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CIK 0001024431 • 2 13F filings • May 7, 2026 – Jul 23, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $1.8M | 3.7%Prev: 2.6% | 34,451 SH | Increased+11,612 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $13.7M | 29.3%Prev: 28.5% | 136,457 SH | Increased+15,126 SH |
| ISHARES TR | 1 3 YR TREAS BD | $207K | 0.4% | 2,526 SH | New |
| ISHARES TR | CORE UNIVRSL USD | $269K | 0.6% | 5,823 SH | New |
| ISHARES TR | MSCI EAFE ETF | $1.7M | 3.6%Prev: 3.8% | 16,340 SH | Increased-201 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 3.7%Prev: 3.7% | 7,154 SH | Increased-295 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $2.4M | 5.2%Prev: 5.9% | 21,916 SH | Decreased-971 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $5.0M | 10.6%Prev: 12.1% | 54,104 SH | Decreased-1,852 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $783K | 1.7%Prev: 1.7% | 14,888 SH | Increased+1,019 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $3.6M | 7.6%Prev: 8.2% | 42,844 SH | Increased-158 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $3.1M | 6.7%Prev: 6.7% | 59,273 SH | Increased+12,180 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.9M | 6.3%Prev: 6.1% | 18,508 SH | Increased+739 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.1M | 6.7%Prev: 7.0% | 69,100 SH | Increased+3,582 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | $3.2M | 6.9%Prev: 8.2% | 124,445 SH | Decreased+7,888 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $943K | 2.0%Prev: 1.9% | 1,263 SH | Increased |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $235K | 0.5% | 334 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $398K | 0.8%Prev: 0.8% | 1,312 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $822K | 1.8%Prev: 1.7% | 2,222 SH | Increased-2 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $202K | 0.4% | 2,413 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $246K | 0.5% | 1,040 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $463K | 1.0%Prev: 1.0% | 6,492 SH | Increased+16 SH |