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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 | $280K | 0.2%Prev: 0.2% | 6,881 SH | Increased+353 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $865K | 0.7%Prev: 0.7% | 14,963 SH | Increased+1,244 SH |
| INVESCO QQQ TR | UNIT SER 1 | $18.3M | 15.5%Prev: 14.6% | 33,214 SH | Increased+2,299 SH |
| ISHARES TR | CORE S&P MCP ETF | $362K | 0.3%Prev: 0.2% | 5,840 SH | Increased+2,370 SH |
| ISHARES TR | RUS MID CAP ETF | $14.5M | 12.2%Prev: 12.5% | 157,525 SH | Decreased-437 SH |
| ISHARES TR | US SML CAP EQT | $19.5M | 16.5%Prev: 17.5% | 286,455 SH | Decreased+3,079 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $13.7M | 11.6% | 54,266 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $23.3M | 19.7% | 311,660 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $227K | 0.2% | 5,340 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $598K | 0.5% | 6,277 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $227K | 0.2% | 1,036 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $25.9M | 21.9%Prev: 22.9% | 314,980 SH | Decreased+1,551 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $491K | 0.4%Prev: 0.4% | 5,863 SH | Increased+351 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 |