Serenity Investment Advisors

Est. AUM

$213.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$36.8M	1070844	17.23%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP VA ETF	$32.0M	961436	14.99%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$18.4M	674398	8.60%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$18.2M	233540	8.53%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.3M	192081	5.30%	SOLE
6	FIDELITY COVINGTON TRUST	ENHANCED MID	$11.2M	286056	5.25%	SOLE
7	VANGUARD INDEX FDS	SM CP VAL ETF	$7.4M	31831	3.47%	SOLE
8	VANGUARD INDEX FDS	SML CP GRW ETF	$6.9M	19963	3.24%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.8M	123032	3.20%	SOLE
10	VANGUARD STAR FDS	VG TL INTL STK F	$4.8M	57065	2.26%	SOLE
11	APPLE INC	COM	$2.8M	9154	1.32%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	117533	1.29%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$2.7M	12967	1.28%	SOLE
14	ISHARES TR	MSCI EAFE ETF	$2.7M	26162	1.27%	SOLE
15	ISHARES TR	S&P SML 600 GWT	$2.7M	16480	1.25%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	77488	1.21%	SOLE
17	JPMORGAN CHASE & CO	COM	$2.5M	8214	1.18%	SOLE
18	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.5M	109230	1.18%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	26061	1.07%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$2.1M	25511	0.96%	SOLE
21	NVIDIA CORPORATION	COM	$1.9M	8781	0.89%	SOLE
22	ISHARES TR	RUS MD CP GR ETF	$1.9M	13320	0.87%	SOLE
23	AMAZON COM INC	COM	$1.8M	6932	0.86%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$1.7M	2351	0.79%	SOLE
25	ABBVIE INC	COM	$1.6M	7449	0.75%	SOLE
26	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.6M	20888	0.74%	SOLE
27	ALPHABET INC	CAP STK CL A	$1.3M	3396	0.61%	SOLE
28	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	37026	0.60%	SOLE
29	MICROSOFT CORP	COM	$1.2M	2807	0.55%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	33494	0.51%	SOLE
31	VANGUARD INDEX FDS	S&P 500 ETF SHS	$952K	1389	0.45%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$879K	5860	0.41%	SOLE
33	VANGUARD MUN BD FDS	TAX EXEMPT BD	$848K	17010	0.40%	SOLE
34	ISHARES TR	SP SMCP600VL ETF	$817K	6312	0.38%	SOLE
35	WALMART INC	COM	$743K	6177	0.35%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$737K	988	0.34%	SOLE
37	ISHARES TR	MSCI EMG MKT ETF	$702K	10650	0.33%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$700K	9937	0.33%	SOLE
39	ISHARES TR	CORE S&P SCP ETF	$648K	4719	0.30%	SOLE
40	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$648K	7866	0.30%	SOLE
41	GILEAD SCIENCES INC	COM	$640K	4760	0.30%	SOLE
42	VANGUARD BD INDEX FDS	SHORT TRM BOND	$584K	7500	0.27%	SOLE
43	VANGUARD INDEX FDS	TOTAL STK MKT	$578K	1577	0.27%	SOLE
44	ALPHABET INC	CAP STK CL C	$537K	1415	0.25%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$525K	7136	0.25%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$473K	631	0.22%	SOLE
47	MOTOROLA SOLUTIONS INC	COM NEW	$470K	1164	0.22%	SOLE
48	DIREXION SHARES ETF TRUST	DAILY SEMICONDUC	$462K	2426	0.22%	SOLE
49	BLACKROCK ETF TRUST II	SHORT DURATION H	$423K	19113	0.20%	SOLE
50	TARGET CORP	COM	$386K	3075	0.18%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.