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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 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 42,433.0 $2.5M 1.02% +29K +213.9% $59.69 +2.9%
22 PGIM ROCK ETF TR 81,028.0 $2.5M 1.01% +21K +34.1% $31.01
23 BIL SPDR SERIES TRUST 27,345.0 $2.5M 1.01% -16K -36.2% $91.64 -0.2%
24 ISHARES TR 82,922.0 $2.2M 0.90% -19K -18.4% $27.06
25 ISHARES TR 98,664.0 $2.2M 0.89% +1K +1.3% $22.37
26 VOO VANGUARD INDEX FDS 3,096.0 $2.1M 0.85% +497.0 +19.1% $686.84 +3.1%
27 ILCG ISHARES TR 16,371.0 $1.9M 0.77% -17K -50.8% $117.02 -1.2%
28 VB VANGUARD INDEX FDS 6,136.0 $1.9M 0.75% +5K +290.6% $303.14 -1.0%
29 PGIM ROCK ETF TR 55,826.0 $1.7M 0.69% $30.87
30 ILCB ISHARES TR 16,217.0 $1.7M 0.68% -19K -54.6% $103.65 +3.0%
31 AAPL APPLE INC Technology 5,767.0 $1.7M 0.67% +81.0 +1.4% $289.37 +10.6%
32 IVV ISHARES TR 2,166.0 $1.6M 0.65% +177.0 +8.9% $748.83 +3.4%
33 CPNM CALAMOS ETF TR 60,133.0 $1.6M 0.65% +23K +63.6% $26.78 +0.9%
34 ILCV ISHARES TR 15,639.0 $1.6M 0.64% -20K -56.3% $101.24 +7.2%
35 SGOV ISHARES TR 15,718.0 $1.6M 0.64% -6K -27.6% $100.67 -0.2%
36 VWOB VANGUARD WHITEHALL FDS 20,922.0 $1.4M 0.57% +4K +20.5% $67.24 -2.3%
37 PGIM ROCK ETF TR 45,254.0 $1.4M 0.56% $30.64
38 VNQ VANGUARD INDEX FDS 14,374.0 $1.4M 0.56% +6K +77.6% $96.43 -0.4%
39 CPNJ CALAMOS ETF TR 49,128.0 $1.4M 0.55% $27.63 +0.1%
40 ISHARES TR 60,840.0 $1.3M 0.53% +15K +33.4% $21.65
Page 2 of 8  ·  152 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%