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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 | $242K | 0.2%Prev: 0.3% | 370 SH | Decreased-157 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.9M | 1.3%Prev: 1.4% | 17,793 SH | Increased+2,652 SH |
| ISHARES TR | SHRT NAT MUN ETF | $254K | 0.2%Prev: 0.2% | 2,384 SH | Increased+73 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.4M | 2.4%Prev: 2.7% | 71,097 SH | Increased+6,541 SH |
| PIMCO ETF TR | MULTISECTOR BD | $3.4M | 2.4% | 129,060 SH | New |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $3.0M | 2.1%Prev: 2.2% | 120,518 SH | Increased+16,553 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $8.6M | 6.0%Prev: 6.3% | 377,803 SH | Increased+51,404 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.4M | 3.1%Prev: 3.1% | 132,615 SH | Increased+1,039 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.6M | 8.9%Prev: 9.4% | 510,668 SH | Increased-38,221 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $12.3M | 8.6%Prev: 8.9% | 262,492 SH | Increased-22,996 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $20.7M | 14.6%Prev: 15.4% | 808,391 SH | Increased-7,584 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $13.5M | 9.5%Prev: 9.5% | 436,832 SH | Increased+13,933 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $6.0M | 4.2%Prev: 4.5% | 279,230 SH | Increased+33,203 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $21.2M | 14.9%Prev: 13.9% | 728,443 SH | Increased+39,643 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $5.9M | 4.1%Prev: 4.3% | 128,441 SH | Increased+12,413 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $4.4M | 3.1%Prev: 2.6% | 58,903 SH | Increased+2,177 SH |
| SPDR SER TR | PORTFOLIO LN COR | $8.3M | 5.8%Prev: 6.1% | 371,370 SH | Increased+53,965 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $10.2M | 7.2%Prev: 7.4% | 259,554 SH | Increased+39,980 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.9M | 1.3%Prev: 1.4% | 107,754 SH | Increased+11,924 SH |
| WISDOMTREE TR | PUTWRITE STRAT | $201K | 0.1%Prev: 0.2% | 6,291 SH | Increased-157 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 |