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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 | 0.4%Prev: 0.5% | 44,487 SH | Decreased-554 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $331K | 0.1% | 8,516 SH | New |
| ETF SER SOLUTIONS | DISTILLATE US | $525K | 0.2%Prev: 5.0% | 9,071 SH | Decreased-193,036 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $417K | 0.2%Prev: 0.2% | 12,341 SH | Increased |
| GRANITESHARES ETF TR | HIPS US HIGH INC | $157K | 0.1%Prev: 3.5% | 13,549 SH | Decreased-584,324 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $2.1M | 0.9%Prev: 0.7% | 86,140 SH | Increased+26,691 SH |
| INVESCO EXCH TRADED FD TR II | FLOATING RATE MU | $305K | 0.1%Prev: 0.3% | 12,244 SH | Decreased-16,489 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $393K | 0.2% | 1,652 SH | New |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $506K | 0.2%Prev: 0.2% | 22,744 SH | Increased+789 SH |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $676K | 0.3%Prev: 0.2% | 9,700 SH | Increased+761 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $32.8M | 13.8%Prev: 4.6% | 171,135 SH | Increased+113,671 SH |
| ISHARES TR | 1 3 YR TREAS BD | $222K | 0.1% | 2,683 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $428K | 0.2% | 4,932 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $22.2M | 9.3%Prev: 0.9% | 232,095 SH | Increased+210,895 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.9M | 0.8%Prev: 0.6% | 32,842 SH | Increased+8,174 SH |
| ISHARES TR | CORE 40/60 MODER | $430K | 0.2%Prev: 0.2% | 9,085 SH | Increased+676 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.3M | 0.5%Prev: 0.5% | 20,351 SH | Increased+968 SH |
| ISHARES TR | CORE 80/20 AGGRE | $624K | 0.3%Prev: 0.3% | 7,055 SH | Increased-114 SH |
| ISHARES TR | IBOXX INV CP ETF | $388K | 0.2% | 3,558 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $218K | 0.1%Prev: 0.4% | 4,152 SH | Decreased-13,178 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.4M | 1.4% | 17,959 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $7.8M | 3.3%Prev: 6.7% | 31,308 SH | Decreased-41,738 SH |
| ISHARES U S ETF TR | INFLATION HEDG | $1.1M | 0.4%Prev: 17.3% | 40,308 SH | Decreased-1,397,126 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $441K | 0.2%Prev: 0.2% | 7,784 SH | Increased+625 SH |
| NORTHROP GRUMMAN CORP | COM | $341K | 0.1%Prev: 0.1% | 500 SH | Increased-129 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $9.8M | 4.1%Prev: 8.7% | 106,584 SH | Decreased-98,448 SH |
| SEMPRA | COM | $320K | 0.1%Prev: 0.1% | 3,288 SH | Increased-12 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $22.8M | 9.6% | 244,333 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.8M | 0.8% | 54,548 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $13.7M | 5.8% | 21,137 SH | New |
| VANECK ETF TRUST | CEF MUNI INCOME | $830K | 0.3%Prev: 0.3% | 38,599 SH | Increased+7,354 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $50.9M | 21.4% | 691,501 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7%Prev: 0.6% | 5,239 SH | Increased+351 SH |
| VANGUARD INDEX FDS | VALUE ETF | $297K | 0.1% | 1,515 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $9.4M | 4.0%Prev: 0.4% | 188,484 SH | Increased+171,427 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $10.5M | 4.4% | 176,374 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $22.8M | 9.6%Prev: 5.3% | 105,848 SH | Increased+45,933 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $569K | 0.2%Prev: 0.2% | 7,384 SH | Increased-1,003 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.5M | 0.6%Prev: 0.6% | 29,987 SH | Increased+1,220 SH |
| WISDOMTREE TR | EM MKTS QTLY DIV | $11.2M | 4.7%Prev: 2.2% | 338,964 SH | Increased+138,811 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 |