Serenity Investment Advisors

Serenity Investment Advisors as of March 31, 2026

Portfolio Holdings for Serenity Investment Advisors

Serenity Investment Advisors holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 17.2 $37M 1.1M 34.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 15.0 $32M 961k 33.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.6 $18M 674k 27.25
Vanguard Index Fds Mid Cap Etf (VO) 8.5 $18M 234k 78.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $11M 192k 58.98
Fidelity Covington Trust Enhanced Mid (FMDE) 5.2 $11M 286k 39.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $7.4M 32k 232.67
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $6.9M 20k 347.12
Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $6.8M 123k 55.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $4.8M 57k 84.46
Apple (AAPL) 1.3 $2.8M 9.2k 308.83
Spdr Series Trust State Street Spd (SPHY) 1.3 $2.8M 118k 23.41
Vanguard Index Fds Value Etf (VTV) 1.3 $2.7M 13k 210.89
Ishares Tr Msci Eafe Etf (EFA) 1.3 $2.7M 26k 103.98
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $2.7M 17k 161.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $2.6M 78k 33.33
JPMorgan Chase & Co. (JPM) 1.2 $2.5M 8.2k 306.40
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.5M 109k 23.00
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.3M 26k 87.54
Ishares Core Msci Emkt (IEMG) 1.0 $2.1M 26k 80.57
NVIDIA Corporation (NVDA) 0.9 $1.9M 8.8k 215.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $1.9M 13k 139.44
Amazon (AMZN) 0.9 $1.8M 6.9k 266.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.7M 2.4k 717.43
Abbvie (ABBV) 0.8 $1.6M 7.4k 215.71
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $1.6M 21k 75.24
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 3.4k 382.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 37k 34.73
Microsoft Corporation (MSFT) 0.5 $1.2M 2.8k 418.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.1M 34k 32.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $953k 1.4k 685.74
Spdr Series Trust State Street Spd (SDY) 0.4 $879k 5.9k 149.96
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $849k 17k 49.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $817k 6.3k 129.44
Wal-Mart Stores (WMT) 0.3 $743k 6.2k 120.28
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $737k 988.00 745.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $702k 11k 65.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $700k 9.9k 70.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $649k 7.9k 82.44
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $648k 4.7k 137.40
Gilead Sciences (GILD) 0.3 $640k 4.8k 134.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $584k 7.5k 77.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $578k 1.6k 366.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $537k 1.4k 379.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $525k 7.1k 73.50
Ishares Tr Core S&p500 Etf (IVV) 0.2 $473k 631.00 749.28
Motorola Solutions Com New (MSI) 0.2 $470k 1.2k 404.08
Direxion Shares Etf Trust Daily Semiconduc (SOXL) 0.2 $462k 2.4k 190.55
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.2 $423k 19k 22.14
Target Corporation (TGT) 0.2 $386k 3.1k 125.59
Meta Platforms Cl A (META) 0.2 $380k 623.00 610.30
Ishares Tr S&p 100 Etf (OEF) 0.2 $352k 949.00 371.29
Cme (CME) 0.2 $336k 1.2k 291.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $328k 675.00 486.38
Johnson & Johnson (JNJ) 0.2 $326k 1.4k 234.34
Spdr Series Trust State Street Spd (SPYG) 0.1 $296k 2.5k 118.28
Brown & Brown (BRO) 0.1 $281k 4.9k 57.82
Stifel Financial (SF) 0.1 $246k 3.4k 72.59
Tesla Motors (TSLA) 0.1 $244k 572.00 426.01
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $240k 1.6k 154.71
Danaher Corporation (DHR) 0.1 $238k 1.4k 172.00
Costco Wholesale Corporation (COST) 0.1 $237k 230.00 1029.90
Visa Com Cl A (V) 0.1 $235k 714.00 328.95
Caterpillar (CAT) 0.1 $233k 265.00 879.89
Merck & Co (MRK) 0.1 $230k 1.9k 122.41
Starbucks Corporation (SBUX) 0.1 $225k 2.2k 103.12
Spdr Gold Tr Gold Shs (GLD) 0.1 $225k 543.00 413.82
Exxon Mobil Corporation (XOM) 0.1 $223k 1.4k 154.96
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $212k 1.4k 149.89
Vanguard Index Fds Small Cp Etf (VB) 0.1 $211k 731.00 289.09
Advanced Micro Devices (AMD) 0.1 $211k 452.00 467.51
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $204k 4.4k 45.88
First Tr Exchange-traded A Com Shs (FAD) 0.1 $200k 1.1k 183.89
Grab Holdings Class A Ord (GRAB) 0.0 $58k 17k 3.51