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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 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AOR ISHARES TR 392,041.0 $25.5M 13.21% +100K +34.2% $65.01 +5.6%
2 AOA ISHARES TR 191,963.0 $17.2M 8.91% +39K +25.6% $89.56 +7.9%
3 VBIL VANGUARD INSTL INDEX FD 141,880.0 $10.7M 5.55% -77K -35.2% $75.43 +0.2%
4 VEA VANGUARD TAX-MANAGED FDS 116,956.0 $7.3M 3.79% -3K -2.7% $62.47 +13.2%
5 BIL SPDR SERIES TRUST 42,864.0 $3.9M 2.03% -2K -5.0% $91.38 +0.2%
6 PGIM ROCK ETF TR 130,924.0 $3.9M 2.03% $29.92
7 PGIM ROCK ETF TR 127,411.0 $3.8M 1.98% $29.97
8 ILCG ISHARES TR 33,257.0 $3.5M 1.79% -549.0 -1.6% $104.04 +10.9%
9 ILCV ISHARES TR 35,786.0 $3.4M 1.75% -485.0 -1.3% $94.36 +6.9%
10 ILCB ISHARES TR 35,692.0 $3.4M 1.75% -414.0 -1.1% $94.38 +8.9%
11 PGIM ROCK ETF TR 112,057.0 $3.3M 1.71% +86K +332.1% $29.39
12 SPEM SPDR INDEX SHS FDS 65,819.0 $3.1M 1.60% -3K -4.2% $46.81 +9.1%
13 GVI ISHARES TR 28,067.0 $3.0M 1.56% -197.0 -0.7% $107.35 -1.4%
14 PGIM ROCK ETF TR 99,405.0 $3.0M 1.55% $30.01
15 BIV VANGUARD BD INDEX FDS 37,947.0 $3.0M 1.53% -1K -3.1% $77.88 -2.1%
16 PGIM ROCK ETF TR 96,541.0 $2.9M 1.50% $29.96
17 ISHARES TR 101,581.0 $2.7M 1.38% +1K +1.3% $26.23
18 ISHARES TR 115,801.0 $2.6M 1.34% +9K +8.2% $22.36
19 VTI VANGUARD INDEX FDS 7,473.0 $2.5M 1.30% -1K -12.3% $335.27 +8.9%
20 AOM ISHARES TR 47,767.0 $2.3M 1.18% +14K +42.2% $47.73 +3.3%
Page 1 of 7  ·  139 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%