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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 | $3.5M | 1.7% | 25,505 SH | New |
| ABBVIE INC | COM | $7.3M | 3.6%Prev: 4.5% | 39,512 SH | Decreased+1,060 SH |
| APPLE INC | COM | $324K | 0.2%Prev: 0.3% | 1,580 SH | Decreased-342 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $297K | 0.1%Prev: 0.2% | 612 SH | Increased |
| INTEL CORP | COM | $1.6M | 0.8%Prev: 1.5% | 71,118 SH | Decreased+7,118 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $315K | 0.2% | 1,068 SH | New |
| INTUIT | COM | $466K | 0.2%Prev: 0.1% | 592 SH | Increased+52 SH |
| INVESCO QQQ TR | UNIT SER 1 | $227K | 0.1%Prev: 0.1% | 412 SH | Decreased |
| ISHARES TR | 7-10 YR TRSY BD | $12.9M | 6.3%Prev: 7.8% | 134,178 SH | Decreased-18,031 SH |
| ISHARES TR | A RATE CP BD ETF | $15.3M | 7.5%Prev: 0.2% | 318,911 SH | Increased+309,414 SH |
| ISHARES TR | CORE DIV GRWTH | $338K | 0.2% | 5,280 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $4.2M | 2.1% | 23,014 SH | New |
| ISHARES TR | US TREAS BD ETF | $15.3M | 7.5%Prev: 7.8% | 664,451 SH | Increased+34,027 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $13.2M | 6.5% | 259,886 SH | New |
| MICROSOFT CORP | COM | $472K | 0.2%Prev: 0.2% | 948 SH | Increased-4 SH |
| PACER FDS TR | US CASH COWS 100 | $9.4M | 4.6% | 169,710 SH | New |
| QUALCOMM INC | COM | $327K | 0.2% | 2,056 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $109.0M | 53.8% | 176,407 SH | New |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $184K | 0.1% | 15,034 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $295K | 0.1%Prev: 0.2% | 520 SH | Increased+33 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.4M | 3.6%Prev: 4.1% | 89,061 SH | Decreased-3,319 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $398K | 0.2% | 6,652 SH | New |
| 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 |