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CIK 0001852338 • 6 13F filings • May 6, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $3.4M | 1.9% | 25,505 SH | |
| ABBVIE INC | COM | $8.3M | 4.6% | 39,649 SH | |
| APPLE INC | COM | $351K | 0.2% | 1,580 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $326K | 0.2% | 612 SH | |
| INTUIT | COM | $386K | 0.2% | 629 SH | |
| ISHARES TR | A RATE CP BD ETF | $15.2M | 8.3% | 318,748 SH | |
| ISHARES TR | CORE DIV GRWTH | $326K | 0.2% | 5,280 SH | |
| ISHARES TR | MSCI USA QLT FCT | $3.9M | 2.1% | 22,764 SH | |
| ISHARES TR | US TREAS BD ETF | $15.3M | 8.4% | 667,669 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $13.3M | 7.3% | 261,878 SH | |
| MICROSOFT CORP | COM | $246K | 0.1% | 654 SH | |
| ONTO INNOVATION INC | COM | $211K | 0.1% | 1,737 SH | |
| PACER FDS TR | US CASH COWS 100 | $9.2M | 5.1% | 168,230 SH | |
| QUALCOMM INC | COM | $358K | 0.2% | 2,333 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $103.4M | 56.9% | 184,899 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $174K | 0.1% | 15,034 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.1% | 520 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.3M | 4.0% | 88,725 SH |
| 13F-HR |
| 0001852338-25-000007 |
| $198.6M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001852338-26-000003 | $225.5M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001852338-25-000004 | $202.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001852338-26-000002 | $185.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001852338-25-000003 | $181.9M | View |