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CIK 0002110608 • 3 13F filings • Feb 10, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BANK FIRST CORP | COM | $282K | 0.2%Prev: 0.4% | 2,311 SH | Decreased-1,928 SH |
| BLACKROCK CR ALLOCATION INCO | COM | $154K | 0.1% | 14,196 SH | New |
| DNP SELECT INCOME FD INC | COM | $154K | 0.1%Prev: 0.2% | 15,408 SH | Decreased-7,541 SH |
| ISHARES TR | CORE MSCI INTL | $4.1M | 3.4%Prev: 16.4% | 49,176 SH | Decreased-221,483 SH |
| ISHARES TR | RUS TP200 GR ETF | $8.2M | 6.8%Prev: 0.5% | 29,478 SH | Increased+27,069 SH |
| ISHARES TR | RUSSELL 3000 ETF | $7.6M | 6.3%Prev: 6.2% | 19,536 SH | Decreased-1,709 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $156K | 0.1%Prev: 0.2% | 19,187 SH | Decreased-9,068 SH |
| NVIDIA CORPORATION | COM | $1.7M | 1.4%Prev: 1.2% | 9,001 SH | Decreased-12 SH |
| PIMCO ETF TR | MULTISECTOR BD | $11.7M | 9.6%Prev: 9.1% | 436,796 SH | Decreased-69,136 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $767K | 0.6% | 1,125 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $71.8M | 59.4% | 1,407,091 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $908K | 0.8%Prev: 0.7% | 2,709 SH | Decreased+12 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $13.5M | 11.2%Prev: 10.5% | 267,748 SH | Decreased-39,694 SH |
| 13F-HR |
| 0002110608-26-000002 |
| $125.4M |
| View |