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CIK 0002118722 • 3 13F filings • Mar 17, 2026 – Jul 30, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR US SML CP VALU | ETF | $1.4M | 0.8% | 13,738 SH | New |
| DIMENSIONAL ETF TRUST DFA EMERGING CORE | ETF | $274K | 0.1%Prev: 2.3% | 8,398 SH | Decreased-32,792 SH |
| DIMENSIONAL ETF TRUST DFA US SMALL CAP ETF | ETF | $1.0M | 0.6%Prev: 1.7% | 14,633 SH | Decreased-402 SH |
| DIMENSIONAL ETF TRUST ULTRASHORT FIXED | ETF | $7.2M | 3.9% | 141,511 SH | New |
| INVSC QQQ TRUST SRS 1 | UIE | $1.8M | 1.0%Prev: 3.0% | 2,989 SH | Decreased+16 SH |
| ISHARES TR SHRT NAT MUN ETF | ETF | $271K | 0.1% | 486,884 SH | New |
| ISHARES INC MSCI GBL ETF NEW | ETF | $1.9M | 1.0%Prev: 2.1% | 55,580 SH | Increased+43,153 SH |
| ISHARES MORNINGSTAR SMALL | EFT | $350K | 0.2% | 5,114 SH | New |
| ISHARES TR CORE S&P MCP ETF | ETF | $3.5M | 1.9%Prev: 5.6% | 52,856 SH | Decreased-131 SH |
| ISHARES TR RUSSELL 2000 | ETF | $246K | 0.1% | 1,000 SH | New |
| ISHARES TR S&P SML 600 GWT | ETF | $2.9M | 1.6%Prev: 4.9% | 20,665 SH | Decreased+921 SH |
| ISHARES TRUST RUS MID CAP ETF | ETF | $385K | 0.2% | 4,000 SH | New |
| J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | ETF | $11.1M | 6.0%Prev: 18.2% | 194,526 SH | Decreased-39,497 SH |
| J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | ETF | $63.5M | 34.3% | 1,255,984 SH | New |
| PIMCO ETF TR SHTRM MUN BD ACT | ETF | $24.6M | 13.3%Prev: 28.1% | 486,884 SH | Increased+83,439 SH |
| SELECT SECTOR SPDR TR STATE STREET UTI | ETF | $727K | 0.4%Prev: 1.0% | 17,028 SH | Decreased+602 SH |
| SPDR GOLD TR GOLD SHS | ETF | $356K | 0.2%Prev: 0.4% | 899 SH | Increased+33 SH |
| VANECK ETF TRUST GOLD MINERS ETF | ETF | $212K | 0.1%Prev: 0.2% | 2,476 SH | Increased+602 SH |
| VANECK ETF TRUST IG FLOATING RATE | ETF | $3.3M | 1.8% | 129,147 SH | New |
| VANGUARD INDEX FDS MID CAP ETF | ETF | $1.9M | 1.0%Prev: 2.8% | 6,560 SH | Decreased-18,622 SH |
| VANGUARD INDEX FDS S&P 500 ETF SHS | ETF | $239K | 0.1%Prev: 0.3% | 381 SH | Increased+78 SH |
| VANGUARD INDEX FDS SM CP VAL ETF | ETF | $1.1M | 0.6%Prev: 1.7% | 5,164 SH | Decreased+114 SH |
| VANGUARD INDEX FDS SMALL CP ETF | ETF | $360K | 0.2%Prev: 0.5% | 1,396 SH | Decreased+143 SH |
| VANGUARD INDEX FDS SML CP GRW ETF | ETF | $664K | 0.4%Prev: 1.1% | 2,197 SH | Decreased+80 SH |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | ETF | $43.3M | 23.4% | 543,043 SH | New |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | ETF | $1.3M | 0.7%Prev: 1.9% | 9,097 SH | Decreased+205 SH |
| VANGUARD WHITEHALL FDS INTL HIGH ETF | ETF | $5.0M | 2.7%Prev: 7.3% | 5,580 SH | Decreased-48,378 SH |
| VANGUARD WORLD FD ENERGY ETF | ETF | $626K | 0.3%Prev: 1.0% | 4,969 SH | Decreased+165 SH |
| VANGUARD WORLD FD HEALTH CAR ETF | ETF | $1.1M | 0.6%Prev: 1.4% | 3,661 SH | Increased+160 SH |
| VANGUARD WORLD FD INF TECH ETF | ETF | $3.5M | 1.9%Prev: 5.7% | 4,583 SH | Decreased-30,232 SH |
| VANGUARD WORLD FD MATERIALS ETF | ETF | $833K | 0.4%Prev: 1.2% | 4,014 SH | Decreased+110 SH |
| WHEATON PRECIOUS METALS CORP COM | COM | $251K | 0.1%Prev: 0.2% | 2,136 SH | Increased+793 SH |
| 13F-HR |
| 0002118722-26-000004 |
| $65.1M |
| View |