StockDriftsStockDriftsTop 4 New Jersey Better Educational Savings Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USIG | ISHARES TR | 41.9% | 507.7K | $26.0M | +0.00%(+0) | $50.49(-0.42%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 41.88% | 354.6K | $26.0M | +0.00%(+0) | $74.00(-2.31%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 8.12% | 57.4K | $5.0M | +0.00%(+0) | $78.38(+16.15%) | 2026-06-30 | |
| IVV | ISHARES TR | 8.1% | 6.7K | $5.0M | +0.00%(+0) | $669.08(+16.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.13% | +60.70% | +11.39% | +71.48% |
| Top 20 Holdings Unweighted | +21.83% | +80.85% | +14.54% | +97.14% |
New Jersey Better Educational Savings Trust reports $62.15M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are USIG (41.9%), BND (41.9%) and SPYM (8.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +60.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from New Jersey Better Educational Savings Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482010). View New Jersey Better Educational Savings Trust’s 13F filings on SEC