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CIK 0001821455 • 6 13F filings • May 2, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ETF | $9.2M | 4.1% | 97,732 SH | New |
| ISHARES INC | ETF | $7.9M | 3.5%Prev: 4.8% | 94,923 SH | Decreased-72,776 SH |
| ISHARES TR | ETF | $139.9M | 62.8%Prev: 55.0% | 1,691,688 SH | Increased+336,662 SH |
| SPDR SERIES TRUST | ETF | $4.6M | 2.0%Prev: 4.0% | 157,262 SH | Decreased-125,266 SH |
| STATE STR SPDR S&P 500 ETF T | ETF | $37.1M | 16.6% | 49,682 SH | New |
| VANGUARD INDEX FDS | ETF | $24.3M | 10.9%Prev: 13.7% | 198,146 SH | Decreased+64,589 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 |