Ted Buchan & Co 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TB Ted Buchan & Co | Institutional Filer | ▲ 1.06% | $275.3M | 88 |
Current Portfolio Holdings
Showing all 88 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 272K | $27.0M | 9.81% |
| 2 | EFA | ISHARES TR | — | 173K | $16.8M | 6.10% |
| 3 | TIP | ISHARES TR | — | 147K | $16.2M | 5.90% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | — | 325K | $15.4M | 5.61% |
| 5 | IVV | ISHARES TR | — | 20K | $13.4M | 4.86% |
| 6 | XLE | Energy Select Sector SPDR Fund | — | 184K | $11.3M | 4.09% |
| 7 | UTES | ETFIS SER TR I | — | 134K | $10.7M | 3.89% |
| 8 | VNQ | VANGUARD INDEX FDS | — | 105K | $9.4M | 3.40% |
| 9 | COWZ | PACER FDS TR | — | 144K | $9.0M | 3.27% |
| 10 | KMLM | KRANESHARES TRUST | — | 307K | $8.7M | 3.15% |
| 11 | NOBL | PROSHARES TR | — | 80K | $8.5M | 3.09% |
| 12 | NVDA | NVIDIA Corporation | Technology | 47K | $8.1M | 2.95% |
| 13 | VUG | VANGUARD INDEX FDS | — | 16K | $6.8M | 2.48% |
| 14 | XME | SPDR SERIES TRUST | — | 62K | $6.7M | 2.44% |
| 15 | EWZ | ISHARES INC | — | 171K | $6.6M | 2.39% |
Showing 1 to 15 of 88 holdings