What does JIM SAULNIER & ASSOCIATES, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

JIM SAULNIER & ASSOCIATES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$27M412K12.9%

ISHARES TR

$19M209K9.0%

VANGUARD INSTL INDEX FD

$14M185K6.8%

VANGUARD TAX-MANAGED FDS

$8M124K3.9%

VANGUARD INDEX FDS

$4M14K2.2%

PGIM ROCK ETF TR

$4M131K1.9%

PGIM ROCK ETF TR

$4M127K1.8%

SPDR SERIES TRUST

$3M37K1.7%

ISHARES TR

$3M35K1.6%

PGIM ROCK ETF TR

$3M112K1.6%

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