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CIK 0001630798 • 10 13F filings • Apr 2, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Invesco QQQ Trust Series 1 | UNIT SER 1 | $116K | 69.4%Prev: 59.6% | 201,271 SH | Increased+41,888 SH |
| iShares Core MSCI Europe ETF | CORE MSCI EURO | $5K | 2.8%Prev: 4.1% | 67,471 SH | Decreased-18,893 SH |
| State Street SPDR S&P 500 ETF Trust | TR UNIT | $10K | 5.7% | 14,737 SH | New |
| VANGUARD FTSE ALL-WORLD EX-US ETF | ALLWRLD EX US | $7K | 4.2%Prev: 4.6% | 94,136 SH | Increased-1,737 SH |
| VANGUARD LONG-TERM CORPORATE BOND ETF | LG-TERM COR BD | $986 | 0.6% | 13,195 SH | New |
| Vanguard Long-Term Treasury ETF | LONG TERM TREAS | $107 | 0.1% | 1,940 SH | New |
| VANGUARD REAL ESTATE ETF | REAL ESTATE ETF | $8K | 5.0%Prev: 6.8% | 94,190 SH | Decreased |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | $20K | 12.1%Prev: 14.8% | 63,176 SH | Increased-4,151 SH |
| 13F-HR |
| 0001493152-25-020189 |
| $166K |
| View |
| Apr 2, 2025 | Q3 2023 | 13F-HR/A | 0001641172-25-002310 | $112K | View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001493152-26-035134 | $212K | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001641172-25-022166 | $149K | View |
| Apr 2, 2025 | Q2 2024 | 13F-HR/A | 0001641172-25-002316 | $176K | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001493152-26-018664 | $167K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001641172-25-009377 | $125K | View |
| Apr 2, 2025 | Q1 2024 | 13F-HR/A | 0001641172-25-002314 | $139K | View |