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CIK 0002053807 • 7 13F filings • Apr 24, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN FINANCIAL GROUP INC | COM | $467K | 0.2% | 3,654 SH | New |
| APPLE INC | COM | $332K | 0.1% | 1,288 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $517K | 0.2% | 1,079 SH | New |
| CARNIVAL CORP | COMMON STOCK | $1.5M | 0.5% | 56,299 SH | New |
| DISNEY WALT CO | COM | $275K | 0.1% | 2,836 SH | New |
| EATON VANCE TAX MNGED BUY WR | COM | $1.4M | 0.5% | 100,475 SH | New |
| EATON VANCE TAX-MANAGED BUY- | COM | $5.3M | 1.9% | 387,929 SH | New |
| GLOBAL X FDS | NASDAQ 100 COVER | $19.7M | 7.2% | 1,148,308 SH | New |
| GLOBAL X FDS | S&P 500 COVERED | $16.7M | 6.1% | 426,982 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $11.5M | 4.2% | 48,243 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $6.1M | 2.3% | 10,635 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $3.9M | 1.4% | 45,175 SH | New |
| ISHARES TR | SP SMCP600VL ETF | $238K | 0.1% | 2,003 SH | New |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $15.0M | 5.5% | 349,386 SH | New |
| META PLATFORMS INC | CL A | $1.3M | 0.5% | 2,354 SH | New |
| NUVEEN S&P 500 DYNAMIC OVERW | COM | $811K | 0.3% | 50,462 SH | New |
| PURSUIT ATTRACTIONS AND HOSP | COM | $1.4M | 0.5% | 37,158 SH | New |
| ROYAL CARIBBEAN GROUP | COM | $275K | 0.1% | 1,000 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $10.3M | 3.8% | 422,625 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $17.1M | 6.3% | 557,808 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $84.8M | 31.1% | 3,306,092 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $749K | 0.3% | 24,180 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $50.4M | 18.5% | 1,734,769 SH | New |
| SIX FLAGS ENTERTAINMENT CORP | COM | $586K | 0.2% | 33,000 SH | New |
| TESLA INC | COM | $2.1M | 0.8% | 5,590 SH | New |
| UBER TECHNOLOGIES INC | COM | $3.4M | 1.3% | 47,930 SH | New |
| UNITEDHEALTH GROUP INC | COM | $612K | 0.2% | 2,261 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.3M | 1.6% | 11,306 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $710K | 0.3% | 9,646 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 0.8% | 3,548 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $271K | 0.1% | 1,036 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $285K | 0.1% | 889 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $4.5M | 1.6% | 22,747 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.7M | 1.0% | 33,662 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $488K | 0.2% | 700 SH | New |
| Q3 2025 |
| 13F-HR/A |
| 0002053807-26-000002 |
| $276.4M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002053807-26-000005 | $323.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002053807-25-000004 | $248.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002053807-26-000004 | $272.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002053807-25-000002 | $223.7M | View |