Bethany, OKCIK 20230714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 13.7K | $9.36M | 8.1% | −304 | Reduced |
| 2 | Spdr Gold Tr | 20.0K | $7.93M | 6.8% | +2.6K | Added |
| 3 | Blackstone Secd Lending Fd | 299.1K | $7.88M | 6.8% | −20.4K | Reduced |
| 4 | J P Morgan Exchange Traded F |
| 107.5K |
| $6.16M |
| 5.3% |
| −2.4K |
| Reduced |
| 5 | Schwab Strategic Tr | 171.0K | $5.58M | 4.8% | +13.7K | Added |
| 6 | J P Morgan Exchange Traded F | 100.8K | $5.10M | 4.4% | +720 | Added |
| 7 | Vanguard Whitehall Fds | 43.5K | $3.91M | 3.4% | −896 | Reduced |
| 8 | Vanguard Intl Equity Index F | 71.4K | $3.84M | 3.3% | −72.4K | Reduced |
| 9 | Ishares Tr | 15.3K | $3.76M | 3.2% | −11.4K | Reduced |
| 10 | J P Morgan Exchange Traded F | 46.8K | $2.72M | 2.3% | +6.8K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio