Serenity Investment Advisors — 13F holdings

Serenity Investment Advisors reported 76 holdings worth $235M in its 13F filing for Q2 2026, filed August 24, 2026.

Largest positions

  1. SCHG SCHWAB STRATEGIC TR — $38.5M (16.4%)
  2. SCHV SCHWAB STRATEGIC TR — $34.1M (14.5%)
  3. SCHF SCHWAB STRATEGIC TR — $20.0M (8.5%)
  4. VO VANGUARD INDEX FDS — $19.5M (8.3%)
  5. FMDE FIDELITY COVINGTON TRUST — $13.0M (5.5%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $12.5M (5.3%)
  7. VBR VANGUARD INDEX FDS — $8.04M (3.4%)
  8. DFIV DIMENSIONAL ETF TRUST — $7.76M (3.3%)
  9. VBK VANGUARD INDEX FDS — $7.09M (3.0%)
  10. VXUS VANGUARD STAR FDS — $6.76M (2.9%)