Ted Buchan & Co - Portfolio overview

Ted Buchan & Co has 97 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 9.63%
2. EFA - ISHARES TR, 5.99%
3. TIP - ISHARES TR, 5.79%

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

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