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CIK 0002021711 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $363K | 0.4% | 1,907 SH | |
| AMERICAN ELEC PWR CO INC | COM | $439K | 0.5% | 4,022 SH | |
| APPLE INC | COM | $374K | 0.4% | 1,686 SH | |
| ARCH CAP GROUP LTD | COM | $207K | 0.2% | 2,155 SH | |
| BERKSHIRE HATHAWAY INC DEL | COM | $328K | 0.4% | 616 SH | |
| BLACKROCK FLOATING RATE INCO | ETF | $3.3M | 3.6% | 257,053 SH | |
| CALAMOS CONV OPPORTUNITIES & | ETF | $2.0M | 2.1% | 205,442 SH | |
| CREDO TECHNOLOGY GROUP HOLDI | COM | $301K | 0.3% | 7,500 SH | |
| INTEL CORP | COM | $1.5M | 1.6% | 64,268 SH | |
| ISHARES INC | COM | $481K | 0.5% | 8,733 SH | |
| ISHARES TR | COM | $9.9M | 10.6% | 29,679 SH | |
| ISHARES TR | ETF | $439K | 0.5% | 8,374 SH | |
| MCKESSON CORP | COM | $392K | 0.4% | 583 SH | |
| MICROSOFT CORP | COM | $501K | 0.5% | 1,335 SH | |
| PEPSICO INC | COM | $286K | 0.3% | 1,906 SH | |
| PIMCO ETF TR | ETF | $294K | 0.3% | 5,441 SH | |
| ROCKWELL AUTOMATION INC | COM | $388K | 0.4% | 1,500 SH | |
| SPDR INDEX SHS FDS | COM | $18.4M | 19.8% | 485,729 SH | |
| SPDR SER TR | COM | $19.8M | 21.3% | 352,052 SH | |
| TRANE TECHNOLOGIES PLC | COM | $226K | 0.2% | 671 SH | |
| VANECK ETF TRUST | EFT2 | $3.3M | 3.5% | 57,246 SH | |
| VANGUARD INDEX FDS | COM | $5.0M | 5.4% | 19,901 SH | |
| VANGUARD INDEX FDS | EFT2 | $4.0M | 4.3% | 44,258 SH | |
| VANGUARD INTL EQUITY INDEX F | COM | $4.0M | 4.3% | 87,716 SH | |
| VANGUARD INTL EQUITY INDEX F | EFT2 | $4.7M | 5.1% | 116,336 SH | |
| VANGUARD MALVERN FDS | COM | $1.3M | 1.4% | 26,978 SH | |
| VANGUARD TAX-MANAGED FDS | COM | $5.1M | 5.5% | 100,651 SH | |
| WISDOMTREE TR | COM | $5.7M | 6.1% | 128,812 SH |
| 13F-HR |
| 0002021711-25-000006 |
| $124.9M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002021711-26-000003 | $177.1M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002021711-25-000003 | $107.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002021711-26-000002 | $139.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0002021711-25-000002 | $93.0M | View |