JT Stratford LLC
CIK 1689013 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- BND4.75%
- IWB4.69%
- SPDW4.49%
- VIG3.72%
- JUCY2.64%
- VCIT2.39%
- BIL2.21%
- MSFT2.20%
- AAPL2.03%
- QQQ1.90%
Share classes counted separately31.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $18.42M | 4.75% | 264.03K shares | — | ↗▾ | |
| 02 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $18.18M | 4.69% | 77.39K shares | — | ↗▾ | |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $17.39M | 4.49% | 560.85K shares | — | ↗▾ | |
| 04 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $14.43M | 3.72% | 92.84K shares | — | ↗▾ | |
| 05 | JUCYAPTUS ENHANCED YIELD ETFAPTUS ENHANCED View history and evidence | $10.23M | 2.64% | 422.44K shares | — | ↗▾ | |
| 06 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $9.28M | 2.39% | 122.14K shares | — | ↗▾ | |
| 07 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $8.56M | 2.21% | 93.20K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $8.53M | 2.20% | 27.01K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $7.86M | 2.03% | 45.94K shares | — | ↗▾ | |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $7.36M | 1.90% | 20.54K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGIB ISHARES 5-10Y INV GRADE CORP | Non-derivative | — | — | SEC filing ↗ | |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | — | — | SEC filing ↗ | |
| VGLT VANGUARD LONG-TERM TREASURY | Non-derivative | — | — | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1689013 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 387526154
}Research all 229 reported holdings.
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