Jeter Robert S II
43 holdingsFiling period: 2026-03-31Current AUM: $111.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 28.8K | $21.4M | $24.5M | 22.10% | -- | 2026-03-31 |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 177.1K | $8.1M | $8.8M | 7.97% | -- | 2026-03-31 |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 247.4K | $7.9M | $8.9M | 7.99% | -- | 2026-03-31 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 138.2K | $6.3M | $6.2M | 5.59% | -- | 2026-03-31 |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | 129.5K | $6.0M | $5.9M | 5.35% | -- | 2026-03-31 |
| 6 | MFSB | MFS ACTIVE EXCHANGE TRADED F | 228.7K | $5.7M | $5.6M | 5.09% | -- | 2026-03-31 |
| 7 | PYLD | PIMCO ETF TR | 204.6K | $5.4M | $5.4M | 4.87% | -- | 2026-03-31 |
| 8 | IJH | ISHARES TR | 65.0K | $4.8M | $5.4M | 4.83% | -- | 2026-03-31 |
| 9 | IJR | ISHARES TR | 32.5K | $4.5M | $5.3M | 4.73% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 12.3K | $3.6M | $4.4M | 3.95% | -- | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 13.8K | $3.0M | $3.4M | 3.09% | -- | 2026-03-31 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | 56.4K | $2.8M | $2.8M | 2.56% | -- | 2026-03-31 |
| 13 | GSST | GOLDMAN SACHS ETF TR | 56.4K | $2.8M | $2.8M | 2.56% | -- | 2026-03-31 |
| 14 | BINC | BLACKROCK ETF TRUST II | 53.1K | $2.8M | $2.8M | 2.51% | -- | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 4.9K | $2.0M | $2.5M | 2.30% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 4.4K | $1.2M | $1.6M | 1.40% | -- | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 2.4K | $1.0M | $1.3M | 1.17% | -- | 2026-03-31 |
| 18 | ESGU | ISHARES TR | 5.3K | $848K | $981K | 0.88% | -- | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 2.1K | $827K | $1.0M | 0.93% | -- | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 1.8K | $740K | $916K | 0.83% | -- | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 1.1K | $679K | $661K | 0.60% | -- | 2026-03-31 |
| 22 | USMV | ISHARES TR | 6.5K | $608K | $642K | 0.58% | -- | 2026-03-31 |
| 23 | TSLA | TESLA INC | 1.3K | $536K | $449K | 0.40% | -- | 2026-03-31 |
| 24 | QCOM | QUALCOMM INC | 2.4K | $519K | $595K | 0.54% | -- | 2026-03-31 |
| 25 | SMMU | PIMCO ETF TR | 9.4K | $474K | $472K | 0.43% | -- | 2026-03-31 |
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