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CIK 0002107248 • 3 13F filings • Feb 10, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC COM | Stock | $240K | 0.2%Prev: 0.2% | 1,049 SH | Decreased-158 SH |
| ALPHABET INC CAP STK CL A | Stock | $797K | 0.6%Prev: 0.6% | 2,547 SH | Increased+330 SH |
| ALPHABET INC CAP STK CL C | Stock | $555K | 0.4%Prev: 0.4% | 1,768 SH | Increased+394 SH |
| AMAZON COM INC COM | Stock | $2.3M | 1.8%Prev: 1.8% | 9,782 SH | Increased+468 SH |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | ETF | $471K | 0.4%Prev: 0.4% | 9,354 SH | Decreased-152 SH |
| APPLE INC COM | Stock | $4.3M | 3.4%Prev: 3.4% | 15,685 SH | Increased+1,113 SH |
| ARISTA NETWORKS INC COM SHS | Stock | $530K | 0.4%Prev: 0.6% | 4,048 SH | Decreased+1 SH |
| ARK 21SHARES BITCOIN ETF | ETF | $6.1M | 4.9%Prev: 3.5% | 210,881 SH | Increased-10,900 SH |
| BITWISE BITCOIN ETF TRUST | ETF | $2.4M | 1.9%Prev: 1.1% | 49,761 SH | Increased+8,044 SH |
| BROADCOM INC COM | Stock | $776K | 0.6%Prev: 0.6% | 2,243 SH | Increased+243 SH |
| CBRE GROUP INC CL A | Stock | $307K | 0.2% | 1,909 SH | New |
| ELI LILLY & CO COM | Stock | $316K | 0.3%Prev: 0.3% | 294 SH | Decreased-37 SH |
| EMERSON ELEC CO COM | Stock | $215K | 0.2%Prev: 0.2% | 1,623 SH | Decreased-3 SH |
| EXXON MOBIL CORP COM | Stock | $556K | 0.4% | 4,618 SH | New |
| FIDELITY WISE ORIGIN BITCOIN FUND | ETF | $206K | 0.2% | 2,704 SH | New |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $259K | 0.2%Prev: 0.2% | 876 SH | Increased-6 SH |
| ISHARES CORE S&P 500 ETF | ETF | $41.7M | 33.7%Prev: 37.7% | 60,942 SH | Decreased-1,509 SH |
| ISHARES ETHEREUM TRUST ETF | ETF | $2.5M | 2.0%Prev: 1.0% | 111,200 SH | Increased+6,500 SH |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | $683K | 0.6%Prev: 0.6% | 10,173 SH | Decreased+6 SH |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | $572K | 0.5%Prev: 0.6% | 2,881 SH | Decreased-486 SH |
| ISHARES RUSSELL 1000 ETF | ETF | $937K | 0.8%Prev: 0.7% | 2,509 SH | Increased+262 SH |
| JPMORGAN CHASE & CO. COM | Stock | $847K | 0.7% | 2,628 SH | New |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | $377K | 0.3% | 7,452 SH | New |
| MASTERCARD INCORPORATED CL A | Stock | $547K | 0.4%Prev: 0.3% | 958 SH | Increased+151 SH |
| META PLATFORMS INC CL A | Stock | $336K | 0.3%Prev: 0.3% | 509 SH | Increased-59 SH |
| MICROSOFT CORP COM | Stock | $2.4M | 1.9%Prev: 1.3% | 4,897 SH | Increased+507 SH |
| NETFLIX INC COM | Stock | $358K | 0.3% | 3,818 SH | New |
| NVIDIA CORPORATION COM | Stock | $216K | 0.2%Prev: 0.3% | 1,159 SH | Decreased-422 SH |
| PARKER-HANNIFIN CORP COM | Stock | $302K | 0.2%Prev: 0.3% | 344 SH | Decreased-55 SH |
| RIVERNORTH CAP AND INCM FD INC COM | CEF | $9.7M | 7.8%Prev: 0.5% | 673,115 SH | Increased+634,447 SH |
| SPDR MSCI WORLD STRATEGICFACTORS ETF | ETF | $960K | 0.8% | 6,705 SH | New |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | $16.7M | 13.5% | 376,695 SH | New |
| SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | $6.0M | 4.8% | 127,490 SH | New |
| SPDR S&P 500 ETF TRUST | ETF | $304K | 0.2% | 445 SH | New |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | $248K | 0.2%Prev: 0.2% | 9,619 SH | Decreased-986 SH |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $4.1M | 3.3%Prev: 3.6% | 51,275 SH | Decreased+382 SH |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $2.1M | 1.7%Prev: 2.2% | 19,493 SH | Decreased-3,916 SH |
| TESLA INC COM | Stock | $2.9M | 2.3%Prev: 2.0% | 6,395 SH | Increased+425 SH |
| THE CIGNA GROUP COM | Stock | $407K | 0.3% | 1,478 SH | New |
| THERMO FISHER SCIENTIFIC INC COM | Stock | $256K | 0.2% | 442 SH | New |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $540K | 0.4%Prev: 0.5% | 7,339 SH | Decreased+119 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $3.8M | 3.1%Prev: 3.0% | 61,349 SH | Increased+8,635 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $1.6M | 1.2%Prev: 1.4% | 28,836 SH | Decreased-1,047 SH |
| VANGUARD GROWTH ETF | ETF | $278K | 0.2% | 570 SH | New |
| VANGUARD S&P 500 ETF | ETF | $394K | 0.3%Prev: 2.7% | 629 SH | Decreased-4,186 SH |
| WALMART INC COM | Stock | $328K | 0.3%Prev: 0.3% | 2,940 SH | Decreased-23 SH |
| WD 40 CO COM | Stock | $551K | 0.4%Prev: 0.5% | 2,800 SH | Decreased |
| WEAVE COMMUNICATIONS INC COM | Stock | $395K | 0.3%Prev: 0.3% | 52,001 SH | Increased |
| WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | ETF | $527K | 0.4%Prev: 0.5% | 8,001 SH | Decreased |
| 13F-HR |
| 0002107248-26-000003 |
| $114.9M |
| View |