VestGen Investment Management 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001511739

As of Sep 30, 2025, VestGen Investment Management reported 186 positions worth 66.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	64,832	$6.5M	3.92%
NVIDIA CORP	NVDA	Technology	34,360	$6.4M	3.85%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	HYG	—	54,155	$4.4M	2.64%
VANGUARD SMALL-CAP INDEX FUND	VB	—	13,865	$3.5M	2.12%
FLEXSHARES QUALITY DIVIDEND INDEX FUND	QDF	—	43,187	$3.4M	2.06%
VANGUARD GROWTH INDEX FUND	VUG	—	6,884	$3.3M	1.98%
VANGUARD TAX-MANAGED FUNDS	VEA	—	49,220	$2.9M	1.77%
VANGUARD MID-CAP INDEX FUND	VO	—	10,031	$2.9M	1.77%
FLEXSHARES TR	IQDF	—	99,795	$2.8M	1.71%
ISHARES 7-10 YEAR TREASURY BOND ETF	IEF	—	29,478	$2.8M	1.71%
BROADCOM INC	AVGO	Technology	7,262	$2.4M	1.44%
FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND	HYGV	—	57,416	$2.4M	1.42%
VANGUARD VALUE INDEX FUND	VTV	—	12,516	$2.3M	1.40%
PALANTIR TECHNOLOGIES INC	PLTR	Technology	11,705	$2.1M	1.28%
AMPHENOL CORP-CL A	APH	Technology	16,653	$2.1M	1.24%
ISHARES S&P 500 GROWTH ETF	IVW	—	16,967	$2.0M	1.23%
ISHARES CORE S&P 500 ETF	IVV	—	2,796	.9M	1.12%
ISHARES CORE TOTAL USD BOND MARKET ETF	IUSB	—	37,798	.8M	1.06%
META PLATFORMS INC	META	Communication Services	2,350	.7M	1.04%
NRG ENERGY INC	NRG	Utilities	10,234	.7M	1.00%
FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND	TDTT	—	65,910	.6M	0.96%
VISTRA CORP	VST	Utilities	8,067	.6M	0.95%
VANGUARD CHARLOTTE FUNDS	BNDX	—	31,809	.6M	0.95%
MICROSOFT CORP	MSFT	Technology	3,019	.6M	0.94%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	4,732	.6M	0.93%