Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.83M
Total Bought
$250.0K
Total Sold
$205.3K
Net Transaction
+$44.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
XTRACKERS S&P 500 SCORED & SCREENED ETF02,231,800+2,231,80001236.75%+123
ISHARES MSCI SOUTH KOREA ETF1,549,7731,660,773+111,000841196.52%+35
SPDR S&P 500 ETF TRUST(SPY)638,529632,149-6,38035739121.36%+33
ISHARES CORE S&P 500 ETF464,479464,479026128815.77%+27
VANGUARD S&P 500 ETF495,084493,833-1,25125428115.34%+26
ISHARES 0-3 MONTH TREASURY BOND ETF0256,050+256,0500261.41%+26
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
0312,225+312,2250181.00%+18
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,917,1501,892,950-24,200911095.94%+18
INVESCO QQQ TRUST SERIES 1162,840160,740-2,10076894.85%+12
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
0175,700+175,7000110.57%+11
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
0279,000+279,000080.41%+8
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
080,725+80,725070.40%+7
DIGITAL REALTY TRUST INC(DLR)213,509213,509031372.04%+7
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF0198,300+198,300050.30%+5
ISHARES 20PLUS YEAR TREASURY BOND ETF057,700+57,700050.28%+5
ISHARES MSCI EAFE INDEX FUND1,06255,762+54,700050.27%+5
ISHARES ESG SCREENED S&P 500 ETF823,040823,040035392.15%+4
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
306,100316,000+9,90016180.96%+2
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
725,000707,000-18,00012120.68%+1
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
57,18260,282+3,100450.25%+1
ISHARES MSCI MEXICO CAPPED ETF13,77518,825+5,050110.06%0
ISHARES MSCI FRANCE ETF56,95059,920+2,970230.14%0
AAM SLC LOW DURATION INCOME ETF
AAM SLC LOW DUR
2,000,0002,000,000050502.76%0
BOSTON PROPERTIES INC(BXP)120,239120,2390880.44%0
GRAFTECH INTERNATIONAL LTD841,528841,5280000.02%0
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
55,36552,315-3,050220.11%0
ISHARES MSCI GERMANY ETF14,89513,095-1,800110.03%0
BEASLEY BROADCAST GROUP INC1,5241,5240000.00%-0
REXFORD INDUSTRIAL REALTY INC(REXR)160,448172,391+11,943660.34%-0
EQUINIX INC(EQIX)11,25611,2560990.49%-0
SIMON PROPERTY GROUP INC(SPG)59,14559,145010100.52%-0
FIRST INDUSTRIAL REALTY TRUST INC(FR)151,376160,142+8,766880.42%-0
PROLOGIS INC(PLD)220,524224,643+4,11925241.29%-1
AVALONBAY COMMUNITIES INC150,427152,427+2,00032311.70%-1
CAMDEN PROPERTY TRUST(CPT)159,528159,528020180.98%-2
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
1,530,1001,209,600-320,50036311.72%-5
CRESCENT CAPITAL BDC INC2,226,3082,226,308038311.72%-7
ISHARES MSCI JAPAN VALUE ETF
MSCI JP VALUE
290,7000-290,700100-10
MISTER CAR WASH INC
COM
2,894,9380-2,894,938230-23
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
490,8000-490,800250-25
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
2,545,0000-2,545,000530-53
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