Loading…
CIK 0002105389 • 3 13F filings • May 22, 2026 – Aug 24, 2026
Import this data to Google Sheets with:
=jivedata("serenity-investment-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.7M | 1.0%Prev: 0.8% | 7,449 SH | Decreased-19 SH |
| AIRBNB INC | COM CL A | $208K | 0.1%Prev: 0.1% | 1,499 SH | Decreased+160 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.6%Prev: 0.5% | 3,395 SH | Decreased+29 SH |
| ALPHABET INC | CAP STK CL C | $427K | 0.2%Prev: 0.2% | 1,310 SH | Decreased-147 SH |
| AMAZON COM INC | COM | $1.6M | 0.9%Prev: 0.8% | 6,445 SH | Decreased-453 SH |
| APPLE INC | COM | $2.2M | 1.3%Prev: 1.2% | 8,663 SH | Decreased-480 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $339K | 0.2%Prev: 0.1% | 679 SH | Increased+49 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $405K | 0.2% | 18,174 SH | New |
| BLACKSTONE INC | COM | $248K | 0.1%Prev: 0.1% | 1,594 SH | Increased-6 SH |
| BROWN & BROWN INC | COM | $526K | 0.3%Prev: 0.1% | 6,533 SH | Increased+1,709 SH |
| CARDINAL HEALTH INC | COM | $259K | 0.2% | 1,278 SH | New |
| CME GROUP INC | COM | $300K | 0.2%Prev: 0.1% | 1,124 SH | Decreased-28 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.0M | 2.9%Prev: 3.3% | 99,022 SH | Decreased-35,307 SH |
| ELI LILLY & CO | COM | $207K | 0.1%Prev: 0.1% | 191 SH | Decreased-39 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $607K | 0.4%Prev: 1.0% | 8,428 SH | Decreased-19,576 SH |
| GILEAD SCIENCES INC | COM | $574K | 0.3%Prev: 0.3% | 4,760 SH | Decreased+30 SH |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $201K | 0.1% | 1,550 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.7%Prev: 0.7% | 1,888 SH | Decreased-461 SH |
| ISHARES INC | CORE MSCI EMKT | $1.6M | 0.9%Prev: 0.9% | 23,268 SH | Decreased-1,781 SH |
| ISHARES TR | CORE S&P MCP ETF | $470K | 0.3%Prev: 0.2% | 6,863 SH | Decreased-588 SH |
| ISHARES TR | CORE S&P500 ETF | $299K | 0.2%Prev: 0.2% | 431 SH | Decreased-149 SH |
| ISHARES TR | MSCI EAFE ETF | $2.5M | 1.5%Prev: 1.2% | 25,928 SH | Decreased-482 SH |
| ISHARES TR | MSCI EMG MKT ETF | $835K | 0.5%Prev: 0.3% | 14,687 SH | Increased+4,017 SH |
| ISHARES TR | MSCI USA MIN VOL | $268K | 0.2% | 2,835 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $2.0M | 1.2%Prev: 0.8% | 14,107 SH | Increased+824 SH |
| ISHARES TR | S&P 100 ETF | $326K | 0.2%Prev: 0.2% | 947 SH | Decreased-4 SH |
| ISHARES TR | S&P SML 600 GWT | $2.3M | 1.4%Prev: 1.3% | 15,886 SH | Decreased-1,478 SH |
| ISHARES TR | SP SMCP600VL ETF | $745K | 0.4%Prev: 0.4% | 6,232 SH | Decreased+95 SH |
| JOHNSON & JOHNSON | COM | $269K | 0.2%Prev: 0.2% | 1,305 SH | Decreased-85 SH |
| JPMORGAN CHASE & CO. | COM | $2.6M | 1.5% | 7,985 SH | New |
| MERCK & CO INC | COM | $209K | 0.1%Prev: 0.1% | 1,881 SH | Decreased |
| META PLATFORMS INC | CL A | $448K | 0.3%Prev: 0.1% | 694 SH | Increased+89 SH |
| MICROSOFT CORP | COM | $1.4M | 0.8%Prev: 0.7% | 3,014 SH | Decreased-388 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $445K | 0.3%Prev: 0.2% | 1,164 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.7M | 1.0%Prev: 0.8% | 9,406 SH | Decreased+509 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $402K | 0.2% | 4,000 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.5M | 8.5%Prev: 8.5% | 590,526 SH | Decreased-119,585 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.2M | 1.3%Prev: 1.1% | 95,180 SH | Decreased-15,970 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $31.4M | 18.3%Prev: 16.4% | 959,764 SH | Decreased-137,831 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $26.9M | 15.7%Prev: 14.5% | 886,107 SH | Decreased-93,265 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.7%Prev: 0.6% | 35,988 SH | Decreased-4,478 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.5M | 1.4%Prev: 1.1% | 83,099 SH | Decreased+7,198 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $313K | 0.2% | 1,980 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.3M | 0.7% | 8,750 SH | New |
| SPDR GOLD TR | GOLD SHS | $247K | 0.1%Prev: 0.1% | 600 SH | Decreased-18 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.9% | 2,290 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.4M | 2.0% | 108,596 SH | New |
| STIFEL FINL CORP | COM | $293K | 0.2%Prev: 0.1% | 2,256 SH | Increased-533 SH |
| TARGET CORP | COM | $325K | 0.2%Prev: 0.2% | 3,053 SH | Decreased-22 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.0M | 0.6%Prev: 1.0% | 2,129 SH | Decreased-24,253 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.9M | 9.3%Prev: 8.3% | 53,473 SH | Decreased-182,597 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $852K | 0.5%Prev: 0.7% | 1,344 SH | Decreased-856 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.7M | 3.9%Prev: 3.4% | 30,187 SH | Decreased-2,288 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $222K | 0.1%Prev: 0.1% | 824 SH | Increased+93 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $6.0M | 3.5%Prev: 3.0% | 18,817 SH | Decreased-1,089 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $487K | 0.3%Prev: 0.3% | 1,433 SH | Decreased-407 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.3M | 1.9%Prev: 1.2% | 17,037 SH | Increased+4,021 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.2M | 5.4%Prev: 5.3% | 166,402 SH | Decreased-42,173 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.6M | 2.1%Prev: 2.9% | 46,930 SH | Decreased-30,188 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $885K | 0.5%Prev: 0.3% | 13,843 SH | Increased+3,734 SH |
| VISA INC | COM CL A | $231K | 0.1%Prev: 0.1% | 655 SH | Decreased-51 SH |
| WALMART INC | COM | $657K | 0.4%Prev: 0.3% | 5,808 SH | Decreased-535 SH |
| 13F-HR |
| 0002105389-26-000002 |
| $213.7M |
| View |