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CIK 0001959415 • 6 13F filings • Apr 30, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $216K | 0.1%Prev: 0.1% | 1,200 SH | Decreased |
| AMAZON COM INC | COM | $572K | 0.2%Prev: 0.2% | 2,599 SH | Increased+298 SH |
| APPLE INC | COM | $3.1M | 1.2%Prev: 0.9% | 14,757 SH | Increased+4,190 SH |
| ARISTA NETWORKS INC | COM SHS | $932K | 0.4%Prev: 0.4% | 9,216 SH | Decreased-782 SH |
| BANK AMERICA CORP | COM | $357K | 0.1% | 7,320 SH | New |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $2.0M | 0.8%Prev: 0.6% | 57,233 SH | Increased+21,725 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.5%Prev: 0.5% | 2 SH | Increased |
| CATERPILLAR INC | COM | $239K | 0.1% | 600 SH | New |
| COMMUNITY WEST BANCSHARES NE | COM | $216K | 0.1%Prev: 0.1% | 10,362 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.4% | 1,204 SH | New |
| EXXON MOBIL CORP | COM | $363K | 0.1% | 3,270 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $278K | 0.1%Prev: 0.1% | 8,389 SH | Increased+1,011 SH |
| GILEAD SCIENCES INC | COM | $620K | 0.2%Prev: 0.2% | 5,557 SH | Decreased+588 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $314K | 0.1%Prev: 0.1% | 1,090 SH | Increased |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | $1.9M | 0.7%Prev: 0.7% | 91,935 SH | Decreased-3,225 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.7M | 1.8%Prev: 1.7% | 8,519 SH | Decreased-171 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.3M | 0.5%Prev: 0.4% | 21,065 SH | Increased+8,260 SH |
| ISHARES INC | ESG AWR MSCI EM | $273K | 0.1%Prev: 0.1% | 6,937 SH | Decreased+76 SH |
| ISHARES INC | MSCI BRAZIL ETF | $404K | 0.2%Prev: 0.2% | 13,975 SH | Decreased+50 SH |
| ISHARES INC | MSCI EM ASIA ETF | $249K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| ISHARES INC | MSCI HONG KG ETF | $1.7M | 0.6%Prev: 0.5% | 82,575 SH | Increased+19,903 SH |
| ISHARES INC | MSCI PAC JP ETF | $2.2M | 0.8%Prev: 0.9% | 43,783 SH | Decreased-4,971 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.8M | 0.7%Prev: 0.6% | 17,730 SH | Decreased-584 SH |
| ISHARES TR | AGENCY BOND ETF | $1.2M | 0.4%Prev: 0.4% | 10,838 SH | Increased+1,493 SH |
| ISHARES TR | CORE INTL AGGR | $337K | 0.1%Prev: 0.2% | 6,615 SH | Decreased-2,674 SH |
| ISHARES TR | CORE MSCI EURO | $1.2M | 0.5%Prev: 0.5% | 18,405 SH | Decreased-2,215 SH |
| ISHARES TR | CORE MSCI TOTAL | $467K | 0.2%Prev: 0.2% | 6,017 SH | Decreased+359 SH |
| ISHARES TR | CORE US AGGBD ET | $4.5M | 1.7%Prev: 2.1% | 45,950 SH | Decreased-15,175 SH |
| ISHARES TR | CRE U S REIT ETF | $1.4M | 0.5%Prev: 0.1% | 24,541 SH | Increased+20,866 SH |
| ISHARES TR | ESG AW MSCI EAFE | $661K | 0.3%Prev: 0.2% | 7,411 SH | Decreased+109 SH |
| ISHARES TR | ESG OPTIMIZED | $809K | 0.3%Prev: 0.2% | 6,357 SH | Increased+2,147 SH |
| ISHARES TR | EXPANDED TECH | $2.5M | 0.9%Prev: 1.1% | 22,675 SH | Decreased-17,520 SH |
| ISHARES TR | FLTG RATE NT ETF | $249K | 0.1% | 4,900 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $623K | 0.2%Prev: 0.7% | 5,700 SH | Decreased-14,385 SH |
| ISHARES TR | ISHARES BIOTECH | $982K | 0.4%Prev: 0.3% | 7,580 SH | Increased+2,471 SH |
| ISHARES TR | ISHARES SEMICDTR | $1.4M | 0.5%Prev: 1.7% | 5,842 SH | Decreased-9,083 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.5M | 1.0%Prev: 1.3% | 27,424 SH | Decreased-12,315 SH |
| ISHARES TR | LATN AMER 40 ETF | $1.1M | 0.4%Prev: 0.8% | 41,380 SH | Decreased-28,504 SH |
| ISHARES TR | MSCI UK ETF NEW | $4.9M | 1.9%Prev: 2.3% | 124,741 SH | Decreased-25,871 SH |
| ISHARES TR | PFD AND INCM SEC | $2.5M | 0.9%Prev: 0.9% | 80,523 SH | Decreased-8,992 SH |
| ISHARES TR | RUS 1000 GRW ETF | $203K | 0.1%Prev: 0.1% | 480 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $228K | 0.1%Prev: 0.1% | 1,159 SH | Decreased |
| ISHARES TR | US HLTHCARE ETF | $323K | 0.1%Prev: 0.1% | 5,680 SH | Increased+1,305 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.6M | 2.1%Prev: 2.4% | 110,938 SH | Decreased-30,326 SH |
| META PLATFORMS INC | CL A | $1.6M | 0.6%Prev: 0.4% | 2,305 SH | Increased+333 SH |
| MICROSOFT CORP | COM | $1.0M | 0.4%Prev: 0.3% | 2,124 SH | Increased-291 SH |
| NETFLIX INC | COM | $456K | 0.2% | 355 SH | New |
| NVIDIA CORPORATION | COM | $217K | 0.1%Prev: 0.1% | 1,380 SH | Decreased-25 SH |
| PUBLIC STORAGE OPER CO | COM | $282K | 0.1% | 949 SH | New |
| RIVIAN AUTOMOTIVE INC | COM CL A | $129K | 0.0%Prev: 0.1% | 10,000 SH | Decreased |
| SELECT SECTOR SPDR TR | COMMUNICATION | $6.7M | 2.5% | 62,013 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $1.3M | 0.5% | 15,222 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.7M | 1.8% | 89,289 SH | New |
| SELECT SECTOR SPDR TR | INDL | $10.7M | 4.1% | 72,054 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $2.4M | 0.9% | 10,857 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $11.1M | 4.2% | 135,598 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $6.5M | 2.5% | 47,882 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.8M | 0.7% | 22,371 SH | New |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $2.0M | 0.7% | 21,475 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $2.9M | 1.1% | 11,577 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.2M | 0.8% | 4,880 SH | New |
| SPDR INDEX SHS FDS | S&P CHINA ETF | $421K | 0.2% | 4,820 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $6.3M | 2.4% | 10,191 SH | New |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | $587K | 0.2% | 6,066 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $6.1M | 2.3% | 241,070 SH | New |
| SPDR SERIES TRUST | ICE PFD SEC ETF | $579K | 0.2% | 18,075 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.6M | 0.6% | 20,609 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $466K | 0.2% | 18,300 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $1.0M | 0.4% | 30,664 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $1.6M | 0.6% | 54,562 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $334K | 0.1% | 6,306 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $557K | 0.2% | 6,800 SH | New |
| SPDR SERIES TRUST | S&P BIOTECH | $1.1M | 0.4% | 12,648 SH | New |
| SPDR SERIES TRUST | S&P SEMICNDCTR | $1.2M | 0.5% | 4,770 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.5M | 1.3%Prev: 1.5% | 71,455 SH | Decreased-21,485 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $505K | 0.2%Prev: 0.2% | 1,154 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $7.0M | 2.7%Prev: 2.9% | 42,197 SH | Decreased-4,056 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 0.7%Prev: 0.1% | 20,953 SH | Increased+17,636 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.8M | 2.2%Prev: 1.9% | 29,061 SH | Increased+3,749 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.8M | 4.1%Prev: 4.9% | 35,306 SH | Decreased-9,287 SH |
| VANGUARD INDEX FDS | VALUE ETF | $7.1M | 2.7%Prev: 2.7% | 39,499 SH | Decreased-792 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $783K | 0.3%Prev: 0.2% | 15,721 SH | Increased+4,606 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $3.4M | 1.3%Prev: 1.3% | 43,553 SH | Decreased-4,285 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $1.1M | 0.4%Prev: 0.3% | 13,765 SH | Increased+4,162 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.6M | 1.0%Prev: 1.1% | 52,543 SH | Decreased-14,230 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.0M | 2.7%Prev: 3.0% | 88,688 SH | Decreased-22,927 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $415K | 0.2%Prev: 0.1% | 7,260 SH | Increased+2,270 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $5.5M | 2.1%Prev: 1.7% | 32,392 SH | Increased+5,517 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $880K | 0.3%Prev: 1.0% | 2,398 SH | Decreased-5,583 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $5.9M | 2.2%Prev: 1.6% | 26,410 SH | Increased+5,649 SH |
| VANGUARD WORLD FD | ENERGY ETF | $1.4M | 0.6%Prev: 0.6% | 11,880 SH | Decreased+2,483 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $1.7M | 0.6%Prev: 1.1% | 12,901 SH | Decreased-13,438 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $6.7M | 2.5%Prev: 2.3% | 26,792 SH | Increased+2,332 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $6.3M | 2.4%Prev: 2.1% | 22,462 SH | Increased+3,143 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.8M | 1.1%Prev: 1.4% | 4,202 SH | Decreased-1,659 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $1.4M | 0.5%Prev: 0.8% | 6,985 SH | Decreased-3,102 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $1.6M | 0.6%Prev: 0.6% | 8,925 SH | Decreased-153 SH |
| WISDOMTREE TR | EMER MKT HIGH FD | $225K | 0.1% | 4,900 SH | New |
| WISDOMTREE TR | EUROPE HEDGED EQ | $4.8M | 1.8%Prev: 2.0% | 98,420 SH | Decreased-14,549 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $20.9M | 7.9%Prev: 5.1% | 414,813 SH | Increased+120,168 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $1.2M | 0.4%Prev: 0.7% | 24,250 SH | Decreased-26,679 SH |
| WISDOMTREE TR | INTL SMCAP DIV | $1.8M | 0.7%Prev: 0.4% | 23,910 SH | Increased+8,070 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $6.2M | 2.4%Prev: 2.5% | 54,852 SH | Decreased+8,344 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $751K | 0.3%Prev: 0.2% | 22,760 SH | Increased+9,900 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.1M | 0.4%Prev: 0.4% | 13,690 SH | Decreased+250 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $2.1M | 0.8%Prev: 1.0% | 48,177 SH | Decreased-19,395 SH |
| 13F-HR |
| 0001959415-26-000003 |
| $322.7M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004342 | $263.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001959415-26-000002 | $292.7M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002446 | $242.1M | View |