| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | EA SERIES TRUST BUSHIDO CAP U S | $480.1M | 13.57M | 26.1% | ADDED | +445.8K |
| 2 | EA SERIES TRUST BUSHIDO CAP SMID | $140.7M | 4.84M | 7.6% | ADDED | +288.3K |
| 3 | VANGUARD INDEX FDS S&P 500 ETF SHS | $113.5M | 189.9K | 6.2% | ADDED | +10.0K |
| 4 | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $67.6M | 1.06M | 3.7% | ADDED | +18.2K |
| 5 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $35.5M | 657.4K | 1.9% | ADDED | +8.7K |
| 6 | VANGUARD INDEX FDS VALUE ETF | $35.4M | 180.4K | 1.9% | REDUCED | -1,151 |
| 7 | ABBVIE INC COM | $29.7M | 136.7K | 1.6% | ADDED | +10.8K |
| 8 | NVIDIA CORPORATION COM | $26.8M | 153.7K | 1.5% | REDUCED | -4,204 |
| 9 | PACER FDS TR DEVELOPED MRKT | $26.1M | 614.6K | 1.4% | REDUCED | -262,649 |
| 10 | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $25.8M | 134.2K | 1.4% | ADDED | +22.9K |
| 11 | MICROSOFT CORP COM | $23.5M | 63.4K | 1.3% | REDUCED | -1,488 |
| 12 | AMAZON COM INC COM | $22.2M | 106.6K | 1.2% | ADDED | +9.7K |
| 13 | VICTORY PORTFOLIOS II SHARES FREE CASH | $21.4M | 542.4K | 1.2% | ADDED | +264 |
| 14 | ABBOTT LABORATORIES COM | $20.4M | 198.2K | 1.1% | ADDED | +35.8K |
| 15 | TESLA INC COM | $19.7M | 52.9K | 1.1% | REDUCED | -387 |
| 16 | ISHARES TR MSCI ACWI ETF | $18.7M | 135.5K | 1.0% | REDUCED | -230 |
| 17 | META PLATFORMS INC CL A | $18.7M | 32.8K | 1.0% | REDUCED | -3,324 |
| 18 | STATE STR SPDR S&P 500 ETF T TR UNIT | $18.6M | 28.7K | 1.0% | ADDED | +7.8K |
| 19 | APPLE INC COM | $18.6M | 73.3K | 1.0% | REDUCED | -19,656 |
| 20 | ALPHABET INC CAP STK CL A | $18.4M | 63.9K | 1.0% | REDUCED | -4,729 |
| 21 | CAMBRIA ETF TR EMRG SHAREHLDR | $18.0M | 435.8K | 1.0% | ADDED | +62.3K |
| 22 | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $17.6M | 74.2K | 1.0% | ADDED | +5.6K |
| 23 | ALPHABET INC CAP STK CL C | $17.5M | 61.0K | 1.0% | REDUCED | -968 |
| 24 | ISHARES TR CORE S&P500 ETF | $13.6M | 20.8K | 0.7% | ADDED | +10.6K |
| 25 | INVESCO QQQ TR UNIT SER 1 | $13.0M | 22.5K | 0.7% | ADDED | +2.7K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 13, 2026