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CIK 0001822065 • 6 13F filings • Apr 30, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $5.4M | 2.8% | 117,853 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $35.8M | 18.3% | 76,330 SH | |
| ISHARES TR | CALIF MUN BD ETF | $5.2M | 2.7% | 92,578 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.7M | 1.4% | 46,101 SH | |
| ISHARES TR | CORE S&P500 ETF | $26.7M | 13.7% | 47,578 SH | |
| ISHARES TR | LARGE CAP MAX BU | $4.7M | 2.4% | 186,937 SH | |
| ISHARES TR | MSCI USA QLT FCT | $19.8M | 10.2% | 116,032 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.4M | 1.2% | 23,079 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $8.0M | 4.1% | 22,292 SH | |
| ISHARES TR | S&P 100 ETF | $8.1M | 4.2% | 30,003 SH | |
| ISHARES TR | SHORT TREAS BD | $39.4M | 20.2% | 356,518 SH | |
| ISHARES U S ETF TR | SHORT MATURITY M | $695K | 0.4% | 13,843 SH | |
| RTX CORPORATION | COM | $285K | 0.1% | 2,153 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $8.6M | 4.4% | 89,095 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $3.0M | 1.5% | 32,033 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $9.3M | 4.7% | 185,852 SH | |
| SPDR GOLD TR | GOLD SHS | $14.5M | 7.4% | 50,338 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $503K | 0.3% | 10,000 SH |
| 13F-HR |
| 0001822065-26-000004 |
| $251.1M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004706 | $213.6M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001822065-26-000002 | $230.5M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002467 | $195.2M | View |