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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 | ETF | $1.5M | 2.4% | 13,894 SH | |
| DIMENSIONAL ETF TRUST DFA EMERGING CORE | ETF | $976K | 1.5% | 28,820 SH | |
| DIMENSIONAL ETF TRUST DFA US SMALL CAP ETF | ETF | $1.1M | 1.6% | 15,037 SH | |
| DIMENSIONAL ETF TRUST US TARGETED VLU | ETF | $73K | 0.1% | 1,163 SH | |
| INVSC QQQ TRUST SRS 1 | UIE | $1.6M | 2.5% | 2,833 SH | |
| ISHARES INC MSCI EMRG CHN | ETF | $107K | 0.2% | 1,360 SH | |
| ISHARES INC MSCI GBL ETF NEW | ETF | $1.7M | 2.6% | 14,109 SH | |
| ISHARES TR CORE HIGH DV ETF | ETF | $182K | 0.3% | 1,340 SH | |
| ISHARES TR CORE S&P MCP ETF | ETF | $3.6M | 5.5% | 53,436 SH | |
| ISHARES TR CORE S&P500 ETF | ETF | $27K | 0.0% | 42 SH | |
| ISHARES TR EXPANDED TECH | ETF | $189K | 0.3% | 2,358 SH | |
| ISHARES TR MRGSTR SM CP ETF | ETF | $146K | 0.2% | 2,240 SH | |
| ISHARES TR MRNING SM CP ETF | EFT | $356K | 0.5% | 5,128 SH | |
| ISHARES TR MSCI INTL VLU FT | ETF | $384K | 0.6% | 9,675 SH | |
| ISHARES TR RUS MID CAP ETF | ETF | $389K | 0.6% | 4,000 SH | |
| ISHARES TR RUSSELL 2000 ETF | ETF | $248K | 0.4% | 1,000 SH | |
| ISHARES TR S&P MC 400GR ETF | ETF | $62K | 0.1% | 616 SH | |
| ISHARES TR S&P SML 600 GWT | ETF | $2.9M | 4.5% | 20,271 SH | |
| ISHARES TR SELECT DIVID ETF | ETF | $189K | 0.3% | 1,251 SH | |
| J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | ETF | $11.8M | 18.1% | 207,408 SH | |
| PIMCO ETF TR SHTRM MUN BD ACT | ETF | $18.3M | 28.1% | 362,278 SH | |
| PUTNAM ETF TRUST FOCUSED LAR CAP | ETF | $237K | 0.4% | 5,105 SH | |
| SELECT SECTOR SPDR TR STATE STREET UTI | ETF | $773K | 1.2% | 16,846 SH | |
| SPDR GOLD TR GOLD SHS | ETF | $373K | 0.6% | 866 SH | |
| SPDR SERIES TRUST STATE STREET SPD | ETF | $199K | 0.3% | 1,519 SH | |
| VANECK ETF TRUST GOLD MINERS ETF | ETF | $172K | 0.3% | 1,874 SH | |
| VANGUARD HIGH DIVIDEND | ETF | $1.3M | 2.1% | 9,105 SH | |
| VANGUARD INDEX FDS MID CAP ETF | ETF | $1.8M | 2.8% | 6,374 SH | |
| VANGUARD INDEX FDS S&P 500 ETF SHS | ETF | $181K | 0.3% | 303 SH | |
| VANGUARD INDEX FDS SM CP VAL ETF | ETF | $1.1M | 1.7% | 5,172 SH | |
| VANGUARD INDEX FDS SMALL CP ETF | ETF | $367K | 0.6% | 1,400 SH | |
| VANGUARD INDEX FDS SML CP GRW ETF | ETF | $655K | 1.0% | 2,200 SH | |
| VANGUARD INDEX FDS TOTAL STK MKT | ETF | $113K | 0.2% | 350 SH | |
| VANGUARD STAR FDS VG TL INTL STK F | ETF | $92K | 0.1% | 1,191 SH | |
| VANGUARD WHITEHALL FDS HIGH DIV YLD | ETF | $389K | 0.6% | 9,105 SH | |
| VANGUARD WHITEHALL FDS INTL HIGH ETF | ETF | $5.2M | 8.0% | 54,971 SH | |
| VANGUARD WORLD FD ENERGY ETF | ETF | $879K | 1.3% | 5,079 SH | |
| VANGUARD WORLD FD FINANCIALS ETF | ETF | $212K | 0.3% | 1,757 SH | |
| VANGUARD WORLD FD HEALTH CAR ETF | ETF | $950K | 1.5% | 3,488 SH | |
| VANGUARD WORLD FD INF TECH ETF | ETF | $3.1M | 4.8% | 4,493 SH | |
| VANGUARD WORLD FD MATERIALS ETF | ETF | $900K | 1.4% | 3,992 SH | |
| WHEATON PRECIOUS METALS CORP COM | COM | $176K | 0.3% | 1,343 SH |
| 13F-HR |
| 0002118722-26-000004 |
| $65.1M |
| View |