Ted Buchan & Co
Q3 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
83
- Value ($000)
$255,267
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0002033413
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A ISHARES TR | CORE US AGGBD ET | 464287226 | $21.13M | 8 % | 210,763 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $14.78M | 6 % | 158,326 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $13.68M | 5 % | 20,438 | ||
P INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $13.61M | 5 % | 301,068 | ||
T ISHARES TR | TIPS BD ETF | 464287176 | $11.92M | 5 % | 107,176 | ||
S ISHARES TR | 1 3 YR TREAS BD | 464287457 | $11.76M | 5 % | 141,756 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.04M | 4 % | 20,926 | ||
U ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 | $9.77M | 4 % | 117,148 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $8.80M | 3 % | 96,218 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $8.78M | 3 % | 47,073 |
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