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CIK 0002135133 • 2 13F filings • May 15, 2026 – Aug 4, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $368K | 0.3%Prev: 0.4% | 1,031 SH | Decreased-280 SH |
| ALPS ETF TR | ALERIAN MLP | $4.9M | 4.0% | 94,792 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $19.8M | 16.2%Prev: 16.2% | 26,930 SH | Increased+1,837 SH |
| ISHARES INC | CORE MSCI EMKT | $7.9M | 6.5%Prev: 6.6% | 95,282 SH | Increased+10,836 SH |
| ISHARES TR | 0-5YR HI YL CP | $9.1M | 7.4% | 213,527 SH | New |
| ISHARES TR | CORE MSCI EAFE | $7.5M | 6.1%Prev: 7.4% | 77,562 SH | Increased+4,126 SH |
| ISHARES TR | CORE S&P MCP ETF | $7.2M | 5.9%Prev: 4.2% | 93,550 SH | Increased+37,381 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.5M | 6.1%Prev: 4.3% | 50,277 SH | Increased+19,581 SH |
| ISHARES TR | FLTG RATE NT ETF | $797K | 0.7%Prev: 0.6% | 15,608 SH | Increased+5,107 SH |
| ISHARES TR | IBOXX INV CP ETF | $8.7M | 7.1% | 79,514 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $7.2M | 5.9% | 11,163 SH | New |
| ISHARES TR | PFD AND INCM SEC | $8.7M | 7.1%Prev: 0.6% | 285,927 SH | Increased+267,731 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $8.8M | 7.2% | 173,366 SH | New |
| PROSHARES TR | S&P 500 HIGH ETF | $4.6M | 3.8% | 95,393 SH | New |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $942K | 0.8% | 21,385 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $17.3M | 14.2%Prev: 16.8% | 23,144 SH | Increased-3 SH |
| TESLA INC | COM | $919K | 0.8%Prev: 0.6% | 2,185 SH | Increased+685 SH |