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CIK 0002039300 • 7 13F filings • May 7, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $294K | 0.3% | 527 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 1.4% | 15,141 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $244K | 0.2% | 2,311 SH | |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.1M | 2.7% | 64,556 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $2.6M | 2.2% | 103,965 SH | |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $7.3M | 6.3% | 326,399 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 3.1% | 131,576 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $11.0M | 9.4% | 548,889 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $10.3M | 8.9% | 285,488 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $17.9M | 15.4% | 815,975 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $11.1M | 9.5% | 422,899 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.2M | 4.5% | 246,027 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $16.2M | 13.9% | 688,800 SH | |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $5.0M | 4.3% | 116,028 SH | |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $3.0M | 2.6% | 56,726 SH | |
| SPDR SER TR | PORTFOLIO LN COR | $7.1M | 6.1% | 317,405 SH | |
| TCW ETF TRUST | FLEXIBLE INCOME | $8.6M | 7.4% | 219,574 SH | |
| VANECK ETF TRUST | LONG MUNI ETF | $1.7M | 1.4% | 95,830 SH | |
| WISDOMTREE TR | PUTWRITE STRAT | $200K | 0.2% | 6,448 SH |
| 13F-HR |
| 0002039300-25-000009 |
| $132.8M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002039300-26-000006 | $161.4M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0002039300-25-000006 | $125.0M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002039300-26-000004 | $142.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002039300-25-000003 | $116.1M | View |