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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 | $223K | 0.1% | 772 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.5% | 4,015 SH | New |
| HARBOR ETF TRUST | ARES SYSTEMATIC | $284K | 0.1% | 6,258 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $88.5M | 23.1% | 982,557 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $9.0M | 2.4%Prev: 37.0% | 37,250 SH | Decreased-269,069 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $14.9M | 3.9% | 279,411 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $2.4M | 0.6%Prev: 0.3% | 29,710 SH | Increased+21,306 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.3M | 0.4%Prev: 0.5% | 23,867 SH | Increased+8,350 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $9.5M | 2.5% | 205,692 SH | New |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $2.3M | 0.6% | 28,178 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $236K | 0.1% | 4,650 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $450K | 0.1% | 7,324 SH | New |
| J P MORGAN EXCHANGE TRADED F | RLTY INCOME ETF | $762K | 0.2% | 14,605 SH | New |
| PACER FDS TR | ARIST HIGH ETF | $3.6M | 0.9% | 77,211 SH | New |
| VANECK ETF TRUST | AA BB CLO ETF | $46.9M | 12.2%Prev: 12.3% | 929,307 SH | Increased+540,250 SH |
| VANECK ETF TRUST | CLO ETF | $100.6M | 26.2%Prev: 36.2% | 1,900,128 SH | Increased+800,508 SH |
| VANGUARD FIXED INCOME SECS F | HIGH-YIELD ACTV | $936K | 0.2% | 12,498 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.0M | 0.3% | 3,331 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.5M | 0.9%Prev: 1.7% | 36,716 SH | Increased+6,167 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $826K | 0.2% | 2,259 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $90.7M | 23.6% | 245,018 SH | New |
| VANGUARD MALVERN FDS | MULTI SECTOR | $290K | 0.1% | 5,661 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $448K | 0.1% | 1,893 SH | New |
| VANGUARD WELLINGTON FD | US MINIMUM | $2.6M | 0.7%Prev: 1.7% | 18,541 SH | Decreased-2,374 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $436K | 0.1% | 4,444 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 |