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CIK 0002010929 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $210K | 0.1% | 771 SH | New |
| HARBOR ETF TRUST | SCIENTIFIC HIGH | $246K | 0.1%Prev: 0.1% | 5,389 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $7.8M | 4.3%Prev: 29.7% | 37,250 SH | Decreased-306,319 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $15.2M | 8.4% | 279,465 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $710K | 0.4%Prev: 0.2% | 9,896 SH | Increased+4,371 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $968K | 0.5%Prev: 0.3% | 16,780 SH | Increased+4,374 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $465K | 0.3% | 6,214 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $409K | 0.2%Prev: 0.2% | 6,965 SH | Increased+156 SH |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $677K | 0.4%Prev: 0.2% | 14,483 SH | Increased+2,749 SH |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $1.2M | 0.6%Prev: 0.6% | 26,250 SH | Decreased-4,292 SH |
| PACER FDS TR | ARISTOTLE PACIFI | $3.3M | 1.8%Prev: 1.4% | 70,124 SH | Decreased |
| VANECK ETF TRUST | AA BB CLO ETF | $45.4M | 25.0%Prev: 19.1% | 895,536 SH | Increased+13,508 SH |
| VANECK ETF TRUST | CLO ETF | $84.0M | 46.3%Prev: 35.4% | 1,589,919 SH | Increased+17,203 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 1.0%Prev: 1.1% | 21,298 SH | Decreased-6,387 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.1M | 8.3%Prev: 6.2% | 44,969 SH | Increased+249 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.3M | 0.7%Prev: 0.6% | 14,954 SH | Decreased-2,938 SH |
| VANGUARD WELLINGTON FD | US MINIMUM | $2.4M | 1.3%Prev: 1.2% | 18,541 SH | Decreased-2,462 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $293K | 0.2% | 3,251 SH | New |
| 13F-HR |
| 0001376474-26-000490 |
| $383.9M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001376474-25-000682 | $160.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001376474-26-000307 | $276.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001376474-25-000367 | $30.8M | View |