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CIK 0002010929 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| HARBOR ETF TRUST | SCIENTIFIC HIGH | $239K | 0.8% | 5,389 SH | |
| ISHARES TR | MSCI USA MIN VOL | $964K | 3.1% | 10,287 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $299K | 1.0% | 4,699 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $545K | 1.8% | 9,568 SH | |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $387K | 1.3% | 8,038 SH | |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $843K | 2.7% | 24,292 SH | |
| PACER FDS TR | PAC ASSET FLTG | $3.7M | 11.9% | 78,020 SH | |
| VANECK ETF TRUST | AA BB CLO ETF | $380K | 1.2% | 7,500 SH | |
| VANECK ETF TRUST | CLO ETF | $9.0M | 29.1% | 169,808 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.9M | 9.3% | 31,541 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.7M | 15.3% | 57,914 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.3M | 14.1% | 55,168 SH | |
| VANGUARD WELLINGTON FD | US MINIMUM | $2.6M | 8.6% | 20,815 SH |
| 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 |