Ted Buchan & Co
Q4 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
88
- Value ($000)
$272,428
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002033413
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE US AGGBD ET | 464287226 | $22.45M | 8 % | 224,776 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $16.65M | 6 % | 173,417 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $15.26M | 6 % | 325,298 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $14.14M | 5 % | 20,641 | ||
ISHARES TR | TIPS BD ETF | 464287176 | $12.44M | 5 % | 113,197 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $12.18M | 5 % | 147,087 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.97M | 4 % | 22,494 | ||
ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 | $9.97M | 4 % | 126,335 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $9.04M | 3 % | 102,132 | ||
NVIDIA CORPORATION | COM | 67066G104 | $8.77M | 3 % | 47,009 |
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