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CIK 0001063516 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMMDY | $3.2M | 1.0% | 83,745 SH | New |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $15.9M | 4.9% | 319,392 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $29.4M | 9.1%Prev: 10.7% | 678,272 SH | Decreased-35,338 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 GARP | $1.2M | 0.4% | 10,338 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $41.3M | 12.7%Prev: 12.5% | 490,734 SH | Increased-37,571 SH |
| INVESCO QQQ TR | UNIT SER 1 | $376K | 0.1%Prev: 0.1% | 508 SH | Increased+136 SH |
| ISHARES TR | 1-5 Yr TRSY BD | $17.6M | 5.4% | 371,618 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $24.1M | 7.4%Prev: 9.3% | 269,444 SH | Decreased-28,652 SH |
| ISHARES TR | Ishares Float Rate | $1.3M | 0.4% | 25,621 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $13.0M | 4.0%Prev: 4.2% | 133,013 SH | Decreased-3,778 SH |
| ISHARES TR | MSCI USA SMCP MN | $12.6M | 3.9%Prev: 4.1% | 283,888 SH | Increased-7,960 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.0M | 1.3%Prev: 1.6% | 40,028 SH | Decreased-5,606 SH |
| ISHARES TR | S&P 500 ETF SHS | $9.1M | 2.8% | 101,273 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $27.9M | 8.6%Prev: 5.7% | 1,017,108 SH | Increased+260,208 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $31.4M | 9.7%Prev: 8.4% | 966,271 SH | Increased+15,077 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $9.2M | 2.9%Prev: 2.8% | 419,662 SH | Increased+21,585 SH |
| SPDR SER TR | BBG CONV SEC ETF | $542K | 0.2% | 5,360 SH | New |
| SPDR SER TR | NUVEEN BLMBRG SH | $498K | 0.2% | 10,668 SH | New |
| SPDR SER TR | NUVEEN BLOOMBERG | $2.1M | 0.7% | 90,512 SH | New |
| SPDR SER TR | PORTFOLIO S&P400 | $9.7M | 3.0% | 153,922 SH | New |
| SPDR SER TR | PORTFOLIO S&P600 | $4.8M | 1.5% | 90,987 SH | New |
| SPDR SER TR | PRTFLO S&P500 GW | $24.8M | 7.7% | 201,582 SH | New |
| SPDR SER TR | PRTFLO S&P500 VL | $1.5M | 0.5% | 25,311 SH | New |
| VANGUARD INDEX FDS | HEALTH CARE ETF | $878K | 0.3% | 2,778 SH | New |
| VANGUARD INDEX FDS | Tax Exempt Bond Index | $491K | 0.2% | 10,373 SH | New |
| VANGUARD INDEX FDS | VALUE | $5.4M | 1.7% | 24,991 SH | New |
| WISDOMTREE TR | EM EX ST-OWNED | $12.3M | 3.8%Prev: 3.9% | 262,975 SH | Increased-57,184 SH |
| WISDOMTREE TR | ITL HDG QTLY DIV | $17.4M | 5.4%Prev: 5.6% | 336,169 SH | Increased-42,287 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $1.5M | 0.5%Prev: 0.7% | 15,826 SH | Decreased-8,832 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 |