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CIK 0001063516 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $30.3M | 10.6%Prev: 9.1% | 657,104 SH | Increased-21,168 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $1.2M | 0.4% | 10,382 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $32.9M | 11.6%Prev: 12.7% | 438,841 SH | Decreased-51,893 SH |
| ISHARES TR | 7-10 YR TRSY BD | $28.1M | 9.9%Prev: 7.4% | 292,048 SH | Increased+22,604 SH |
| ISHARES TR | CORE 1 5 YR USD | $16.0M | 5.6% | 328,886 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $1.6M | 0.6% | 30,753 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $11.8M | 4.2%Prev: 4.0% | 125,786 SH | Decreased-7,227 SH |
| ISHARES TR | MSCI USA SMCP MN | $12.2M | 4.3%Prev: 3.9% | 280,799 SH | Decreased-3,089 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.7M | 1.6%Prev: 1.3% | 43,464 SH | Increased+3,436 SH |
| ISHARES TR | US INFRASTRUC | $225K | 0.1% | 4,269 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $26.7M | 9.4%Prev: 8.6% | 1,111,913 SH | Decreased+94,805 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $23.9M | 8.4%Prev: 9.7% | 872,914 SH | Decreased-93,357 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $8.4M | 3.0%Prev: 2.9% | 402,594 SH | Decreased-17,068 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $209K | 0.1% | 7,894 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $50.6M | 17.8% | 723,693 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $4.3M | 1.5% | 22,373 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $392K | 0.1% | 7,800 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $794K | 0.3% | 2,758 SH | New |
| WISDOMTREE TR | EM EX ST-OWNED | $12.4M | 4.4%Prev: 3.8% | 316,760 SH | Increased+53,785 SH |
| WISDOMTREE TR | ITL HDG QTLY DIV | $15.4M | 5.4%Prev: 5.4% | 315,474 SH | Decreased-20,695 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $2.1M | 0.7%Prev: 0.5% | 23,015 SH | Increased+7,189 SH |
| 13F-HR |
| 0001063516-25-000004 |
| $309.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001063516-26-000004 | $324.2M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004147 | $292.9M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001063516-26-000002 | $287.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002282 | $275.5M | View |