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CIK 0001867057 • 1 13F filing • Oct 5, 2026 – Oct 5, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $206K | 0.1% | 820 SH | |
| APPLE INC | COM | $435K | 0.3% | 1,303 SH | |
| EXXON MOBIL CORP | COM | $261K | 0.2% | 1,589 SH | |
| HOME DEPOT INC | COM | $309K | 0.2% | 1,092 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $634K | 0.4% | 4,092 SH | |
| ISHARES TR | 0-3 MTH TREASURY | $8.2M | 5.1% | 81,236 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $14.3M | 9.0% | 280,784 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $15.6M | 9.8% | 311,291 SH | |
| MARRIOTT INTL INC NEW | CL A | $1.8M | 1.2% | 5,104 SH | |
| MICROSOFT CORP | COM | $716K | 0.5% | 1,384 SH | |
| NVIDIA CORPORATION | COM | $229K | 0.1% | 977 SH | |
| RTX CORPORATION | COM | $435K | 0.3% | 2,353 SH | |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $396K | 0.2% | 9,713 SH | |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $230K | 0.1% | 4,423 SH | |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $812K | 0.5% | 16,072 SH | |
| SPDR SERIES TRUST | ST LON TREAS ETF | $8.4M | 5.3% | 354,771 SH | |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $497K | 0.3% | 17,359 SH | |
| SPDR SERIES TRUST | ST STR P400MID | $9.4M | 5.9% | 145,749 SH | |
| SPDR SERIES TRUST | ST STR P500ETF | $22.7M | 14.3% | 250,339 SH | |
| SPDR SERIES TRUST | ST STR P500GRW | $12.2M | 7.6% | 97,536 SH | |
| SPDR SERIES TRUST | ST STR P500VAL | $17.7M | 11.1% | 288,113 SH | |
| SPDR SERIES TRUST | ST STR PR SP1500 | $610K | 0.4% | 6,561 SH | |
| SPDR SERIES TRUST | ST STR SP600 SML | $13.8M | 8.7% | 256,221 SH | |
| SPDR SERIES TRUST | ST STR SP600SM C | $7.5M | 4.7% | 72,196 SH | |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $9.2M | 5.8% | 380,967 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $569K | 0.4% | 1,969 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $264K | 0.2% | 699 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $272K | 0.2% | 1,253 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $751K | 0.5% | 4,642 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $10.6M | 6.6% | 112,667 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Oct 5, 2026 | Q2 2026 | 13F-HR | 0001867057-26-000003 | $159.0M | View |