Ifrah Financial Services, Inc.

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CIK 1382646

13F portfolio (2026-Q1)

$378M

Positions

200

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

200

Top 5

24.1%

Top 10

37.2%

Effective N

45.9

HHI

0.022

This quarter

5 new · 0 exit →

By sector

Unclassified77.0%

Information Technology11.0%

Industrials4.2%

Health Care2.9%

Consumer Discretionary2.2%

Materials0.8%

Financials0.7%

Utilities0.4%

Other0.9%

By market cap

Unknown77.0%

Mega (>$200B)11.6%

Large ($10–200B)8.9%

Mid ($2–10B)2.6%

By region

Other77.0%

North America23.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	77.00%	89
Technology Hardware & Equipment	6.47%	8
Semiconductors & Semiconductor Equipment	2.53%	15
Pharmaceuticals & Biotechnology	2.41%	10
Software	1.83%	6
Machinery	1.42%	8
Specialty Retail	1.28%	6
Construction & Engineering	1.09%	2
Aerospace & Defense	0.83%	5
Insurance	0.68%	7
Commercial Services & Supplies	0.59%	8
Chemicals	0.44%	3
Distributors	0.38%	2
Utilities	0.35%	5
Software & IT Services	0.34%	4
Health Care Equipment & Supplies	0.31%	1
Metals & Mining	0.25%	2
Diversified Consumer Services	0.22%	2
Professional Services	0.20%	2
Oil, Gas & Consumable Fuels	0.19%	1
Beverages	0.17%	1
Health Care Providers & Services	0.16%	2
Real Estate Management & Development	0.16%	1
Diversified Telecommunication Services	0.13%	1
Automobiles & Components	0.13%	2
Hotels, Restaurants & Leisure	0.11%	2
Tobacco	0.09%	1
Paper & Forest Products	0.08%	1
Leisure Products	0.07%	1
Road & Rail	0.07%	1
Banks	0.06%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TFLO	ISHARES TR	Unclassified	6.90%
2	IVW	ISHARES TR	Unclassified	5.05%
3	AAPL	Apple Inc.	Information Technology	4.67%
4	SHY	ISHARES TR	Unclassified	3.77%
5	IJK	ISHARES TR	Unclassified	3.74%
6	VEU	VANGUARD INTL EQUITY INDEX F	Unclassified	3.17%
7	JAAA	JANUS DETROIT STR TR	Unclassified	2.64%
8	FLOT	ISHARES TR	Unclassified	2.48%
9	NEAR	ISHARES U S ETF TR	Unclassified	2.41%
10	SCZ	ISHARES TR	Unclassified	2.37%

111/200 names classified · sector 23.0% of weight · industry 23.0% · mkt cap 23.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, SNPS, KLAC, NVDA · other

Health CareABBV, ABT, LLY, PFE, GILD · other

IndustrialsFISV, BAH, PRIM, LMT, FIX · other

Consumer DiscretionaryWMT, LEA, HD, M, MCK · other

FinancialsDJP, UNH, HUM, IBKR, CNC · other

Consumer StaplesCVS, STZ, KR, MO, CALM · other

MaterialsLIN, CF, LYB, MATV, PPG · other

Communication ServicesCMCSA, T, VZ, GOOG, GOOGL · other

EnergyXOM, MPC, VLO, CVX, NBR · other

UtilitiesEXC, AEP, NEE, SBS, UGI · other

Real Estate

UnclassifiedSHY, IVW, TFLO, SHV, IVE · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 23.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 23% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (110 classified)Ifrah Financial Services, Inc. centroid (Large Core)

Information TechnologyIndustrialsHealth CareConsumer DiscretionaryMaterialsFinancialsUtilitiesCommunication ServicesConsumer StaplesEnergyReal Estate

Style box summary for Ifrah Financial Services, Inc.: centroid Large Core. Heaviest cells: Large Growth 10.0%, Large Core 3.3%, Mid Growth 2.0%.

Classified: 22.9% of book weight (110/200 names) · unclassified 77.1%: TFLO, IVW, SHY, IJK, VEU, JAAA, FLOT, NEAR, SCZ, VBR +80 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 200 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TFLOISHARES TR	515,848	$26M	6.9%	HOLD
2	IVWISHARES TR	168,957	$19M	5.1%	HOLD
3	AAPLAPPLE INC	69,565	$18M	4.7%	TRIM −8%
4	SHYISHARES TR	172,642	$14M	3.8%	ADD 13%
5	IJKISHARES TR	140,669	$14M	3.7%	HOLD
6	VEUVANGUARD INTL EQUITY INDEX F	159,816	$12M	3.2%	TRIM −4%
7	JAAAJANUS DETROIT STR TR	198,188	$10M	2.6%	HOLD
8	FLOTISHARES TR	183,986	$9M	2.5%	TRIM −17%
9	NEARISHARES U S ETF TR	179,122	$9M	2.4%	TRIM −10%
10	SCZISHARES TR	114,202	$9M	2.4%	TRIM −2%
11	VBRVANGUARD INDEX FDS	39,163	$9M	2.2%	TRIM −2%
12	FTSMFIRST TR EXCHANGE-TRADED FD	130,373	$8M	2.1%	HOLD
13	IJSISHARES TR	65,508	$8M	2.1%	HOLD
14	IJTISHARES TR	52,791	$8M	2.0%	HOLD
15	VBKVANGUARD INDEX FDS	23,495	$7M	1.9%	TRIM −3%
16	SLQDISHARES TR	133,118	$7M	1.8%	TRIM −20%
17	SCHVSCHWAB STRATEGIC TR	214,415	$7M	1.7%	HOLD
18	PULSPGIM ETF TR	132,058	$7M	1.7%	HOLD
19	FNDFSCHWAB STRATEGIC TR	133,146	$7M	1.7%	TRIM −4%
20	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	145,489	$6M	1.6%	HOLD
21	VVVANGUARD INDEX FDS	18,676	$6M	1.5%	TRIM −3%
22	ICFIShares Cohen & Steers REIT ETF	89,767	$6M	1.5%	HOLD
23	IJJISHARES TR	39,279	$5M	1.4%	HOLD
24	MGKVanguard Mega Cap Growth ETF	12,198	$4M	1.2%	TRIM −4%
25	COMDIREXION SHS ETF TR	118,860	$4M	1.1%	HOLD
26	VOEVANGUARD INDEX FDS	20,721	$4M	1.0%	TRIM −3%
27	VOTVANGUARD INDEX FDS	14,641	$4M	1.0%	TRIM −3%
28	EEMVISHARES INC	57,620	$4M	1.0%	HOLD
29	MGVVANGUARD WORLD FD	21,816	$3M	0.8%	TRIM −2%
30	EFVISHARES TR	42,492	$3M	0.8%	TRIM −2%
31	IGSBISHARES TR	57,041	$3M	0.8%	ADD 34%
32	WMTWALMART INC	23,839	$3M	0.8%	HOLD
33	SCHESCHWAB STRATEGIC TR	87,428	$3M	0.8%	HOLD
34	MSFTMICROSOFT CORP	7,706	$3M	0.8%	TRIM −5%
35	KLACKLA CORP	1,842	$3M	0.7%	TRIM −4%
36	EFGISHARES TR	24,325	$3M	0.7%	HOLD
37	LLYELI LILLY & CO	2,726	$3M	0.7%	TRIM −4%
38	PRIMPRIMORIS SVCS CORP	16,874	$2M	0.6%	TRIM −3%
39	FTSLFIRST TR EXCHANGE-TRADED FD	49,549	$2M	0.6%	TRIM −4%
40	VTIPVANGUARD MALVERN FDS	43,879	$2M	0.6%	TRIM −3%
41	BCDABRDN ETFS	59,764	$2M	0.6%	HOLD
42	NVDANVIDIA CORPORATION	11,748	$2M	0.5%	TRIM −17%
43	ICSHISHARES TR	40,319	$2M	0.5%	HOLD
44	IAUISHARES GOLD TR	22,058	$2M	0.5%	TRIM −4%
45	LMBSFIRST TR EXCHANGE-TRADED FD	37,068	$2M	0.5%	TRIM −4%
46	FIXCOMFORT SYS USA INC	1,226	$2M	0.4%	TRIM −3%
47	XLKSELECT SECTOR SPDR TR	12,429	$2M	0.4%	ADD 7%
48	TERTERADYNE INC	5,386	$2M	0.4%	TRIM −3%
49	VNQVANGUARD INDEX FDS	17,980	$2M	0.4%	TRIM −11%
50	ABBVABBVIE INC	7,331	$2M	0.4%	TRIM −3%
51	VRTXVERTEX PHARMACEUTICALS INC	3,277	$1M	0.4%	TRIM −4%
52	SCHXSCHWAB U.S. LARGE-CAP ETF	57,009	$1M	0.4%	HOLD
53	LRCXLAM RESEARCH CORP	6,608	$1M	0.4%	TRIM −2%
54	VGITVANGUARD SCOTTSDALE FDS	23,111	$1M	0.4%	NEW
55	SCHMSCHWAB STRATEGIC TR	43,961	$1M	0.4%	HOLD
56	SHVISHARES TR	11,862	$1M	0.3%	ADD 17%
57	ETNEATON CORP PLC	3,473	$1M	0.3%	TRIM −3%
58	MUMICRON TECHNOLOGY INC	3,662	$1M	0.3%	TRIM −4%
59	SNPSSYNOPSYS INC	3,113	$1M	0.3%	TRIM −3%
60	AITAPPLIED INDL TECHNOLOGIES IN	4,489	$1M	0.3%	TRIM −3%
61	SYKSTRYKER CORPORATION	3,519	$1M	0.3%	TRIM −3%
62	JBLJabil Circuit, Inc.	4,347	$1M	0.3%	TRIM −4%
63	GDGENERAL DYNAMICS CORP	3,300	$1M	0.3%	TRIM −3%
64	CDNSCADENCE DESIGN SYSTEM INC	4,052	$1M	0.3%	TRIM −3%
65	ORCLORACLE CORP	7,644	$1M	0.3%	TRIM −3%
66	SCHASCHWAB STRATEGIC TR	37,376	$1M	0.3%	TRIM −3%
67	LINLINDE PLC	2,106	$1M	0.3%	TRIM −4%
68	VWOVANGUARD INTL EQUITY INDEX F	19,176	$1M	0.3%	TRIM −4%
69	VYMIVANGUARD WHITEHALL FDS	10,370	$977,235	0.3%	TRIM −3%
70	SFLRINNOVATOR ETFS TRUST	27,450	$972,006	0.3%	ADD 28%
71	IVVISHARES TR	1,445	$943,838	0.2%	TRIM −6%
72	AVDEAMERICAN CENTY ETF TR	11,087	$940,607	0.2%	HOLD
73	RTXRTX CORPORATION	4,584	$884,257	0.2%	TRIM −2%
74	AVEMAMERICAN CENTY ETF TR	10,857	$874,878	0.2%	TRIM −3%
75	YMARFT VEST INTERNATIONAL EQUITY MODERATE BUFFER	31,488	$861,255	0.2%	TRIM −3%
76	ACWIISHARES TR	6,118	$846,554	0.2%	TRIM −3%
77	JNJJOHNSON & JOHNSON	3,416	$835,101	0.2%	HOLD
78	VTIVANGUARD INDEX FDS	2,551	$818,384	0.2%	HOLD
79	IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY	24,119	$814,028	0.2%	TRIM −3%
80	XLCSELECT SECTOR SPDR TR	7,288	$807,987	0.2%	TRIM −2%
81	KLICKULICKE & SOFFA INDS INC	12,058	$792,474	0.2%	TRIM −8%
82	AVDVAMERICAN CENTY ETF TR	7,921	$791,009	0.2%	TRIM −2%
83	XLISELECT SECTOR SPDR TR	4,883	$789,743	0.2%	ADD 49%
84	TXNTEXAS INSTRS INC	3,878	$752,906	0.2%	TRIM −2%
85	IXCISHARES TR	12,688	$730,944	0.2%	TRIM −2%
86	IOOIShares S&P Global 100 Index ETF	5,922	$716,343	0.2%	TRIM −3%
87	XOMEXXON MOBIL CORP	4,169	$707,313	0.2%	HOLD
88	AFGAMERICAN FINL GROUP INC OHIO	5,535	$706,819	0.2%	TRIM −2%
89	KEYSKEYSIGHT TECHNOLOGIES INC	2,501	$706,207	0.2%	TRIM −8%
90	AMEAMETEK INC	3,292	$705,599	0.2%	TRIM −3%
91	MRKMERCK & CO INC	5,694	$684,973	0.2%	HOLD
92	TKRTimken Co.	6,811	$684,947	0.2%	TRIM −3%
93	KOCOCA COLA CO	8,233	$626,142	0.2%	HOLD
94	AEISADVANCED ENERGY INDS	1,885	$608,308	0.2%	TRIM −7%
95	CBRECBRE GROUP INC	4,416	$598,229	0.2%	TRIM −3%
96	SCHFSCHWAB STRATEGIC TR	24,118	$596,926	0.2%	HOLD
97	EJULINNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY	19,605	$585,924	0.2%	TRIM −3%
98	ITWILLINOIS TOOL WKS INC	2,219	$577,485	0.2%	TRIM −2%
99	DIHPDIMENSIONAL ETF TRUST	17,536	$565,011	0.1%	ADD 33%
100	VGKVANGUARD INTL EQUITY INDEX F	6,776	$558,563	0.1%	TRIM −3%
101	GOOGALPHABET INC	1,916	$549,704	0.1%	TRIM −37%
102	CSCOCISCO SYS INC	6,946	$538,906	0.1%	HOLD
103	UNHUNITEDHEALTH GROUP INC	1,939	$524,631	0.1%	TRIM −3%
104	AVGOBROADCOM INC	1,677	$519,054	0.1%	TRIM −3%
105	HONHONEYWELL INTL INC	2,269	$512,924	0.1%	HOLD
106	PFEPFIZER INC	18,095	$508,109	0.1%	TRIM −3%
107	HWMHOWMET AEROSPACE INC	2,183	$503,027	0.1%	TRIM −3%
108	HRBBLOCK H & R INC	15,800	$501,483	0.1%	TRIM −2%
109	FCNFTI CONSULTING INC	2,810	$496,786	0.1%	TRIM −3%
110	QFLRINNOVATOR ETFS TRUST	14,866	$495,027	0.1%	TRIM −2%
111	TAT&T INC	17,063	$494,655	0.1%	HOLD
112	SCHCSCHWAB STRATEGIC TR	10,428	$487,409	0.1%	TRIM −3%
113	PIOINVESCO EXCH TRADED FD TR II	11,169	$484,974	0.1%	TRIM −3%
114	TSCOTRACTOR SUPPLY CO	10,156	$460,086	0.1%	TRIM −3%
115	VHTVANGUARD WORLD FD	1,683	$458,330	0.1%	ADD 57%
116	AMGNAMGEN INC	1,301	$457,638	0.1%	TRIM −2%
117	ITAIShares U.S. Aerospace & Defense ETF	2,081	$455,242	0.1%	ADD 21%
118	HALOHALOZYME THERAPEUTICS INC	7,029	$454,293	0.1%	NEW
119	LECOLINCOLN ELEC HLDGS INC	1,793	$446,554	0.1%	TRIM −2%
120	FNOVFIRST TR EXCHNG TRADED FD VI	8,315	$443,996	0.1%	TRIM −3%
121	GLWCORNING INC	3,200	$435,061	0.1%	TRIM −3%
122	AMZNAMAZON COM INC	2,088	$434,855	0.1%	TRIM −37%
123	GFEBFIRST TR EXCHNG TRADED FD V	10,564	$434,062	0.1%	TRIM −3%
124	WMWASTE MGMT INC DEL	1,849	$424,768	0.1%	TRIM −3%
125	IVOVVANGUARD ADMIRAL FDS INC	4,140	$422,091	0.1%	HOLD
126	VFHVANGUARD WORLD FD	3,492	$421,898	0.1%	TRIM −23%
127	APHAMPHENOL CORP	3,221	$406,975	0.1%	TRIM −3%
128	CATCATERPILLAR INC	565	$399,972	0.1%	TRIM −3%
129	TDYTELEDYNE TECHNOLOGIES INC	637	$385,473	0.1%	TRIM −3%
130	HUBBHUBBELL INC	771	$378,361	0.1%	TRIM −3%
131	CFCF INDS HLDGS INC	2,890	$375,238	0.1%	TRIM −6%
132	TJXTJX COS INC NEW	2,337	$373,188	0.1%	HOLD
133	FISVFISERV INC	6,597	$368,093	0.1%	TRIM −16%
134	BMYBRISTOL-MYERS SQUIBB CO	5,980	$362,663	0.1%	TRIM −3%
135	EHCENCOMPASS HEALTH CORP	3,724	$360,203	0.1%	TRIM −2%
136	AIZASSURANT INC	1,647	$358,733	0.1%	TRIM −2%
137	VGTVANGUARD WORLD FD	502	$350,255	0.1%	HOLD
138	GENGen Digital Inc.	17,687	$333,039	0.1%	TRIM −3%
139	PMPHILIP MORRIS INTL INC	2,000	$330,680	0.1%	HOLD
140	EWTISHARES INC MSCI TAIWAN ETF	4,651	$329,826	0.1%	HOLD
141	LSCCLATTICE SEMICONDUCTOR CORP	3,528	$327,257	0.1%	TRIM −3%
142	IYMISHARES TR	1,858	$326,837	0.1%	ADD 33%
143	HDHOME DEPOT INC	982	$323,028	0.1%	TRIM −3%
144	DBEUDBX ETF TR	6,492	$316,282	0.1%	TRIM −2%
145	RSGREPUBLIC SVCS INC	1,443	$316,136	0.1%	HOLD
146	LOPEGRAND CANYON ED INC	1,847	$314,044	0.1%	TRIM −2%
147	RRXREGAL REXNORD CORPORATION	1,670	$312,724	0.1%	TRIM −5%
148	EWCISHARES INC	5,640	$308,990	0.1%	TRIM −3%
149	MBBISHARES TR	3,253	$308,872	0.1%	HOLD
150	IHDGWisdomTree International Hdgd Div Gr ETF	6,366	$306,525	0.1%	TRIM −3%
151	OTTROTTER TAIL CORP	3,474	$304,913	0.1%	TRIM −3%
152	DOXAMDOCS LTD	4,659	$304,077	0.1%	TRIM −3%
153	PKGPACKAGING CORP AMER	1,421	$301,621	0.1%	TRIM −2%
154	AEPAMERICAN ELEC PWR CO INC	2,287	$299,753	0.1%	TRIM −2%
155	FLEXFlextronics Internat'l. Ltd.	4,575	$299,480	0.1%	TRIM −3%
156	AJGGALLAGHER ARTHUR J & CO	1,375	$297,797	0.1%	TRIM −5%
157	CWCURTISS WRIGHT CORP	432	$294,562	0.1%	TRIM −3%
158	ENSENERSYS	1,690	$293,587	0.1%	TRIM −2%
159	ADIANALOG DEVICES INC	896	$285,053	0.1%	TRIM −3%
160	INTCINTEL CORP	6,345	$279,998	0.1%	TRIM −5%
161	BLDRBUILDERS FIRSTSOURCE INC	3,351	$275,888	0.1%	TRIM −3%
162	BRBROADRIDGE FINL SOLUTIONS IN	1,691	$274,754	0.1%	TRIM −3%
163	SCHBSCHWAB STRATEGIC TR	10,833	$271,908	0.1%	ADD 6%
164	IJRISHARES TR	2,166	$269,260	0.1%	TRIM −12%
165	TTTRANE TECHNOLOGIES PLC	641	$267,040	0.1%	HOLD
166	FSSFEDERAL SIGNAL CORP	2,456	$265,592	0.1%	TRIM −4%
167	BAHBOOZ ALLEN HAMILTON HLDG COR	3,398	$265,176	0.1%	TRIM −34%
168	BRCBRADY CORP	3,222	$261,755	0.1%	TRIM −3%
169	FICOFAIR ISAAC CORP	244	$260,480	0.1%	TRIM −2%
170	BHEBENCHMARK ELECTRS INC	4,563	$255,802	0.1%	TRIM −3%
171	NWENORTHWESTERN ENERGY GROUP IN	3,878	$255,715	0.1%	TRIM −5%
172	KVUEKENVUE INC	14,803	$255,204	0.1%	HOLD
173	UPSUNITED PARCEL SERVICE INC	2,591	$254,903	0.1%	TRIM −10%
174	PRIPRIMERICA INC	1,015	$254,211	0.1%	HOLD
175	SPGIS&P GLOBAL INC	580	$246,591	0.1%	TRIM −2%
176	HCAHCA HEALTHCARE INC	511	$241,976	0.1%	HOLD
177	DDOMINION ENERGY INC	3,899	$241,009	0.1%	TRIM −2%
178	EVRGEVERGY INC	2,920	$239,206	0.1%	TRIM −3%
179	ZTSZOETIS INC	2,017	$238,383	0.1%	TRIM −3%
180	PLTRPALANTIR TECHNOLOGIES INC	1,628	$238,180	0.1%	TRIM −3%
181	AMDADVANCED MICRO DEVICES INC	1,170	$238,012	0.1%	TRIM −3%
182	VISVANGUARD WORLD FD	753	$235,204	0.1%	TRIM −2%
183	XLUSELECT SECTOR SPDR TR	5,074	$232,862	0.1%	TRIM −52%
184	SNXSYNNEX CORP	1,356	$228,771	0.1%	TRIM −2%
185	LDOSLEIDOS HOLDINGS INC	1,463	$227,575	0.1%	TRIM −3%
186	KFYKORN FERRY INTL	3,551	$223,535	0.1%	TRIM −3%
187	IJHISHARES TR	3,295	$222,511	0.1%	TRIM −17%
188	LMTLOCKHEED MARTIN CORP	367	$221,811	0.1%	NEW
189	ALLALLSTATE CORP	1,061	$220,022	0.1%	HOLD
190	FAUGFIRST TR EXCHNG TRADED FD VI	4,222	$218,609	0.1%	TRIM −2%
191	VCRVANGUARD WORLD FD	608	$218,396	0.1%	TRIM −39%
192	ADPAUTOMATIC DATA PROCESSING IN	1,072	$217,825	0.1%	HOLD
193	LEALEAR CORP	1,792	$216,925	0.1%	TRIM −3%
194	HOMBHOME BANCSHARES INC	8,051	$216,825	0.1%	HOLD
195	DRIDARDEN RESTAURANTS INC	1,067	$209,242	0.1%	TRIM −2%
196	CBCHUBB LIMITED	640	$208,595	0.1%	TRIM −3%
197	EWWISHARES INC MSCI MEXICO ETF	2,771	$208,478	0.1%	NEW
198	EATBRINKER INTL INC	1,443	$206,017	0.1%	TRIM −4%
199	JPXNISHARES TR	2,226	$203,529	0.1%	NEW
200	WUWESTERN UN CO	11,923	$104,088	0.0%	TRIM −6%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TFLOISHARES TR

491K

505K

504K

511K

520K

516K

$26M

IVWISHARES TR

195K

185K

182K

177K

172K

169K

$19M

AAPLAPPLE INC

76K

75K

76K

75K

70K

$18M

SHYISHARES TR

145K

148K

149K

150K

152K

173K

$14M

IJKISHARES TR

146K

143K

144K

143K

142K

141K

$14M

VEUVANGUARD INTL EQUITY INDEX F

178K

175K

173K

171K

166K

160K

$12M

JAAAJANUS DETROIT STR TR

189K

195K

196K

197K

200K

198K

$10M

FLOTISHARES TR

219K

227K

216K

221K

184K

$9M

NEARISHARES U S ETF TR

188K

194K

195K

199K

179K

$9M

SCZISHARES TR

124K

123K

121K

119K

117K

114K

$9M

VBRVANGUARD INDEX FDS

42K

41K

40K

39K

$9M

FTSMFIRST TR EXCHANGE-TRADED FD

122K

129K

130K

133K

130K

$8M

IJSISHARES TR

65K

67K

66K

$8M

IJTISHARES TR

53K

$8M

VBKVANGUARD INDEX FDS

27K

26K

25K

24K

23K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Ifrah Financial Services, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 200 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Ifrah Financial Services, Inc.