Aryn Sands

Jeter Robert S Ii

Assets Managed

$100.41M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 22d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jeter Robert S Ii's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Jeter Robert S Ii over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.41M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity New Position	21.27%	$21.354M 28,819 shares@ $740.98 avg price	New Position
GSIE Goldman Sachs Activebeta Int Recent Activity New Position	8.09%	$8.119M 177,126 shares@ $45.85 avg price	New Position
MFSI Mfs Active International Recent Activity New Position	7.87%	$7.898M 247,357 shares@ $31.94 avg price	New Position
FBND Fidelity Total Bond Etf Recent Activity New Position	6.3%	$6.325M 138,248 shares@ $45.76 avg price	New Position
JPIE Jpmorgan Income Etf Recent Activity New Position	5.95%	$5.966M 129,502 shares@ $46.07 avg price	New Position
MFSB Mfs Active Core Plus Bond Recent Activity New Position	5.71%	$5.727M 228,703 shares@ $25.04 avg price	New Position
PYLD Pimco Multisector Bond Actv Recent Activity New Position	5.4%	$5.417M 204,638 shares@ $26.48 avg price	New Position
IJH Ishares Core S&p Midcap Etf Recent Activity New Position	4.79%	$4.808M 64,977 shares@ $74.0 avg price	New Position
IJR Ishares Core S&p Small-cap E Recent Activity New Position	4.48%	$4.492M 32,467 shares@ $138.35 avg price	New Position
AAPL Apple Inc Recent Activity New Position	3.59%	$3.6M 12,275 shares@ $293.32 avg price	New Position

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