Fund HoldingsIsrael Discount Bank of New York

Total Portfolio Value
$54.02M
Total Bought
$8.19M
Total Sold
$336.5K
Net Transaction
+$7.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II57,75473,385+15,6314,2245,49710.18%+1,272
SPDR SERIES TRUST
SST SPDR BLOOMBE
182,943205,477+22,5345,6866,40711.86%+721
EXCHANGE LISTED FDS TR65,40676,589+11,1831,7192,2964.25%+578
ISHARES TR
CORE MSCI EURO
37,60442,182+4,5782,6423,1715.87%+528
ISHARES TR30,27432,158+1,8841,7192,2004.07%+481
ISHARES TR71,78182,740+10,9592,9473,3956.28%+447
ISHARES TR2,4932,760+2671,6282,0673.83%+438
ISHARES INC
MSCI JAPAN ETF
17,43820,342+2,9041,4721,8973.51%+425
ADVANCED MICRO DEVICES INC(AMD)0614+61403570.66%+357
ISHARES TR60,55167,106+6,5553,2233,5686.61%+346
INTEL CORP(INTC)4,6963,777-9192075270.98%+320
INVESCO EXCH TRADED FD TR II39,87550,181+10,3061,1201,3952.58%+275
ALPHABET INC(GOOG)0672+67202370.44%+237
BIOGEN INC(BIIB)01,055+1,05502280.42%+228
ISHARES TR22,17425,067+2,8931,8312,0583.81%+227
NVIDIA CORPORATION(NVDA)01,132+1,13202270.42%+227
AMAZON COM INC(AMZN)0946+94602250.42%+225
BROADCOM INC(AVGO)0549+54902070.38%+207
EXCHANGE LISTED FDS TR13,11516,285+3,1704196031.12%+184
ISHARES TR12,91914,532+1,6131,5321,7073.16%+175
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,2398,23901,5811,7533.25%+172
ISHARES TR34,25337,504+3,2511,8001,9663.64%+165
ISHARES INC14,49316,897+2,4047709001.67%+130
ISHARES TR17,87819,113+1,2351,7061,8083.35%+101
APPLE INC(AAPL)1,1481,308+1602913780.70%+87
ISHARES TR
BROAD USD HIGH
19,74721,418+1,6717277931.47%+65
ALPHABET INC(GOOG)89189102563180.59%+62
UNILEVER PLC(UL)11,44811,44806526881.27%+36
JPMORGAN CHASE & CO(JPM)95895802823140.58%+32
JOHNSON & JOHNSON(JNJ)1,1431,223+802793110.58%+31
COLGATE PALMOLIVE CO(CL)4,4004,40003754030.75%+28
MICROSOFT CORP(MSFT)1,2841,349+654755030.93%+28
ISHARES INC3,9203,92004554730.88%+18
ISHARES TR833731-1022072200.41%+13
PROCTER & GAMBLE CO(PG)4,7604,76006886981.29%+10
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,8214,82103954000.74%+5
ISHARES TR3,1152,775-3403033060.57%+3
ISHARES TR6,8966,89603423450.64%+3
DISNEY WALT CO(DIS)2,3952,39502312310.43%-0
NEXTERA ENERGY INC(NEE)3,2473,24703022850.53%-17
S&P GLOBAL INC(SPGI)1,7001,70007236921.28%-31
EXXON MOBIL CORP3,3503,35005684580.85%-110
SHELL PLC(SHEL)19,40919,40901,8051,5052.79%-300
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