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CIK 0001279926 • 6 13F filings • Apr 23, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC FI | $818K | 0.5% | 33,193 SH | New |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC HA | $301K | 0.2% | 9,891 SH | New |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC IN | $290K | 0.2% | 10,208 SH | New |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $457K | 0.3%Prev: 0.4% | 10,273 SH | Decreased-2,045 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $3.4M | 1.9% | 56,416 SH | New |
| ETFS GOLD TR | PHYSCL GOLD SHS | $703K | 0.4%Prev: 0.6% | 17,117 SH | Decreased-5,399 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $252K | 0.1%Prev: 0.2% | 6,055 SH | Increased+6 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $2.4M | 1.3% | 42,636 SH | New |
| INVESCO EXCH TRADED FD TR | NASDAQ 100 ETF | $799K | 0.4% | 3,159 SH | New |
| INVESCO EXCH TRADED FD TR | RAFI EMRGNG MRKT | $371K | 0.2% | 14,361 SH | New |
| INVESCO EXCH TRADED FD TR | S&P 500 MOMNTM | $3.0M | 1.7% | 25,334 SH | New |
| INVESCO EXCH TRADED FD TR | S&P500 HDL VOL | $758K | 0.4% | 15,800 SH | New |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $314K | 0.2% | 5,143 SH | New |
| INVESCO EXCHANGE TRADED FD | S&P 500 TOP 50 | $262K | 0.1% | 4,427 SH | New |
| INVESCO EXCHANGE TRADED FD | S&P500 QUALITY | $4.2M | 2.4% | 56,576 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 1.6%Prev: 10.8% | 4,687 SH | Decreased-19,666 SH |
| ISHARES INC | CORE MSCI EMKT | $214K | 0.1% | 3,188 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $684K | 0.4% | 8,477 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $2.1M | 1.2%Prev: 1.3% | 25,421 SH | Increased+4,419 SH |
| ISHARES TR | 10+ YR INVST GRD | $253K | 0.1% | 5,014 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $946K | 0.5%Prev: 0.5% | 7,922 SH | Increased+1,791 SH |
| ISHARES TR | 7-10 YR TRSY BD | $300K | 0.2%Prev: 0.3% | 3,116 SH | Decreased-1,254 SH |
| ISHARES TR | AGENCY BOND ETF | $255K | 0.1%Prev: 0.2% | 2,315 SH | Decreased-90 SH |
| ISHARES TR | CORE DIV GRWTH | $5.6M | 3.1%Prev: 3.6% | 81,073 SH | Increased+8,923 SH |
| ISHARES TR | CORE MSCI EAFE | $1.4M | 0.8% | 15,511 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $4.8M | 2.7%Prev: 3.5% | 72,363 SH | Increased-254 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.8M | 3.8%Prev: 4.7% | 56,875 SH | Increased+3,912 SH |
| ISHARES TR | CORE S&P500 ETF | $23.9M | 13.3%Prev: 16.2% | 34,922 SH | Increased+2,237 SH |
| ISHARES TR | CORE UNIVRSL USD | $272K | 0.2% | 5,854 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 0.8%Prev: 0.8% | 14,864 SH | Increased+3,908 SH |
| ISHARES TR | EAFE VALUE ETF | $216K | 0.1% | 3,023 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $441K | 0.2%Prev: 0.1% | 8,333 SH | Increased+4,524 SH |
| ISHARES TR | MBS ETF | $1.1M | 0.6%Prev: 0.6% | 11,136 SH | Increased+2,594 SH |
| ISHARES TR | MRGSTR MD CP ETF | $5.6M | 3.1%Prev: 3.7% | 68,220 SH | Increased+8,105 SH |
| ISHARES TR | MSCI EAFE ETF | $1.3M | 0.7%Prev: 0.7% | 13,548 SH | Increased+3,250 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.1M | 0.6%Prev: 0.8% | 20,147 SH | Decreased-753 SH |
| ISHARES TR | RUS 1000 ETF | $904K | 0.5%Prev: 1.1% | 2,421 SH | Decreased-1,622 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 0.6%Prev: 1.1% | 2,464 SH | Decreased-709 SH |
| ISHARES TR | RUS 1000 VAL ETF | $745K | 0.4%Prev: 0.8% | 3,544 SH | Decreased-1,437 SH |
| ISHARES TR | RUS MID CAP ETF | $829K | 0.5%Prev: 0.7% | 8,607 SH | Decreased-1,805 SH |
| ISHARES TR | RUS TP200 GR ETF | $649K | 0.4%Prev: 0.5% | 2,342 SH | Increased-3 SH |
| ISHARES TR | RUS TP200 VL ETF | $219K | 0.1%Prev: 0.2% | 2,384 SH | Increased+1 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.6%Prev: 0.3% | 4,622 SH | Increased+2,908 SH |
| ISHARES TR | S&P 500 GRWT ETF | $12.7M | 7.1%Prev: 8.5% | 102,978 SH | Increased+7,897 SH |
| ISHARES TR | S&P 500 VAL ETF | $6.3M | 3.5%Prev: 4.4% | 29,478 SH | Increased+607 SH |
| ISHARES TR | S&P MC 400GR ETF | $2.7M | 1.5%Prev: 2.0% | 27,725 SH | Decreased-727 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.5M | 0.8%Prev: 1.1% | 11,031 SH | Decreased-265 SH |
| ISHARES TR | S&P SML 600 GWT | $1.8M | 1.0%Prev: 1.4% | 12,634 SH | Decreased-563 SH |
| ISHARES TR | SP SMCP600VL ETF | $1.0M | 0.6%Prev: 1.0% | 8,917 SH | Decreased-3,581 SH |
| ISHARES TR | US TREAS BD ETF | $770K | 0.4%Prev: 0.5% | 33,440 SH | Increased+3,051 SH |
| LISTED FDS TR | OVERLAY SHARES | $2.9M | 1.6%Prev: 1.4% | 73,995 SH | Increased+27,013 SH |
| LITMAN GREGORY FDS TR | POLEN CAP EMRGNG | $121K | 0.1% | 10,779 SH | New |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $3.3M | 1.8% | 50,621 SH | New |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.5M | 1.4% | 49,241 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $666K | 0.4%Prev: 0.7% | 1,386 SH | Decreased-718 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $10.6M | 5.9%Prev: 3.9% | 15,486 SH | Increased+7,556 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $778K | 0.4%Prev: 0.8% | 1,290 SH | Decreased-451 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.0M | 4.4% | 170,089 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $233K | 0.1%Prev: 0.2% | 6,087 SH | Increased+30 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $787K | 0.4%Prev: 0.7% | 10,105 SH | Decreased-1,834 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $445K | 0.2%Prev: 0.3% | 6,406 SH | Increased+394 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.8M | 1.0%Prev: 1.3% | 23,378 SH | Increased+804 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $341K | 0.2%Prev: 0.4% | 4,607 SH | Decreased-2,201 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $977K | 0.5%Prev: 0.7% | 20,226 SH | Increased+1,788 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.1M | 4.5%Prev: 2.6% | 16,556 SH | Increased+9,188 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.3M | 0.7%Prev: 0.9% | 4,126 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $683K | 0.4%Prev: 0.2% | 1,089 SH | Increased+597 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.9M | 1.6%Prev: 0.2% | 11,375 SH | Increased+10,415 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.9%Prev: 1.1% | 4,672 SH | Increased-48 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.7M | 3.2%Prev: 1.9% | 30,036 SH | Increased+16,041 SH |
| VANGUARD INTL EQUITY INDEX | FTSE EMR MKT ETF | $2.4M | 1.3% | 44,001 SH | New |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.3M | 0.7% | 22,661 SH | New |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $456K | 0.3%Prev: 0.3% | 9,683 SH | Increased+474 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $258K | 0.1%Prev: 0.2% | 4,389 SH | Decreased-607 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.2M | 0.7% | 11,786 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $472K | 0.3%Prev: 0.4% | 2,149 SH | Decreased-441 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 3.6%Prev: 0.9% | 102,740 SH | Increased+83,511 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $234K | 0.1% | 1,628 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $625K | 0.3%Prev: 0.4% | 6,945 SH | Increased+1,223 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $214K | 0.1% | 4,915 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $281K | 0.2% | 3,139 SH | New |
| 13F-HR |
| 0001214659-26-010064 |
| $208.6M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010671 | $128.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006146 | $185.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006244 | $123.9M | View |