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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 | $273K | 0.3% | 6,910 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $801K | 0.8% | 15,025 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $15.6M | 14.7% | 33,248 SH | |
| ISHARES TR | CORE S&P MCP ETF | $341K | 0.3% | 5,840 SH | |
| ISHARES TR | RUS MID CAP ETF | $13.3M | 12.5% | 155,757 SH | |
| ISHARES TR | US SML CAP EQT | $17.5M | 16.5% | 282,329 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $11.1M | 10.5% | 53,812 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $21.0M | 19.8% | 309,185 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $218K | 0.2% | 5,350 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $507K | 0.5% | 6,307 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $227K | 0.2% | 1,036 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $24.9M | 23.4% | 313,249 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $470K | 0.4% | 5,884 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 |