healthcare 15.3%
Consumer Cyclical 9.4%
Communication Services 5.7%
Energy 3.4%