Fund HoldingsADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

Total Portfolio Value
$2.52B
Total Bought
$723.74M
Total Sold
$1.33B
Net Transaction
-$604.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR5,497,1926,898,100+1,400,908489,470624,89924.79%+135,429
MICROSOFT CORP(MSFT)0359,000+359,0000134,7655.35%+134,765
NVIDIA CORPORATION(NVDA)01,190,000+1,190,0000128,9725.12%+128,972
APPLE INC(AAPL)0425,000+425,000094,4053.75%+94,405
ISHARES GOLD TR(IAU)38,3842,310,184+2,271,8001,00572,0082.86%+71,004
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
1,224,8002,537,900+1,313,10051,044106,9904.24%+55,946
BROADCOM INC(AVGO)0250,000+250,000041,8581.66%+41,858
SSGA ACTIVE TR
SST BRIDGEWATER
01,300,500+1,300,500032,7211.30%+32,721
JANUS DETROIT STR TR
HENDRSON AAA CL
295,800592,100+296,30015,00030,0251.19%+15,025
ISHARES INC0106,400+106,40009,9580.40%+9,958
ISHARES TR
CORE MSCI TOTAL
21,27072,470+51,2001,4085,0600.20%+3,652
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,000,0001,000,000050,37050,6302.01%+260
BONDBLOXX ETF TRUST
USD HI YLD FINAN
1,386,3001,386,300051,71951,9172.06%+198
BONDBLOXX ETF TRUST
USD HI YLD NON C
613,500613,500023,03823,1190.92%+80
BONDBLOXX ETF TRUST162,500162,50006,2696,2710.25%+2
BONDBLOXX ETF TRUST
USD HI YLD HEALT
1,117,3001,117,300038,79338,6561.53%-136
BONDBLOXX ETF TRUST
USD HI YLD INDUS
1,888,8001,888,800071,39470,9112.81%-483
BONDBLOXX ETF TRUST
USD HI YLD CONSU
1,726,8001,726,800064,44263,8402.53%-602
BONDBLOXX ETF TRUST
USD HI YLD TELEC
3,087,0003,087,0000106,451105,7044.19%-747
GRANITESHARES ETF TR
BBG COMMD K 1
168,6870-168,6873,3660-3,366
SCHWAB STRATEGIC TR1,083,695859,595-224,10027,99223,1150.92%-4,877
ISHARES TR
US TREAS BD ETF
600,55713,957-586,60013,8013210.01%-13,480
SPDR SER TR
ST PORT HIGH ETF
9,359,9633,705,263-5,654,700219,67886,7773.44%-132,901
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,000,0000-4,000,000193,3200-193,320
J P MORGAN EXCHANGE TRADED F
USD EMRNG MKT
8,153,5000-8,153,500310,1590-310,159
ISHARES TR2,356,6361,277,136-1,079,5001,387,313717,63128.47%-669,682
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