Polaris Investment Advisors, LLC
71 holdingsFiling period: 2026-03-31Current AUM: $154.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 23.1K | $15.1M | $17.3M | 11.22% | +2.8K | 2026-03-31 |
| 2 | IVE | ISHARES TR | 45.6K | $9.6M | $10.6M | 6.83% | +602 | 2026-03-31 |
| 3 | IVW | ISHARES TR | 82.9K | $9.4M | $11.2M | 7.26% | +4.6K | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 150.4K | $8.8M | $10.1M | 6.57% | -4,147 | 2026-03-31 |
| 5 | IUSB | ISHARES TR | 175.1K | $8.1M | $8.0M | 5.15% | +10.3K | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 110.8K | $7.7M | $8.6M | 5.57% | -337 | 2026-03-31 |
| 7 | EFV | ISHARES TR | 93.4K | $6.9M | $7.6M | 4.89% | +1.9K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 18.3K | $5.3M | $6.5M | 4.21% | -- | 2026-03-31 |
| 9 | OEF | ISHARES TR | 13.3K | $4.2M | $4.9M | 3.19% | -6,895 | 2026-03-31 |
| 10 | QUAL | ISHARES TR | 20.1K | $3.8M | $4.4M | 2.85% | -162 | 2026-03-31 |
| 11 | TLH | ISHARES TR | 36.3K | $3.7M | $3.5M | 2.27% | +797 | 2026-03-31 |
| 12 | BAI | BLACKROCK ETF TRUST | 108.7K | $3.6M | $4.5M | 2.91% | +6.7K | 2026-03-31 |
| 13 | THRO | BLACKROCK ETF TRUST | 96.1K | $3.5M | $4.1M | 2.65% | +6.5K | 2026-03-31 |
| 14 | MTUM | ISHARES TR | 13.8K | $3.3M | $4.1M | 2.67% | +1.1K | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 9.7K | $2.8M | $3.4M | 2.23% | -- | 2026-03-31 |
| 16 | MUB | ISHARES TR | 25.3K | $2.7M | $2.7M | 1.73% | +2.6K | 2026-03-31 |
| 17 | IJH | ISHARES TR | 33.7K | $2.3M | $2.5M | 1.64% | -9,804 | 2026-03-31 |
| 18 | EFG | ISHARES TR | 20.2K | $2.2M | $2.4M | 1.59% | +14.7K | 2026-03-31 |
| 19 | MBB | ISHARES TR | 20.4K | $1.9M | $1.9M | 1.23% | +1.3K | 2026-03-31 |
| 20 | IAGG | ISHARES TR | 38.5K | $1.9M | $1.9M | 1.24% | +2.6K | 2026-03-31 |
| 21 | IAU | ISHARES GOLD TR | 18.5K | $1.6M | $1.4M | 0.91% | -11,486 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 1.09% | -- | 2026-03-31 |
| 23 | BINC | BLACKROCK ETF TRUST II | 25.7K | $1.3M | $1.3M | 0.87% | -1,373 | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 9.5K | $1.3M | $1.7M | 1.08% | -- | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR | 25.6K | $1.3M | $1.5M | 0.94% | -- | 2026-03-31 |
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