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CIK 0002035872 • 5 13F filings • Apr 25, 2025 – Apr 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $474K | 0.1%Prev: 0.1% | 7,798 SH | Increased+912 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $1.4M | 0.4%Prev: 0.6% | 18,682 SH | Decreased-169 SH |
| HIMS & HERS HEALTH INC | COM CL A | $454K | 0.1%Prev: 0.2% | 13,997 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $437K | 0.1%Prev: 0.1% | 1,728 SH | Increased+2 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $480K | 0.1%Prev: 0.1% | 6,723 SH | Decreased+37 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $210K | 0.1%Prev: 0.1% | 3,544 SH | Increased+12 SH |
| INVESCO QQQ TR | UNIT SER 1 | $48.6M | 14.4%Prev: 15.0% | 79,166 SH | Decreased-2,870 SH |
| ISHARES GOLD TR | ISHARES NEW | $67.7M | 20.0%Prev: 14.2% | 834,406 SH | Increased+196,475 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.3%Prev: 0.3% | 15,877 SH | Increased+863 SH |
| ISHARES INC | MSCI EMRG CHN | $237K | 0.1% | 3,265 SH | New |
| ISHARES INC | MSCI GERMANY ETF | $14.3M | 4.2%Prev: 7.8% | 336,362 SH | Decreased-275,021 SH |
| ISHARES TR | 20 YR TR BD ETF | $564K | 0.2%Prev: 0.2% | 6,465 SH | Decreased+156 SH |
| ISHARES TR | CORE MSCI INTL | $371K | 0.1%Prev: 0.1% | 4,502 SH | Increased+82 SH |
| ISHARES TR | CORE S&P500 ETF | $21.9M | 6.5%Prev: 6.2% | 31,988 SH | Increased+1,527 SH |
| ISHARES TR | CORE US AGGBD ET | $425K | 0.1%Prev: 0.1% | 4,257 SH | Increased+55 SH |
| ISHARES TR | EAFE GRWTH ETF | $1.2M | 0.4%Prev: 0.4% | 10,942 SH | Increased+851 SH |
| ISHARES TR | EAFE VALUE ETF | $451K | 0.1%Prev: 0.1% | 6,309 SH | Increased+877 SH |
| ISHARES TR | ESG AWR MSCI USA | $442K | 0.1%Prev: 0.1% | 2,964 SH | Decreased-103 SH |
| ISHARES TR | ESG AWRE USD ETF | $212K | 0.1%Prev: 0.1% | 9,075 SH | Decreased-784 SH |
| ISHARES TR | IBOXX INV CP ETF | $424K | 0.1%Prev: 0.1% | 3,850 SH | Increased+57 SH |
| ISHARES TR | MSCI INTL QUALTY | $42.8M | 12.7%Prev: 13.0% | 942,700 SH | Increased-25,057 SH |
| ISHARES TR | MSCI USA MMENTM | $2.7M | 0.8%Prev: 0.8% | 10,874 SH | Decreased+99 SH |
| ISHARES TR | MSCI USA QLT FCT | $47.7M | 14.1%Prev: 14.5% | 239,991 SH | Increased-4,657 SH |
| ISHARES TR | RUS 1000 GRW ETF | $46.5M | 13.7%Prev: 14.5% | 98,272 SH | Decreased-3,563 SH |
| ISHARES TR | RUS MID CAP ETF | $3.1M | 0.9%Prev: 0.9% | 32,051 SH | Increased+432 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 0.8%Prev: 0.8% | 10,842 SH | Increased+36 SH |
| ISHARES TR | S&P 500 GRWT ETF | $513K | 0.2%Prev: 0.1% | 4,161 SH | Increased+527 SH |
| ISHARES TR | S&P 500 VAL ETF | $286K | 0.1%Prev: 0.1% | 1,351 SH | Increased+160 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $473K | 0.1%Prev: 0.1% | 9,343 SH | Increased+101 SH |
| NETFLIX INC | COM | $270K | 0.1%Prev: 0.1% | 2,880 SH | Decreased+2,592 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $389K | 0.1%Prev: 0.1% | 7,850 SH | Increased+91 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $224K | 0.1%Prev: 0.1% | 2,231 SH | Increased+25 SH |
| RUBRIK INC. | CL A | $441K | 0.1%Prev: 0.1% | 5,761 SH | Decreased |
| SPDR SERIES TRUST | STATE STREET SPD | $378K | 0.1% | 4,136 SH | New |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $625K | 0.2%Prev: 0.2% | 12,543 SH | Increased+183 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $26.9M | 8.0%Prev: 8.0% | 322,069 SH | Increased-6,668 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $442K | 0.1%Prev: 0.1% | 7,525 SH | Increased+96 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $617K | 0.2%Prev: 0.2% | 12,255 SH | Increased+118 SH |
| 13F-HR |
| 0001667731-25-000730 |
| $308.8M |
| View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000322 | $223.9M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000529 | $271.8M | View |