Shepherd Kaplan Krochuk, LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $413.9K | 0.3% |
| VANGUARD INDEX FDS | $396.8K | 0.3% |
| GOLDMAN SACHS ETF TR | $391.2K | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $388.6K | 0.3% |
| PRUDENTIAL FINANCIAL INC | $379.0K | 0.3% |
| SPDR GOLD TR | $361.9K | 0.3% |
| HARBOR ETF TRUST | $341.0K | 0.3% |
| SCHWAB STRATEGIC TR | $309.7K | 0.3% |
| Alphabet Inc. | $266.7K | 0.2% |
| Energy Vault Holdings, Inc.NRGV | $223.7K | 0.2% |
| Alphabet Inc. | $203.0K | 0.2% |