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CIK 0001827845 • 7 13F filings • May 6, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BENTLEY SYS INC | COM CL B | $1.7M | 1.7%Prev: 1.7% | 44,429 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $464K | 0.4%Prev: 0.4% | 4,077 SH | |
| ISHARES SILVER TR | ISHARES | $4.2M | 4.1%Prev: 4.1% | 136,392 SH | Increased |
| ISHARES TR | 20 YR TR BD ETF | $15.6M | 15.1%Prev: 15.1% | 171,721 SH | Increased |
| ISHARES TR | 7-10 YR TRSY BD | $13.6M | 13.2%Prev: 13.2% | 142,748 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 2.1%Prev: 2.2% | 38,055 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $235K | 0.2%Prev: 0.2% | 2,245 SH | |
| ISHARES TR | CORE S&P500 ETF | $11.4M | 11.0%Prev: 11.0% | 20,301 SH | |
| ISHARES TR | RUS TP200 GR ETF | $219K | 0.2%Prev: 0.2% | 1,036 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.9M | 1.9%Prev: 1.9% | 37,958 SH | |
| MARRIOTT INTL INC NEW | CL A | $1.0M | 1.0%Prev: 1.0% | 4,407 SH | |
| PACER FDS TR | GLOBL CASH ETF | $5.0M | 4.9%Prev: 4.9% | 136,423 SH | Decreased |
| PACER FDS TR | METAURUS CAP 400 | $6.2M | 6.0%Prev: 6.0% | 169,558 SH | |
| PACER FDS TR | TRENDP US LAR CP | $9.0M | 8.7%Prev: 8.7% | 174,933 SH | |
| PROCTER & GAMBLE CO | COM | $286K | 0.3% | 1,678 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $16.3M | 15.8% | 438,804 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $216K | 0.2%Prev: 0.2% | 7,477 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $230K | 0.2%Prev: 0.2% | 621 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $327K | 0.3%Prev: 0.3% | 1,272 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $4.0M | 3.8%Prev: 3.8% | 15,316 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.8M | 3.7%Prev: 3.7% | 17,081 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $355K | 0.3%Prev: 0.3% | 2,750 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $4.9M | 4.7%Prev: 4.8% | 9,043 SH | Decreased |
| 13F-HR |
| 0001827845-25-000002 |
| $114.0M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001174 | $142.0M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003794 | $104.4M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001827845-26-000002 | $103.3M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002659 | $103.4M | View |