Spectrum Planning & Advisory Services Inc.

**Spectrum Planning & Advisory Services Inc.** manages $194M across a diversified portfolio of 113 positions. The strategy exhibits a significant allocation toward short-duration fixed income, evidenced by top holdings in BIL ($15.1M) and SGOV ($13.1M). Further diversification is seen with notable exposure to Treasury-linked assets like JPST ($12.8M) and a mix of global and sector-specific plays, including IEMG ($8.2M) and IVW ($8.4M). This structure suggests a defensive, income-oriented mandate with tactical tilts across various credit and equity segments.

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