Serenity Investment Advisors: 13F holdings
CIK 21053892026Q2
| Positions | 76 |
|---|---|
| Reported value | $234.6m |
| Filed | 2026-08-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 1,097,595 | $38.5m | 16.4% |
| SCHV SCHWAB STRATEGIC TR | 979,372 | $34.1m | 14.5% |
| SCHF SCHWAB STRATEGIC TR | 710,111 | $20.0m | 8.5% |
| VO VANGUARD INDEX FDS | 236,070 | $19.5m | 8.3% |
| FIDELITY COVINGTON TRUST | 307,968 | $13.0m | 5.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 208,575 | $12.5m | 5.3% |
| VBR VANGUARD INDEX FDS | 32,475 | $8.0m | 3.4% |
| DFIV DIMENSIONAL ETF TRUST | 134,329 | $7.8m | 3.3% |
| VBK VANGUARD INDEX FDS | 19,906 | $7.1m | 3.0% |
| VXUS VANGUARD STAR FDS | 77,118 | $6.8m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2105389")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.