Top 4 New Jersey Better Educational Savings Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 42.87% | 354.6K | $26.1M | -5.03%(-18.77K) | $74.00(-1.11%) | 2026-03-31 | |
| USIG | ISHARES TR | 42.7% | 507.7K | $26.0M | -4.78%(-25.51K) | $50.49(+1.19%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.22% | 57.4K | $4.4M | new | $78.38(+11.47%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.21% | 6.7K | $4.4M | new | $669.08(+11.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.27% | +78.33% |
| Top 20 Holdings Unweighted | +25.32% | +96.82% |
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