Top 43 Jeter Robert S II Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.27% | 28.8K | $21.4M | new | $669.08(+11.86%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 8.09% | 177.1K | $8.1M | new | $43.03(+6.77%) | 2026-03-31 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 7.87% | 247.4K | $7.9M | new | $30.09(+8.03%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.3% | 138.2K | $6.3M | new | $45.83(-0.79%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.94% | 129.5K | $6.0M | new | $46.18(-0.63%) | 2026-03-31 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 5.7% | 228.7K | $5.7M | new | $25.05(-0.49%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.39% | 204.6K | $5.4M | new | $26.44(-0.19%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.79% | 65.0K | $4.8M | new | $66.76(+13.97%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.47% | 32.5K | $4.5M | new | $122.24(+19.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.59% | 12.3K | $3.6M | new | $262.82(+17.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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