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Disclosed positions
Ted Buchan & Co: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- AGG
- Class
- CORE US AGGBD ET
- Reported value
- $27,514,174
- Reported amount
- 277,977
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002769Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| ISHARES TR | AGG | CORE US AGGBD ET | $27,514,174 | 277,977 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $18,171,829 | 174,931 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRF | RAFI US 1000 ETF | $17,385,181 | 321,769 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $16,231,878 | 148,331 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $15,394,785 | 20,557 | SH | None |
| ETFIS SER TR I | UTES | VIRTUS REAVES UT | $11,052,264 | 135,212 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $10,326,716 | 107,090 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $9,957,133 | 187,481 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $9,380,525 | 46,882 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $9,116,258 | 146,564 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $9,006,544 | 160,373 | SH | None |
| KRANESHARES TRUST | KMLM | MOUNT LUCAS ETF | $8,506,165 | 309,090 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $7,762,978 | 90,120 | SH | None |
| ISHARES INC | EWJ | MSCI JAPAN ETF | $7,711,470 | 82,679 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $7,611,132 | 3,826 | SH | None |
| SPDR SERIES TRUST | XME | ST STR SP METAL | $6,900,195 | 64,530 | SH | None |
| ISHARES INC | EWZ | MSCI BRAZIL ETF | $6,385,398 | 185,084 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $6,181,063 | 12,943 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,451,428 | 22,872 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,089,181 | 4,243 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,001,250 | 14,155 | SH | None |
| BROADCOM INC | AVGO | COM | $4,953,273 | 13,113 | SH | None |
| STRATEGIC TRUST | RUNN | RUNNING GWTH ETF | $4,807,033 | 148,384 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $3,333,984 | 15,262 | SH | None |
| ENBRIDGE INC | ENB | COM | $3,159,668 | 58,280 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $2,938,626 | 61,298 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $2,727,706 | 1,607 | SH | None |
| HSBC HLDGS PLC | HSBC | SPON ADR NEW | $2,682,869 | 28,214 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,533,887 | 6,793 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,417,494 | 2,584 | SH | None |
| PETROLEO BRASILEIRO S A | PBR | SPONSORED ADR | $2,297,462 | 142,170 | SH | None |
| ROYAL CARIBBEAN GROUP | RCL | COM | $2,027,747 | 6,386 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,010,773 | 1,742 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $1,927,982 | 23,480 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,893,125 | 5,116 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $1,847,009 | 32,055 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $1,841,479 | 7,479 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $1,717,799 | 4,133 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $1,695,002 | 14,845 | SH | None |
| TRUIST FINL CORP | TFC | COM | $1,658,259 | 33,285 | SH | None |
| NETFLIX INC. | NFLX | COM | $1,571,157 | 22,005 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,521,963 | 6,984 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $1,495,721 | 4,349 | SH | None |
| BRITISH AMERN TOB PLC | BTI | SPONSORED ADR | $1,413,625 | 22,889 | SH | None |
| INTUIT | INTU | COM | $1,364,232 | 5,227 | SH | None |
| PFIZER INC | PFE | COM | $1,316,911 | 54,689 | SH | None |
| ALTRIA GROUP INC | MO | COM | $1,307,999 | 18,179 | SH | None |
| PEPSICO INC | PEP | COM | $1,220,902 | 9,017 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $1,212,462 | 12,680 | SH | None |
| STARBUCKS CORP | SBUX | COM | $1,209,725 | 11,838 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.