account_balance
Investment manager · 13F filer · SEC CIK 2105389
Serenity Investment Advisors
Reported value$230Mas of Sep 30, 2026
Positions70 1 new, 7 sold out
Top 10 weight70.4%SCHG alone is 17%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
16.9%
SCHVSchwab Strategic Tr
14.1%
SCHFSchwab Strategic Tr
8.4%
VOVanguard Index FDS
8.1%
FMDEFidelity Covington Trust
5.4%
VWOVanguard Intl Equity Index F
5.3%
DFIVDimensional ETF Trust
3.3%
VBRVanguard Index FDS
3.2%
VXUSVanguard Star FDS
2.9%
VBKVanguard Index FDS
2.8%Trimmed −3%
SPCXSpace Exploration Technologies Corp
1.7%
VUGVanguard Index FDS
1.4%
SCHGSchwab Strategic Tr
16.9%
SCHVSchwab Strategic Tr
14.1%
SCHFSchwab Strategic Tr
8.4%
VOVanguard Index FDS
8.1%
FMDEFidelity Covington Trust
5.4%
VWOVanguard Intl Equity Index F
5.3%
DFIV3.3%
VBR3.2%
VXUS
VBK
SPCXVUG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 16.9% Held
SCHV Schwab Strategic Tr 14.1% Held
SCHF Schwab Strategic Tr 8.4% Held
VO Vanguard Index FDS 8.1% Held
FMDE Fidelity Covington Trust 5.4% Held
VWO Vanguard Intl Equity Index F 5.3% Held
DFIV Dimensional ETF Trust 3.3% Held
VBR Vanguard Index FDS 3.2% Held
VXUS Vanguard Star FDS 2.9% Held
VBK Vanguard Index FDS 2.8% Trimmed −3%
SPCX Space Exploration Technologies Corp 1.7% Trimmed −11%VUG Vanguard Index FDS 1.4% Added +31%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.