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CIK 0002103352 • 3 13F filings • Feb 11, 2026 – Jul 30, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK FLOATING RATE INC | COM | $232K | 0.2% | 20,481 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $15.3M | 13.4% | 349,717 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $19.9M | 17.5%Prev: 19.6% | 362,096 SH | Decreased-94,193 SH |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | $6.2M | 5.5%Prev: 6.4% | 201,958 SH | Decreased-52,440 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $10.7M | 9.4%Prev: 10.6% | 292,892 SH | Decreased-88,504 SH |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | $2.8M | 2.5% | 91,006 SH | New |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | $8.4M | 7.4%Prev: 6.6% | 192,290 SH | Decreased-29,979 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $10.2M | 9.0%Prev: 6.2% | 222,175 SH | Increased+23,408 SH |
| HARBOR ETF TRUST | HARBOR COMMODITY | $533K | 0.5% | 21,478 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $582K | 0.5% | 5,686 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $359K | 0.3%Prev: 0.5% | 584 SH | Decreased-362 SH |
| ISHARES INC | JP MRGN EM HI BD | $288K | 0.3% | 7,130 SH | New |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.8%Prev: 1.4% | 2,957 SH | Increased+299 SH |
| ISHARES TR | CORE US AGGBD ET | $282K | 0.2%Prev: 0.8% | 2,828 SH | Decreased-9,344 SH |
| ISHARES TR | HDG MSCI EAFE | $5.8M | 5.1%Prev: 0.2% | 139,561 SH | Increased+132,690 SH |
| ISHARES TR | MSCI EAFE SMCP | $304K | 0.3% | 7,811 SH | New |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $2.6M | 2.2% | 38,388 SH | New |
| ORACLE CORP | COM | $271K | 0.2% | 1,392 SH | New |
| PGIM ETF TR | ACTV HY BD ETF | $2.2M | 2.0%Prev: 3.0% | 62,846 SH | Decreased-59,822 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $278K | 0.2% | 2,772 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $918K | 0.8% | 25,457 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $335K | 0.3% | 2,325 SH | New |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $310K | 0.3% | 6,886 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $251K | 0.2% | 368 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $13.3M | 11.7% | 200,874 SH | New |
| SSGA ACTIVE TR | SPDR BRIDGEWATER | $2.4M | 2.1% | 87,684 SH | New |
| SSGA ACTIVE TR | SPDR SSGA IG PUB | $1.1M | 1.0% | 42,858 SH | New |
| SSGA ACTIVE TR | STATE STREET US | $1.3M | 1.1% | 39,021 SH | New |
| T ROWE PRICE ETF INC | FLOATING RATE | $3.6M | 3.2% | 70,821 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.2%Prev: 1.1% | 426 SH | Decreased-1,934 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $387K | 0.3% | 1,499 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $254K | 0.2%Prev: 0.2% | 846 SH | Increased+146 SH |
| 13F-HR |
| 0002103352-26-000004 |
| $124.0M |
| View |