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CIK 0001967622 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR (AVUV) | US SML CP VALU | $10.2M | 6.4% | 82,122 SH | New |
| DFA U S Core Equity 2 (DFAC) | US CORE EQUITY 2 | $36.2M | 22.8%Prev: 22.6% | 814,968 SH | Increased-28,050 SH |
| DIMENSIONAL ETF TRUST (DFNM) | NATL MUN BD ETF | $815K | 0.5% | 16,870 SH | New |
| ISHARES TR (IWO) | RUS 2000 GRW ETF | $275K | 0.2% | 697 SH | New |
| Nasdaq 100 (QQQ) | UNIT SER 1 | $13.0M | 8.2%Prev: 8.1% | 17,697 SH | Increased-1,856 SH |
| Nasdaq 100 (QQQM) | NASDAQ 100 ETF | $35.1M | 22.1%Prev: 19.7% | 115,869 SH | Increased-50 SH |
| Russell 1000 Growth i-share (IWF) | RUS 1000 GRW ETF | $2.7M | 1.7%Prev: 1.7% | 21,600 SH | Increased+16,200 SH |
| Russell 1000 Value i-share (IWD) | RUS 1000 VAL ETF | $1.3M | 0.8%Prev: 0.8% | 5,216 SH | Increased |
| Russell Midcap Value i-share (IWR) | RUS MDCP VAL ETF | $647K | 0.4%Prev: 0.4% | 5,868 SH | Increased |
| Sprott Physical Gold Etv (PHYS) | UNIT | $9.0M | 5.7%Prev: 3.7% | 298,830 SH | Increased+105,875 SH |
| SRH Total Return Fund (STEW) | COM | $28.2M | 17.7%Prev: 17.0% | 1,573,433 SH | Increased+287,000 SH |
| TCW Strategic Income (TSI) | COM | $20.3M | 12.8%Prev: 11.7% | 4,493,487 SH | Increased+1,280,464 SH |
| Vguard Total World (VT) | TT WRLD ST ETF | $350K | 0.2%Prev: 0.2% | 2,230 SH | Increased |
| Vguard Value index (VTV) | VALUE ETF | $850K | 0.5%Prev: 0.5% | 3,900 SH | Increased |
| 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 |