JIM SAULNIER & ASSOCIATES, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Fort Collins, CO
CIK
0002044420
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 139 192,929 AOR, AOA, VBIL, VEA 13F-HR 1/29/2026 000204442026000001
Q3 2025 135 179,381 PGIM ROCK ETF TR, AOR, VBIL, AOA 13F-HR 11/3/2025 000204442025000005
Q2 2025 113 146,628 AOR, PGIM ROCK ETF TR, AOA, VEA 13F-HR 8/4/2025 000204442025000001
Q1 2025 101 128,528 AOR, PGIM ROCK ETF TR, AOA, VEA 13F-HR 4/21/2025 000184386725000006
Q4 2024 93 115,846 BIL, AOR, PGIM ROCK ETF TR, VEA 13F-HR 1/22/2025 000184386725000003
Q3 2024 83 102,276 BIL, AOR, PGIM ROCK ETF TR, VEA 13F-HR 11/12/2024 000204442024000002