Nalls Sherbakoff Group, LLC - Portfolio overview

Nalls Sherbakoff Group, LLC has 425 reported holdings in this dataset, with the latest filing dated 2026-03-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB U.S. BROAD MARKET ETF, 14.88%
2. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 8.21%
3. IGSB - ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF, 4.68%

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

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