§ 13F · FUND PROFILE
John Boyer, Inc..
AUM · $100M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$208K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.19M | $35M | 30.0% | +4% |
| 2 | VGT | VANGUARD WORLD FD | 130K | $16M | 13.5% | +716% |
| 3 | IJR | ISHARES TR | 56K | $8M | 7.2% | +2% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 33K | $8M | 6.8% | +2% |
| 5 | GLD | SPDR GOLD TR | 97K | $8M | 6.8% | +6% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 150K | $4M | 3.8% | −1% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 107K | $4M | 3.3% | −1% |
| 8 | SCHM | SCHWAB STRATEGIC TR | 100K | $4M | 3.2% | ±0% |
| 9 | MO | ALTRIA GROUP INC | 42K | $3M | 2.6% | +2% |
| 10 | AAPL | APPLE INC | 10K | $3M | 2.6% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHN SIGNAL
AC read
John Boyer, Inc. is a institutional fund managing $100 million in assets. The fund runs a portfolio of 38 positions.
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