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Portfolio (Quarterly) Guide ↗

Jones Kertz & Associates, Inc.

· CIK 0002104438
13F Portfolio $217M AUM 66 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 56 Reduced 2 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGMU CAPITAL GRP FIXED INCM ETF T 11,053.0 $304K 0.14% +109.0 +1.0% $27.47 -2.3%
62 BIV VANGUARD BD INDEX FDS 3,738.0 $287K 0.13% $76.70 -2.5%
63 PYPL PAYPAL HLDGS INC Financial Services 6,334.0 $274K 0.13% -300.0 -4.5% $43.18 +25.6%
64 ICSH ISHARES TR 5,100.0 $258K 0.12% +687.0 +15.6% $50.58 -0.4%
65 JAAA JANUS DETROIT STR TR 4,907.0 $248K 0.11% +810.0 +19.8% $50.49 +0.1%
66 J P MORGAN EXCHANGE TRADED F 2,829.0 $204K 0.09% NEW $72.28
Page 4 of 4  ·  66 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 54.8%
Industrials 14.6%
Healthcare 9.8%
Communication Services 6.1%
Consumer Cyclical 5.6%
Consumer Defensive 4.1%
Financial Services 3.0%
Basic Materials 1.7%
Energy 0.4%