Filed: 5/15/2025ACC: 0001831944-25-000002
📋 What this filing means
SOUTHERN FARM BUREAU LIFE INSURANCE filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $681.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$681.2K
Total AUM (reported)
9.94M
Total Shares
Allocation by class
S&P 500 ETF SHS$102.3K15.0%
TR UNIT$95.9K14.1%
MRNGSTR WDE MOAT$74.3K10.9%
SHORT TERM TREA$65.0K9.5%
S&P500 EQL WGT$56.9K8.3%
CORE MSCI EMKT$52.3K7.7%
CORE MSCI EAFE$51.8K7.6%
Portfolio Concentration
Top 3$272.6K40.0%
4–10$325.3K47.8%
11–25$83.3K12.2%
Top 3 weight
40.0%
Top 10 weight
87.8%
Voting Authority Distribution
Total shares with voting rights: 9.94M
Sole
Full voting authority
9.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
VANGUARD INDEX FDS
SOLEShares199.12K
TypeSH
Market value$102.3K
15.02%
Sole
199.12K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares171.63K
TypeSH
Market value$95.9K
14.08%
Sole
171.63K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares845.03K
TypeSH
Market value$74.3K
10.91%
Sole
845.03K
Shared
0.00
None
0.00
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares2.97M
TypeSH
Market value$65.0K
9.55%
Sole
2.97M
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares328.43K
TypeSH
Market value$56.9K
8.35%
Sole
328.43K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares971.17K
TypeSH
Market value$52.3K
7.68%
Sole
971.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares685.19K
TypeSH
Market value$51.8K
7.60%
Sole
685.19K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares702.10K
TypeSH
Market value$38.0K
5.57%
Sole
702.10K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares1.23M
TypeSH
Market value$35.5K
5.21%
Sole
1.23M
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares200.03K
TypeSH
Market value$25.8K
3.79%
Sole
200.03K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares384.19K
TypeSH
Market value$21.6K
3.17%
Sole
384.19K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares322.18K
TypeSH
Market value$20.5K
3.01%
Sole
322.18K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares241.44K
TypeSH
Market value$19.7K
2.90%
Sole
241.44K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares314.27K
TypeSH
Market value$10.4K
1.53%
Sole
314.27K
Shared
0.00
None
0.00
REGIONS FINANCIAL CORP NEW
SOLEShares279.09K
TypeSH
Market value$6.1K
0.89%
Sole
279.09K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares97.83K
TypeSH
Market value$5.1K
0.74%
Sole
97.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 199.12K | SH | $102.3K 15.02% | 199.12K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 171.63K | SH | $95.9K 14.08% | 171.63K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 845.03K | SH | $74.3K 10.91% | 845.03K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 2.97M | SH | $65.0K 9.55% | 2.97M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 328.43K | SH | $56.9K 8.35% | 328.43K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 971.17K | SH | $52.3K 7.68% | 971.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 685.19K | SH | $51.8K 7.60% | 685.19K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | EURO STOXX 50 | 702.10K | SH | $38.0K 5.57% | 702.10K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 1.23M | SH | $35.5K 5.21% | 1.23M | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 200.03K | SH | $25.8K 3.79% | 200.03K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 384.19K | SH | $21.6K 3.17% | 384.19K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 322.18K | SH | $20.5K 3.01% | 322.18K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 241.44K | SH | $19.7K 2.90% | 241.44K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR INT MOAT | 314.27K | SH | $10.4K 1.53% | 314.27K | 0.00 | 0.00 |
REGIONS FINANCIAL CORP NEWSOLE | COM | 279.09K | SH | $6.1K 0.89% | 279.09K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 97.83K | SH | $5.1K 0.74% | 97.83K | 0.00 | 0.00 |