Fund HoldingsSTEPHENS GROUP ASSET MANAGEMENT, LLC

Total Portfolio Value
$1.77B
Total Bought
$245.89M
Total Sold
$186.35M
Net Transaction
+$59.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST INTER ETF
02,649,871+2,649,871075,2304.25%+75,230
SPDR SERIES TRUST
ST INTER BD ETF
01,322,807+1,322,807044,2612.50%+44,261
VANGUARD INDEX FDS660,319666,327+6,008169,933204,09611.54%+34,163
VANGUARD INDEX FDS409,5742,460,865+2,051,291178,898211,97911.98%+33,081
VANGUARD INDEX FDS985,079981,676-3,403193,273213,93712.09%+20,664
VANGUARD INDEX FDS1,221,1391,223,159+2,020225,031241,69613.66%+16,665
ISHARES TR182,248733,771+551,52377,71091,1125.15%+13,402
ISHARES TR713,481709,976-3,505103,983116,8626.60%+12,879
VANGUARD INDEX FDS462,819463,142+323100,547112,5396.36%+11,991
ISHARES TR550,990563,017+12,02770,59382,4314.66%+11,838
ISHARES TR431,178428,133-3,04592,130103,7925.87%+11,662
VANGUARD INDEX FDS149,329149,149-18045,13554,5443.08%+9,409
ISHARES TR237,549233,866-3,68345,03751,7312.92%+6,694
ISHARES TR75,29474,615-67923,62829,3951.66%+5,767
ISHARES INC
CORE MSCI EMKT
262,867262,301-56618,33521,7291.23%+3,394
SCHWAB STRATEGIC TR1,428,7891,500,238+71,44938,02039,7562.25%+1,736
SCHWAB STRATEGIC TR1,544,5331,612,677+68,14437,48638,9302.20%+1,444
ISHARES TR
CORE MSCI EAFE
165,682165,785+10314,99916,0120.90%+1,012
ISHARES TR295,113309,171+14,05815,51116,2040.92%+693
SPDR SERIES TRUST
ST SHOR CORP ETF
012,491+12,49103750.02%+375
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,8273,577-2503032830.02%-21
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,5873,208-3792972650.01%-32
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
8,8308,305-5255264900.03%-36
ISHARES TR6,7446,188-5565575080.03%-49
ISHARES TR4,5413,878-6635394550.03%-83
ISHARES TR
FLTG RATE NT ETF
15,91613,985-1,9318117140.04%-97
SPDR SERIES TRUST
ST SHOR CORP ETF
11,6710-11,6713510-351
SPDR SERIES TRUST
ST INTER BD ETF
1,266,3890-1,266,38942,4750-42,475
SPDR SERIES TRUST
ST INTER ETF
2,537,9530-2,537,95372,7380-72,738
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