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CIK 0001967622 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | $30.2M | 22.6%Prev: 21.3% | 843,018 SH | Decreased+34,005 SH |
| Nasdaq 100 (QQEW) | SHS | $17.4M | 13.0% | 127,199 SH | New |
| Nasdaq 100 (QQQ) | UNIT SER 1 | $10.8M | 8.1%Prev: 7.3% | 19,553 SH | Increased+907 SH |
| Nasdaq 100 (QQQM) | NASDAQ 100 ETF | $26.3M | 19.7%Prev: 18.9% | 115,919 SH | Decreased-1,624 SH |
| Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | $2.3M | 1.7%Prev: 1.6% | 5,400 SH | Decreased |
| Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | $1.0M | 0.8%Prev: 0.8% | 5,216 SH | Decreased |
| Russell Midcap Value i-share (IWR) | RUS MDCP VAL ETF | $540K | 0.4%Prev: 0.4% | 5,868 SH | Decreased |
| S&P 500 SPDR (SPY) | TR UNIT | $223K | 0.2%Prev: 0.2% | 361 SH | Decreased |
| Sprott Physical Gold Etv (PHYS) | UNIT | $4.9M | 3.7%Prev: 10.4% | 192,955 SH | Decreased-239,655 SH |
| SRH Total Return Fund (STEW) | COM | $22.7M | 17.0%Prev: 18.0% | 1,286,433 SH | Decreased-269,262 SH |
| TCW Strategic Income (TSI) | COM | $15.7M | 11.7%Prev: 13.6% | 3,213,023 SH | Decreased-1,267,700 SH |
| Vanguard Tax Exempt Muni Bond (VTEB) | TAX EXEMPT BD | $637K | 0.5% | 13,000 SH | New |
| Vguard Total World (VT) | TT WRLD ST ETF | $287K | 0.2%Prev: 0.2% | 2,230 SH | Decreased |
| Vguard Value index (VTV) | VALUE ETF | $689K | 0.5%Prev: 0.5% | 3,900 SH | Decreased |
| 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 |