Jeter Robert S Ii Top Holdings and 13F Report (2026) About Jeter Robert S IiInvestment ActivityJeter Robert S Ii has $151.46 million in total holdings as of September 30, 2026.Jeter Robert S Ii owns shares of 81 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 32.50% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Jeter Robert S Ii has purchased 47 new stocks and bought additional shares in 30 stocks.Jeter Robert S Ii sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,528,188Goldman Sachs ActiveBeta International Equity ETF $9,161,769MFS ACTIVE EXCHANGE TRADED F $8,628,728Vanguard S&P 500 ETF $8,429,361Fidelity Total Bond ETF $6,592,838 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $2,250,958 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $2,053,313 Holding381430503 - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $1,097,347 Holding922042858 - Vanguard FTSE Emerging Markets ETF $938,229 Holding46432F339 - iShares MSCI USA Quality Factor ETF $931,523 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,450 shares (about $8.19M)NVIDIA 11,987 shares (about $2.74M)Apple 6,647 shares (about $2.27M)Vanguard FTSE Developed Markets ETF 32,129 shares (about $2.25M)iShares Core U.S. Aggregate Bond ETF 21,680 shares (about $2.05M) Largest Sales this Quarter Goldman Sachs Ultra Short Bond ETF 8,859 shares (about $446.41K)JPMorgan Ultra-Short Income ETF 7,980 shares (about $401.48K)iShares Flexible Income Active ETF 7,787 shares (about $394.73K)Alphabet 398 shares (about $140.78K)Tesla 110 shares (about $41.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJeter Robert S Ii Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,528,188$1,813,979 ▲8.0%31,38416.2%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$9,161,769$835,002 ▲10.0%199,3426.0%ETFMFS ACTIVE EXCHANGE TRADED F$8,628,728$480,166 ▲5.9%264,5235.7%INTERNATINL ETFVOOVanguard S&P 500 ETF$8,429,361$8,189,053 ▲3,407.7%11,7865.6%ETFFBNDFidelity Total Bond ETF$6,592,838$452,825 ▲7.4%151,4904.4%ETFAAPLApple$6,371,445$2,268,398 ▲55.3%18,6704.2%TechnologyIJRiShares Core S&P Small-Cap ETF$6,280,675$1,740,244 ▲38.3%45,6444.1%ETFJPIEJPMorgan Income ETF$6,181,310$412,473 ▲7.2%137,9764.1%ETFMFS ACTIVE EXCHANGE TRADED F$5,992,616$407,791 ▲7.3%250,4234.0%CORE PLUS BD ETFNVDANVIDIA$5,934,227$2,739,278 ▲85.7%25,9683.9%TechnologyPYLDPIMCO Multi Sector Bond Active ETF$5,780,179$436,677 ▲8.2%227,5663.8%ETFIJHiShares Core S&P Mid-Cap ETF$5,209,186$362,566 ▲7.5%71,1053.4%ETFMSFTMicrosoft$4,573,931$1,308,157 ▲40.1%8,4163.0%TechnologyAMZNAmazon.com$2,738,104$1,662,670 ▲154.6%10,5891.8%Consumer DiscretionaryGOOGAlphabet$2,490,060$1,595,260 ▲178.3%7,1241.6%Communication ServicesBINCiShares Flexible Income Active ETF$2,316,242$394,725 ▼-14.6%45,6941.5%ETFGSSTGoldman Sachs Ultra Short Bond ETF$2,288,326$446,408 ▼-16.3%45,4121.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,278,261$401,478 ▼-15.0%45,2841.5%ETFVEAVanguard FTSE Developed Markets ETF$2,250,958$2,250,958 ▲New Holding32,1291.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,053,313$2,053,313 ▲New Holding21,6801.4%ETFAVGOBroadcom$1,446,483$662,138 ▲84.4%4,0481.0%TechnologyMAMastercard$1,294,272$968,890 ▲297.8%2,1400.9%FinanceMETAMeta Platforms$1,183,600$524,689 ▲79.6%1,5520.8%Communication ServicesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,097,347$1,097,347 ▲New Holding7,4040.7%ETFLLYEli Lilly and Company$1,068,106$549,212 ▲105.8%9160.7%HealthcareESGUiShares ESG Aware MSCI USA ETF$993,054$100,974 ▲11.3%5,8320.7%ETFVWOVanguard FTSE Emerging Markets ETF$938,229$938,229 ▲New Holding15,7210.6%ETFQUALiShares MSCI USA Quality Factor ETF$931,523$931,523 ▲New Holding4,1020.6%ETFVTVVanguard Value ETF$817,933$817,933 ▲New Holding3,7070.5%ETFCRWDCrowdStrike$816,804$282,891 ▲53.0%3,1270.5%TechnologyAPHAmphenol$793,624$793,624 ▲New Holding9,2400.5%TechnologyLINDE PLC$764,352$764,352 ▲New Holding1,5530.5%SHSUSMViShares MSCI USA Min Vol Factor ETF$728,128$68,444 ▲10.4%7,2340.5%ETFISHARES TR$716,501$716,501 ▲New Holding7,1280.5%0-3 MTH TREASURYMUMicron Technology$638,637$35,268 ▲5.8%6700.4%TechnologyAMDAdvanced Micro Devices$619,457$112,629 ▲22.2%1,0230.4%TechnologyVTIVanguard Total Stock Market ETF$613,739$613,739 ▲New Holding1,6100.4%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$608,841$147,343 ▲31.9%12,2600.4%ETFVVisa$598,727$598,727 ▲New Holding1,5120.4%FinanceGOOGLAlphabet$573,367$140,777 ▼-19.7%1,6210.4%Communication ServicesDHRDanaher$514,092$514,092 ▲New Holding2,3070.3%HealthcareSHYiShares 1-3 Year Treasury Bond ETF$505,814$505,814 ▲New Holding6,2300.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$473,989$40,208 ▲9.3%9,4780.3%ETFCTASCintas$470,3400.0%2,2790.3%IndustrialsKOCoca-Cola$446,855$446,855 ▲New Holding4,9590.3%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$436,718$87,039 ▲24.9%5,4440.3%ETFTSLATesla$434,141$41,275 ▼-8.7%1,1570.3%Consumer DiscretionaryJ P MORGAN EXCHANGE TRADED F$427,677$12,641 ▼-2.9%8,9320.3%MUNICIPAL ETFJPMJPMorgan Chase & Co.$425,225$425,225 ▲New Holding1,2830.3%FinanceQCOMQualcomm$421,988$3,007 ▼-0.7%2,3860.3%TechnologyAMGNAmgen$412,0140.0%9980.3%HealthcareICSHiShares Ultra Short-Term Bond Active ETF$410,646$410,646 ▲New Holding8,1590.3%ETFGEGE Aerospace$408,225$408,225 ▲New Holding1,3270.3%IndustrialsNEENextEra Energy$405,789$405,789 ▲New Holding5,1880.3%UtilitiesMARMarriott International$396,391$396,391 ▲New Holding1,0670.3%Consumer DiscretionaryCOSTCostco Wholesale$393,308$393,308 ▲New Holding4120.3%Consumer StaplesUNPUnion Pacific$374,549$374,549 ▲New Holding1,3260.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$366,072$9,567 ▲2.7%3,7880.2%ETFADIAnalog Devices$355,398$4,976 ▼-1.4%8570.2%TechnologyHDHome Depot$354,572$354,572 ▲New Holding1,2060.2%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$346,728$346,728 ▲New Holding2,1790.2%ETFPALANTIR TECHNOLOGIES INC$327,612$327,612 ▲New Holding1,5700.2%CL AUNHUnitedHealth Group$325,251$325,251 ▲New Holding8610.2%HealthcareTMOThermo Fisher Scientific$314,281$314,281 ▲New Holding4740.2%HealthcareMARSH & MCLENNAN COS INC$312,519$312,519 ▲New Holding1,7660.2%COMMPWRMonolithic Power Systems$311,414$311,414 ▲New Holding2360.2%TechnologyGWWW.W. Grainger$304,773$304,773 ▲New Holding2300.2%IndustrialsFNDXSchwab Fundamental U.S. Large Company ETF$278,353$65 ▼0.0%8,6020.2%ETFSPYSPDR S&P 500 ETF Trust$272,859$777 ▲0.3%3510.2%ETFDEDeere & Company$269,750$269,750 ▲New Holding4150.2%IndustrialsINTCIntel$262,885$262,885 ▲New Holding2,5570.2%TechnologySYKStryker$260,229$260,229 ▲New Holding9210.2%HealthcareISRGIntuitive Surgical$255,768$255,768 ▲New Holding6060.2%HealthcareCLColgate-Palmolive$254,469$254,469 ▲New Holding2,8290.2%Consumer StaplesECLEcolab$253,095$253,095 ▲New Holding8860.2%MaterialsTXNTexas Instruments$242,031$242,031 ▲New Holding8410.2%TechnologyCATCaterpillar$235,698$235,698 ▲New Holding3050.2%IndustrialsPGProcter & Gamble$229,101$229,101 ▲New Holding1,4970.2%Consumer StaplesVRTVertiv$219,493$219,493 ▲New Holding9250.1%IndustrialsWCCWESCO International$219,2160.0%6040.1%IndustrialsCOFCapital One Financial$209,516$792 ▲0.4%1,0580.1%FinanceADBEAdobe$0$685,457 ▼-100.0%00.0%TechnologyWDCWestern Digital$0$399,653 ▼-100.0%00.0%TechnologyGLWCorning$0$320,504 ▼-100.0%00.0%TechnologySANDISK CORP$0$260,565 ▼-100.0%00.0%COMAPPLOVIN CORP$0$213,946 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. 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