CIK: 0002077940
Total Value
$234.05B
Holdings
65
Latest Filing
Mar 27, 2026
Quarterly Filings
3
38K shares
15K shares
14K shares
+11.7%
+5.1%
+177.8%
+176.5%
+6.5%
+57 more increases
SPDR SERIES TRUST
275K shares
$15.65B
6.7%
ISHARES TR
142K shares
$14.18B
6.1%
SCHWAB STRATEGIC TR
469K shares
$13.88B
5.9%
VANGUARD INDEX FDS
24K shares
$11.93B
5.1%
VANGUARD BD INDEX FDS
144K shares
$11.22B
4.8%
CAPITAL GROUP GROWTH ETF
238K shares
$10.57B
4.5%
VANGUARD CHARLOTTE FDS
175K shares
$8.46B
3.6%
ISHARES TR
100K shares
$8.23B
3.5%
AMERICAN CENTY ETF TR
82K shares
$6.35B
2.7%
SPDR SERIES TRUST
280K shares
$6.30B
2.7%
CIK
0002077940
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0002077940-26-000001