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Collier Financial

All holdings · as of Dec 31, 2025

130 positions

CompanyClassValueShares% of portfolio
STATE STREET—$21.62M202,64116.2%
STATE STREET—$18.48M640,91113.9%
STATE STREET—$17.43M306,78613.1%
STATE STREET—$13.92M621,15410.5%
STATE STREET—$10.20M301,7527.7%
SPDR DEVELOPED—$9.62M216,5077.2%
STATE STREET—$7.08M151,1235.3%
SPDR EMERGING—$4.42M94,4353.3%
INVESCO S&P—$3.86M51,3792.9%
S&P Global Inc.—$3.08M5,8852.3%
STATE STREET—$2.12M22,5581.6%
STATE STREET—$1.70M21,1471.3%
iSHARES TRUST—$1.51M65,5871.1%
STATE STREET—$1.37M14,9461.0%
STATE STREET—$1.30M13,0981.0%
ISHARES 0-3—$1.29M12,8301.0%
STATE STREET—$1.12M25,8020.8%
FIRST TRUST—$894.0K29,5330.7%
BERKSHIRE HATHAWAY—$754.8K10.6%
GLOBAL X—$683.4K38,6780.5%
iSHARES TRUST—$634.7K6,1990.5%
ISHARES CORE—$582.4K8500.4%
ISHARES S&P—$498.9K2,9700.4%
ISHARES CORE—$434.3K8,1700.3%
INVESCO S&P—$415.3K2,1670.3%
ISHARES CORE—$392.2K3,8250.3%
VANGUARD TOTAL—$388.1K1,1570.3%
GOLDMAN SACHS—$376.4K7,1280.3%
ISHARES CORE—$353.2K5,2540.3%
ISHARES CORE—$307.6K2,5590.2%
INVESCO S&P—$273.7K9,9780.2%
INVESCO NEXT—$259.8K4,3670.2%
ISHARES CORE—$256.3K2,8640.2%
ISHARES CORE—$255.2K3,8660.2%
FIRST TRUST—$245.7K1,8890.2%
COLUMBIA TR—$234.1K4,9290.2%
FIRST TRUST—$209.4K2,9300.2%
INVESCO S&P—$202.2K3,6380.2%
iSHARES TRUST—$168.8K2,7500.1%
JPMORGAN INFLATION—$167.1K3,4670.1%
STATE STREET—$163.1K1,0530.1%
Apple Inc.—$158.8K5840.1%
ISHARES RUSSELL—$132.5K5380.1%
STATE STREET—$129.8K4030.1%
INVESCO INVESTMENT—$129.4K5,2090.1%
LOCKHEED MARTIN CORP—$126.7K2610.1%
STATE STREET—$122.5K4,6260.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF—$111.6K1,8340.1%
Broadcom Inc.—$103.0K2970.1%
ISHARES RUSSELL—$99.7K4740.1%
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