JIM SAULNIER & ASSOCIATES, LLC - Portfolio overview

JIM SAULNIER & ASSOCIATES, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AOR - ISHARES TR, 12.63%
2. AOA - ISHARES TR, 8.81%
3. VBIL - VANGUARD INSTL INDEX FD, 6.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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