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CIK 0002020726 • 4 13F filings • Apr 14, 2025 – Jan 23, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | $206K | 2.5% | 800 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $251K | 3.0%Prev: 0.2% | 500 SH | Decreased-1,077 SH |
| EA SERIES TRUST | MC TRIO EQUITY B | $1.6M | 19.6%Prev: 24.3% | 26,454 SH | Decreased-1,607,976 SH |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | $338K | 4.1%Prev: 4.6% | 15,937 SH | Decreased-919,975 SH |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | $450K | 5.5%Prev: 5.9% | 26,464 SH | Decreased-1,517,138 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | $214K | 2.6%Prev: 2.5% | 2,834 SH | Decreased-142,939 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $396K | 4.8%Prev: 4.8% | 7,498 SH | Decreased-397,546 SH |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $382K | 4.6%Prev: 0.5% | 3,617 SH | Decreased-17,938 SH |
| ISHARES TR | IBOXX HI YD ETF | $215K | 2.6%Prev: 0.1% | 2,667 SH | Decreased-2,591 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $651K | 7.9%Prev: 6.9% | 13,752 SH | Decreased-618,081 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $395K | 4.8%Prev: 4.0% | 8,111 SH | Decreased-351,356 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $336K | 4.1%Prev: 3.1% | 6,641 SH | Decreased-264,476 SH |
| MFS ACTIVE EXCHANGE TRADED F | GROWTH ETF | $812K | 9.8%Prev: 12.8% | 28,674 SH | Decreased-1,961,110 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $340K | 4.1%Prev: 0.5% | 6,859 SH | Decreased-33,250 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $312K | 3.8%Prev: 0.6% | 458 SH | Decreased-3,489 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $230K | 2.8% | 1,652 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $608K | 7.4%Prev: 8.9% | 15,909 SH | Decreased-1,016,207 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $497K | 6.0%Prev: 4.9% | 2,263 SH | Decreased-98,123 SH |
| 13F-HR |
| 0001085146-25-003867 |
| $381.8M |
| View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002083 | $229.7M | View |