JIM SAULNIER & ASSOCIATES, LLC
Q1 2025 13F Holdings
- Locationfort collins, CO
- Num holdings
101
- Value ($000)
$128,529
- Date Filed04/21/2025
- Form type13F-HR
- CIK0002044420
- 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 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AOR ISHARES TR | CORE 60/40 BALAN | 464289867 | $14.16M | 11 % | 245,927 | ||
AOA ISHARES TR | CORE 80/20 AGGRE | 464289859 | $8.37M | 7 % | 109,427 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.04M | 6 % | 138,538 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $6.88M | 5 % | 75,046 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $4.38M | 3 % | 43,479 | ||
VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 | $3.91M | 3 % | 51,774 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.86M | 3 % | 50,395 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $3.84M | 3 % | 36,208 | ||
ILCV ISHARES TR | MORNINGSTAR VALU | 464288109 | $3.36M | 3 % | 41,214 | ||
ILCB ISHARES TR | MORNINGSTR US EQ | 464287127 | $3.22M | 3 % | 41,644 |
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