account_balance
Investment manager · 13F filer · SEC CIK 200724
Smith, Moore & Co.
Reported value$0as of Jun 30, 2026
Positions586 53 new, 25 sold out
Top 10 weight29%IVV alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Core S&p 500 Etf
5.5%Added
VTI
Vanguard Total Stock Market Etf
4.6%
IVE
Ishares S&p 500 Value Etf
2.9%
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury Etf
2.9%
MDY
State Street Spdr S&p Midcap 400 Etf Trust
2.8%
AAPL
Apple INC Com
2.6%
IWF
Ishares Russell 1000 Growth Etf
2.3%Added
SPY
State Street Spdr S&p 500 Etf
2.3%
IJR
Ishares Core S&p Small Cap Etf
2.1%
QQQ
Invesco Qqq Trust Series I
1.5%Added
576 others
70.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed