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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 | $418K | 0.4%Prev: 0.3% | 1,907 SH | Increased+42 SH |
| AMERICAN ELEC PWR CO INC | COM | $417K | 0.4%Prev: 0.7% | 4,022 SH | Decreased-3,005 SH |
| APPLE INC | COM | $351K | 0.3%Prev: 0.3% | 1,713 SH | Increased+340 SH |
| BERKSHIRE HATHAWAY INC DEL | COM | $299K | 0.3% | 616 SH | New |
| BLACKROCK FLOATING RATE INCO | COM | $3.7M | 3.4%Prev: 3.1% | 280,236 SH | Decreased-112,418 SH |
| CALAMOS CONV OPPORTUNITIES & | COM | $2.3M | 2.2%Prev: 2.2% | 222,018 SH | Decreased-66,309 SH |
| CREDO TECHNOLOGY GROUP HOLDI | COM | $1.2M | 1.1%Prev: 0.6% | 13,333 SH | Increased+4,875 SH |
| INTEL CORP | COM | $1.4M | 1.3%Prev: 5.7% | 64,268 SH | Decreased-115,257 SH |
| ISHARES INC | COM | $560K | 0.5% | 8,872 SH | New |
| ISHARES TR | COM | $11.4M | 10.6% | 38,582 SH | New |
| MCKESSON CORP | COM | $427K | 0.4%Prev: 0.3% | 583 SH | Decreased+22 SH |
| MICROSOFT CORP | COM | $697K | 0.6%Prev: 0.7% | 1,401 SH | Decreased-1,058 SH |
| PEPSICO INC | COM | $252K | 0.2%Prev: 0.3% | 1,906 SH | Decreased-479 SH |
| PIMCO ETF TR | COM | $273K | 0.3%Prev: 0.2% | 5,067 SH | Increased+103 SH |
| ROCKWELL AUTOMATION INC | COM | $498K | 0.5%Prev: 0.3% | 1,500 SH | Increased+275 SH |
| SCHWAB STRATEGIC TR | COM | $427K | 0.4%Prev: 0.2% | 19,335 SH | Increased+8,523 SH |
| SPDR INDEX SHS FDS | COM | $20.7M | 19.2% | 497,211 SH | New |
| SPDR SERIES TRUST | COM | $23.7M | 22.0% | 393,336 SH | New |
| STRYKER CORPORATION | COM | $521K | 0.5%Prev: 0.3% | 1,316 SH | Increased+162 SH |
| TRANE TECHNOLOGIES PLC | COM | $294K | 0.3%Prev: 0.2% | 671 SH | Increased+13 SH |
| VANECK ETF TRUST | COM | $3.6M | 3.3% | 53,079 SH | New |
| VANGUARD INDEX FDS | COM | $10.7M | 9.9% | 70,387 SH | New |
| VANGUARD INTL EQUITY INDEX F | COM | $10.1M | 9.4% | 213,163 SH | New |
| VANGUARD MALVERN FDS | COM | $1.3M | 1.2% | 26,367 SH | New |
| VANGUARD TAX-MANAGED FDS | COM | $5.7M | 5.3%Prev: 4.6% | 100,794 SH | Decreased+1,322 SH |
| WISDOMTREE TR | COM | $6.3M | 5.8% | 132,431 SH | New |
| 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 |