SOUTHERN FARM BUREAU LIFE INSURANCE

Filed: 7/30/2025ACC: 0001831944-25-000006

📋 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 $782.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$782.2K

Total AUM (reported)

10.87M

Total Shares

Allocation by class

S&P 500 ETF SHS$113.1K14.5%

CORE MSCI EMKT$108.4K13.9%

TR UNIT$100.1K12.8%

MRNGSTR WDE MOAT$79.3K10.1%

SHORT TERM TREA$65.3K8.4%

S&P500 EQL WGT$59.7K7.6%

CORE MSCI EAFE$57.1K7.3%

Portfolio Concentration

Top 3$321.6K41.1%

4–10$371.8K47.5%

11–25$88.8K11.4%

Top 3 weight

41.1%

Top 10 weight

88.6%

Voting Authority Distribution

Total shares with voting rights: 10.87M

Sole

Full voting authority

10.87M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% 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

SOLE

S&P 500 ETF SHS

Shares199.12K

TypeSH

Market value$113.1K

14.46%

Sole

199.12K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.81M

TypeSH

Market value$108.4K

13.85%

Sole

1.81M

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares161.92K

TypeSH

Market value$100.1K

12.80%

Sole

161.92K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares845.03K

TypeSH

Market value$79.3K

10.14%

Sole

845.03K

Shared

0.00

None

0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares2.97M

TypeSH

Market value$65.3K

8.35%

Sole

2.97M

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares328.43K

TypeSH

Market value$59.7K

7.63%

Sole

328.43K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares685.19K

TypeSH

Market value$57.1K

7.31%

Sole

685.19K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

EURO STOXX 50

Shares802.76K

TypeSH

Market value$47.6K

6.09%

Sole

802.76K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares1.23M

TypeSH

Market value$36.0K

4.60%

Sole

1.23M

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares200.03K

TypeSH

Market value$26.7K

3.41%

Sole

200.03K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABULDRS JAPAN

Shares384.19K

TypeSH

Market value$23.8K

3.04%

Sole

384.19K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares322.18K

TypeSH

Market value$22.8K

2.91%

Sole

322.18K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares241.44K

TypeSH

Market value$20.0K

2.56%

Sole

241.44K

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR INT MOAT

Shares314.27K

TypeSH

Market value$10.9K

1.39%

Sole

314.27K

Shared

0.00

None

0.00

REGIONS FINANCIAL CORP NEW

SOLE

COM

Shares279.09K

TypeSH

Market value$6.6K

0.84%

Sole

279.09K

Shared

0.00

None

0.00

ALPS ETF TR

SOLE

ALERIAN MLP

Shares97.83K

TypeSH

Market value$4.8K

0.61%

Sole

97.83K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	199.12K	SH	$113.1K 14.46%	199.12K
ISHARES INCSOLE	CORE MSCI EMKT	1.81M	SH	$108.4K 13.85%	1.81M
SPDR S&P 500 ETF TRSOLE	TR UNIT	161.92K	SH	$100.1K 12.80%	161.92K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	845.03K	SH	$79.3K 10.14%	845.03K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	2.97M	SH	$65.3K 8.35%	2.97M
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	328.43K	SH	$59.7K 7.63%	328.43K
ISHARES TRSOLE	CORE MSCI EAFE	685.19K	SH	$57.1K 7.31%	685.19K
SPDR INDEX SHS FDSSOLE	EURO STOXX 50	802.76K	SH	$47.6K 6.09%	802.76K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	1.23M	SH	$36.0K 4.60%	1.23M
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	200.03K	SH	$26.7K 3.41%	200.03K
J P MORGAN EXCHANGE TRADED FSOLE	BETABULDRS JAPAN	384.19K	SH	$23.8K 3.04%	384.19K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	322.18K	SH	$22.8K 2.91%	322.18K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	241.44K	SH	$20.0K 2.56%	241.44K
VANECK ETF TRUSTSOLE	MRNGSTR INT MOAT	314.27K	SH	$10.9K 1.39%	314.27K
REGIONS FINANCIAL CORP NEWSOLE	COM	279.09K	SH	$6.6K 0.84%	279.09K
ALPS ETF TRSOLE	ALERIAN MLP	97.83K	SH	$4.8K 0.61%	97.83K