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CIK: 0001831944
Total reported value
$1.0M
$1.0M
15 檔
36332.0%
According to the latest 13F quarterly dataset, Southern Farm Bureau Life Insurance managed an equity portfolio of $1.0M at the end of Q1 2024, spanning 15 distinct U.S. exchange-listed positions.
Southern Farm Bureau Life Insurance executed strategic sector rebalancing during Q1 2024, establishing 2 new positions while fully exiting 2 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.91% | +0.17% | -12.54% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.79% | +0.23% | — | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 12.57% | -0.83% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.37% | +0.01% | +4.41% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.21% | +0.19% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.76% | +2.54% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.49% | -0.36% | — | |
| 8 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 5.91% | -0.61% | — | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 5.32% | -0.07% | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.01% | +0.06% | — | |
| 11 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 3.72% | +0.16% | — | |
| 12 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.62% | -0.19% | — | |
| 13 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.58% | -0.91% | — | |
| 14 | RF | Regions Financial CORP | Stock-Financials | 0.97% | +0.03% | — | |
| 15 | AMLP | Alerian Mlp ETF | ETF-Other | 0.77% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BBJP | Jpmorgan Betabuilders Japan | +3.7% | NEW | New buy |
| 2 | TUA | Sim St Treas Fut Strat ETF | +1.6% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | — | Unchanged |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +4.41% | Add |
| 5 | FEZ | State Street Spdr Euro Stoxx | +0.3% | — | Unchanged |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.3% | — | Unchanged |
| 7 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | — | Unchanged |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.2% | — | Unchanged |
| 9 | AMLP | Alerian Mlp ETF | +0.1% | — | Unchanged |
| 10 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 11 | MOTI | Vaneck Mstar Int Moat ETF | -0.1% | — | Unchanged |
| 12 | IEMG | Ishares Core Msci Emerging | -0.2% | — | Unchanged |
| 13 | ANGL | Vaneck Fallen Angel High Yld | -0.2% | — | Unchanged |
| 14 | VCIT | Vanguard Int-term Corporate | -0.4% | — | Unchanged |
| 15 | IDV | Ishares International Select | -0.9% | EXIT | Sold out |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.5% | -12.54% | Trim |
| 17 | VYMI | Vanguard Int High Dvd Yld In | -4.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Southern Farm Bureau Life Insurance reported a total U.S. public equity portfolio value of $1.0M across 15 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, MOAT) accounted for 36332.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
BBJP
市值: $22.5M
Top Position Liquidated / Trimmed
VYMI
前期市值: $24.0M
During Q1 2024, Southern Farm Bureau Life Insurance's top holdings by market value included SPY (17.9%)、VOO (13.8%)、MOAT (12.6%). The largest single position, SPY, represented 17.9% of total portfolio value.
In Q1 2024, Southern Farm Bureau Life Insurance made 6 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 2 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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