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CIK 0001821455 • 6 13F filings • May 2, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | ETF | $8.6M | 4.1% | 47,048 SH | New |
| ISHARES INC | ETF | $10.1M | 4.8%Prev: 3.2% | 167,699 SH | Increased+70,681 SH |
| ISHARES TR | ETF | $114.4M | 55.0%Prev: 62.5% | 1,355,026 SH | Decreased-150,397 SH |
| SPDR S&P 500 ETF TR | ETF | $38.4M | 18.4% | 62,086 SH | New |
| SPDR SERIES TRUST | ETF | $8.3M | 4.0%Prev: 4.3% | 282,528 SH | Decreased-25,499 SH |
| VANGUARD INDEX FDS | ETF | $28.5M | 13.7%Prev: 10.3% | 133,557 SH | Increased+53,415 SH |
| 13F-HR |
| 0001821455-26-000006 |
| $222.9M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001014 | $208.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001821455-26-000004 | $210.5M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000584 | $203.6M | View |