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CIK 0001710666 • 6 13F filings • Apr 11, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.2M | 1.0%Prev: 0.9% | 8,063 SH | Increased-12 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $598K | 0.3%Prev: 0.3% | 1,190 SH | Decreased |
| DATAVAULT AI INC | COM SHS | $13K | 0.0% | 19,780 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $4.2M | 1.9%Prev: 1.4% | 41,617 SH | Increased+10,048 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $20.4M | 9.1%Prev: 8.9% | 458,676 SH | Increased-3,885 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $10.7M | 4.8%Prev: 5.0% | 229,283 SH | Decreased-9,552 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $185.5M | 83.0% | 4,035,993 SH | New |
| Q2 2026 |
| 13F-HR |
| 0001710666-26-000005 |
| $244.1M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004718 | $210.5M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001710666-26-000004 | $220.5M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002071 | $191.2M | View |