Institutional Fund
Jeter Robert S II
Bethany Beach, DECIK 20930231 filings on record
Portfolio Value
$100.41M
Q1 2026
Holdings
43
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.3%
- Goldman Sachs ETF Tr8.1%
- Mfs Active Exchange Traded F7.9%
- Fidelity Merrimack Str Tr6.3%
- J P Morgan Exchange Traded F5.9%
- Mfs Active Exchange Traded F5.7%
- Other44.8%
Portfolio Holdings
43 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 28.8K | $21.35M | 21.3% | +28.8K | First Filing |
| 2 | Goldman Sachs ETF Tr | 177.1K | $8.12M | 8.1% | +177.1K | First Filing |
| 3 | Mfs Active Exchange Traded F | 247.4K | $7.90M | 7.9% | +247.4K | First Filing |
| 4 | Fidelity Merrimack Str Tr | 138.2K | $6.32M | 6.3% | +138.2K | First Filing |
| 5 | J P Morgan Exchange Traded F | 129.5K | $5.97M | 5.9% | +129.5K | First Filing |
| 6 | Mfs Active Exchange Traded F | 228.7K | $5.73M | 5.7% | +228.7K | First Filing |
| 7 | Pimco ETF Tr | 204.6K | $5.42M | 5.4% | +204.6K | First Filing |
| 8 | Ishares Tr | 65.0K | $4.81M | 4.8% | +65.0K | First Filing |
| 9 | Ishares Tr | 32.5K | $4.49M | 4.5% | +32.5K | First Filing |
| 10 | Apple Inc | 12.3K | $3.60M | 3.6% | +12.3K | First Filing |
33 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio