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CIK 0001911328 • 7 13F filings • May 1, 2025 – Oct 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $351K | 0.3% | 981 SH | New |
| ALPHABET INC | CAP STK CL C | $247K | 0.2% | 697 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.0M | 1.6%Prev: 0.8% | 12,687 SH | Increased-485 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.0M | 2.4%Prev: 2.2% | 14,160 SH | Decreased-7,817 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.9M | 3.8%Prev: 4.1% | 6,592 SH | Decreased-6,630 SH |
| ISHARES GOLD TR | ISHARES NEW | $3.3M | 2.6%Prev: 0.3% | 44,131 SH | Increased+35,001 SH |
| ISHARES INC | CORE MSCI EMKT | $972K | 0.8% | 11,738 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.8M | 1.4%Prev: 0.8% | 18,193 SH | Increased+376 SH |
| ISHARES TR | CORE S&P TTL STK | $15.0M | 11.8%Prev: 8.5% | 91,607 SH | Decreased-20,668 SH |
| ISHARES TR | CORE S&P500 ETF | $20.6M | 16.2%Prev: 14.2% | 27,557 SH | Decreased-13,585 SH |
| ISHARES TR | CORE UNIVRSL USD | $584K | 0.5% | 12,665 SH | New |
| ISHARES TR | CORE US AGGBD ET | $511K | 0.4%Prev: 0.4% | 5,163 SH | Decreased-1,353 SH |
| ISHARES TR | IBOXX INV CP ETF | $758K | 0.6%Prev: 0.6% | 6,952 SH | Decreased-2,052 SH |
| ISHARES TR | ISHS 1-5YR INVS | $437K | 0.3%Prev: 0.5% | 8,334 SH | Decreased-8,958 SH |
| ISHARES TR | MSCI EAFE ETF | $200K | 0.2% | 1,925 SH | New |
| ISHARES TR | MSCI UAE ETF | $292K | 0.2% | 15,356 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $391K | 0.3% | 4,252 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $623K | 0.5%Prev: 0.9% | 5,336 SH | Decreased-6,642 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.3M | 2.6%Prev: 2.9% | 35,759 SH | Decreased-20,494 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.1M | 0.9%Prev: 1.7% | 10,940 SH | Decreased-19,658 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.1M | 0.9%Prev: 1.1% | 40,920 SH | Decreased-30,118 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $3.0M | 2.4%Prev: 7.1% | 60,842 SH | Decreased-190,677 SH |
| PROLOGIS INC. | COM | $290K | 0.2%Prev: 0.1% | 2,143 SH | Increased+64 SH |
| PROSHARES TR | SHORT QQQ | $577K | 0.5% | 23,008 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $395K | 0.3%Prev: 0.2% | 12,690 SH | Increased-568 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $633K | 0.5% | 22,846 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.4M | 2.7%Prev: 8.2% | 117,806 SH | Decreased-502,882 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $363K | 0.3% | 12,327 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $383K | 0.3%Prev: 0.2% | 10,594 SH | Decreased-6,516 SH |
| SPDR GOLD TR | GOLD SHS | $1.6M | 1.3%Prev: 0.6% | 4,399 SH | Increased+1,018 SH |
| SPDR SERIES TRUST | ST STR RATE ETF | $203K | 0.2% | 6,580 SH | New |
| SPDR SERIES TRUST | ST STR SP DIV | $1.1M | 0.9% | 7,403 SH | New |
| SPDR SERIES TRUST | ST STR SP1500VT | $3.1M | 2.4% | 12,976 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.9M | 6.2% | 10,577 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.3M | 1.0%Prev: 1.4% | 18,107 SH | Decreased-17,128 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 3.7%Prev: 2.9% | 58,010 SH | Decreased+39,209 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.8%Prev: 1.0% | 1,475 SH | Decreased-1,530 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $26.2M | 20.6%Prev: 19.8% | 70,742 SH | Decreased-46,121 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $927K | 0.7%Prev: 0.7% | 10,470 SH | Decreased-5,960 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $334K | 0.3%Prev: 0.2% | 2,126 SH | Decreased-654 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $747K | 0.6%Prev: 1.2% | 15,953 SH | Decreased-30,248 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.9%Prev: 1.0% | 4,639 SH | Decreased-3,895 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.4M | 5.1%Prev: 1.7% | 75,348 SH | Increased+30,501 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 |