Schuylkill Financial LLC
CIK 2148716 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- IVV10.13%
- FBND9.06%
- BND8.63%
- VEA6.41%
- IEFA6.29%
- EFV3.76%
- VYM3.60%
- CGMS3.14%
- RSP3.11%
- PYLD2.97%
Share classes counted separately57.10%
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 | $10.95M | 10.13% | 14.63K shares | Prior unavailable — | — | ▾ |
| 02 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $9.81M | 9.06% | 215.56K shares | Prior unavailable — | — | ▾ |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $9.34M | 8.63% | 127.25K shares | Prior unavailable — | — | ▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $6.93M | 6.41% | 97.26K shares | Prior unavailable — | — | ▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $6.81M | 6.29% | 70.48K shares | Prior unavailable — | — | ▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $4.07M | 3.76% | 53.10K shares | Prior unavailable — | — | ▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $3.89M | 3.60% | 24.64K shares | Prior unavailable — | — | ▾ |
| 08 | CGMSCAP GROUP US MULTI-SECT BONDUS MULTI-SECTOR View history and evidence | $3.40M | 3.14% | 124.39K shares | Prior unavailable — | — | ▾ |
| 09 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $3.37M | 3.11% | 15.83K shares | Prior unavailable — | — | ▾ |
| 10 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $3.21M | 2.97% | 121.06K 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 2148716 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108178621
}Research all 66 reported holdings.
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