13F-HR filed by Jeter Robert S II
Jeter Robert S II filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 43 holding rows worth $100,409,854.
- Accession
- 0001754960-26-000375
- Filer
- CIK 2093023
- Filed
- 2026-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 43 entries on the cover page, a total value of $100,409,854 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,409,854 with VALUE read as dollars as filed, 13F file number 028-26889. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 28,819 | $21,354,168 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 177,126 | $8,119,456 | dollars as filed | |
| MFS ACTIVE EXCHANGE TRADED F | 55286W405 | INTERNATINL ETF | 247,357 | $7,898,118 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 138,248 | $6,324,847 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 129,502 | $5,966,149 | dollars as filed | |
| MFS ACTIVE EXCHANGE TRADED F | 55286W108 | CORE PLUS BD ETF | 228,703 | $5,726,718 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 204,638 | $5,416,769 | dollars as filed | |
| IJH | 464287507 | COM | 64,977 | $4,807,678 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 32,467 | $4,491,773 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,275 | $3,600,498 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,827 | $2,975,464 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 56,399 | $2,848,168 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430230 | ULTR SHOR BD ETF | 56,393 | $2,846,426 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 53,136 | $2,782,180 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,889 | $2,029,614 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,373 | $1,192,430 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,400 | $1,032,039 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 5,289 | $848,663 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,084 | $827,292 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,848 | $740,856 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,115 | $679,588 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 6,474 | $608,741 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,252 | $536,294 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,372 | $519,681 | dollars as filed | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 9,419 | $474,974 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 9,334 | $470,342 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 8,797 | $461,132 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 589 | $439,871 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 428 | $406,240 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,266 | $378,354 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,359 | $361,841 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,689 | $358,940 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 858 | $357,374 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 994 | $329,710 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 607 | $276,300 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 556 | $275,487 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 508 | $268,107 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 8,604 | $261,382 | dollars as filed | |
| SPY | 78462F103 | SHS | 350 | $258,029 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 336 | $227,826 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,565 | $215,657 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 604 | $214,607 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 427 | $200,071 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000375 | this filing | 2026-05-12 | acceptance time not in the bulk data set |