Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Serenity Investment Advisors (CIK 2105389) reported $213.7M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($36.8M, 17.23%), SCHV ($32.0M, 14.99%), SCHF ($18.4M, 8.60%), VO ($18.2M, 8.53%), VWO ($11.3M, 5.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $36.8M | 17.23% | 1.1M | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $32.0M | 14.99% | 961,436 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $18.4M | 8.60% | 674,398 | Added |
| 4 | VO | VANGUARD INDEX FDS | $18.2M | 8.53% | 233,540 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $11.3M | 5.30% | 192,081 | Added |
| 6 | FMDE | FIDELITY COVINGTON TRUST | $11.2M | 5.25% | 286,056 | New |
| 7 | VBR | VANGUARD INDEX FDS | $7.4M | 3.47% | 31,831 | Added |
| 8 | VBK | VANGUARD INDEX FDS | $6.9M | 3.24% | 19,963 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $6.8M | 3.20% | 123,032 | Added |
| 10 | VXUS | VANGUARD STAR FDS | $4.8M | 2.26% | 57,065 | Added |
| 11 | AAPL | APPLE INC | $2.8M | 1.32% | 9,154 | Added |
| 12 | SPHY | SPDR SERIES TRUST | $2.8M | 1.29% | 117,533 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $2.7M | 1.28% | 12,967 | Trimmed |
| 14 | EFA | ISHARES TR | $2.7M | 1.27% | 26,162 | Added |
| 15 | IJT | ISHARES TR | $2.7M | 1.25% | 16,480 | Added |
| 16 | SCHA | SCHWAB STRATEGIC TR | $2.6M | 1.21% | 77,488 | Trimmed |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $2.5M | 1.18% | 109,230 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.18% | 8,214 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $2.3M | 1.07% | 26,061 | Added |
| 20 | IEMG | ISHARES INC | $2.1M | 0.96% | 25,511 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.9M | 0.88% | 8,781 | Trimmed |
| 22 | IWP | ISHARES TR | $1.9M | 0.87% | 13,320 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $1.8M | 0.86% | 6,932 | Added |
| 24 | QQQ | INVESCO QQQ TR | $1.7M | 0.79% | 2,351 | Added |
| 25 | ABBV | ABBVIE INC | $1.6M | 0.75% | 7,449 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31