Serenity Investment Advisors

Serenity Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Serenity Investment Advisors

Serenity Investment Advisors holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 18.3 $31M 960k 32.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 15.7 $27M 886k 30.37
Vanguard Index Fds Mid Cap Etf (VO) 9.3 $16M 54k 297.01
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.5 $15M 591k 24.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $9.2M 166k 55.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.9 $6.7M 30k 220.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.5 $6.0M 19k 316.81
Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $5.0M 99k 50.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $3.6M 47k 77.28
Vanguard Index Fds Value Etf (VTV) 1.9 $3.3M 17k 195.56
JPMorgan Chase & Co. (JPM) 1.5 $2.6M 8.0k 329.80
Ishares Tr Msci Eafe Etf (EFA) 1.5 $2.5M 26k 97.94
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.5M 83k 29.84
Spdr Series Trust State Street Spd (SPHY) 1.4 $2.4M 101k 23.76
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $2.3M 16k 146.41
Apple (AAPL) 1.3 $2.2M 8.7k 259.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $2.2M 95k 23.39
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $2.0M 14k 139.93
NVIDIA Corporation (NVDA) 1.0 $1.7M 9.4k 185.03
Abbvie (ABBV) 1.0 $1.7M 7.4k 224.12
Ishares Core Msci Emkt (IEMG) 0.9 $1.6M 23k 69.78
Amazon (AMZN) 0.9 $1.6M 6.4k 246.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.6M 2.3k 689.45
Microsoft Corporation (MSFT) 0.8 $1.4M 3.0k 478.04
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.3M 8.8k 144.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 1.9k 620.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.1M 36k 31.38
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 3.4k 325.48
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.0M 2.1k 488.12
Spdr Series Trust State Street Spd (SDY) 0.6 $1.0M 7.3k 142.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $885k 14k 63.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $852k 1.3k 633.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $835k 15k 56.87
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $745k 6.2k 119.50
Wal-Mart Stores (WMT) 0.4 $657k 5.8k 113.07
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $607k 8.4k 72.05
Gilead Sciences (GILD) 0.3 $574k 4.8k 120.67
Brown & Brown (BRO) 0.3 $527k 6.5k 80.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $487k 1.4k 340.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $470k 6.9k 68.51
Meta Platforms Cl A (META) 0.3 $448k 694.00 646.09
Motorola Solutions Com New (MSI) 0.3 $445k 1.2k 381.89
Alphabet Cap Stk Cl C (GOOG) 0.2 $427k 1.3k 325.97
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.2 $405k 18k 22.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $402k 4.0k 100.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $339k 679.00 499.77
Ishares Tr S&p 100 Etf (OEF) 0.2 $326k 947.00 344.31
Target Corporation (TGT) 0.2 $325k 3.1k 106.33
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $313k 2.0k 158.12
Cme (CME) 0.2 $300k 1.1k 266.64
Ishares Tr Core S&p500 Etf (IVV) 0.2 $299k 431.00 693.32
Stifel Financial (SF) 0.2 $293k 2.3k 130.07
Johnson & Johnson (JNJ) 0.2 $269k 1.3k 205.75
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $268k 2.8k 94.52
Cardinal Health (CAH) 0.2 $259k 1.3k 202.49
Blackstone Group Inc Com Cl A (BX) 0.1 $248k 1.6k 155.27
Spdr Gold Tr Gold Shs (GLD) 0.1 $247k 600.00 411.49
Visa Com Cl A (V) 0.1 $231k 655.00 352.31
Vanguard Index Fds Small Cp Etf (VB) 0.1 $222k 824.00 269.23
Merck & Co (MRK) 0.1 $209k 1.9k 110.99
Airbnb Com Cl A (ABNB) 0.1 $208k 1.5k 138.66
Eli Lilly & Co. (LLY) 0.1 $207k 191.00 1085.19
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $201k 1.6k 129.48