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CIK 0001723514 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $365K | 0.2%Prev: 0.1% | 1,165 SH | Increased+28 SH |
| ALPS ETF TR | SMITH CORE PLUS | $11.7M | 5.0%Prev: 5.1% | 450,621 SH | Decreased-8,416 SH |
| AMAZON COM INC | COM | $408K | 0.2%Prev: 0.2% | 1,766 SH | Decreased-549 SH |
| APPLE INC | COM | $3.7M | 1.5%Prev: 1.7% | 13,465 SH | Decreased-2,089 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $15.1M | 6.4%Prev: 6.4% | 20 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.8M | 1.6%Prev: 1.6% | 7,582 SH | Increased+122 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $6.3M | 2.7% | 422,713 SH | New |
| BONDBLOXX ETF TRUST | IR M TAXAWARE | $268K | 0.1%Prev: 0.7% | 5,289 SH | Decreased-26,775 SH |
| BROADCOM INC | COM | $800K | 0.3%Prev: 0.2% | 2,311 SH | Increased+614 SH |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.6%Prev: 0.7% | 1,761 SH | Decreased+17 SH |
| DISNEY WALT CO | COM | $218K | 0.1%Prev: 0.1% | 1,913 SH | Increased+159 SH |
| EDISON INTL | COM | $1.3M | 0.6%Prev: 0.5% | 21,803 SH | Increased+386 SH |
| ELI LILLY & CO | COM | $413K | 0.2%Prev: 0.1% | 384 SH | Increased+84 SH |
| GE VERNOVA INC | COM | $411K | 0.2%Prev: 0.2% | 629 SH | Decreased-218 SH |
| HOME DEPOT INC | COM | $1.0M | 0.4%Prev: 0.5% | 2,989 SH | Decreased+11 SH |
| INTUITIVE SURGICAL INC | COM NEW | $830K | 0.4%Prev: 0.3% | 1,466 SH | Increased-5 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $364K | 0.2% | 1,900 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $57K | 0.0% | 35,451 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $897K | 0.4% | 8,932 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.5%Prev: 0.5% | 1,618 SH | Increased+6 SH |
| ISHARES TR | RUSSELL 2000 ETF | $977K | 0.4%Prev: 0.3% | 3,970 SH | Increased+652 SH |
| ISHARES TR | S&P 500 GRWT ETF | $335K | 0.1% | 2,719 SH | New |
| ISHARES TR | S&P 500 VAL ETF | $985K | 0.4%Prev: 0.3% | 4,647 SH | Increased+649 SH |
| ISHARES TR | S&P MC 400VL ETF | $298K | 0.1% | 2,262 SH | New |
| ISHARES TR | SP SMCP600VL ETF | $272K | 0.1% | 2,395 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.6M | 1.1%Prev: 1.2% | 45,250 SH | Decreased-2,706 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $291K | 0.1%Prev: 0.2% | 5,000 SH | Decreased-3,000 SH |
| JANUS DETROIT STR TR | HENDERSON SECURI | $17.0M | 7.2%Prev: 7.3% | 326,735 SH | Decreased-3,250 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.1M | 2.6%Prev: 2.9% | 121,226 SH | Decreased-13,409 SH |
| JPMORGAN CHASE & CO. | COM | $456K | 0.2%Prev: 0.2% | 1,416 SH | Increased+86 SH |
| MARVELL TECHNOLOGY INC | COM | $1.4M | 0.6%Prev: 0.5% | 16,373 SH | Increased+3,168 SH |
| META PLATFORMS INC | CL A | $526K | 0.2%Prev: 0.3% | 796 SH | Decreased-302 SH |
| MICROSOFT CORP | COM | $2.4M | 1.0%Prev: 1.1% | 4,890 SH | Decreased-6 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $3.0M | 1.3%Prev: 1.4% | 56,467 SH | Decreased-5,645 SH |
| NVIDIA CORPORATION | COM | $2.3M | 1.0%Prev: 0.8% | 12,462 SH | Increased+2,188 SH |
| PACER FDS TR | METAURUS CAP 400 | $2.8M | 1.2%Prev: 1.3% | 66,443 SH | Decreased-4,771 SH |
| PROCTER AND GAMBLE CO | COM | $552K | 0.2%Prev: 0.2% | 3,853 SH | Increased+445 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $236K | 0.1%Prev: 0.1% | 10,263 SH | Decreased-3 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $6.0M | 2.5%Prev: 2.8% | 184,556 SH | Decreased-12,856 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.2M | 0.5%Prev: 0.5% | 34,252 SH | Increased+1,902 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $7.8M | 3.3%Prev: 3.3% | 173,519 SH | Increased-6,546 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $3.8M | 1.6%Prev: 1.8% | 142,508 SH | Decreased-25,763 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $8.2M | 3.4%Prev: 3.3% | 300,440 SH | Increased+6,538 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.3M | 0.5%Prev: 0.5% | 40,754 SH | Increased+2,158 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $17.0M | 7.2%Prev: 7.4% | 706,530 SH | Decreased-43,778 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $1.6M | 0.7%Prev: 0.6% | 36,160 SH | Increased+2,488 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.0M | 0.4%Prev: 0.4% | 42,103 SH | Increased+115 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.8M | 2.0%Prev: 2.1% | 207,200 SH | Decreased-8,256 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $290K | 0.1%Prev: 0.1% | 11,061 SH | Increased-118 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.8M | 3.3%Prev: 3.5% | 283,878 SH | Decreased-18,093 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.3M | 2.7%Prev: 2.6% | 193,253 SH | Increased+2,100 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $11.1M | 4.7%Prev: 4.5% | 411,728 SH | Increased+6,747 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2.7M | 1.1%Prev: 1.2% | 129,268 SH | Decreased+2,046 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.8M | 1.2%Prev: 1.1% | 98,296 SH | Increased+3,858 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $368K | 0.2%Prev: 0.2% | 13,909 SH | Decreased+67 SH |
| SERIES PORTFOLIOS TR | ELDRIDGE BBB B | $19.5M | 8.2%Prev: 8.8% | 735,819 SH | Decreased-37,602 SH |
| SPDR GOLD TR | GOLD SHS | $379K | 0.2%Prev: 0.1% | 957 SH | Increased+132 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $215K | 0.1% | 709 SH | New |
| TESLA INC | COM | $691K | 0.3%Prev: 0.2% | 3,108 SH | Increased+1,943 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $940K | 0.4%Prev: 0.4% | 3,238 SH | Decreased+24 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $18.3M | 7.7%Prev: 9.0% | 29,116 SH | Decreased-5,552 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $967K | 0.4%Prev: 0.2% | 2,886 SH | Increased+1,775 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $620K | 0.3%Prev: 0.3% | 11,541 SH | Increased+219 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $729K | 0.3%Prev: 0.3% | 11,672 SH | Increased+191 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $8.2M | 3.5%Prev: 3.7% | 57,157 SH | Decreased-4,791 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $9.0M | 3.8%Prev: 4.0% | 100,278 SH | Decreased-11,456 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $271K | 0.1% | 656 SH | New |
| 13F-HR |
| 0001723514-26-000004 |
| $256.9M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004367 | $222.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001723514-26-000003 | $236.9M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002247 | $209.0M | View |