☆Southern Farm Bureau Life Insurance
Quality Q
0.937
AUM ($M)
1,045
Positions
15
Turnover
0.03
Top-10 wt
90%
Herfindahl
0.101
History (qtrs)
6
Excess Return
—
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Holdings · 15 positions · portfolio value $1,045M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IEMG funds › | ISHARES INC | HOLD | — | 16.2% | +1.3% | 169.1 | 2,037,659 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 15.9% | +0.6% | 166.7 | 242,780 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 11.6% | +0.5% | 121.0 | 161,923 | +0 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | HOLD | — | 11.0% | -0.3% | 115.2 | 1,107,967 | +0 | 5 | — |
| ☆ANGL funds › | VANECK ETF TRUST | HOLD | — | 7.2% | -0.6% | 75.7 | 2,587,512 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 6.7% | +0.0% | 69.9 | 328,428 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | HOLD | — | 6.3% | -0.2% | 66.2 | 685,189 | +0 | 5 | — |
| ☆TUA funds › | SIMPLIFY EXCHANGE TRADED FUN | HOLD | — | 5.8% | -0.8% | 60.7 | 2,967,492 | +0 | 5 | — |
| ☆FEZ funds › | SPDR INDEX SHS FDS | HOLD | — | 5.3% | +0.1% | 55.2 | 802,765 | +0 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 3.8% | -0.4% | 39.7 | 480,641 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 3.0% | -0.1% | 31.6 | 200,033 | +0 | 5 | — |
| ☆BBJP funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 2.8% | -0.0% | 29.0 | 384,185 | +0 | 5 | — |
| ☆JIRE funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 2.5% | -0.0% | 26.6 | 322,180 | +0 | 5 | — |
| ☆MOTI funds › | VANECK ETF TRUST | HOLD | — | 1.0% | -0.1% | 10.5 | 314,273 | +0 | 5 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | HOLD | — | 0.8% | +0.0% | 8.4 | 279,090 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,045 | 15 | 0.03 | 90% | 0.101 | 0.937 | — | in |
| 2026Q1 | 947 | 15 | 0.02 | 90% | 0.097 | 0.936 | — | in |
| 2025Q4 | 968 | 16 | 0.07 | 89% | 0.096 | 0.892 | — | in |
| 2025Q3 | 848 | 16 | 0.02 | 88% | 0.093 | 0.914 | — | in |
| 2025Q2 | 782 | 16 | 0.07 | 89% | 0.095 | 0.895 | — | entered |
| 2025Q1 | 681 | 16 | 0.00 | 88% | 0.092 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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