Serenity Investment Advisors
75 holdingsFiling period: 2026-03-31Current AUM: $241.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 1.07M | $36.8M | $43.2M | 17.85% | +111.1K | 2026-03-31 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 961.4K | $32.0M | $35.8M | 14.79% | +75.3K | 2026-03-31 |
| 3 | SCHF | SCHWAB STRATEGIC TR | 674.4K | $18.4M | $20.4M | 8.42% | +83.9K | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 233.5K | $18.2M | $20.6M | 8.50% | +180.1K | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 192.1K | $11.3M | $12.3M | 5.09% | +25.7K | 2026-03-31 |
| 6 | FMDE | FIDELITY COVINGTON TRUST | 286.1K | $11.2M | $12.8M | 5.30% | -- | 2026-03-31 |
| 7 | VBR | VANGUARD INDEX FDS | 31.8K | $7.4M | $8.3M | 3.45% | +1.6K | 2026-03-31 |
| 8 | VBK | VANGUARD INDEX FDS | 20.0K | $6.9M | $7.8M | 3.23% | +1.1K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 123.0K | $6.8M | $7.4M | 3.07% | +24.0K | 2026-03-31 |
| 10 | VXUS | VANGUARD STAR FDS | 57.1K | $4.8M | $5.3M | 2.19% | +10.1K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 9.2K | $2.8M | $3.4M | 1.42% | +491 | 2026-03-31 |
| 12 | SPHY | SPDR SERIES TRUST | 117.5K | $2.8M | $2.7M | 1.13% | +16.2K | 2026-03-31 |
| 13 | VTV | VANGUARD INDEX FDS | 13.0K | $2.7M | $3.1M | 1.27% | -4,070 | 2026-03-31 |
| 14 | EFA | ISHARES TR | 26.2K | $2.7M | $3.0M | 1.22% | +234 | 2026-03-31 |
| 15 | IJT | ISHARES TR | 16.5K | $2.7M | $3.2M | 1.32% | +594 | 2026-03-31 |
| 16 | SCHA | SCHWAB STRATEGIC TR | 77.5K | $2.6M | $3.0M | 1.23% | -5,611 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 8.2K | $2.5M | $3.0M | 1.24% | +229 | 2026-03-31 |
| 18 | SCHZ | SCHWAB STRATEGIC TR | 109.2K | $2.5M | $2.5M | 1.02% | +14.1K | 2026-03-31 |
| 19 | VUG | VANGUARD INDEX FDS | 26.1K | $2.3M | $2.7M | 1.10% | +23.9K | 2026-03-31 |
| 20 | IEMG | ISHARES INC | 25.5K | $2.1M | $2.3M | 0.95% | +2.2K | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 8.8K | $1.9M | $2.2M | 0.90% | -625 | 2026-03-31 |
| 22 | IWP | ISHARES TR | 13.3K | $1.9M | $2.0M | 0.82% | -787 | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 6.9K | $1.8M | $2.4M | 1.00% | +487 | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 2.4K | $1.7M | $2.0M | 0.83% | +463 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 7.4K | $1.6M | $1.9M | 0.77% | -- | 2026-03-31 |
← Scroll →
Page 1 of 3