American Family Investments, Inc.
CIK 2029723 · Holdings on Jun 30, 2025 · First reported Aug 15, 2025
Top ten holdings
Q2 2025- BHYB46.18%
- HYDW13.81%
- BOW10.30%
- SPIB9.73%
- VOO4.61%
- IWP3.96%
- VCSH3.67%
- VCIT3.05%
- LQD1.38%
- IGIB1.24%
Share classes counted separately97.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BHYBWeight decreased · -10.21 pp56.39% → 46.18%Shares +340.00K (+2.24%)
- HYDWWeight increased · +4.22 pp9.59% → 13.81%Shares +2.37M (+79.58%)
- BOWWeight decreased · -2.96 pp13.26% → 10.30%Shares +323.02K (+6.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BHYBXTRACKERS US HY BB-B EX FINETF View history and evidence | $845.39M | 46.18% | 15.52M shares | 56.39% → 46.18%-10.21 pp +340.00K (+2.24%) | Added | ↗▾ |
| 02 | HYDWXTRS LOW BETA HI YIELD ETFETF View history and evidence | $252.88M | 13.81% | 5.35M shares | 9.59% → 13.81%+4.22 pp +2.37M (+79.58%) | Added | ↗▾ |
| 03 | BOWBOWHEAD SPECIALTY HOLDINGS I View history and evidence | $188.54M | 10.30% | 5.02M shares | 13.26% → 10.30%-2.96 pp +323.02K (+6.87%) | Added | ↗▾ |
| 04 | SPIBSS SPDR P INT C CORP ETFETF View history and evidence | $178.11M | 9.73% | 5.30M shares | Prior unavailable +5.30M | New | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $84.46M | 4.61% | 148.70K shares | 4.29% → 4.61%+0.32 pp +28.35K (+23.56%) | Added | ↗▾ |
| 06 | IWPISHARES RUSSELL MID-CAP GROWETF View history and evidence | $72.57M | 3.96% | 523.29K shares | 4.74% → 3.96%-0.78 pp -58.00K (-9.98%) | Reduced | ↗▾ |
| 07 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $67.19M | 3.67% | 845.19K shares | 4.63% → 3.67%-0.96 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | VCITVANGUARD INT-TERM CORPORATEETF View history and evidence | $55.86M | 3.05% | 673.62K shares | 3.82% → 3.05%-0.77 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | LQDISHR IBX USD INVGD CB ETF-UIETF View history and evidence | $25.21M | 1.38% | 230.00K shares | Prior unavailable +230.00K | New | ↗▾ |
| 10 | IGIBISHARES 5-10Y INV GRADE CORPETF View history and evidence | $22.65M | 1.24% | 425.00K shares | 1.55% → 1.24%-0.31 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2029723 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1830775136
}Take these holdings further.
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