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CIK 0001716983 • 6 13F filings • Apr 29, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARK ETF TR | INNOVATION ETF | $334K | 0.2% | 7,022 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.5% | 2,193 SH | |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $1.1M | 0.5% | 45,041 SH | |
| ETF SER SOLUTIONS | DISTILLATE US | $11.0M | 5.0% | 202,107 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $366K | 0.2% | 12,341 SH | |
| GRANITESHARES ETF TR | HIPS US HIGH INC | $7.6M | 3.5% | 597,873 SH | |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.4M | 0.7% | 59,449 SH | |
| INVESCO EXCH TRADED FD TR II | FLOATING RATE MU | $713K | 0.3% | 28,733 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $406K | 0.2% | 19,607 SH | |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $419K | 0.2% | 21,955 SH | |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $532K | 0.2% | 8,939 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $10.0M | 4.6% | 57,464 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $681K | 0.3% | 1,452 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $2.0M | 0.9% | 21,200 SH | |
| ISHARES TR | CALIF MUN BD ETF | $1.4M | 0.6% | 24,668 SH | |
| ISHARES TR | CORE 40/60 MODER | $369K | 0.2% | 8,409 SH | |
| ISHARES TR | CORE 60/40 BALAN | $1.1M | 0.5% | 19,383 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $548K | 0.3% | 7,169 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $908K | 0.4% | 17,330 SH | |
| ISHARES TR | MSCI EAFE ETF | $752K | 0.3% | 9,199 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $14.6M | 6.7% | 73,046 SH | |
| ISHARES U S ETF TR | INFLATION HEDG | $37.6M | 17.3% | 1,437,434 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $409K | 0.2% | 7,159 SH | |
| NORTHROP GRUMMAN CORP | COM | $322K | 0.1% | 629 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $19.0M | 8.7% | 205,032 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $376K | 0.2% | 13,635 SH | |
| SEMPRA | COM | $235K | 0.1% | 3,300 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $20.5M | 9.4% | 259,896 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $23.8M | 10.9% | 42,557 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $1.1M | 0.5% | 42,382 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $12.0M | 5.5% | 400,074 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $430K | 0.2% | 9,712 SH | |
| VANECK ETF TRUST | CEF MUNI INCOME | $676K | 0.3% | 31,245 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.6% | 4,888 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $851K | 0.4% | 17,057 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.6M | 5.3% | 59,915 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $521K | 0.2% | 8,387 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.6% | 28,767 SH | |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $4.6M | 2.1% | 134,505 SH | |
| WISDOMTREE TR | EM MKTS QTLY DIV | $4.9M | 2.2% | 200,153 SH | |
| WISDOMTREE TR | YIELD ENHANCD US | $19.0M | 8.7% | 437,346 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 |