New Jersey Better Educational Savings Trust
TRENTON, NJ
$62m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.8% of the portfolio this quarter.
Value
$62m
Stocks
4
Top 10 share
100.0%
Turnover
1.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ishares TRUSIG
- Share
- 41.9%
- Value
- $26m
- Shares
- 507,693
Held
- Vanguard BD Index FDSBND
- Share
- 41.9%
- Value
- $26m
- Shares
- 354,594
Held
- Spdr Series TrustSPYM
- Share
- 8.1%
- Value
- $5m
- Shares
- 57,427
Held
- Ishares TRIVV
- Share
- 8.1%
- Value
- $5m
- Shares
- 6,724
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRUSIG | 41.9% | $26m | 507,693 | Held |
| Vanguard BD Index FDSBND | 41.9% | $26m | 354,594 | Held |
| Spdr Series TrustSPYM | 8.1% | $5m | 57,427 | Held |
| Ishares TRIVV | 8.1% | $5m | 6,724 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 59.6% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.