JIM SAULNIER & ASSOCIATES, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfort collins, CO
- CIK0002044420
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
113 | $146.63M | AOR, AOA, VEA, VANGUARD INSTL INDEX FD | 13F-HR | Aug 4, 2025 | 000204442025000001 | ||
101 | $128.53M | AOR, AOA, VEA, KRE | 13F-HR | Apr 21, 2025 | 000184386725000006 | ||
93 | $115.85M | KRE, AOR, VEA, AOA | 13F-HR | Jan 22, 2025 | 000184386725000003 | ||
83 | $102.28M | KRE, AOR, VEA, AOA | 13F-HR | Nov 12, 2024 | 000204442024000002 |