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CIK: 0001482010
Total reported value
$62.2M
$62.2M
4 檔
98.0%
During the Q1 2026 filing period, New Jersey Better Educational Savings Trust (CIK: 0001482010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $62.2M across 4 reported positions.
In Q1 2026, New Jersey Better Educational Savings Trust adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 42.87% | -0.99% | -5.03% | |
| 2 | USIG | Ishares Broad Usd Investment | ETF-Other | 42.70% | -0.80% | -4.78% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.22% | +0.90% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.21% | +0.89% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | -4.2% | -5.03% | Trim |
| 2 | USIG | Ishares Broad Usd Investment | -4.3% | -4.78% | Trim |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | EXIT | Sold out |
| 6 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 7 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 8 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 9 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 10 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 11 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, New Jersey Better Educational Savings Trust reported a total U.S. public equity portfolio value of $62.2M across 4 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BND, USIG, SPYM) accounted for 98.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYM
市值: $4.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $758.2K
During Q1 2026, New Jersey Better Educational Savings Trust's top holdings by market value included BND (42.9%)、USIG (42.7%)、SPYM (7.2%). The largest single position, BND, represented 42.9% of total portfolio value.
In Q1 2026, New Jersey Better Educational Savings Trust made 11 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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