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J. Mark Nickell & Co.

Latest statistics and disclosures from J. Mark Nickell & Co.'s latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001811161

Tip: Access up to 7 years of quarterly data

Positions held by J. Mark Nickell & Co. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J. Mark Nickell & Co.

J. Mark Nickell & Co. holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	15.6	$17M	85k	198.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.0	$13M	21k	627.13	View chart
Ishares Tr Core Univrsl Usd (IUSB)	10.8	$12M	250k	46.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	8.4	$9.1M	180k	50.59	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	7.3	$7.9M	206k	38.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.9	$7.5M	150k	49.90	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.8	$6.2M	234k	26.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.2	$5.7M	46k	123.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.5	$4.8M	176k	27.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.2	$4.5M	50k	91.45	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	4.1	$4.4M	84k	52.77	View chart
Ishares Tr Global Tech Etf (IXN)	2.9	$3.2M	30k	105.00	View chart
Ishares Msci Emrg Chn (EMXC)	2.5	$2.7M	38k	72.68	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	2.1	$2.3M	44k	51.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.1M	6.2k	335.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$883k	5.9k	148.98	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$815k	15k	53.88	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.7	$716k	28k	25.24	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.6	$609k	8.2k	74.09	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$469k	3.4k	139.34	View chart
Ishares Tr Esg Aware Msci (EGUS)	0.4	$382k	7.2k	52.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$351k	3.7k	95.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$312k	2.6k	120.96	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.3	$303k	14k	21.10	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$279k	5.3k	52.62	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$272k	793.00	342.97	View chart
Goldman Sachs Etf Tr Future Health (GDOC)	0.2	$254k	7.1k	35.50	View chart
Global X Fds Fintech Etf (FINX)	0.2	$249k	8.5k	29.43	View chart
Ishares Tr Cybersecurity (IHAK)	0.2	$230k	4.8k	48.12	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$209k	2.8k	75.16	View chart

Past Filings by J. Mark Nickell & Co.

SEC 13F filings are viewable for J. Mark Nickell & Co. going back to 2025

J. Mark Nickell & Co. 2025 Q4 filed Feb. 13, 2026

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