Jeter Robert S II
Q1 2026 13F Holdings
- Locationbethany beach, DE
- Num holdings
43
- Value ($000)
$100,410
- Date Filed 05/11/2026
- Form type13F-HR
- CIK 0002093023
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $21.35M | 21 % | 28,819 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $8.12M | 8 % | 177,126 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $7.9M | 8 % | 247,357 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.32M | 6 % | 138,248 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.97M | 6 % | 129,502 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $5.73M | 6 % | 228,703 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $5.42M | 5 % | 204,638 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.81M | 5 % | 64,977 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.49M | 5 % | 32,467 | ||
APPLE INC | COM | 037833100 | $3.6M | 4 % | 12,275 |
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