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CIK 0002127635 • 2 13F filings • May 14, 2026 – Aug 10, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Apple Inc | Stock | $483K | 0.2%Prev: 0.1% | 1,670 SH | Increased+783 SH |
| Berkshire Hathaway Class B | Stock | $268K | 0.1%Prev: 0.1% | 535 SH | Decreased-70 SH |
| BlackRock Corp High Yield | Closed-End Fund | $134K | 0.1%Prev: 0.0% | 15,659 SH | Increased+9,659 SH |
| Broadcom Inc | Stock | $250K | 0.1%Prev: 0.0% | 663 SH | Increased+530 SH |
| Caterpillar Inc | Stock | $888K | 0.4%Prev: 0.3% | 834 SH | Increased+5 SH |
| Cummins Inc | Stock | $434K | 0.2%Prev: 0.2% | 609 SH | Increased |
| DNP Select Income | Closed-End Fund | $133K | 0.1%Prev: 0.0% | 12,350 SH | Increased+7,350 SH |
| FNMA PL AV1823 3.5 28 DUE 12/01/28 | Bond | $441 | 0.0% | 11,000 PRN | New |
| FNMA PL BK0677 3 50 DUE 02/01/50 | Bond | $4K | 0.0% | 26,000 PRN | New |
| FNMA PL CA2374 4 48 DUE 09/01/48 | Bond | $7K | 0.0% | 104,000 PRN | New |
| FNMA PL CA3872 3.5 49 DUE 07/01/49 | Bond | $9K | 0.0% | 100,000 PRN | New |
| Invesco QQQ Trust | Exchange Traded Fund | $420K | 0.2%Prev: 0.1% | 570 SH | Increased+89 SH |
| iShares Core 10 Year USD Bond ETF | Exchange Traded Fund | $13.8M | 5.8%Prev: 6.0% | 280,658 SH | Increased+27,185 SH |
| iShares Core MSCI EAFE ETF | Exchange Traded Fund | $273K | 0.1%Prev: 0.1% | 2,823 SH | Increased+1,344 SH |
| iShares Core MSCI Emerging Markets ETF | Exchange Traded Fund | $201K | 0.1%Prev: 0.1% | 2,428 SH | Increased+650 SH |
| iShares Core S&P 500 ETF | Exchange Traded Fund | $634K | 0.3% | 846 SH | New |
| iShares Core S&P Total US Stock Mkt ETF | Exchange Traded Fund | $1.0M | 0.4%Prev: 0.4% | 6,092 SH | Increased+1 SH |
| iShares Core US Aggregate Bond ETF | Exchange Traded Fund | $294K | 0.1%Prev: 0.2% | 2,973 SH | Decreased-536 SH |
| iShares Core US REIT ETF | Exchange Traded Fund | $4.8M | 2.0%Prev: 1.9% | 71,672 SH | Increased+4,375 SH |
| iShares Russell 1000 Growth ETF | Exchange Traded Fund | $430K | 0.2%Prev: 0.1% | 3,463 SH | Increased+2,904 SH |
| iShares Russell 1000 Value ETF | Exchange Traded Fund | $258K | 0.1%Prev: 0.1% | 1,065 SH | Increased+86 SH |
| JEFFERIES FINL GR VAR 30 DUE 08/06/30 | Bond | $29K | 0.0% | 28,000 PRN | New |
| JP Morgan Chase | Stock | $205K | 0.1%Prev: 0.1% | 626 SH | Increased-26 SH |
| MFS Multi-Market Income | Closed-End Fund | $71K | 0.0% | 16,062 SH | New |
| NVIDIA Corp | Stock | $284K | 0.1%Prev: 0.1% | 1,419 SH | Increased+90 SH |
| Pacific Gas & Electric Co Note M/w Clbl | Bond | $12K | 0.0% | 12,000 PRN | New |
| Schwab International Equity ETF | Exchange Traded Fund | $363K | 0.2%Prev: 0.1% | 13,101 SH | Increased+2,789 SH |
| Schwab US Large-Cap ETF | Exchange Traded Fund | $581K | 0.2% | 19,753 SH | New |
| SPDR Portfolio High Yield Bond ETF | Exchange Traded Fund | $15.1M | 6.3%Prev: 6.6% | 642,152 SH | Increased+60,129 SH |
| SPDRA Portfolio Aggregate Bond ETF | Exchange Traded Fund | $32.0M | 13.5% | 1,252,023 SH | New |
| SPDRA Portfolio Developed Wld ex-US ETF | Exchange Traded Fund | $19.6M | 8.3% | 389,769 SH | New |
| SPDRA Portfolio Emerging Markets ETF | Exchange Traded Fund | $3.4M | 1.4% | 65,384 SH | New |
| SPDRA Portfolio S&P 400 Mid Cap ETF | Exchange Traded Fund | $9.7M | 4.1% | 144,168 SH | New |
| SPDRA Portfolio S&P 500 ETF | Exchange Traded Fund | $47.3M | 20.0% | 538,570 SH | New |
| SPDRA Portfolio S&P 500 Growth ETF | Exchange Traded Fund | $34.6M | 14.6% | 291,147 SH | New |
| SPDRA Portfolio S&P 600 Sm Cap ETF | Exchange Traded Fund | $5.0M | 2.1% | 86,282 SH | New |
| SPDRA S&P 500 ETF Trust | Exchange Traded Fund | $803K | 0.3% | 1,075 SH | New |
| Vanguard FTSE Developed Markets ETF | Exchange Traded Fund | $278K | 0.1%Prev: 0.1% | 3,903 SH | Increased+230 SH |
| Vanguard Growth ETF | Exchange Traded Fund | $879K | 0.4%Prev: 0.4% | 10,205 SH | Increased+8,415 SH |
| Vanguard High Dividend Yield ETF | Exchange Traded Fund | $32.5M | 13.7%Prev: 13.7% | 205,468 SH | Increased+14,256 SH |
| Vanguard Interm-Term Corp Bd ETF | Exchange Traded Fund | $348K | 0.1%Prev: 0.2% | 4,212 SH | Increased+149 SH |
| Vanguard Mid-Cap ETF | Exchange Traded Fund | $424K | 0.2%Prev: 0.2% | 5,265 SH | Decreased+3,768 SH |
| Vanguard Short-Term Bond ETF | Exchange Traded Fund | $8.1M | 3.4% | 103,693 SH | New |
| Vanguard Small-Cap Value ETF | Exchange Traded Fund | $248K | 0.1%Prev: 0.0% | 1,021 SH | Increased+682 SH |
| Vanguard Total Stock Market ETF | Exchange Traded Fund | $247K | 0.1%Prev: 0.2% | 667 SH | Decreased-469 SH |
| Wells Fargo Inc Opp | Closed-End Fund | $65K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| Xcel Energy Inc | Stock | $290K | 0.1%Prev: 0.1% | 3,617 SH | Increased+27 SH |