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CIK 0001911328 • 7 13F filings • May 1, 2025 – Oct 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | $264K | 0.1% | 4,085 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.3M | 0.7%Prev: 1.6% | 10,820 SH | Decreased-1,867 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.2M | 2.3%Prev: 2.4% | 21,935 SH | Increased+7,775 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.4M | 4.1%Prev: 3.8% | 12,361 SH | Increased+5,769 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 1.4%Prev: 2.6% | 34,334 SH | Decreased-9,797 SH |
| ISHARES TR | 1 3 YR TREAS BD | $305K | 0.2% | 3,679 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.8M | 1.0%Prev: 1.4% | 20,481 SH | Increased+2,288 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 1.2% | 34,282 SH | New |
| ISHARES TR | CORE S&P TTL STK | $16.2M | 9.0%Prev: 11.8% | 110,922 SH | Increased+19,315 SH |
| ISHARES TR | CORE S&P500 ETF | $25.2M | 14.0%Prev: 16.2% | 37,668 SH | Increased+10,111 SH |
| ISHARES TR | CORE TOTAL USD | $573K | 0.3% | 12,276 SH | New |
| ISHARES TR | CORE US AGGBD ET | $660K | 0.4%Prev: 0.4% | 6,580 SH | Increased+1,417 SH |
| ISHARES TR | IBOXX INV CP ETF | $956K | 0.5%Prev: 0.6% | 8,573 SH | Increased+1,621 SH |
| ISHARES TR | ISHS 1-5YR INVS | $912K | 0.5%Prev: 0.3% | 17,193 SH | Increased+8,859 SH |
| ISHARES TR | MSCI EAFE ETF | $207K | 0.1%Prev: 0.2% | 2,213 SH | Increased+288 SH |
| ISHARES TR | ULTRA SHORT DUR | $486K | 0.3% | 9,572 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $2.2M | 1.2%Prev: 0.5% | 11,978 SH | Increased+6,642 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $4.6M | 2.6%Prev: 2.6% | 49,571 SH | Increased+13,812 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.5M | 0.9%Prev: 0.9% | 15,340 SH | Increased+4,400 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.6M | 0.9%Prev: 0.9% | 59,283 SH | Increased+18,363 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $11.9M | 6.6%Prev: 2.4% | 232,831 SH | Increased+171,989 SH |
| PROLOGIS INC. | COM | $243K | 0.1%Prev: 0.2% | 2,119 SH | Decreased-24 SH |
| RUBRIK INC. | CL A | $396K | 0.2% | 4,817 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $15.1M | 8.4%Prev: 2.7% | 588,968 SH | Increased+471,162 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $433K | 0.2%Prev: 0.3% | 15,538 SH | Increased+4,944 SH |
| SPDR GOLD TR | GOLD SHS | $1.3M | 0.7%Prev: 1.3% | 3,577 SH | Decreased-822 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $9.8M | 5.4% | 14,637 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $231K | 0.1% | 7,475 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $1.8M | 1.0% | 12,778 SH | New |
| SPDR SERIES TRUST | SPDR S&P1500VL | $8.0M | 4.5% | 39,252 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.3M | 1.3%Prev: 1.0% | 31,297 SH | Increased+13,190 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.5M | 3.1%Prev: 3.7% | 18,721 SH | Increased-39,289 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $333K | 0.2% | 3,639 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.0%Prev: 0.8% | 2,890 SH | Increased+1,415 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $36.6M | 20.3%Prev: 20.6% | 111,383 SH | Increased+40,641 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.5M | 0.8%Prev: 0.7% | 18,611 SH | Increased+8,141 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $257K | 0.1% | 3,052 SH | New |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.1M | 1.2%Prev: 0.6% | 44,328 SH | Increased+28,375 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $218K | 0.1% | 2,725 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 1.0%Prev: 0.9% | 8,482 SH | Increased+3,843 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.3M | 1.8%Prev: 5.1% | 44,654 SH | Decreased-30,694 SH |
| 13F-HR |
| 0001172661-25-004429 |
| $179.9M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002657 | $127.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002607 | $179.4M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001813 | $122.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001553 | $170.9M | View |