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CIK 0001838660 • 6 13F filings • Apr 29, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $204K | 0.1%Prev: 0.1% | 980 SH | Decreased-200 SH |
| BECTON DICKINSON & CO | COM | $272K | 0.1%Prev: 0.2% | 1,727 SH | Decreased-349 SH |
| BOEING CO | COM | $243K | 0.1%Prev: 0.1% | 1,221 SH | Increased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $242K | 0.1% | 12,560 SH | New |
| ISHARES TR | LATN AMER 40 ETF | $21.3M | 5.6% | 599,680 SH | New |
| ISHARES TR | MSCI USA VALUE | $43.4M | 11.4% | 305,035 SH | New |
| ISHARES TR | TRUST ISHARE 0-1 | $238.2M | 62.7% | 2,158,181 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.5M | 0.4%Prev: 0.5% | 26,772 SH | Increased+1,806 SH |
| LISTED FDS TR | ROUNDHILL MAGNIF | $30.8M | 8.1% | 531,545 SH | New |
| MARRIOTT INTL INC NEW | CL A | $268K | 0.1% | 818 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $260K | 0.1% | 2,619 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $43.4M | 11.4% | 547,376 SH | New |
| 13F-HR |
| 0002085853-26-000902 |
| $461.9M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000881 | $308.4M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000552 | $380.1M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000550 | $272.4M | View |