Jeter Robert S II
CIK 2093023 · Holdings on Mar 31, 2026 · First reported May 12, 2026
Top ten holdings
Q1 2026- IVV21.27%
- GSIE8.09%
- MFSI7.87%
- FBND6.30%
- JPIE5.94%
- MFSB5.70%
- PYLD5.39%
- IJH4.79%
- IJR4.47%
- AAPL3.59%
Share classes counted separately73.41%
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 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $21.35M | 21.27% | 28.82K shares | Prior unavailable — | — | ↗▾ |
| 02 | GSIEGOLDMAN SACHS ACTIVEBETA INTACTIVEBETA INT View history and evidence | $8.12M | 8.09% | 177.13K shares | Prior unavailable — | — | ↗▾ |
| 03 | MFSIMFS ACTIVE INTERNATIONALINTERNATINL ETF View history and evidence | $7.90M | 7.87% | 247.36K shares | Prior unavailable — | — | ↗▾ |
| 04 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $6.32M | 6.30% | 138.25K shares | Prior unavailable — | — | ↗▾ |
| 05 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $5.97M | 5.94% | 129.50K shares | Prior unavailable — | — | ↗▾ |
| 06 | MFSBMFS ACTIVE CORE PLUS BONDCORE PLUS BD ETF View history and evidence | $5.73M | 5.70% | 228.70K shares | Prior unavailable — | — | ↗▾ |
| 07 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $5.42M | 5.39% | 204.64K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $4.81M | 4.79% | 64.98K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $4.49M | 4.47% | 32.47K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $3.60M | 3.59% | 12.28K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2093023 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100409854
}Research all 43 reported holdings.
This page includes 30 of 43 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 43 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2093023","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"2093023","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.