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CIK 0001540462 • 6 13F filings • May 2, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $416K | 0.3%Prev: 0.2% | 1,328 SH | Increased+64 SH |
| ALPHABET INC | CAP STK CL C | $280K | 0.2%Prev: 0.1% | 891 SH | Increased |
| ALVOTECH | ORDINARY SHARES | $72K | 0.0%Prev: 0.1% | 13,966 SH | Decreased |
| AMAZON COM INC | COM | $229K | 0.1%Prev: 0.2% | 991 SH | Decreased-160 SH |
| APPLE INC | COM | $3.5M | 2.2%Prev: 2.1% | 12,697 SH | Increased-141 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.9%Prev: 1.9% | 5,832 SH | Decreased-63 SH |
| CONNECT BIOPHARMA HLDGS LTD | SHS | $489K | 0.3% | 173,485 SH | New |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $3.1M | 2.0%Prev: 2.2% | 240,545 SH | Decreased+11,217 SH |
| HERON THERAPEUTICS INC | COM | $744K | 0.5%Prev: 0.5% | 572,118 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $46.8M | 29.8%Prev: 25.4% | 76,170 SH | Increased+9,065 SH |
| ISHARES TR | CORE S&P500 ETF | $381K | 0.2%Prev: 0.2% | 556 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 0.7% | 2,265 SH | Decreased-18 SH |
| MIMEDX GROUP INC | COM | $624K | 0.4%Prev: 0.5% | 92,188 SH | Decreased-24,991 SH |
| NUVEEN AMT FREE MUN CR INC F | COM | $188K | 0.1%Prev: 0.1% | 14,839 SH | Increased |
| OCEAN PWR TECHNOLOGIES INC | COM NEW | $6K | 0.0%Prev: 0.0% | 18,358 SH | Decreased+4,387 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $2.1M | 1.3%Prev: 0.5% | 35,941 SH | Increased+28,887 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $2.1M | 1.3%Prev: 0.5% | 29,152 SH | Increased+23,261 SH |
| PROSHARES TR | ULTRAPRO QQQ | $1.1M | 0.7%Prev: 0.7% | 20,952 SH | Increased+10,364 SH |
| ROCKWELL MED INC | COM NEW | $26K | 0.0%Prev: 0.0% | 30,611 SH | Decreased-194 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $250K | 0.2% | 2,731 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5.6M | 3.5%Prev: 4.8% | 71,581 SH | Decreased-25,057 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.5M | 3.5%Prev: 4.8% | 78,488 SH | Decreased-28,556 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.7M | 1.7%Prev: 4.8% | 34,594 SH | Decreased-61,953 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.2M | 2.0%Prev: 2.2% | 35,842 SH | Decreased-2,616 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.9M | 1.9%Prev: 2.8% | 59,000 SH | Decreased-27,613 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $7.3M | 4.7%Prev: 5.0% | 37,828 SH | Decreased-4,639 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $6.7M | 4.3%Prev: 4.7% | 17,071 SH | Decreased-1,601 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $6.4M | 4.1%Prev: 4.4% | 30,298 SH | Decreased-2,034 SH |
| VANGUARD WORLD FD | ENERGY ETF | $6.5M | 4.2%Prev: 4.4% | 51,914 SH | Decreased-3,934 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $2.7M | 1.7% | 42,058 SH | New |
| VANGUARD WORLD FD | FINANCIALS ETF | $6.9M | 4.4%Prev: 4.7% | 51,883 SH | Decreased-4,632 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $7.0M | 4.5%Prev: 2.3% | 24,367 SH | Increased+10,534 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $6.9M | 4.4%Prev: 4.8% | 23,004 SH | Decreased-2,465 SH |
| VANGUARD WORLD FD | INF TECH ETF | $7.0M | 4.4%Prev: 4.9% | 9,227 SH | Decreased-1,248 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $6.7M | 4.3%Prev: 4.5% | 32,424 SH | Decreased-2,511 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $6.8M | 4.3%Prev: 4.9% | 36,718 SH | Decreased-4,594 SH |
| 13F-HR |
| 0001540462-26-000003 |
| $192.3M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004717 | $152.7M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001540462-26-000002 | $150.2M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002571 | $158.2M | View |