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CIK 0001716983 • 6 13F filings • Apr 29, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $1.1M | 0.5%Prev: 0.5% | 44,259 SH | Decreased-1,177 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $337K | 0.1%Prev: 0.1% | 8,516 SH | Increased |
| ETF SER SOLUTIONS | DISTILLATE US | $523K | 0.2%Prev: 0.2% | 8,876 SH | Decreased-182 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $423K | 0.2%Prev: 0.2% | 12,341 SH | Increased |
| GRANITESHARES ETF TR | HIPS US HIGH INC | $186K | 0.1%Prev: 3.0% | 15,928 SH | Decreased-581,710 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $2.0M | 0.8%Prev: 0.7% | 82,932 SH | Increased+13,916 SH |
| INVESCO EXCH TRADED FD TR II | FLOATING RATE MU | $304K | 0.1%Prev: 0.1% | 12,184 SH | Increased+76 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $420K | 0.2%Prev: 0.2% | 1,661 SH | Decreased-381 SH |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $496K | 0.2%Prev: 0.2% | 22,539 SH | Increased+120 SH |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $632K | 0.3%Prev: 0.2% | 9,506 SH | Increased+746 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $32.9M | 13.9%Prev: 4.6% | 171,537 SH | Increased+114,836 SH |
| ISHARES TR | 1 3 YR TREAS BD | $221K | 0.1%Prev: 0.1% | 2,668 SH | Increased+16 SH |
| ISHARES TR | 20 YR TR BD ETF | $417K | 0.2%Prev: 0.1% | 4,785 SH | Increased+1,173 SH |
| ISHARES TR | 7-10 YR TRSY BD | $22.3M | 9.4%Prev: 9.1% | 231,873 SH | Increased+11,295 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.8M | 0.8%Prev: 0.6% | 31,693 SH | Increased+5,658 SH |
| ISHARES TR | CORE 40/60 MODER | $396K | 0.2%Prev: 0.2% | 8,299 SH | Increased-13 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.2M | 0.5%Prev: 0.5% | 18,847 SH | Increased-32 SH |
| ISHARES TR | CORE 80/20 AGGRE | $610K | 0.3%Prev: 0.2% | 6,812 SH | Increased+300 SH |
| ISHARES TR | IBOXX INV CP ETF | $389K | 0.2%Prev: 0.2% | 3,533 SH | Decreased-341 SH |
| ISHARES TR | ISHS 1-5YR INVS | $218K | 0.1%Prev: 0.1% | 4,121 SH | Increased+25 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.5M | 1.5% | 17,764 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $7.7M | 3.3%Prev: 7.5% | 31,476 SH | Decreased-40,594 SH |
| ISHARES U S ETF TR | INFLATION HEDG | $1.1M | 0.5%Prev: 17.0% | 41,986 SH | Decreased-1,434,412 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $437K | 0.2%Prev: 0.2% | 7,635 SH | Increased+142 SH |
| NORTHROP GRUMMAN CORP | COM | $319K | 0.1%Prev: 0.1% | 559 SH | Decreased+2 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $9.8M | 4.1%Prev: 8.5% | 105,312 SH | Decreased-108,047 SH |
| SEMPRA | COM | $288K | 0.1%Prev: 0.1% | 3,265 SH | Decreased+22 SH |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $22.1M | 9.3%Prev: 9.4% | 243,597 SH | Increased-5,289 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $14.3M | 6.0%Prev: 11.1% | 20,955 SH | Decreased-18,048 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.8M | 0.8% | 54,566 SH | New |
| VANECK ETF TRUST | CEF MUNI INCOME | $820K | 0.3%Prev: 0.3% | 37,475 SH | Increased+5,171 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $50.4M | 21.3% | 679,847 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7%Prev: 0.7% | 4,977 SH | Decreased-223 SH |
| VANGUARD INDEX FDS | VALUE ETF | $299K | 0.1%Prev: 4.5% | 1,567 SH | Decreased-54,213 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $9.2M | 3.9%Prev: 0.7% | 186,039 SH | Increased+153,298 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $10.4M | 4.4% | 173,791 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $23.0M | 9.7%Prev: 5.5% | 104,848 SH | Increased+45,726 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $541K | 0.2%Prev: 0.3% | 7,169 SH | Decreased-1,862 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 0.5%Prev: 0.6% | 29,501 SH | Decreased+168 SH |
| WISDOMTREE TR | EM MKTS QTLY DIV | $10.6M | 4.5%Prev: 2.5% | 338,309 SH | Increased+138,059 SH |
| 13F-HR |
| 0001716983-26-000004 |
| $253.0M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003975 | $226.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001716983-26-000002 | $238.2M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002419 | $217.9M | View |