IFC & Insurance Marketing, Inc.: 13F holdings
CIK 20957092026Q2
| Positions | 78 |
|---|---|
| Reported value | $113.6m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPMO INVESCO EXCH TRADED FD TR II | 62,342 | $10.1m | 8.9% |
| INVESCO EXCH TRADED FD TR II | 151,715 | $9.1m | 8.1% |
| FNDX SCHWAB STRATEGIC TR | 281,542 | $8.8m | 7.7% |
| XLG INVESCO EXCHANGE TRADED FD T | 113,274 | $6.9m | 6.1% |
| FIRST TR EXCHANGE-TRADED FD | 182,240 | $6.7m | 5.9% |
| BIV VANGUARD BD INDEX FDS | 82,235 | $6.3m | 5.6% |
| JAAA JANUS DETROIT STR TR | 118,320 | $6.0m | 5.3% |
| EWU SCHWAB STRATEGIC TR | 93,214 | $4.9m | 4.3% |
| SDVY FIRST TR EXCHANGE TRADED FD | 95,140 | $4.1m | 3.6% |
| SPYM SPDR SERIES TRUST | 36,487 | $3.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095709")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.