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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 | $487K | 0.2% | 6,931 SH | New |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $1.1M | 0.5%Prev: 0.4% | 45,041 SH | Decreased+554 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $305K | 0.1%Prev: 0.1% | 8,516 SH | Decreased |
| ETF SER SOLUTIONS | DISTILLATE US | $11.3M | 5.0%Prev: 0.2% | 203,772 SH | Increased+194,701 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $392K | 0.2%Prev: 0.2% | 12,341 SH | Decreased |
| GRANITESHARES ETF TR | HIPS US HIGH INC | $7.5M | 3.3%Prev: 0.1% | 616,713 SH | Increased+603,164 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.5M | 0.6%Prev: 0.9% | 62,431 SH | Decreased-23,709 SH |
| INVESCO EXCH TRADED FD TR II | FLOATING RATE MU | $712K | 0.3%Prev: 0.1% | 28,733 SH | Increased+16,489 SH |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $429K | 0.2% | 20,528 SH | New |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $456K | 0.2%Prev: 0.2% | 22,238 SH | Decreased-506 SH |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $559K | 0.2%Prev: 0.3% | 9,003 SH | Decreased-697 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $10.5M | 4.6%Prev: 13.8% | 57,626 SH | Decreased-113,509 SH |
| INVESCO QQQ TR | UNIT SER 1 | $848K | 0.4% | 1,537 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $2.0M | 0.9%Prev: 9.3% | 21,030 SH | Decreased-211,065 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.4M | 0.6%Prev: 0.8% | 25,836 SH | Decreased-7,006 SH |
| ISHARES TR | CORE 40/60 MODER | $389K | 0.2%Prev: 0.2% | 8,443 SH | Decreased-642 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.2M | 0.5%Prev: 0.5% | 19,616 SH | Decreased-735 SH |
| ISHARES TR | CORE 80/20 AGGRE | $587K | 0.3%Prev: 0.3% | 7,034 SH | Decreased-21 SH |
| ISHARES TR | ISHS 1-5YR INVS | $917K | 0.4%Prev: 0.1% | 17,389 SH | Increased+13,237 SH |
| ISHARES TR | MSCI EAFE ETF | $875K | 0.4% | 9,787 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $15.9M | 7.0%Prev: 3.3% | 73,649 SH | Increased+42,341 SH |
| ISHARES U S ETF TR | INFLATION HEDG | $38.1M | 16.8%Prev: 0.4% | 1,447,931 SH | Increased+1,407,623 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $418K | 0.2%Prev: 0.2% | 7,345 SH | Decreased-439 SH |
| NORTHROP GRUMMAN CORP | COM | $290K | 0.1%Prev: 0.1% | 581 SH | Decreased+81 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $19.3M | 8.5%Prev: 4.1% | 208,921 SH | Increased+102,337 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $435K | 0.2% | 14,433 SH | New |
| SEMPRA | COM | $252K | 0.1%Prev: 0.1% | 3,330 SH | Decreased+42 SH |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $22.1M | 9.7% | 258,806 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $26.5M | 11.7% | 42,932 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $1.1M | 0.5% | 42,382 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $12.3M | 5.4% | 406,241 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $417K | 0.2% | 9,827 SH | New |
| VANECK ETF TRUST | CEF MUNI INCOME | $688K | 0.3%Prev: 0.3% | 32,794 SH | Decreased-5,805 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.6%Prev: 0.7% | 4,804 SH | Decreased-435 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $859K | 0.4%Prev: 4.0% | 17,090 SH | Decreased-171,394 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.3M | 5.4%Prev: 9.6% | 59,939 SH | Decreased-45,909 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $570K | 0.3%Prev: 0.2% | 8,255 SH | Increased+871 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.6%Prev: 0.6% | 29,046 SH | Decreased-941 SH |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $4.7M | 2.1% | 134,260 SH | New |
| WISDOMTREE TR | EM MKTS QTLY DIV | $5.5M | 2.4%Prev: 4.7% | 200,522 SH | Decreased-138,442 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $19.2M | 8.5% | 439,659 SH | New |
| 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 |