Ted Buchan & Co
Q2 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
92
- Value ($000)
$251,515
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002033413
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $19.91M | 8 % | 200,738 | ||
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $14.15M | 6 % | 334,657 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.65M | 5 % | 20,380 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $11.61M | 5 % | 105,471 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $11.34M | 5 % | 136,865 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.42M | 4 % | 23,777 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $9.65M | 4 % | 175,162 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $8.97M | 4 % | 100,746 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.84M | 3 % | 295,937 | ||
KRE SPDR SERIES TRUST | S&P BIOTECH | 78464A870 | $7.69M | 3 % | 92,754 |
Rows Per Page
10
- 10
- 50
- 100