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CIK 0002130270 • 3 13F filings • May 12, 2026 – Jul 15, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK MUNI INCOME TR II | COM | $1.6M | 1.9% | 157,123 SH | New |
| BLACKROCK MUNIVEST FD II INC | COM | $1.7M | 1.9% | 154,158 SH | New |
| BNY MELLON STRATEGIC MUNS IN | COM | $2.3M | 2.6%Prev: 1.4% | 356,730 SH | Increased+149,573 SH |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $8.9M | 10.1%Prev: 6.9% | 232,126 SH | Increased+82,606 SH |
| CAMBRIA ETF TR | TAIL RISK | $7.2M | 8.2%Prev: 8.4% | 629,071 SH | Decreased-152,276 SH |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $2.8M | 3.2%Prev: 4.6% | 110,050 SH | Decreased-51,340 SH |
| ISHARES INC | MSCI EMRG CHN | $4.3M | 4.9% | 59,777 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $2.8M | 3.2% | 28,219 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $4.7M | 5.4%Prev: 5.0% | 46,590 SH | Decreased-2,469 SH |
| KRANESHARES TRUST | QUADRTC INT RT | $3.0M | 3.4%Prev: 3.1% | 156,520 SH | Decreased-20,585 SH |
| NEUBERGER MUN FD INC | COM | $2.3M | 2.6%Prev: 2.6% | 230,149 SH | Decreased-13,511 SH |
| PIMCO CALIF MUN INCOME FD | COM | $1.7M | 2.0%Prev: 1.8% | 199,452 SH | Decreased-1,124 SH |
| PIMCO NEW YORK MUN FD II | COM | $1.3M | 1.4%Prev: 1.3% | 182,736 SH | Decreased-524 SH |
| RIVERNORTH OPPORTUNISTIC MUN | COM | $1.8M | 2.0% | 125,547 SH | New |
| SCHWAB STRATEGIC TR | LONG TERM US | $3.0M | 3.5%Prev: 3.5% | 96,034 SH | Decreased-15,180 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $6.1M | 6.9% | 121,250 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | $4.0M | 4.6%Prev: 4.3% | 183,895 SH | Decreased-22,324 SH |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $2.0M | 2.3% | 40,831 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $9.8M | 11.1%Prev: 8.6% | 86,188 SH | Increased+339 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $9.7M | 11.0%Prev: 16.4% | 174,617 SH | Decreased-119,290 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $6.8M | 7.8%Prev: 8.0% | 105,283 SH | Decreased-15,851 SH |
| 13F-HR |
| 0002130270-26-000002 |
| $96.1M |
| View |