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CIK 0001911328 • 7 13F filings • May 1, 2025 – Oct 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $858K | 0.6%Prev: 1.8% | 7,189 SH | Decreased-7,796 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.1M | 2.2%Prev: 2.9% | 16,159 SH | Decreased-2,017 SH |
| INVESCO QQQ TR | UNIT SER 1 | $5.3M | 3.7%Prev: 3.4% | 8,553 SH | Increased+2,729 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.9M | 2.1%Prev: 2.6% | 36,220 SH | Decreased-6,527 SH |
| ISHARES TR | 1 3 YR TREAS BD | $309K | 0.2% | 3,725 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 1.1%Prev: 1.0% | 17,337 SH | Increased+4,020 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.8% | 17,143 SH | New |
| ISHARES TR | CORE S&P TTL STK | $14.0M | 9.8%Prev: 11.8% | 94,193 SH | Decreased+3,125 SH |
| ISHARES TR | CORE S&P500 ETF | $19.6M | 13.7%Prev: 16.7% | 28,556 SH | Decreased+590 SH |
| ISHARES TR | CORE UNIVRSL USD | $579K | 0.4%Prev: 0.4% | 12,448 SH | Increased-356 SH |
| ISHARES TR | CORE US AGGBD ET | $648K | 0.5%Prev: 0.4% | 6,489 SH | Increased+1,273 SH |
| ISHARES TR | IBOXX INV CP ETF | $854K | 0.6%Prev: 0.6% | 7,749 SH | Increased+714 SH |
| ISHARES TR | ISHS 1-5YR INVS | $607K | 0.4%Prev: 0.3% | 11,482 SH | Increased+3,051 SH |
| ISHARES TR | MSCI EAFE ETF | $216K | 0.2%Prev: 0.2% | 2,254 SH | Increased+329 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $948K | 0.7%Prev: 0.8% | 5,336 SH | Decreased |
| PIMCO ETF TR | ACTIVE BD ETF | $3.8M | 2.6%Prev: 2.1% | 40,421 SH | Increased+9,402 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.4M | 1.0%Prev: 0.9% | 13,683 SH | Increased+2,634 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.3M | 0.9%Prev: 0.8% | 48,338 SH | Increased+6,759 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $7.5M | 5.3%Prev: 2.4% | 149,349 SH | Increased+87,672 SH |
| PROLOGIS INC. | COM | $272K | 0.2%Prev: 0.2% | 2,131 SH | Decreased-30 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $343K | 0.2%Prev: 0.3% | 12,591 SH | Decreased-146 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $260K | 0.2%Prev: 0.5% | 10,834 SH | Decreased-12,012 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $13.1M | 9.1%Prev: 2.7% | 498,333 SH | Increased+380,204 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $442K | 0.3%Prev: 0.3% | 15,504 SH | Increased+4,877 SH |
| SPDR GOLD TR | GOLD SHS | $1.3M | 0.9%Prev: 1.3% | 3,289 SH | Decreased-1,052 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $8.7M | 6.1% | 12,821 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $6.7M | 4.7% | 40,696 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 1.1%Prev: 1.1% | 22,103 SH | Increased+1,752 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 3.3% | 16,110 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $938K | 0.7%Prev: 0.8% | 1,496 SH | Decreased+18 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $30.2M | 21.1% | 89,999 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $921K | 0.6%Prev: 0.7% | 11,019 SH | Increased+523 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $298K | 0.2%Prev: 0.3% | 2,114 SH | Decreased-18 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.3M | 0.9%Prev: 0.5% | 28,328 SH | Increased+14,381 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $221K | 0.2% | 2,766 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.2%Prev: 0.8% | 7,604 SH | Increased+2,947 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.5M | 2.5%Prev: 4.7% | 46,844 SH | Decreased-24,071 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 |