Fund HoldingsKensington Asset Management, LLC

Total Portfolio Value
$1.94B
Total Bought
$1.91B
Total Sold
$1.64B
Net Transaction
+$266.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS0690,058+690,0580435,92322.53%+435,923
INVESCO QQQ TR0375,243+375,2430232,43712.01%+232,437
ISHARES TR
BROAD USD HIGH
03,828,128+3,828,1280143,2877.40%+143,287
VANGUARD WORLD FD0261,800+261,8000108,9095.63%+108,909
VANGUARD INDEX FDS0220,810+220,8100108,5705.61%+108,570
ISHARES TR0224,830+224,8300107,2335.54%+107,233
PGIM ETF TR
PGIM ULTRA SH BD
01,588,148+1,588,148078,7404.07%+78,740
SPDR SERIES TRUST
ST PORT HIGH ETF
03,261,605+3,261,605077,2673.99%+77,267
JANUS DETROIT STR TR
HENDRSN SHRT ETF
01,502,049+1,502,049073,8113.81%+73,811
VANECK ETF TRUST
IG FLOA RATE ETF
02,589,451+2,589,451065,9023.41%+65,902
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
01,161,999+1,161,999059,0063.05%+59,006
ISHARES TR
FLTG RATE NT ETF
01,089,966+1,089,966055,4032.86%+55,403
VANGUARD BD INDEX FDS
VANGUARD ULTRA
01,105,568+1,105,568055,1022.85%+55,102
DBX ETF TR01,322,962+1,322,962048,7782.52%+48,778
VANECK ETF TRUST
FALLEN ANGEL HG
01,394,430+1,394,430040,9682.12%+40,968
PIMCO ETF TR
MULTISECTOR BD
01,475,964+1,475,964039,6442.05%+39,644
GOLDMAN SACHS ETF TR0708,974+708,974035,9241.86%+35,924
JANUS DETROIT STR TR
HEND SECU IN ETF
0355,124+355,124018,5090.96%+18,509
SPDR SERIES TRUST
ST STR SP600 SML
0245,342+245,342011,6390.60%+11,639
ETFS GOLD TR(SGOL)0278,002+278,002011,5010.59%+11,501
SPDR INDEX SHS FDS
ST PORT MARK ETF
0237,569+237,569011,1250.57%+11,125
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
0313,581+313,581010,8440.56%+10,844
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0104,498+104,49808,3400.43%+8,340
JANUS DETROIT STR TR
HENDRSON AAA CL
0161,644+161,64408,1740.42%+8,174
BNY MELLON ETF TRUST
ULTRA SHORT INCM
0138,713+138,71306,9000.36%+6,900
VANGUARD INDEX FDS020,285+20,28506,8530.35%+6,853
ISHARES TR0129,603+129,60306,7300.35%+6,730
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
087,874+87,87405,1630.27%+5,163
SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD ETF
0218,669+218,66904,8740.25%+4,874
CAPITAL GRP FIXED INCM ETF T
ULTRA SHORT ETF
0184,915+184,91504,6790.24%+4,679
JOHN HANCOCK EXCHANGE TRADED
HIGH YIELD ETF
0175,076+175,07604,5240.23%+4,524
BONDBLOXX ETF TRUST
CCC RT USD HI YL
0107,289+107,28904,0790.21%+4,079
ISHARES TR052,464+52,46402,8350.15%+2,835
ISHARES TR
CORE HIGH DV ETF
022,450+22,45002,7440.14%+2,744
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
064,716+64,71602,6240.14%+2,624
NUSHARES ETF TR
NUVEEN ULTRA SHT
0100,700+100,70002,5400.13%+2,540
SPDR SERIES TRUST
ST STR P500VAL
041,880+41,88002,3960.12%+2,396
ISHARES INC053,432+53,43202,1600.11%+2,160
ISHARES TR016,462+16,46201,5880.08%+1,588
NUSHARES ETF TR
NUVE SECU IN ETF
050,000+50,00001,2580.06%+1,258
AB ACTIVE ETFS INC
ULTRA SHORT INCM
497,486515,597+18,11125,21026,1361.35%+926
iShares12,5420-12,5421,1940-1,194
iShares31,9230-31,9231,2670-1,267
BNY Mellon
GLOBAL INFRASCTR
43,8460-43,8461,7070-1,707
iShares42,2640-42,2642,2860-2,286
Nuveen
NUVEEN ULTRA SHT
100,7000-100,7002,5520-2,552
iShares
CORE HIGH DV ETF
22,5000-22,5002,7550-2,755
Capital Group
ULTRA SHORT ETF
111,9250-111,9252,8310-2,831
SPDR
ST STR P500VAL
51,8750-51,8752,8700-2,870
BondBloxx
CCC RT USD HI YL
107,2890-107,2894,2110-4,211
Vanguard13,9000-13,9004,5620-4,562
John Hancock
HIGH YIELD ETF
350,1520-350,1524,5730-4,573
Simplify
HIGH YIELD ETF
200,1720-200,1724,5860-4,586
Vanguard71,6220-71,6225,7150-5,715
Franklin
FTSE JAPAN ETF
166,4390-166,4395,7520-5,752
SPDR
ST PORT MARK ETF
126,6290-126,6295,9280-5,928
abrdn(SGOL)170,6840-170,6846,2830-6,283
BNY Mellon
ULTRA SHORT INCM
138,7130-138,7136,9270-6,927
iShares83,4540-83,4548,0500-8,050
Vanguard
VANGUARD ULTRA
189,0350-189,0359,4510-9,451
Janus Henderson
HEND SECU IN ETF
383,3520-383,35220,0380-20,038
Goldman Sachs647,0610-647,06132,8060-32,806
PIMCO
MULTISECTOR BD
1,443,3550-1,443,35538,7400-38,740
VanEck
FALLEN ANGEL HG
1,363,8700-1,363,87040,5480-40,548
Xtrackers1,322,9620-1,322,96249,0950-49,095
Janus Henderson
HENDRSN SHRT ETF
1,035,9560-1,035,95651,0620-51,062
JPMorgan
ULTRA SHRT ETF
1,080,2320-1,080,23254,8000-54,800
VanEck
IG FLOA RATE ETF
2,147,0920-2,147,09254,9010-54,901
iShares
FLTG RATE NT ETF
1,089,9660-1,089,96655,6810-55,681
PGIM
PGIM ULTRA SH BD
1,162,3870-1,162,38757,9220-57,922
SPDR
ST PORT HIGH ETF
3,170,9300-3,170,93075,9120-75,912
iShares224,8300-224,830105,3130-105,313
Vanguard261,8000-261,800105,3540-105,354
Vanguard220,8100-220,810105,9030-105,903
iShares
BROAD USD HIGH
3,140,4500-3,140,450118,6460-118,646
Invesco367,9020-367,902220,8770-220,877
Vanguard607,7670-607,767372,1840-372,184
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