Fund HoldingsSomnio Financial Group, LLC

Total Portfolio Value
$168.79M
Total Bought
$18.19M
Total Sold
$23.19M
Net Transaction
-$5.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST BLOO HIGH ETF
0107,198+107,198010,3316.12%+10,331
ISHARES TR59,18559,020-16538,66044,20026.19%+5,540
VANGUARD INTL EQUITY INDEX F395,432393,517-1,91529,69732,95719.53%+3,260
ISHARES TR026,642+26,64202,6001.54%+2,600
ISHARES TR92,50890,870-1,63811,50013,4777.98%+1,977
VANGUARD INDEX FDS48,480196,176+147,69613,92215,8069.36%+1,884
VANGUARD INDEX FDS141,214144,002+2,78812,52613,8868.23%+1,360
ISHARES TR134,775141,923+7,14813,37914,0488.32%+668
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
182,794193,561+10,7678,7839,3745.55%+591
ISHARES TR05,287+5,28703670.22%+367
VANGUARD BD INDEX FDS61,35664,153+2,7974,8114,9982.96%+187
ISHARES TR57,17757,969+7926,0696,2393.70%+169
VANGUARD INDEX FDS677679+22172510.15%+34
HOME DEPOT INC(HD)73173102402580.15%+17
ISHARES TR5,0250-5,0253230-323
ISHARES TR26,1250-26,1252,3120-2,312
SPDR SERIES TRUST
ST BLOO HIGH ETF
102,1750-102,1759,7800-9,780
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