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CIK 0001804717 • 6 13F filings • May 5, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | $17.0M | 6.6%Prev: 6.5% | 27,649 SH | Increased+465 SH |
| ISHARES INC | CORE MSCI EMKT | $9.1M | 3.5%Prev: 3.5% | 135,211 SH | Increased+3,557 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.2M | 0.9%Prev: 0.9% | 21,938 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $13.3M | 5.2%Prev: 5.0% | 148,501 SH | Increased+4,484 SH |
| ISHARES TR | CORE S&P MCP ETF | $529K | 0.2%Prev: 0.2% | 8,008 SH | Decreased-233 SH |
| ISHARES TR | CORE S&P500 ETF | $29.7M | 11.6%Prev: 11.4% | 43,380 SH | Increased+892 SH |
| ISHARES TR | CORE US AGGBD ET | $54.8M | 21.3%Prev: 21.5% | 549,017 SH | Increased+13,771 SH |
| ISHARES TR | IBOXX INV CP ETF | $621K | 0.2%Prev: 0.3% | 5,638 SH | Decreased-9 SH |
| ISHARES TR | MSCI USA MIN VOL | $21.0M | 8.2%Prev: 8.2% | 222,839 SH | Increased+6,973 SH |
| ISHARES TR | MSCI USA MMENTM | $796K | 0.3%Prev: 0.4% | 3,179 SH | Decreased-591 SH |
| ISHARES TR | S&P 500 GRWT ETF | $21.7M | 8.4%Prev: 8.3% | 175,652 SH | Increased+3,266 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $7.3M | 2.8% | 66,264 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $287K | 0.1%Prev: 0.1% | 421 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.0M | 4.3%Prev: 4.3% | 139,498 SH | Increased+1,838 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.4M | 4.0%Prev: 4.1% | 117,555 SH | Increased+5,514 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $31.1M | 12.1%Prev: 12.5% | 389,790 SH | Decreased-2,267 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $14.1M | 5.5%Prev: 5.5% | 35,776 SH | Increased+933 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $12.2M | 4.8%Prev: 4.3% | 42,461 SH | Increased+858 SH |
| 13F-HR |
| 0001804717-26-000003 |
| $285.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004766 | $239.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001804717-26-000002 | $261.1M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002586 | $233.5M | View |