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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 | ARES SYSTEMATIC | $279K | 0.1% | 6,258 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $73.9M | 26.7% | 982,253 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $8.0M | 2.9% | 37,250 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $15.0M | 5.4% | 279,390 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $1.6M | 0.6%Prev: 1.0% | 22,711 SH | Increased+18,012 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.2M | 0.4%Prev: 1.8% | 21,460 SH | Increased+11,892 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $284K | 0.1% | 6,160 SH | New |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $2.1M | 0.8% | 27,678 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $396K | 0.1% | 7,133 SH | New |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $698K | 0.3%Prev: 1.3% | 14,527 SH | Increased+6,489 SH |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $1.0M | 0.4%Prev: 2.7% | 26,250 SH | Increased+1,958 SH |
| PACER FDS TR | ARISTOTLE PACIFI | $3.2M | 1.2% | 69,539 SH | New |
| VANECK ETF TRUST | AA BB CLO ETF | $45.6M | 16.5%Prev: 1.2% | 911,773 SH | Increased+904,273 SH |
| VANECK ETF TRUST | CLO ETF | $98.2M | 35.5%Prev: 29.1% | 1,863,451 SH | Increased+1,693,643 SH |
| VANGUARD FIXED INCOME SECS F | HIGH-YIELD ACTV | $374K | 0.1% | 5,031 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $856K | 0.3% | 3,326 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.1M | 1.1%Prev: 9.3% | 35,421 SH | Increased+3,880 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $682K | 0.2% | 2,257 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.8M | 5.7% | 49,278 SH | New |
| VANGUARD MALVERN FDS | MULTI SECTOR | $338K | 0.1% | 6,629 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $740K | 0.3%Prev: 15.3% | 8,943 SH | Decreased-48,971 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $258K | 0.1% | 1,200 SH | New |
| VANGUARD WELLINGTON FD | US MINIMUM | $2.5M | 0.9%Prev: 8.6% | 18,541 SH | Decreased-2,274 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $463K | 0.2% | 4,918 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 |