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The Analysis of Serenity Investment Advisors's Holdings & P&L

Currently, Serenity Investment Advisors holds 74 types of securities in its portfolio with a total value $213.7M. In the most recent quarter, they have increased their positions in VO (+180.1K shares, valued at $14.1M), FMDE (+286.1K shares, valued at $11.2M), SCHG (+111.1K shares, valued at $3.8M); decreased their positions in SPY (-1.3K shares, valued at $970.6K), VTV (-4.1K shares, valued at $858.3K), VEA (-3.9K shares, valued at $275.2K); initiated new positions in FMDE (+286.1K shares, valued at $11.2M), SCHD (+33.5K shares, valued at $1.1M), VTEB (+17.0K shares, valued at $848.5K).

1M P&L

+715.8K+0.26%

3M P&L

+9.7M+3.65%

HY P&L

-254.5M-47.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.1M

91.6%

2Consumer Electronics2.8M

1.4%

3Drug Manufacturers - General2.6M

1.2%

Top Industries by Stock Count

1N/A44 stocks

64.7%

2Drug Manufacturers - General3 stocks

4.4%

3Discount Stores3 stocks

4.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.1M shares11.57%2026-03-312026-05-26

SCHV SCHWAB STRATEGIC TR961.4K shares8.50%2026-03-312026-05-26

SCHF SCHWAB STRATEGIC TR674.4K shares14.20%2026-03-312026-05-26

VO VANGUARD INDEX FDS233.5K shares336.74%2026-03-312026-05-26

VWO VANGUARD INTL EQUITY INDEX F192.1K shares15.43%2026-03-312026-05-26

FMDE FIDELITY COVINGTON TRUST286.1K sharesnew addition2026-03-312026-05-26

VBR VANGUARD INDEX FDS31.8K shares5.45%2026-03-312026-05-26

VBK VANGUARD INDEX FDS20.0K shares6.09%2026-03-312026-05-26

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DFIV DIMENSIONAL ETF TRUST123.0K shares24.25%2026-03-312026-05-26

VXUS VANGUARD STAR FDS57.1K shares21.60%2026-03-312026-05-26

AAPL APPLE INC9.2K shares5.67%2026-03-312026-05-26

SPHY SPDR SERIES TRUST117.5K shares15.98%2026-03-312026-05-26

VTV VANGUARD INDEX FDS13.0K shares-23.89%2026-03-312026-05-26

EFA ISHARES TR26.2K shares0.90%2026-03-312026-05-26

IJT ISHARES TR16.5K shares3.74%2026-03-312026-05-26

SCHA SCHWAB STRATEGIC TR77.5K shares-6.75%2026-03-312026-05-26

Sponsored

JPM JPMORGAN CHASE & CO8.2K shares2.87%2026-03-312026-05-26

SCHZ SCHWAB STRATEGIC TR109.2K shares14.76%2026-03-312026-05-26

VUG VANGUARD INDEX FDS26.1K shares1124.10%2026-03-312026-05-26

IEMG ISHARES INC25.5K shares9.64%2026-03-312026-05-26

NVDA NVIDIA CORPORATION8.8K shares-6.64%2026-03-312026-05-26

IWP ISHARES TR13.3K shares-5.58%2026-03-312026-05-26

AMZN AMAZON COM INC6.9K shares7.56%2026-03-312026-05-26

INVESCO QQQ TR INVESCO QQQ TR2.4K shares24.52%2026-03-312026-05-26

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ABBV ABBVIE INC7.4K shares0.00%2026-03-312026-05-26

RDVY FIRST TR EXCHANGE TRADED FD20.9K shares147.84%2026-03-312026-05-26

ALPHABET INC ALPHABET INC3.4K shares0.03%2026-03-312026-05-26

SCHM SCHWAB STRATEGIC TR37.0K shares2.88%2026-03-312026-05-26

MSFT MICROSOFT CORP2.8K shares-6.87%2026-03-312026-05-26

SCHD SCHWAB STRATEGIC TR33.5K sharesnew addition2026-03-312026-05-26

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares3.35%2026-03-312026-05-26

SDY SPDR SERIES TRUST5.9K shares-19.27%2026-03-312026-05-26

Sponsored

VTEB VANGUARD MUN BD FDS17.0K sharesnew addition2026-03-312026-05-26

IJS ISHARES TR6.3K shares1.28%2026-03-312026-05-26

WMT WALMART INC6.2K shares6.35%2026-03-312026-05-26

SPY STATE STR SPDR S&P 500 ETF T988 shares-56.86%2026-03-312026-05-26

EEM ISHARES TR10.7K shares-27.49%2026-03-312026-05-26

VEA VANGUARD TAX-MANAGED FDS9.9K shares-28.22%2026-03-312026-05-26

VEU VANGUARD INTL EQUITY INDEX F7.9K sharesnew addition2026-03-312026-05-26

IJR ISHARES TR4.7K sharesnew addition2026-03-312026-05-26

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GILD GILEAD SCIENCES INC4.8K shares0.00%2026-03-312026-05-26

BSV VANGUARD BD INDEX FDS7.5K sharesnew addition2026-03-312026-05-26

VTI VANGUARD INDEX FDS1.6K shares10.05%2026-03-312026-05-26

ALPHABET INC ALPHABET INC1.4K shares8.02%2026-03-312026-05-26

IJH ISHARES TR7.1K shares3.98%2026-03-312026-05-26

IVV ISHARES TR631 shares46.40%2026-03-312026-05-26

MSI MOTOROLA SOLUTIONS INC1.2K shares0.00%2026-03-312026-05-26

SOXL DIREXION SHARES ETF TRUST2.4K sharesnew addition2026-03-312026-05-26

Sponsored

SHYM BLACKROCK ETF TRUST II19.1K shares5.17%2026-03-312026-05-26

TGT TARGET CORP3.1K shares0.72%2026-03-312026-05-26

META META PLATFORMS INC623 shares-10.23%2026-03-312026-05-26

OEF ISHARES TR949 shares0.21%2026-03-312026-05-26

CME CME GROUP INC1.2K shares2.49%2026-03-312026-05-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL675 shares-0.59%2026-03-312026-05-26

JNJ JOHNSON & JOHNSON1.4K shares6.51%2026-03-312026-05-26

SPYG SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-05-26

Sponsored

BRO BROWN & BROWN INC4.9K shares-25.75%2026-03-312026-05-26

SF STIFEL FINL CORP3.4K shares50.00%2026-03-312026-05-26

TSLA TESLA INC572 sharesnew addition2026-03-312026-05-26

PWB INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-03-312026-05-26

DHR DANAHER CORP DEL1.4K sharesnew addition2026-03-312026-05-26

COST COSTCO WHOLESALE CORPORATION230 sharesnew addition2026-03-312026-05-26

V VISA INC714 shares9.01%2026-03-312026-05-26

CAT CATERPILLAR INC265 sharesnew addition2026-03-312026-05-26

Sponsored

MERCK & CO INC MERCK & CO INC1.9K shares0.00%2026-03-312026-05-26

SBUX STARBUCKS CORP2.2K sharesnew addition2026-03-312026-05-26

GLD SPDR GOLD TR543 shares-9.50%2026-03-312026-05-26

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-26

XLV SELECT SECTOR SPDR TR1.4K shares-28.74%2026-03-312026-05-26

VB VANGUARD INDEX FDS731 shares-11.29%2026-03-312026-05-26

AMD ADVANCED MICRO DEVICES INC452 sharesnew addition2026-03-312026-05-26

IUSB ISHARES TR4.4K sharesnew addition2026-03-312026-05-26

Sponsored

FAD FIRST TR EXCHANGE-TRADED ALP1.1K sharesnew addition2026-03-312026-05-26

GRAB GRAB HOLDINGS LIMITED16.5K sharesnew addition2026-03-312026-05-26

SCHG

SCHWAB STRATEGIC TR

11.57%

Shares1.1M

Event2026-03-31

Filed2026-05-26

SCHV

SCHWAB STRATEGIC TR

8.50%

Shares961.4K

Event2026-03-31

Filed2026-05-26

SCHF

SCHWAB STRATEGIC TR

14.20%

Shares674.4K

Event2026-03-31

Filed2026-05-26

VANGUARD INDEX FDS

336.74%

Shares233.5K

Event2026-03-31

Filed2026-05-26

VWO

VANGUARD INTL EQUITY INDEX F

15.43%

Shares192.1K

Event2026-03-31

Filed2026-05-26

FMDE

FIDELITY COVINGTON TRUST

New

Shares286.1K

Event2026-03-31

Filed2026-05-26

VBR

VANGUARD INDEX FDS

5.45%

Shares31.8K

Event2026-03-31

Filed2026-05-26

VBK

VANGUARD INDEX FDS

6.09%

Shares20.0K

Event2026-03-31

Filed2026-05-26

DFIV

DIMENSIONAL ETF TRUST

24.25%

Shares123.0K

Event2026-03-31

Filed2026-05-26

VXUS

VANGUARD STAR FDS

21.60%

Shares57.1K

Event2026-03-31

Filed2026-05-26

AAPL

APPLE INC

5.67%

Shares9.2K

Event2026-03-31

Filed2026-05-26

SPHY

SPDR SERIES TRUST

15.98%

Shares117.5K

Event2026-03-31

Filed2026-05-26

VTV

VANGUARD INDEX FDS

-23.89%

Shares13.0K

Event2026-03-31

Filed2026-05-26

EFA

ISHARES TR

0.90%

Shares26.2K

Event2026-03-31

Filed2026-05-26

IJT

ISHARES TR

3.74%

Shares16.5K

Event2026-03-31

Filed2026-05-26

SCHA

SCHWAB STRATEGIC TR

-6.75%

Shares77.5K

Event2026-03-31

Filed2026-05-26

JPM

JPMORGAN CHASE & CO

2.87%

Shares8.2K

Event2026-03-31

Filed2026-05-26

SCHZ

SCHWAB STRATEGIC TR

14.76%

Shares109.2K

Event2026-03-31

Filed2026-05-26

VUG

VANGUARD INDEX FDS

1124.10%

Shares26.1K

Event2026-03-31

Filed2026-05-26

IEMG

ISHARES INC

9.64%

Shares25.5K

Event2026-03-31

Filed2026-05-26

NVDA

NVIDIA CORPORATION

-6.64%

Shares8.8K

Event2026-03-31

Filed2026-05-26

IWP

ISHARES TR

-5.58%

Shares13.3K

Event2026-03-31

Filed2026-05-26

AMZN

AMAZON COM INC

7.56%

Shares6.9K

Event2026-03-31

Filed2026-05-26

INVESCO QQQ TR

24.52%

Shares2.4K

Event2026-03-31

Filed2026-05-26

ABBV

ABBVIE INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-26

RDVY

FIRST TR EXCHANGE TRADED FD

147.84%

Shares20.9K

Event2026-03-31

Filed2026-05-26

ALPHABET INC

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-26

SCHM

SCHWAB STRATEGIC TR

2.88%

Shares37.0K

Event2026-03-31

Filed2026-05-26

MSFT

MICROSOFT CORP

-6.87%

Shares2.8K

Event2026-03-31

Filed2026-05-26

SCHD

SCHWAB STRATEGIC TR

New

Shares33.5K

Event2026-03-31

Filed2026-05-26

VANGUARD INDEX FDS

3.35%

Shares1.4K

Event2026-03-31

Filed2026-05-26

SDY

SPDR SERIES TRUST

-19.27%

Shares5.9K

Event2026-03-31

Filed2026-05-26

VTEB

VANGUARD MUN BD FDS

New

Shares17.0K

Event2026-03-31

Filed2026-05-26

IJS

ISHARES TR

1.28%

Shares6.3K

Event2026-03-31

Filed2026-05-26

WMT

WALMART INC

6.35%

Shares6.2K

Event2026-03-31

Filed2026-05-26

SPY

STATE STR SPDR S&P 500 ETF T

-56.86%

Shares988

Event2026-03-31

Filed2026-05-26

EEM

ISHARES TR

-27.49%

Shares10.7K

Event2026-03-31

Filed2026-05-26

VEA

VANGUARD TAX-MANAGED FDS

-28.22%

Shares9.9K

Event2026-03-31

Filed2026-05-26

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares7.9K

Event2026-03-31

Filed2026-05-26

IJR

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-26

GILD

GILEAD SCIENCES INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-26

BSV

VANGUARD BD INDEX FDS

New

Shares7.5K

Event2026-03-31

Filed2026-05-26

VTI

VANGUARD INDEX FDS

10.05%

Shares1.6K

Event2026-03-31

Filed2026-05-26

ALPHABET INC

8.02%

Shares1.4K

Event2026-03-31

Filed2026-05-26

IJH

ISHARES TR

3.98%

Shares7.1K

Event2026-03-31

Filed2026-05-26

IVV

ISHARES TR

46.40%

Shares631

Event2026-03-31

Filed2026-05-26

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-26

SOXL

DIREXION SHARES ETF TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-26

SHYM

BLACKROCK ETF TRUST II

5.17%

Shares19.1K

Event2026-03-31

Filed2026-05-26

TGT

TARGET CORP

0.72%

Shares3.1K

Event2026-03-31

Filed2026-05-26