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CIK 0002073768 • 3 13F filings • Jan 9, 2026 – Jul 31, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | $1.2M | 0.6% | 14,900 SH | |
| ADVANCED MICRO DEVICES INC | COM | $2.4M | 1.3% | 11,914 SH | |
| ALPHABET INC | CAP STK CL A | $884K | 0.5% | 3,073 SH | |
| ALPHABET INC | CAP STK CL C | $5.3M | 2.8% | 18,545 SH | |
| AMAZON COM INC | COM | $4.2M | 2.2% | 20,047 SH | |
| ARGENX SE | SPONSORED ADR | $1.3M | 0.7% | 1,736 SH | |
| ASTRAZENECA PLC | ORD | $3.4M | 1.7% | 17,007 SH | |
| BLACKROCK MUNIHOLDINGS FD IN | COM | $1.3M | 0.7% | 119,038 SH | |
| BLACKROCK MUNIYIELD QUALITY | COM | $209K | 0.1% | 19,900 SH | |
| BLACKROCK MUNIYILD QULT FD I | COM | $117K | 0.1% | 10,700 SH | |
| BLACKROCK TAX MUNICPAL BD TR | SHS | $577K | 0.3% | 35,696 SH | |
| BROADCOM INC | COM | $1.8M | 0.9% | 5,722 SH | |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $5.4M | 2.8% | 129,723 SH | |
| CASEYS GEN STORES INC | COM | $4.7M | 2.4% | 6,436 SH | |
| CORNING INC | COM | $4.1M | 2.2% | 30,520 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $2.6M | 1.4% | 2,613 SH | |
| CRH PLC | ORD | $2.8M | 1.5% | 26,872 SH | |
| EATON VANCE MUN INCOME TR | SH BEN INT | $342K | 0.2% | 32,874 SH | |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $6.7M | 3.5% | 355,034 SH | |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $4.6M | 2.4% | 126,029 SH | |
| INTUIT | COM | $2.8M | 1.4% | 6,380 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $271K | 0.1% | 13,295 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $261K | 0.1% | 1,362 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $11.9M | 6.2% | 100,612 SH | |
| ISHARES TR | ESG SELECT SCRE | $401K | 0.2% | 8,837 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $1.2M | 0.6% | 23,201 SH | |
| ISHARES TR | JPMORGAN USD EMG | $6.9M | 3.6% | 73,059 SH | |
| ISHARES TR | LATN AMER 40 ETF | $4.0M | 2.1% | 113,671 SH | |
| ISHARES TR | MSCI EURO FL ETF | $5.1M | 2.6% | 145,345 SH | |
| ISHARES TR | MSCI USA VALUE | $1.5M | 0.8% | 10,399 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $3.8M | 2.0% | 34,388 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $7.6M | 3.9% | 150,019 SH | |
| JPMORGAN CHASE & CO | COM | $2.8M | 1.5% | 9,563 SH | |
| MASTERCARD INCORPORATED | CL A | $3.5M | 1.8% | 6,936 SH | |
| MERCADOLIBRE INC | COM | $2.0M | 1.0% | 1,130 SH | |
| META PLATFORMS INC | CL A | $3.7M | 1.9% | 6,474 SH | |
| MICROSOFT CORP | COM | $4.0M | 2.1% | 10,735 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $633K | 0.3% | 6,962 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $615K | 0.3% | 13,510 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $243K | 0.1% | 5,400 SH | |
| NUVEEN MUN CR INCOME FD | COM SH BEN INT | $1.4M | 0.7% | 117,151 SH | |
| NUVEEN QUALITY MUNCP INCOME | COM | $618K | 0.3% | 53,711 SH | |
| NVIDIA CORPORATION | COM | $5.3M | 2.8% | 30,611 SH | |
| ONEOK INC NEW | COM | $371K | 0.2% | 4,100 SH | |
| PALO ALTO NETWORKS INC | COM | $3.0M | 1.6% | 18,857 SH | |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | $158K | 0.1% | 15,300 SH | |
| SCHWAB CHARLES CORP | COM | $2.9M | 1.5% | 30,612 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.7M | 0.9% | 56,630 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.6M | 0.8% | 52,482 SH | |
| SHARKNINJA INC | COM SHS | $3.5M | 1.8% | 32,708 SH | |
| SHELL PLC | SPON ADS | $3.3M | 1.7% | 35,503 SH | |
| SHERWIN WILLIAMS CO | COM | $2.0M | 1.0% | 6,179 SH | |
| SIMPSON MFG INC | COM | $2.0M | 1.0% | 11,465 SH | |
| SPDR GOLD TR | GOLD SHS | $387K | 0.2% | 900 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $7.4M | 3.8% | 76,251 SH | |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $6.0M | 3.1% | 150,006 SH | |
| TG THERAPEUTICS INC | COM | $972K | 0.5% | 29,261 SH | |
| TJX COS INC NEW | COM | $3.7M | 1.9% | 23,046 SH | |
| TRACTOR SUPPLY CO | COM | $2.1M | 1.1% | 45,466 SH | |
| UNITED PARCEL SVCS INC | CL B | $334K | 0.2% | 3,400 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $552K | 0.3% | 5,704 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 0.8% | 6,000 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $12.3M | 6.4% | 148,252 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.7M | 0.9% | 15,609 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $858K | 0.4% | 13,059 SH | |
| VERACYTE INC | COM | $986K | 0.5% | 30,601 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $2.6M | 1.4% | 5,854 SH | |
| WASTE CONNECTIONS INC | COM | $2.9M | 1.5% | 17,658 SH | |
| WESTERN ASSET MANAGED MUNS F | COM | $3.0M | 1.6% | 296,657 SH |
| Q1 2026 |
| 13F-HR |
| 0002073768-26-000002 |
| $192.2M |
| View |