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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 | $286K | 0.2%Prev: 0.2% | 463 SH | Increased+93 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 1.3%Prev: 1.3% | 15,128 SH | Decreased-2,665 SH |
| ISHARES TR | SHRT NAT MUN ETF | $240K | 0.2%Prev: 0.2% | 2,259 SH | Decreased-125 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.1M | 2.5%Prev: 2.4% | 64,356 SH | Decreased-6,741 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $2.6M | 2.1%Prev: 2.1% | 104,319 SH | Decreased-16,199 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $7.4M | 5.9%Prev: 6.0% | 328,078 SH | Decreased-49,725 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.0M | 3.2%Prev: 3.1% | 132,764 SH | Decreased+149 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $11.7M | 9.4%Prev: 8.9% | 532,724 SH | Decreased+22,056 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $11.7M | 9.4%Prev: 8.6% | 277,996 SH | Decreased+15,504 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $20.2M | 16.1%Prev: 14.6% | 829,155 SH | Decreased+20,764 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.1M | 9.7%Prev: 9.5% | 433,386 SH | Decreased-3,446 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.2M | 4.2%Prev: 4.2% | 248,468 SH | Decreased-30,762 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $18.9M | 15.1%Prev: 14.9% | 747,217 SH | Decreased+18,774 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $5.2M | 4.1%Prev: 4.1% | 117,574 SH | Decreased-10,867 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $3.1M | 2.5%Prev: 3.1% | 57,937 SH | Decreased-966 SH |
| SPDR SER TR | PORTFOLIO LN COR | $7.2M | 5.7%Prev: 5.8% | 321,114 SH | Decreased-50,256 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $8.6M | 6.9%Prev: 7.2% | 218,783 SH | Decreased-40,771 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.6M | 1.2%Prev: 1.3% | 92,746 SH | Decreased-15,008 SH |
| WISDOMTREE TR | PUTWRITE STRAT | $218K | 0.2%Prev: 0.1% | 6,801 SH | Increased+510 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 |