SF

Southern Farm Bureau Life Insurance

13F
Southern Farm Bureau Life Insurance
Last update 2024-10-18 15 Stocks (0 new)
Value $636.00 Mil Turnover 0 %
Countries:
Top Holdings: SPY(18.65%)VOO(14.36%)MOAT(12.88%)RSP(9.25%)IEMG(7.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
Southern Farm Bureau Life Insu... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
206,768
118690.000
0%
18.650
0%
0.020
+7.00%
+22.01%
601198.992
 
VOO 		Vanguard S&P 500 ETF
173,225
91400.000
0%
14.360
0%
0.020
+7.04%
+22.06%
489672.512
 
MOAT 		VanEck Morningstar Wide Moat ETF
845,027
81950.000
0%
12.880
0%
0.510
+4.83%
+12.63%
15854.300
 
RSP 		Invesco S&P 500 Equal Weight ETF
328,428
58860.000
0%
9.250
0%
0.090
+4.33%
+12.92%
65828.733
 
IEMG 		iShares Core MSCI Emerging Markets ETF
790,499
45500.000
0%
7.150
0%
0.050
+5.71%
+10.46%
82565.320
 
IEFA 		iShares Core MSCI EAFE ETF
556,709
43400.000
0%
6.820
0%
0.030
+0.69%
+5.54%
121650.355
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
487,736
40820.000
0%
6.410
0%
0.080
+0.32%
+0.31%
48492.935
 
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF
1,231,447
36160.000
0%
5.680
0%
1.150
+0.84%
+0.59%
3098.155
 
FEZ 		SPDR EURO Stoxx 50 ETF
613,480
32660.000
0%
5.130
0%
0.840
+1.36%
+5.86%
3684.456
 
VYM 		Vanguard High Dividend Yield Indx ETF
200,033
25640.000
0%
4.030
0%
0.050
+4.05%
+15.11%
56722.071
 

Southern Farm Bureau Life Insurance's Historical Top Holdings Breakdowns

Southern Farm Bureau Life Insurance's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TUA 		Simplify Short Term Treasury Futures Strategy ETF2024-09-30Sold Out
-1.53%
●
20.98 ($22.34) 23.28
$21.70
-2.86%
Sold Out
0
-437,050
GBDC 		Golub Capital BDC Inc2024-09-30Sold Out
-0.80%
●
14.36 ($15.1) 16
$15.27
1.13%
Sold Out
0
-307,988
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Reduce
-2.55%
●
70.77 ($73.59) 76.19
$74.25
0.90%
Reduce -27.21%
556,709
-208,102
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-06-30New Buy
+2.52%
●
59.87 ($62.5) 64.55
$62.95
0.72%
New holding
245,980
245,980
GBDC 		Golub Capital BDC Inc2024-06-30New Buy
+0.80%
●
15.5 ($16.42) 17.58
$15.27
-7.00%
New holding
307,988
307,988
VYMI 		Vanguard International High Dividend Yield ETF2024-03-31Sold Out
-4.15%
●
64.37 ($66.68) 68.92
$71.07
6.58%
Sold Out
0
-361,559
BBJP 		JPMorgan BetaBuilders Japan ETF2024-03-31New Buy
+3.72%
●
51.68 ($55.54) 58.94
$56.63
1.96%
New holding
384,185
384,185
SPY 		S&P 500 ETF TRUST ETF2024-03-31Reduce
-2.44%
●
467.28 ($497.86) 523.17
$580.01
16.50%
Reduce -12.54%
206,768
-29,647
TUA 		Simplify Short Term Treasury Futures Strategy ETF2024-03-31New Buy
+1.58%
●
21.71 ($22.4) 23.34
$21.70
-3.13%
New holding
437,050
437,050
IDV 		iShares International Select Dividend ETF2024-03-31Sold Out
-0.88%
●
26.95 ($27.62) 28.13
$28.88
4.56%
Sold Out
0
-180,674

Southern Farm Bureau Life Insurance Total Holding History ($B)

To

Southern Farm Bureau Life Insurance's Asset Allocation

To

Southern Farm Bureau Life Insurance Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Southern Farm Bureau Life Insurance's Hypothetical Growth since 2024-09-30

Southern Farm Bureau Life Insurance's Yearly Returns

Year Portfolio % % Excess Gain %

Southern Farm Bureau Life Insurance's Holdings Heat Map

Size field:

Southern Farm Bureau Life Insurance's Holdings Bubble Chart

Southern Farm Bureau Life Insurance News

  • 1

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