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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 | $622K | 0.5% | 5,551 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.9M | 2.4%Prev: 2.6% | 15,355 SH | Decreased-10,652 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.1M | 3.4%Prev: 3.6% | 7,188 SH | Decreased-6,011 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 2.1%Prev: 0.1% | 28,594 SH | Increased+24,416 SH |
| ISHARES TR | 1 3 YR TREAS BD | $309K | 0.3% | 3,746 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.8M | 1.4%Prev: 0.8% | 19,380 SH | Increased+1,884 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.9%Prev: 1.2% | 17,183 SH | Decreased-16,883 SH |
| ISHARES TR | CORE S&P TTL STK | $13.0M | 10.7%Prev: 9.4% | 91,479 SH | Decreased-39,808 SH |
| ISHARES TR | CORE S&P500 ETF | $18.2M | 14.9%Prev: 14.0% | 27,914 SH | Decreased-14,785 SH |
| ISHARES TR | CORE UNIVRSL USD | $579K | 0.5% | 12,534 SH | New |
| ISHARES TR | CORE US AGGBD ET | $507K | 0.4%Prev: 0.3% | 5,111 SH | Increased+146 SH |
| ISHARES TR | IBOXX INV CP ETF | $731K | 0.6%Prev: 0.6% | 6,703 SH | Decreased-2,198 SH |
| ISHARES TR | ISHS 1-5YR INVS | $571K | 0.5%Prev: 0.5% | 10,862 SH | Decreased-6,246 SH |
| ISHARES TR | MSCI EAFE ETF | $221K | 0.2% | 2,277 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $364K | 0.3% | 4,252 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $781K | 0.6%Prev: 0.6% | 5,336 SH | Decreased-6,642 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.3M | 2.7%Prev: 2.3% | 35,730 SH | Decreased-7,229 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.1M | 0.9%Prev: 1.9% | 10,955 SH | Decreased-20,818 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.1M | 0.9%Prev: 1.3% | 40,350 SH | Decreased-40,936 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $3.4M | 2.7%Prev: 8.6% | 68,005 SH | Decreased-223,121 SH |
| PROLOGIS INC. | COM | $284K | 0.2%Prev: 0.4% | 2,148 SH | Decreased-3,862 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $352K | 0.3%Prev: 0.2% | 12,642 SH | Increased-558 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $568K | 0.5% | 22,948 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $7.6M | 6.2%Prev: 7.8% | 302,141 SH | Decreased-317,780 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $388K | 0.3%Prev: 0.2% | 13,346 SH | Decreased-3,708 SH |
| SPDR GOLD TR | GOLD SHS | $1.4M | 1.2%Prev: 0.6% | 3,289 SH | Increased-124 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.9M | 4.8% | 35,479 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.1M | 5.8% | 10,924 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 1.3%Prev: 1.4% | 22,097 SH | Decreased-9,503 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.4%Prev: 2.9% | 14,544 SH | Decreased-4,923 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $897K | 0.7%Prev: 1.0% | 1,501 SH | Decreased-1,833 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $25.1M | 20.6%Prev: 18.9% | 78,348 SH | Decreased-39,201 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $895K | 0.7%Prev: 0.7% | 10,859 SH | Decreased-5,439 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $293K | 0.2%Prev: 0.2% | 2,119 SH | Decreased-648 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.1M | 0.9%Prev: 1.3% | 23,192 SH | Decreased-25,733 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $993K | 0.8%Prev: 1.0% | 4,617 SH | Decreased-3,973 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.3M | 5.1%Prev: 1.9% | 81,445 SH | Increased+29,230 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 |