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CIK 0002004131 • 6 13F filings • Apr 21, 2025 – Aug 4, 2026
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=jivedata("fox-financial-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | $275K | 0.2%Prev: 0.2% | 6,529 SH | Decreased-12 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $855K | 0.7%Prev: 0.7% | 13,979 SH | Increased-135 SH |
| INVESCO QQQ TR | UNIT SER 1 | $19.2M | 15.3%Prev: 15.5% | 31,284 SH | Decreased-1,088 SH |
| ISHARES TR | CORE S&P MCP ETF | $229K | 0.2%Prev: 0.3% | 3,470 SH | Decreased-1,917 SH |
| ISHARES TR | RUS MID CAP ETF | $15.1M | 12.0%Prev: 12.1% | 156,557 SH | Decreased-877 SH |
| ISHARES TR | US SML CAP EQT | $21.1M | 16.9%Prev: 16.8% | 282,299 SH | Decreased-2,277 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $14.7M | 11.7% | 102,316 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $26.0M | 20.7% | 315,084 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $27.4M | 21.9%Prev: 21.7% | 311,384 SH | Increased-2,342 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $497K | 0.4%Prev: 0.4% | 5,554 SH | Increased-11 SH |
| 13F-HR |
| 0002085853-26-000928 |
| $143.6M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001063 | $118.3M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000575 | $122.5M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000459 | $106.2M | View |