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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 | $277K | 0.2%Prev: 0.2% | 370 SH | Decreased-93 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.0M | 1.2%Prev: 1.3% | 18,700 SH | Increased+3,572 SH |
| ISHARES TR | SHRT NAT MUN ETF | $256K | 0.2%Prev: 0.2% | 2,406 SH | Increased+147 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.8M | 2.3%Prev: 2.5% | 77,901 SH | Increased+13,545 SH |
| PIMCO ETF TR | MULTISECTOR BD | $3.7M | 2.3% | 139,566 SH | New |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $3.5M | 2.2%Prev: 2.1% | 141,293 SH | Increased+36,974 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $9.7M | 6.0%Prev: 5.9% | 427,382 SH | Increased+99,304 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.8M | 3.0%Prev: 3.2% | 133,457 SH | Increased+693 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.2M | 8.8%Prev: 9.4% | 513,065 SH | Increased-19,659 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $12.8M | 7.9%Prev: 9.4% | 265,459 SH | Increased-12,537 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $24.0M | 14.9%Prev: 16.1% | 815,684 SH | Increased-13,471 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $16.2M | 10.0%Prev: 9.7% | 439,692 SH | Increased+6,306 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $6.7M | 4.1%Prev: 4.2% | 281,314 SH | Increased+32,846 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $25.6M | 15.8%Prev: 15.1% | 707,188 SH | Increased-40,029 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $6.5M | 4.0%Prev: 4.1% | 131,163 SH | Increased+13,589 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $4.0M | 2.5%Prev: 2.5% | 59,116 SH | Increased+1,179 SH |
| SPDR SER TR | PORTFOLIO LN COR | $9.5M | 5.9%Prev: 5.7% | 421,974 SH | Increased+100,860 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $11.8M | 7.3%Prev: 6.9% | 300,921 SH | Increased+82,138 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $2.0M | 1.3%Prev: 1.2% | 114,023 SH | Increased+21,277 SH |
| WISDOMTREE TR | PUTWRITE STRAT | $218K | 0.1%Prev: 0.2% | 6,638 SH | Decreased-163 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 |