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CIK 0002055645 • 6 13F filings • Apr 22, 2025 – Jul 23, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | $715K | 2.4% | 10,489 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $1.7M | 5.8% | 47,275 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 5.6% | 2,253 SH | New |
| ISHARES TR | 0-3 MTH TREASURY | $1.8M | 6.2% | 18,280 SH | New |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 8.4%Prev: 24.6% | 3,333 SH | Decreased-24,953 SH |
| ISHARES TR | MSCI EAFE ETF | $3.8M | 12.6% | 36,260 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $3.8M | 12.8% | 12,642 SH | New |
| J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | $4.3M | 14.3% | 84,183 SH | New |
| NORTHERN LTS FD TR II | ESSEN 40 STK ETF | $2.4M | 7.9% | 118,222 SH | New |
| SCHWAB STRATEGIC TR | CRYPTO THEMATIC | $291K | 1.0% | 4,165 SH | New |
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | $262K | 0.9% | 9,993 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $450K | 1.5% | 19,441 SH | New |
| SPDR SERIES TRUST | ST STR SP AERO | $759K | 2.5% | 2,673 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.4M | 18.1% | 7,226 SH | New |
| Q3 2025 |
| 13F-HR |
| 0002055645-25-000007 |
| $151.9M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002055645-26-000004 | $29.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002055645-25-000006 | $64.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002055645-26-000002 | $62.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0002055645-25-000003 | $64.7M | View |