Nalls Sherbakoff Group, LLC: 13F holdings
CIK 17675002026Q2
| Positions | 378 |
|---|---|
| Reported value | $140.7m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB U.S. BROAD MARKET ETF | 764,875 | $22.2m | 15.7% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 439,328 | $12.2m | 8.7% |
| IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 108,761 | $5.7m | 4.1% |
| SCHZ SCHWAB US AGGREGATE BOND ETF | 215,306 | $5.0m | 3.5% |
| VNQ VANGUARD REAL ESTATE ETF | 47,193 | $4.6m | 3.2% |
| ONB OLD NATL BANCORP IND COM | 143,773 | $3.7m | 2.6% |
| GOOGL ALPHABET INC CAP STK CL A | 10,274 | $3.7m | 2.6% |
| QQQ INVESCO QQQ TRUST SERIES I | 4,523 | $3.3m | 2.4% |
| AAPL APPLE INC COM | 10,101 | $2.9m | 2.1% |
| PNC PNC FINL SVCS GROUP INC COM | 11,026 | $2.7m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767500")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.