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CIK 0002010929 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | $2.6M | 1.1% | 34,478 SH | New |
| GLOBAL PMTS INC | COM | $2.2M | 0.9% | 26,179 SH | New |
| HARBOR ETF TRUST | SCIENTIFIC HIGH | $249K | 0.1% | 5,389 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $983K | 0.4% | 10,336 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $69.9M | 29.7%Prev: 2.4% | 343,569 SH | Increased+306,319 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $381K | 0.2%Prev: 0.6% | 5,525 SH | Decreased-24,185 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $706K | 0.3%Prev: 0.4% | 12,406 SH | Decreased-11,461 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $391K | 0.2%Prev: 0.1% | 6,809 SH | Decreased-515 SH |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $562K | 0.2% | 11,734 SH | New |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $1.4M | 0.6% | 30,542 SH | New |
| PACER FDS TR | ARISTOTLE PACIFI | $3.3M | 1.4% | 70,124 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $2.2M | 0.9% | 26,231 SH | New |
| VANECK ETF TRUST | AA BB CLO ETF | $45.0M | 19.1%Prev: 12.2% | 882,028 SH | Decreased-47,279 SH |
| VANECK ETF TRUST | CLO ETF | $83.5M | 35.4%Prev: 26.2% | 1,572,716 SH | Decreased-327,412 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.5M | 1.1%Prev: 0.9% | 27,685 SH | Decreased-9,031 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.7M | 6.2%Prev: 23.6% | 44,720 SH | Decreased-200,298 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.5M | 0.6% | 17,892 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $857K | 0.4% | 10,720 SH | New |
| VANGUARD WELLINGTON FD | US MINIMUM | $2.8M | 1.2%Prev: 0.7% | 21,003 SH | Increased+2,462 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 |