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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 | $1.9M | 0.9%Prev: 0.6% | 15,091 SH | Increased+191 SH |
| ADVANCED MICRO DEVICES INC | COM | $6.2M | 3.0%Prev: 1.3% | 10,662 SH | Increased-1,252 SH |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.5%Prev: 0.5% | 2,818 SH | Increased-255 SH |
| ALPHABET INC | CAP STK CL C | $6.3M | 3.1%Prev: 2.8% | 17,867 SH | Increased-678 SH |
| AMAZON COM INC | COM | $4.7M | 2.3%Prev: 2.2% | 19,780 SH | Increased-267 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $2.8M | 1.4% | 24,851 SH | New |
| ARGENX SE | SPONSORED ADR | $1.6M | 0.8%Prev: 0.7% | 1,707 SH | Increased-29 SH |
| ASTRAZENECA PLC | ORD | $3.1M | 1.5%Prev: 1.7% | 16,099 SH | Decreased-908 SH |
| BLACKROCK MUNIHOLDINGS FD IN | COM | $1.5M | 0.7%Prev: 0.7% | 122,349 SH | Increased+3,311 SH |
| BLACKROCK MUNIYIELD QUALITY | COM | $1.3M | 0.6%Prev: 0.1% | 115,250 SH | Increased+95,350 SH |
| BLACKROCK TAX MUNICPAL BD TR | SHS | $566K | 0.3%Prev: 0.3% | 35,005 SH | Decreased-691 SH |
| BROADCOM INC | COM | $2.2M | 1.1%Prev: 0.9% | 5,852 SH | Increased+130 SH |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $6.0M | 2.9%Prev: 2.8% | 131,563 SH | Increased+1,840 SH |
| CASEYS GEN STORES INC | COM | $5.1M | 2.5%Prev: 2.4% | 6,379 SH | Increased-57 SH |
| CONSTELLATION ENERGY CORP | COM | $2.5M | 1.2% | 10,123 SH | New |
| CORNING INC | COM | $7.6M | 3.7%Prev: 2.2% | 29,911 SH | Increased-609 SH |
| COSTCO WHOLESALE CORPORATION | COM | $2.5M | 1.2%Prev: 1.4% | 2,661 SH | Decreased+48 SH |
| CRH PLC | ORD | $2.8M | 1.4%Prev: 1.5% | 25,956 SH | Decreased-916 SH |
| EATON VANCE MUN INCOME TR | SH BEN INT | $153K | 0.1%Prev: 0.2% | 13,624 SH | Decreased-19,250 SH |
| FIDELITY COVINGTON TRUST | CLEAN ENERGY ETF | $1.7M | 0.9% | 71,395 SH | New |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $6.6M | 3.2%Prev: 3.5% | 343,661 SH | Decreased-11,373 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $4.9M | 2.4%Prev: 2.4% | 124,364 SH | Increased-1,665 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $240K | 0.1%Prev: 0.1% | 1,129 SH | Decreased-233 SH |
| ISHARES TR | 3 7 YR TREAS BD | $11.7M | 5.7%Prev: 6.2% | 99,971 SH | Decreased-641 SH |
| ISHARES TR | ESG SELECT SCRE | $401K | 0.2%Prev: 0.2% | 7,694 SH | Increased-1,143 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.0M | 0.5%Prev: 0.6% | 19,731 SH | Decreased-3,470 SH |
| ISHARES TR | JPMORGAN USD EMG | $7.8M | 3.8%Prev: 3.6% | 80,680 SH | Increased+7,621 SH |
| ISHARES TR | LATN AMER 40 ETF | $3.8M | 1.8%Prev: 2.1% | 111,800 SH | Decreased-1,871 SH |
| ISHARES TR | MSCI EURO FL ETF | $5.6M | 2.8%Prev: 2.6% | 144,340 SH | Increased-1,005 SH |
| ISHARES TR | MSCI USA VALUE | $2.0M | 1.0%Prev: 0.8% | 10,081 SH | Increased-318 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $4.1M | 2.0%Prev: 2.0% | 37,159 SH | Increased+2,771 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $7.3M | 3.6%Prev: 3.9% | 144,078 SH | Decreased-5,941 SH |
| JPMORGAN CHASE & CO | COM | $3.0M | 1.5%Prev: 1.5% | 9,261 SH | Increased-302 SH |
| MASTERCARD INCORPORATED | CL A | $3.5M | 1.7%Prev: 1.8% | 6,891 SH | Increased-45 SH |
| MICROSOFT CORP | COM | $4.1M | 2.0%Prev: 2.1% | 11,122 SH | Increased+387 SH |
| MORGAN STANLEY ETF TRUST | CALVE INDEX ETF | $207K | 0.1% | 2,432 SH | New |
| NEUROCRINE BIOSCIENCES INC | COM | $1.2M | 0.6% | 6,883 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $756K | 0.4%Prev: 0.3% | 6,462 SH | Increased-500 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $617K | 0.3%Prev: 0.3% | 12,346 SH | Increased-1,164 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $242K | 0.1%Prev: 0.1% | 4,638 SH | Decreased-762 SH |
| NUVEEN MUN CR INCOME FD | COM SH BEN INT | $949K | 0.5%Prev: 0.7% | 74,839 SH | Decreased-42,312 SH |
| NUVEEN QUALITY MUNCP INCOME | COM | $434K | 0.2%Prev: 0.3% | 35,811 SH | Decreased-17,900 SH |
| NVIDIA CORPORATION | COM | $6.0M | 3.0%Prev: 2.8% | 30,181 SH | Increased-430 SH |
| ONEOK INC NEW | COM | $356K | 0.2%Prev: 0.2% | 4,100 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $5.8M | 2.9%Prev: 1.6% | 17,119 SH | Increased-1,738 SH |
| PUTNAM MUN OPPORTUNITIES TR | SH BEN INT | $161K | 0.1%Prev: 0.1% | 15,300 SH | Increased |
| SCHWAB CHARLES CORP | COM | $2.8M | 1.4%Prev: 1.5% | 30,304 SH | Decreased-308 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.8M | 0.9%Prev: 0.9% | 57,186 SH | Increased+556 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.9M | 0.9%Prev: 0.8% | 52,225 SH | Increased-257 SH |
| SHARKNINJA INC | COM SHS | $4.7M | 2.3%Prev: 1.8% | 31,060 SH | Increased-1,648 SH |
| SHELL PLC | SPON ADS | $2.6M | 1.3%Prev: 1.7% | 33,246 SH | Decreased-2,257 SH |
| SHERWIN WILLIAMS CO | COM | $2.0M | 1.0%Prev: 1.0% | 5,947 SH | Increased-232 SH |
| SIMPSON MFG INC | COM | $2.4M | 1.2%Prev: 1.0% | 11,286 SH | Increased-179 SH |
| SPDR GOLD TR | GOLD SHS | $267K | 0.1%Prev: 0.2% | 725 SH | Decreased-175 SH |
| SPDR SERIES TRUST | ST STR SP REGBNK | $3.8M | 1.9% | 51,139 SH | New |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $6.4M | 3.1% | 157,912 SH | New |
| TG THERAPEUTICS INC | COM | $1.6M | 0.8%Prev: 0.5% | 29,224 SH | Increased-37 SH |
| TJX COS INC NEW | COM | $3.5M | 1.7%Prev: 1.9% | 22,774 SH | Decreased-272 SH |
| UNITED PARCEL SVCS INC | CL B | $387K | 0.2%Prev: 0.2% | 3,600 SH | Increased+200 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $390K | 0.2%Prev: 0.3% | 3,751 SH | Decreased-1,953 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.0%Prev: 0.8% | 6,407 SH | Increased+407 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $13.0M | 6.4%Prev: 6.4% | 157,538 SH | Increased+9,286 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $2.0M | 1.0%Prev: 0.9% | 15,613 SH | Increased+4 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $561K | 0.3%Prev: 0.4% | 8,346 SH | Decreased-4,713 SH |
| VERACYTE INC | COM | $1.8M | 0.9%Prev: 0.5% | 30,563 SH | Increased-38 SH |
| VERTEX PHARMACEUTICALS INC | COM | $3.0M | 1.5%Prev: 1.4% | 5,981 SH | Increased+127 SH |
| WESTERN ASSET MANAGED MUNS F | COM | $3.1M | 1.5%Prev: 1.6% | 294,741 SH | Increased-1,916 SH |
| Q1 2026 |
| 13F-HR |
| 0002073768-26-000002 |
| $192.2M |
| View |