Serenity Investment Advisors
CIK: 2105389SEC EDGAR →
Portfolio Value
$107.1B
Holdings
63
As of
Q1 2026
New Positions
63
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 959,764 | $31.4B | 29.29% |
| 2 | SCHWAB STRATEGIC TR | 886,107 | $26.9B | 25.12% |
| 3 | SCHWAB STRATEGIC TR | 590,526 | $14.5B | 13.58% |
| 4 | VANGUARD INTL EQUITY INDEX F | 166,402 | $9.2B | 8.59% |
| 5 | DIMENSIONAL ETF TRUST | 99,022 | $5.0B | 4.67% |
| 6 | VANGUARD STAR FDS | 46,930 | $3.6B | 3.39% |
| 7 | ISHARES TR | 25,928 | $2.5B | 2.37% |
| 8 | SCHWAB STRATEGIC TR | 83,099 | $2.5B | 2.31% |
| 9 | SPDR SERIES TRUST | 101,337 | $2.4B | 2.25% |
| 10 | SCHWAB STRATEGIC TR | 95,180 | $2.2B | 2.08% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $107.1B | 100.0% |
| Technology | 4 | $5.9M | 0.0% |
| Healthcare | 6 | $3.2M | 0.0% |
| Unknown | 4 | $2.1M | 0.0% |
| Communication Services | 3 | $2.0M | 0.0% |
| Consumer Cyclical | 2 | $1.8M | 0.0% |
| Consumer Defensive | 1 | $657K | 0.0% |