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Len Skiena

S. R. Schill & Associates

Assets Managed
$165.661M
Holdings
25
Last Quarter
2026 - Q2
Filed Date
12d ago
Growth Rate
11.91%(2Q avg: 8.22%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in S. R. Schill & Associates's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of S. R. Schill & Associates over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 165.661M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 8.22%. The portfolio is managed by Len Skiena, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.06%
15.48%
$25.63M
265,375 shares@ $96.58 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 21.24%
14.48%
$23.982M
272,899 shares@ $87.88 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 53%
14.12%
$23.385M
823,719 shares@ $28.39 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 7.98%
13.11%
$21.702M
326,591 shares@ $66.45 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Decreased -11.55%
12.36%
$20.461M
168,515 shares@ $121.43 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 17.12%
6.42%
$10.621M
366,104 shares@ $29.01 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 13%
3.95%
$6.537M
118,465 shares@ $55.19 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -5.34%
3.57%
$5.909M
71,326 shares@ $82.85 avg price
DTCR
Global X Data Center & Digit
Recent Activity
Decreased -4.09%
3.34%
$5.529M
182,058 shares@ $30.37 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Decreased -7.42%
3.22%
$5.326M
238,394 shares@ $22.35 avg price

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