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CIK 0002110114 • 4 13F filings • Feb 10, 2026 – Aug 4, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES A I INNO | $4.2M | 3.3% | 126,881 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $10.4M | 8.2%Prev: 6.7% | 170,761 SH | Increased+36,649 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $3.8M | 3.0% | 98,517 SH | New |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $303K | 0.2% | 6,226 SH | New |
| GRANITESHARES GOLD TR | SHS BEN INT | $3.1M | 2.5%Prev: 1.0% | 73,730 SH | Increased+40,793 SH |
| HARTFORD FDS EXCHANGE TRADED | STRATEGIC INCOME | $3.8M | 3.0% | 105,892 SH | New |
| ISHARES INC | CORE MSCI EMKT | $8.4M | 6.6%Prev: 4.2% | 125,391 SH | Increased+56,946 SH |
| ISHARES INC | MSCI EMRG CHN | $290K | 0.2%Prev: 0.3% | 3,988 SH | Decreased+82 SH |
| ISHARES TR | 10-20 YR TRS ETF | $6.1M | 4.8%Prev: 3.0% | 59,914 SH | Increased+19,802 SH |
| ISHARES TR | CORE INTL AGGR | $3.0M | 2.4% | 60,673 SH | New |
| ISHARES TR | CORE S&P500 ETF | $11.3M | 8.9%Prev: 16.9% | 16,436 SH | Decreased-14,272 SH |
| ISHARES TR | EAFE GRWTH ETF | $613K | 0.5%Prev: 3.7% | 5,383 SH | Decreased-35,145 SH |
| ISHARES TR | EAFE VALUE ETF | $7.1M | 5.6%Prev: 0.7% | 99,501 SH | Increased+87,880 SH |
| ISHARES TR | ESG AWR MSCI USA | $501K | 0.4%Prev: 0.4% | 3,366 SH | Decreased |
| ISHARES TR | MBS ETF | $4.8M | 3.8%Prev: 4.0% | 50,875 SH | Decreased-6,808 SH |
| ISHARES TR | MSCI USA MMENTM | $3.8M | 3.0%Prev: 2.7% | 15,123 SH | Increased+4,287 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 4.1%Prev: 0.9% | 25,915 SH | Increased+20,541 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.7M | 1.3%Prev: 1.0% | 15,636 SH | Increased+3,107 SH |
| ISHARES TR | S&P 100 ETF | $7.4M | 5.8%Prev: 0.2% | 21,501 SH | Increased+20,832 SH |
| ISHARES TR | S&P 500 GRWT ETF | $8.1M | 6.4%Prev: 6.4% | 65,412 SH | Decreased+2,701 SH |
| ISHARES TR | SYSTEMATIC BD ET | $415K | 0.3%Prev: 0.4% | 4,628 SH | Decreased-809 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $15.4M | 12.1%Prev: 15.3% | 324,557 SH | Decreased-118,841 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $214K | 0.2% | 4,233 SH | New |
| SCHWAB STRATEGIC TR | MUN BD ETF | $1.3M | 1.0%Prev: 0.9% | 50,295 SH | Increased+391 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $210K | 0.2%Prev: 0.2% | 7,090 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $558K | 0.4% | 3,877 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 2.1% | 15,864 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $277K | 0.2%Prev: 0.2% | 442 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.4M | 8.2%Prev: 5.8% | 54,426 SH | Increased+17,997 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $523K | 0.4%Prev: 3.7% | 8,730 SH | Decreased-77,322 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $1.2M | 1.0% | 18,324 SH | New |
| 13F-HR |
| 0002110114-26-000003 |
| $130.1M |
| View |