Fund HoldingsKensington Asset Management, LLC

Total Portfolio Value
$1.84B
Total Bought
$394.64M
Total Sold
$492.75M
Net Transaction
-$98.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD BD INDEX FDS
VANGUARD ULTRA
1,105,5682,853,597+1,748,02955,102142,0667.73%+86,965
PGIM ETF TR
PGIM ULTRA SH BD
1,588,1483,226,778+1,638,63078,740159,7268.70%+80,985
VANGUARD INDEX FDS690,058809,879+119,821435,923483,94326.35%+48,020
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,161,9991,994,639+832,64059,006100,9495.50%+41,942
ISHARES TR
FLTG RATE NT ETF
1,089,9661,524,738+434,77255,40377,6854.23%+22,282
JANUS DETROIT STR TR
HENDRSN SHRT ETF
1,502,0491,891,497+389,44873,81192,4195.03%+18,608
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0270,146+270,146016,0870.88%+16,087
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
87,874338,906+251,0325,16319,8401.08%+14,676
JANUS DETROIT STR TR
HENDRSON AAA CL
161,644443,949+282,3058,17422,3621.22%+14,187
VANECK ETF TRUST
IG FLOA RATE ETF
2,589,4512,989,379+399,92865,90276,1694.15%+10,268
AB ACTIVE ETFS INC
ULTRA SHORT INCM
515,597719,794+204,19726,13636,3321.98%+10,196
VANGUARD INDEX FDS20,28538,539+18,2546,85312,3640.67%+5,510
GOLDMAN SACHS ETF TR708,974819,238+110,26435,92441,4122.25%+5,489
PIMCO ETF TR
MULTISECTOR BD
1,475,9641,690,431+214,46739,64444,2892.41%+4,645
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
069,922+69,92203,8710.21%+3,871
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0168,991+168,99102,9270.16%+2,927
SPDR INDEX SHS FDS
ST PORT MARK ETF
062,270+62,27002,9210.16%+2,921
VANGUARD INTL EQUITY INDEX F034,830+34,83002,8710.16%+2,871
INVESCO EXCH TRADE011,171+11,17106130.03%+613
ISHARES TR
CORE HIGH DV ETF
22,45023,739+1,2892,7443,2220.18%+478
EA SERIES TRUST
FREEDOM 100 EM
08,116+8,11604440.02%+444
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
64,71668,712+3,9962,6243,0600.17%+436
SPDR GOLD TR(GLD)(Put)014,500+14,500073+73
ISHARES INC53,43256,603+3,1712,1602,2290.12%+69
BNY MELLON ETF TRUST
ULTRA SHORT INCM
138,713138,71306,9006,9060.38%+6
NUSHARES ETF TR
NUVEEN ULTRA SHT
100,700100,70002,5402,5450.14%+5
NUSHARES ETF TR
NUVE SECU IN ETF
50,00050,00001,2581,2590.07%+1
CAPITAL GRP FIXED INCM ETF T
ULTRA SHORT ETF
184,915184,91504,6794,6750.25%-5
SPDR SERIES TRUST
ST STR P500VAL
41,88041,88002,3962,3700.13%-26
ISHARES TR16,46216,46201,5881,5460.08%-42
ISHARES TR52,46452,46402,8352,7920.15%-43
JOHN HANCOCK EXCHANGE TRADED
HIGH YIELD ETF
175,076175,281+2054,5244,4430.24%-81
ETFS GOLD TR(SGOL)278,002247,066-30,93611,50111,0240.60%-477
BONDBLOXX ETF TRUST
CCC RT USD HI YL
107,2899,167-98,1224,0793340.02%-3,745
SPDR SERIES TRUST
ST PORT HIGH ETF
3,261,6053,128,978-132,62777,26772,9683.97%-4,300
SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD ETF
218,6690-218,6694,8740-4,874
JANUS DETROIT STR TR
HEND SECU IN ETF
355,124264,409-90,71518,50913,6300.74%-4,879
VANECK ETF TRUST
FALLEN ANGEL HG
1,394,4301,244,430-150,00040,96835,7401.95%-5,228
ISHARES TR129,6030-129,6036,7300-6,730
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
313,58180,941-232,64010,8442,9280.16%-7,915
DBX ETF TR1,322,9621,122,962-200,00048,77840,6062.21%-8,171
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
104,4980-104,4988,3400-8,340
SPDR SERIES TRUST
ST STR SP600 SML
245,34260,272-185,07011,6392,9120.16%-8,727
SPDR INDEX SHS FDS
ST PORT MARK ETF
237,5690-237,56911,1250-11,125
INVESCO QQQ TR375,243347,330-27,913232,437200,47210.91%-31,965
ISHARES TR
BROAD USD HIGH
3,828,1282,218,483-1,609,645143,28781,7294.45%-61,558
ISHARES TR224,8300-224,830107,2330-107,233
VANGUARD INDEX FDS220,8100-220,810108,5700-108,570
VANGUARD WORLD FD261,8000-261,800108,9090-108,909
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