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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 | $433K | 0.2% | 5,020 SH | New |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $7.7M | 3.3% | 204,195 SH | New |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $1.1M | 0.5% | 45,436 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $328K | 0.1% | 8,516 SH | New |
| ETF SER SOLUTIONS | DISTILLATE US | $525K | 0.2%Prev: 0.2% | 9,058 SH | Decreased-381 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $412K | 0.2% | 12,341 SH | New |
| GRANITESHARES ETF TR | HIPS US HIGH INC | $7.0M | 3.0%Prev: 0.1% | 597,638 SH | Increased+583,714 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.7M | 0.7%Prev: 0.8% | 69,016 SH | Decreased-16,709 SH |
| INVESCO EXCH TRADED FD TR II | FLOATING RATE MU | $301K | 0.1% | 12,108 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $505K | 0.2%Prev: 0.2% | 2,042 SH | Increased+388 SH |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $477K | 0.2%Prev: 0.2% | 22,419 SH | Decreased-644 SH |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $571K | 0.2%Prev: 0.3% | 8,760 SH | Decreased-1,093 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $10.8M | 4.6%Prev: 14.2% | 56,701 SH | Decreased-112,655 SH |
| ISHARES TR | 1 3 YR TREAS BD | $220K | 0.1%Prev: 0.1% | 2,652 SH | Decreased-55 SH |
| ISHARES TR | 20 YR TR BD ETF | $323K | 0.1%Prev: 0.2% | 3,612 SH | Decreased-1,302 SH |
| ISHARES TR | 7-10 YR TRSY BD | $21.3M | 9.1%Prev: 8.7% | 220,578 SH | Decreased-10,936 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.5M | 0.6%Prev: 0.7% | 26,035 SH | Decreased-5,879 SH |
| ISHARES TR | CORE 40/60 MODER | $395K | 0.2% | 8,312 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $1.2M | 0.5% | 18,879 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $574K | 0.2% | 6,512 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $432K | 0.2%Prev: 0.2% | 3,874 SH | Increased+274 SH |
| ISHARES TR | ISHS 1-5YR INVS | $217K | 0.1%Prev: 0.1% | 4,096 SH | Decreased-103 SH |
| ISHARES TR | MSCI EAFE ETF | $713K | 0.3% | 7,635 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $17.4M | 7.5%Prev: 3.6% | 72,070 SH | Increased+41,578 SH |
| ISHARES U S ETF TR | INFLATION HEDG | $39.7M | 17.0%Prev: 0.4% | 1,476,398 SH | Increased+1,440,038 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $428K | 0.2%Prev: 0.2% | 7,493 SH | Decreased-466 SH |
| NORTHROP GRUMMAN CORP | COM | $339K | 0.1%Prev: 0.1% | 557 SH | Increased+101 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $19.9M | 8.5%Prev: 3.9% | 213,359 SH | Increased+105,476 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $374K | 0.2% | 11,208 SH | New |
| SEMPRA | COM | $292K | 0.1%Prev: 0.1% | 3,243 SH | Decreased-68 SH |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $21.9M | 9.4% | 248,886 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $26.0M | 11.1% | 39,003 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $260K | 0.1% | 2,835 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $869K | 0.4% | 34,845 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $12.2M | 5.2% | 401,874 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $437K | 0.2% | 9,937 SH | New |
| VANECK ETF TRUST | CEF MUNI INCOME | $707K | 0.3%Prev: 0.4% | 32,304 SH | Decreased-8,683 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7%Prev: 0.7% | 5,200 SH | Decreased+324 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.4M | 4.5%Prev: 0.1% | 55,780 SH | Increased+54,394 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.7M | 0.7%Prev: 3.8% | 32,741 SH | Decreased-156,221 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.8M | 5.5%Prev: 10.0% | 59,122 SH | Decreased-47,733 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $663K | 0.3%Prev: 0.2% | 9,031 SH | Increased+2,452 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.6%Prev: 0.5% | 29,333 SH | Increased-934 SH |
| WISDOMTREE TR | EM MKTS QTLY DIV | $5.7M | 2.5%Prev: 5.3% | 200,250 SH | Decreased-128,902 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 |