Universe · entity
J. Mark Nickell & Co.
Institutional manager (13F) · CIK 1811161
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $96M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $13M | 69,011 |
| 2 | ISHARES TR | $11M | 235,629 |
| 3 | VANGUARD INDEX FDS | $9M | 15,774 |
| 4 | GMO ETF TRUST | $9M | 240,098 |
| 5 | J P MORGAN EXCHANGE TRADED F | $9M | 170,261 |
| 6 | DIMENSIONAL ETF TRUST | $7M | 129,608 |
| 7 | PIMCO ETF TR | $6M | 218,967 |
| 8 | SCHWAB STRATEGIC TR | $5M | 156,065 |
| 9 | ISHARES TR | $5M | 42,121 |
| 10 | BLACKROCK ETF TRUST II | $4M | 76,868 |
| 11 | VANGUARD WHITEHALL FDS | $4M | 44,481 |
| 12 | ISHARES INC | $3M | 38,585 |
| 13 | ISHARES TR | $3M | 27,765 |
| 14 | BLACKROCK ETF TRUST II | $2M | 41,299 |
| 15 | VANGUARD INDEX FDS | $2M | 4,828 |
| 16 | ISHARES TR | $800k | 15,024 |
| 17 | ISHARES TR | $711k | 28,364 |
| 18 | BLACKROCK ETF TRUST | $576k | 8,215 |
| 19 | ISHARES TR | $485k | 3,427 |
| 20 | ISHARES TR | $444k | 3,363 |
| 21 | ISHARES TR | $353k | 3,689 |
| 22 | ISHARES TR | $345k | 7,220 |
| 23 | GLOBAL X FDS | $341k | 14,215 |
| 24 | ISHARES TR | $303k | 5,304 |
| 25 | VANGUARD WORLD FD | $289k | 2,575 |
| 26 | ISHARES TR | $238k | 748 |
| 27 | HCA HEALTHCARE INC | $237k | 500 |
| 28 | GOLDMAN SACHS ETF TR | $233k | 7,143 |
| 29 | DEERE & CO | $229k | 407 |
| 30 | ISHARES TR | $210k | 4,822 |
| 31 | ISHARES TR | $209k | 2,775 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.