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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DJAN FIRST TR EXCHNG TRADED FD VI 8,492.0 $387K 0.16% $45.52 +2.4%
102 VTWO VANGUARD SCOTTSDALE FDS 3,094.0 $376K 0.15% NEW $121.40 -1.5%
103 IBTO ISHARES TR 15,552.0 $375K 0.15% NEW $24.13 -2.2%
104 ISCB ISHARES TR 4,836.0 $365K 0.15% -5K -52.4% $75.50 -0.0%
105 RPV INVESCO EXCHANGE TRADED FD T 3,204.0 $365K 0.15% +39.0 +1.2% $113.82 +7.9%
106 CPSN CALAMOS ETF TR 13,142.0 $364K 0.15% -29K -68.8% $27.68 +1.6%
107 DAPR FIRST TR EXCHNG TRADED FD VI 8,834.0 $361K 0.14% -8K -49.0% $40.88 +2.1%
108 IFEB INNOVATOR ETFS TRUST 11,369.0 $356K 0.14% NEW $31.28 +3.1%
109 BMY BRISTOLMYERS SQUIBB CO Healthcare 6,076.0 $350K 0.14% $57.62 +16.0%
110 DJUN FIRST TR EXCHNG TRADED FD VI 6,972.0 $344K 0.14% $49.28 +1.9%
111 CPSP CALAMOS ETF TR 12,746.0 $343K 0.14% $26.91 +1.3%
112 IVOO VANGUARD ADMIRAL FDS INC 2,608.0 $340K 0.14% NEW $130.40 -1.5%
113 OCTW AIM ETF PRODUCTS TRUST 8,140.0 $333K 0.13% $40.91 +2.2%
114 EMXC ISHARES INC 3,211.0 $329K 0.13% +18.0 +0.6% $102.31 -1.2%
115 IBIC ISHARES TR 12,356.0 $322K 0.13% +1K +12.5% $26.09 -1.5%
116 SEPT AIM ETF PRODUCTS TRUST 8,559.0 $321K 0.13% -2K -17.9% $37.54 +2.6%
117 AGG ISHARES TR 3,231.0 $320K 0.13% NEW $98.98 -2.0%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 342.0 $320K 0.13% NEW $934.68 -2.0%
119 XLK SELECT SECTOR SPDR TR 1,675.0 $319K 0.13% +193.0 +13.0% $190.52 -1.7%
120 VOE VANGUARD INDEX FDS 1,591.0 $314K 0.13% NEW $197.60 +5.5%
Page 6 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%