§ 13F · FUND PROFILE
Serenity Investment Advisors.
AUM · $235M (13F)Positions · 76Turnover · n/a · Q2Filed · Aug 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 1.10M | $39M | 16.4% | −49% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 979K | $34M | 14.5% | −49% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 710K | $20M | 8.5% | −47% |
| 4 | VO | VANGUARD INDEX FDS | 236K | $19M | 8.3% | −49% |
| 5 | FMDE | FIDELITY COVINGTON TRUST | 308K | $13M | 5.5% | −46% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 209K | $13M | 5.3% | −46% |
| 7 | VBR | VANGUARD INDEX FDS | 32K | $8M | 3.4% | −49% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 134K | $8M | 3.3% | −45% |
| 9 | VBK | VANGUARD INDEX FDS | 20K | $7M | 3.0% | −50% |
| 10 | VXUS | VANGUARD STAR FDS | 77K | $7M | 2.9% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SERENITY SIGNAL
AC read
Serenity Investment Advisors is a institutional fund managing $235 million in assets. The fund runs a portfolio of 76 positions.
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