Jeter Robert S II
Q2 2026 13F Holdings
- Locationbethany beach, DE
- Num holdings
47
- Value ($000)
$104,372
- Date Filed 07/13/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $22.03M | 21 % | 29,063 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $8.35M | 8 % | 181,174 | ||
MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | 55286W405 | $8.15M | 8 % | 249,803 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.38M | 6 % | 141,085 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.91M | 6 % | 128,769 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $5.79M | 6 % | 233,382 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $5.53M | 5 % | 210,374 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.01M | 5 % | 66,156 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.8M | 5 % | 32,997 | ||
APPLE INC | COM | 037833100 | $3.79M | 4 % | 12,023 |
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