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CIK 0001967622 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.2M | 22.8% | 856,169 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $5.1M | 4.1% | 196,380 SH | |
| FIRST TR NAS100 EQ WEIGHTED | SHS | $15.4M | 12.4% | 127,134 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $21.7M | 17.5% | 112,194 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $9.9M | 8.0% | 21,203 SH | |
| ISHARES GOLD TR | ISHARES NEW | $7.7M | 6.2% | 130,376 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.9M | 1.6% | 5,400 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $5K | 0.0% | 981,443 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $323K | 0.3% | 1,847 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $499K | 0.4% | 5,868 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $202K | 0.2% | 361 SH | |
| SRH TOTAL RETURN FUND INC | COM | $16.7M | 13.5% | 968,445 SH | |
| TCW STRATEGIC INCOME FD INC | COM | $14.8M | 11.9% | 3,042,735 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $674K | 0.5% | 3,900 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $259K | 0.2% | 2,230 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $645K | 0.5% | 13,000 SH |
| 13F-HR |
| 0001967622-25-000004 |
| $148.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001967622-26-000003 | $158.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001967622-25-000001 | $133.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001967622-26-000002 | $147.5M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000038 | $124.1M | View |