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CIK 0001534378 • 6 13F filings • May 6, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | HIGH YIELD ETF | $272K | 0.1%Prev: 0.1% | 7,235 SH | Decreased-180 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $231K | 0.1%Prev: 0.1% | 5,202 SH | Decreased-133 SH |
| ANGEL OAK FUNDS TRUST | INCOME ETF | $5.2M | 2.8%Prev: 2.9% | 248,460 SH | Decreased-12,345 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE CANADA | $2.0M | 1.1% | 40,473 SH | New |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $9.1M | 5.0%Prev: 4.9% | 389,587 SH | Decreased-966 SH |
| INVESCO ACTIVELY MANAGED | ULTRA SHRT DUR | $2.6M | 1.4% | 52,377 SH | New |
| INVESCO EXCH TRADED FD TR | NATL AMT MUNI | $450K | 0.2% | 19,426 SH | New |
| ISHARES INC | CORE MSCI EMKT | $5.6M | 3.0%Prev: 3.0% | 83,202 SH | Decreased-2,642 SH |
| ISHARES INC | ESG AWR MSCI EM | $545K | 0.3%Prev: 0.3% | 12,347 SH | Increased |
| ISHARES INC | MSCI EM ASIA ETF | $2.9M | 1.6%Prev: 1.5% | 30,604 SH | Decreased-1,436 SH |
| ISHARES TR | 0-5YR HI YL CP | $5.2M | 2.8%Prev: 2.9% | 120,349 SH | Decreased-6,058 SH |
| ISHARES TR | 20 YR TR BD ETF | $537K | 0.3%Prev: 0.4% | 6,162 SH | Decreased-2,542 SH |
| ISHARES TR | 7-10 YR TRSY BD | $3.9M | 2.1%Prev: 2.2% | 40,583 SH | Decreased-2,309 SH |
| ISHARES TR | BROAD USD HIGH | $8.6M | 4.7%Prev: 4.9% | 229,109 SH | Decreased-15,878 SH |
| ISHARES TR | CORE MSCI EAFE | $10.2M | 5.5%Prev: 6.3% | 113,654 SH | Decreased-23,654 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.3M | 4.0%Prev: 3.8% | 60,625 SH | Increased-280 SH |
| ISHARES TR | CORE S&P500 ETF | $23.6M | 12.9%Prev: 8.9% | 34,523 SH | Increased+9,130 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.5M | 0.8%Prev: 0.7% | 15,369 SH | Increased |
| ISHARES TR | ISHS 1-5YR INVS | $1.9M | 1.1%Prev: 1.2% | 36,616 SH | Decreased-6,137 SH |
| ISHARES TR | ISHS 5-10YR INVT | $247K | 0.1%Prev: 0.4% | 4,576 SH | Decreased-8,272 SH |
| ISHARES TR | JPMORGAN USD EMG | $322K | 0.2%Prev: 0.2% | 3,347 SH | Decreased-1,320 SH |
| ISHARES TR | MBS ETF | $482K | 0.3%Prev: 0.7% | 5,064 SH | Decreased-9,030 SH |
| ISHARES TR | MSCI USA VALUE | $3.7M | 2.0%Prev: 2.0% | 27,307 SH | Decreased-2,941 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.3M | 0.7% | 12,078 SH | New |
| ISHARES TR | US HLTHCR PR ETF | $4.5M | 2.5%Prev: 2.4% | 94,156 SH | Decreased+235 SH |
| J P MORGAN EXCHANGE TRADED | EQUITY PREMIUM | $232K | 0.1% | 4,052 SH | New |
| J P MORGAN EXCHANGE TRADED | ULTRA SHRT ETF | $2.6M | 1.4% | 50,940 SH | New |
| J P MORGAN EXCHANGE TRADED | US QUALTY FCTR | $4.6M | 2.5% | 72,733 SH | New |
| JANUS DETROIT STR TR | HENDERSON MTG | $10.6M | 5.8%Prev: 4.5% | 231,243 SH | Increased+43,751 SH |
| JANUS DETROIT STR TR | HENDERSON SECURI | $5.3M | 2.9%Prev: 3.0% | 101,885 SH | Decreased-9,109 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $3.6M | 2.0%Prev: 2.0% | 71,395 SH | Decreased-4,185 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $664K | 0.4%Prev: 0.3% | 14,748 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $579K | 0.3%Prev: 0.3% | 12,969 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $12.6M | 6.9%Prev: 4.3% | 283,259 SH | Increased+92,651 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $34.6M | 18.8% | 616,290 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $2.3M | 1.3% | 56,295 SH | New |
| TCW ETF TRUST | TRANSFRM 500 ETF | $842K | 0.5%Prev: 0.4% | 10,494 SH | Increased |
| VANECK ETF TRUST | EMERGING MRKT HI | $881K | 0.5%Prev: 0.5% | 44,310 SH | Decreased |
| VANECK ETF TRUST | JP MRGAN EM LOC | $1.3M | 0.7%Prev: 0.7% | 51,142 SH | Increased-317 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $787K | 0.4%Prev: 0.4% | 6,505 SH | Increased |
| 13F-HR |
| 0001214659-26-008799 |
| $203.2M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011586 | $183.6M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005700 | $182.6M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007006 | $170.2M | View |