CacheTech Inc. Diversified Active

Location: Logan, UT

CIK: 0002013390 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $519M (100.0% shares, 0.0% debt)

Holdings (177)

SCHX SCHWAB STRATEGIC TR 11.2%
Value $57.87M Shares 2,256,916 Est. Cost $36.30 Unrealized
IVV ISHARES TR 5.4%
Value $27.97M Shares 42,820 Est. Cost $564.00 Unrealized
EWY ISHARES INC 3.6%
Value $18.7M Shares 152,034 Est. Cost $80.56 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 3.1%
Value $16.03M Shares 98,024 Est. Cost $153.02 Unrealized
EUAD SPINNAKER ETF SERIES 2.8%
Value $14.45M Shares 354,609 Est. Cost $34.04 Unrealized
ICVT ISHARES TR 2.8%
Value $14.36M Shares 141,110 Est. Cost $79.72 Unrealized
VNM VANECK ETF TRUST 2.8%
Value $14.34M Shares 828,237 Est. Cost $18.43 Unrealized
CLOA BLACKROCK ETF TRUST II 2.2%
Value $11.25M Shares 217,080 Est. Cost $51.71 Unrealized
MINT PIMCO ETF TR 2.1%
Value $10.79M Shares 107,249 Est. Cost $99.80 Unrealized
SMBS SCHWAB STRATEGIC TR 1.9%
Value $9.879M Shares 386,649 Est. Cost $23.76 Unrealized
VOO VANGUARD INDEX FDS 1.9%
Value $9.772M Shares 16,354 Est. Cost $508.73 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $9.377M Shares 25,333 Est. Cost $431.98 Unrealized +0.6%
VGIT VANGUARD SCOTTSDALE FDS 1.8%
Value $9.168M Shares 153,952 Est. Cost $56.45 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value $9.008M Shares 51,649 Est. Cost $119.64 Unrealized +56.0%
IVOL KRANESHARES TRUST 1.7%
Value $8.821M Shares 471,454 Est. Cost $17.87 Unrealized
XLK SELECT SECTOR SPDR TR 1.7%
Value $8.606M Shares 64,755 Est. Cost $180.64 Unrealized
EWP ISHARES INC 1.6%
Value $8.306M Shares 152,935 Est. Cost $53.91 Unrealized
EWI ISHARES INC 1.6%
Value $8.281M Shares 155,026 Est. Cost $36.49 Unrealized
XCCC BONDBLOXX ETF TRUST 1.6%
Value $8.238M Shares 226,306 Est. Cost $37.74 Unrealized
SPYM SPDR SERIES TRUST 1.5%
Value $7.996M Shares 104,472 Est. Cost $65.83 Unrealized
VV VANGUARD INDEX FDS 1.5%
Value $7.883M Shares 26,378 Est. Cost $274.48 Unrealized
XSD SPDR SERIES TRUST 1.5%
Value $7.737M Shares 23,723 Est. Cost $243.84 Unrealized
JBBB JANUS DETROIT STR TR 1.4%
Value $7.025M Shares 150,736 Est. Cost $48.61 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.3%
Value $6.868M Shares 153,298 Est. Cost $45.85 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.3%
Value $6.746M Shares 89,822 Est. Cost $60.96 Unrealized
ACWX ISHARES TR 1.2%
Value $6.422M Shares 93,786 Est. Cost $58.97 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.2%
Value $6.222M Shares 29,907 Est. Cost $167.99 Unrealized
SOXX ISHARES TR 1.2%
Value $6.004M Shares 18,281 Est. Cost $239.30 Unrealized
PHYL PGIM ETF TR 1.1%
Value $5.488M Shares 158,473 Est. Cost $34.59 Unrealized
AAPL APPLE INC 1.0%
Value $5.434M Shares 21,411 Est. Cost $216.45 Unrealized +21.4%
FSTA FIDELITY COVINGTON TRUST 1.0%
Value $5.111M Shares 97,674 Est. Cost $50.74 Unrealized
XLRE SELECT SECTOR SPDR TR 0.9%
Value $4.867M Shares 119,190 Est. Cost $43.34 Unrealized
AMZN AMAZON COM INC 0.9%
Value $4.462M Shares 21,424 Est. Cost $199.13 Unrealized +13.9%
GOOGL ALPHABET INC 0.8%
Value $4.273M Shares 14,859 Est. Cost $184.85 Unrealized +74.9%
ARM ARM HOLDINGS PLC 0.8%
Value $4.238M Shares 28,011 Est. Cost $147.76 Unrealized
COP CONOCOPHILLIPS 0.8%
Value $4.097M Shares 31,039 Est. Cost $107.55 Unrealized -4.6%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $3.988M Shares 19,605 Est. Cost $151.02 Unrealized +46.8%
TSLA TESLA INC 0.8%
Value $3.958M Shares 10,648 Est. Cost $291.33 Unrealized +46.2%
DVN DEVON ENERGY CORP NEW 0.8%
Value $3.905M Shares 77,602 Est. Cost $42.72 Unrealized -5.8%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.7%
Value $3.856M Shares 11,410 Est. Cost $173.06 Unrealized
RWR SPDR SERIES TRUST 0.7%
Value $3.785M Shares 37,490 Est. Cost $102.57 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value $3.768M Shares 25,702 Est. Cost $146.02 Unrealized
DDOG DATADOG INC 0.7%
Value $3.442M Shares 29,154 Est. Cost $123.39 Unrealized +0.4%
MTG MGIC INVT CORP WIS 0.7%
Value $3.438M Shares 130,955 Est. Cost $22.59 Unrealized +19.7%
GM GENERAL MTRS CO 0.7%
Value $3.397M Shares 45,598 Est. Cost $52.63 Unrealized +56.3%
SAN BANCO SANTANDER SA 0.6%
Value $3.31M Shares 293,432 Est. Cost $8.43 Unrealized
FSLR FIRST SOLAR INC 0.6%
Value $3.29M Shares 16,679 Est. Cost $237.12 Unrealized 0.0%
IBP INSTALLED BLDG PRODS INC 0.6%
Value $3.237M Shares 12,209 Est. Cost $217.91 Unrealized +40.9%
XLU SELECT SECTOR SPDR TR 0.6%
Value $3.234M Shares 70,473 Est. Cost $60.46 Unrealized
NOC NORTHROP GRUMMAN CORP 0.6%
Value $3.192M Shares 4,679 Est. Cost $565.62 Unrealized +19.1%
PGR PROGRESSIVE CORP 0.6%
Value $3.079M Shares 15,534 Est. Cost $223.58 Unrealized -7.6%
SYY SYSCO CORP 0.6%
Value $2.987M Shares 41,871 Est. Cost $72.97 Unrealized +12.7%
VPU VANGUARD WORLD FD 0.5%
Value $2.834M Shares 14,305 Est. Cost $176.51 Unrealized
IYW ISHARES TR 0.5%
Value $2.832M Shares 15,612 Est. Cost $194.69 Unrealized
SCHR SCHWAB STRATEGIC TR 0.5%
Value $2.771M Shares 111,250 Est. Cost $25.02 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value $2.77M Shares 33,784 Est. Cost $78.88 Unrealized
CLOI VANECK ETF TRUST 0.5%
Value $2.643M Shares 50,158 Est. Cost $52.95 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value $2.548M Shares 27,800 Est. Cost $91.75 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.5%
Value $2.4M Shares 51,110 Est. Cost $46.34 Unrealized
SPMB SPDR SERIES TRUST 0.5%
Value $2.384M Shares 106,495 Est. Cost $22.17 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value $2.293M Shares 8,421 Est. Cost $251.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value $2.075M Shares 82,652 Est. Cost $32.32 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.3%
Value $1.578M Shares 10,698 Est. Cost $92.93 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value $1.491M Shares 3,806 Est. Cost $90.52 Unrealized +315.9%
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $1.424M Shares 2,190 Est. Cost $597.01 Unrealized
FLOT ISHARES TR 0.3%
Value $1.417M Shares 27,812 Est. Cost $50.96 Unrealized
META META PLATFORMS INC 0.3%
Value $1.338M Shares 2,339 Est. Cost $584.66 Unrealized +12.1%
QQQ INVESCO QQQ TR 0.2%
Value $1.272M Shares 2,203 Est. Cost $614.38 Unrealized
GLDM WORLD GOLD TR 0.2%
Value $1.262M Shares 13,617 Est. Cost $86.18 Unrealized
IYH ISHARES TR 0.2%
Value $1.242M Shares 20,153 Est. Cost $61.00 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value $1.181M Shares 5,259 Est. Cost $221.20 Unrealized
HYSA BONDBLOXX ETF TRUST 0.2%
Value $1.119M Shares 75,342 Est. Cost $15.18 Unrealized
IWM ISHARES TR 0.2%
Value $1.072M Shares 4,324 Est. Cost $219.84 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $1.006M Shares 7,217 Est. Cost $109.57 Unrealized +26.3%
GOOG ALPHABET INC 0.2%
Value $1.004M Shares 3,501 Est. Cost $228.82 Unrealized +41.4%
PG PROCTER & GAMBLE CO 0.2%
Value $986K Shares 6,825 Est. Cost $161.91 Unrealized -6.3%
TFC TRUIST FINL CORP 0.2%
Value $977K Shares 21,257 Est. Cost $42.81 Unrealized +19.5%
IYK ISHARES TR 0.2%
Value $966K Shares 13,795 Est. Cost $70.67 Unrealized
CAT CATERPILLAR INC 0.2%
Value $964K Shares 1,361 Est. Cost $375.40 Unrealized +82.3%
PM PHILIP MORRIS INTL INC 0.2%
Value $956K Shares 5,783 Est. Cost $129.44 Unrealized +35.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $953K Shares 15,716 Est. Cost $47.57 Unrealized +20.7%
ENB ENBRIDGE INC 0.2%
Value $935K Shares 17,275 Est. Cost $41.04 Unrealized +18.4%
AVGO BROADCOM INC 0.2%
Value $920K Shares 2,971 Est. Cost $255.24 Unrealized +30.9%
CME CME GROUP INC 0.2%
Value $896K Shares 3,033 Est. Cost $270.91 Unrealized +6.8%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $880K Shares 4,720 Est. Cost $163.21 Unrealized +12.7%
XOM EXXON MOBIL CORP 0.2%
Value $849K Shares 5,005 Est. Cost $123.61 Unrealized +12.2%
IXUS ISHARES TR 0.2%
Value $833K Shares 9,611 Est. Cost $71.47 Unrealized
D DOMINION ENERGY INC 0.2%
Value $819K Shares 13,240 Est. Cost $53.18 Unrealized +15.9%
HYLB DBX ETF TR 0.2%
Value $813K Shares 22,475 Est. Cost $36.56 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $793K Shares 3,271 Est. Cost $268.96 Unrealized +5.6%
SPTM SPDR SERIES TRUST 0.2%
Value $789K Shares 9,984 Est. Cost $69.07 Unrealized
HYG ISHARES TR 0.2%
Value $785K Shares 9,862 Est. Cost $77.44 Unrealized
KO COCA COLA CO 0.2%
Value $783K Shares 10,297 Est. Cost $65.75 Unrealized +13.7%
CSCO CISCO SYS INC 0.1%
Value $777K Shares 10,018 Est. Cost $65.63 Unrealized +18.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value $777K Shares 5,931 Est. Cost $118.26 Unrealized +2.2%
JPM JPMORGAN CHASE & CO 0.1%
Value $756K Shares 2,569 Est. Cost $268.38 Unrealized +16.0%
FTNT FORTINET INC 0.1%
Value $751K Shares 9,189 Est. Cost $81.69 Unrealized -2.1%
ITOT ISHARES TR 0.1%
Value $747K Shares 5,248 Est. Cost $119.90 Unrealized
IJR ISHARES TR 0.1%
Value $710K Shares 5,712 Est. Cost $109.39 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value $699K Shares 13,990 Est. Cost $48.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $686K Shares 13,674 Est. Cost $39.79 Unrealized +10.1%
ABBV ABBVIE INC 0.1%
Value $645K Shares 2,965 Est. Cost $163.46 Unrealized +36.2%
BND VANGUARD BD INDEX FDS 0.1%
Value $634K Shares 8,609 Est. Cost $73.64 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $606K Shares 4,622 Est. Cost $110.69 Unrealized +34.1%
VRSN VERISIGN INC 0.1%
Value $561K Shares 2,258 Est. Cost $245.03 Unrealized -3.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $542K Shares 3,704 Est. Cost $38.78 Unrealized +297.6%
T AT&T INC 0.1%
Value $494K Shares 17,043 Est. Cost $17.63 Unrealized +46.0%
UPS UNITED PARCEL SVCS INC 0.1%
Value $489K Shares 4,974 Est. Cost $98.18 Unrealized +11.9%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value $479K Shares 23,453 Est. Cost $20.98 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value $478K Shares 4,993 Est. Cost $95.57 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value $474K Shares 3,500 Est. Cost $46.44 Unrealized +211.5%
USHY ISHARES TR 0.1%
Value $444K Shares 12,046 Est. Cost $36.62 Unrealized
IDU ISHARES TR 0.1%
Value $432K Shares 3,720 Est. Cost $104.02 Unrealized
ALL ALLSTATE CORP 0.1%
Value $431K Shares 2,081 Est. Cost $198.10 Unrealized +2.4%
TSLL DIREXION SHARES ETF TRUST 0.1%
Value $425K Shares 35,000 Est. Cost $17.80 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $425K Shares 25,868 Est. Cost $16.57 Unrealized -2.2%
TFLO ISHARES TR 0.1%
Value $424K Shares 8,383 Est. Cost $50.54 Unrealized
WMT WALMART INC 0.1%
Value $405K Shares 3,262 Est. Cost $95.76 Unrealized +27.4%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $369K Shares 12,705 Est. Cost $35.34 Unrealized
IGIB ISHARES TR 0.1%
Value $367K Shares 6,892 Est. Cost $51.26 Unrealized
MUB ISHARES TR 0.1%
Value $356K Shares 3,354 Est. Cost $106.15 Unrealized
HAS HASBRO INC 0.1%
Value $356K Shares 3,801 Est. Cost $61.59 Unrealized +50.5%
SRLN SSGA ACTIVE ETF TR 0.1%
Value $355K Shares 8,839 Est. Cost $41.62 Unrealized
SUB ISHARES TR 0.1%
Value $355K Shares 3,330 Est. Cost $106.50 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $346K Shares 1,674 Est. Cost $138.52 Unrealized +24.1%
STIP ISHARES TR 0.1%
Value $346K Shares 3,344 Est. Cost $100.82 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $345K Shares 4,337 Est. Cost $90.04 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.1%
Value $335K Shares 1,577 Est. Cost $178.56 Unrealized +26.7%
MBB ISHARES TR 0.1%
Value $330K Shares 3,472 Est. Cost $91.90 Unrealized
TPR TAPESTRY INC 0.1%
Value $329K Shares 2,331 Est. Cost $74.95 Unrealized +86.2%
QCOM QUALCOMM INC 0.1%
Value $327K Shares 2,539 Est. Cost $178.86 Unrealized -14.0%
HST HOST HOTELS & RESORTS INC 0.1%
Value $322K Shares 16,826 Est. Cost $14.67 Unrealized +23.8%
IVZ INVESCO LTD 0.1%
Value $322K Shares 13,272 Est. Cost $16.06 Unrealized +70.9%
MO ALTRIA GROUP INC 0.1%
Value $320K Shares 4,844 Est. Cost $56.98 Unrealized +10.6%
HPQ HP INC 0.1%
Value $309K Shares 16,069 Est. Cost $22.97 Unrealized -13.9%
JNJ JOHNSON & JOHNSON 0.1%
Value $308K Shares 1,260 Est. Cost $198.16 Unrealized +15.0%
BBY BEST BUY INC 0.1%
Value $304K Shares 4,731 Est. Cost $65.85 Unrealized +1.7%
LLY ELI LILLY & CO 0.1%
Value $303K Shares 329 Est. Cost $800.78 Unrealized +30.8%
ARKK ARK ETF TR 0.1%
Value $300K Shares 4,433 Est. Cost $86.30 Unrealized
IEFA ISHARES TR 0.1%
Value $298K Shares 3,294 Est. Cost $73.44 Unrealized
VCRB VANGUARD MALVERN FDS 0.1%
Value $297K Shares 3,839 Est. Cost $77.38 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value $296K Shares 6,132 Est. Cost $41.78 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $289K Shares 902 Est. Cost $320.81 Unrealized
PFE PFIZER INC 0.1%
Value $285K Shares 10,144 Est. Cost $24.94 Unrealized +5.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value $282K Shares 3,128 Est. Cost $76.89 Unrealized +20.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $280K Shares 585 Est. Cost $493.47 Unrealized 0.0%
IAUM ISHARES GOLD TR 0.0%
Value $257K Shares 5,509 Est. Cost $46.70 Unrealized
FAST FASTENAL CO 0.0%
Value $256K Shares 5,513 Est. Cost $40.26 Unrealized +10.0%
VB VANGUARD INDEX FDS 0.0%
Value $252K Shares 963 Est. Cost $261.92 Unrealized
MCD MCDONALDS CORP 0.0%
Value $250K Shares 803 Est. Cost $255.04 Unrealized +24.4%
SDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $249K Shares 6,310 Est. Cost $35.85 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $237K Shares 3,966 Est. Cost $59.78 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value $223K Shares 2,243 Est. Cost $99.15 Unrealized
VST VISTRA CORP 0.0%
Value $221K Shares 1,473 Est. Cost $150.12 Unrealized +8.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value $219K Shares 52 Est. Cost $4781.74 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value $218K Shares 2,322 Est. Cost $100.12 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value $213K Shares 1,357 Est. Cost $167.83 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.0%
Value $213K Shares 5,912 Est. Cost $33.28 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $212K Shares 213 Est. Cost $963.77 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value $212K Shares 1,614 Est. Cost $139.00 Unrealized -5.8%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value $210K Shares 2,777 Est. Cost $75.65 Unrealized
CVNA CARVANA CO 0.0%
Value $206K Shares 655 Est. Cost $149.43 Unrealized +173.4%
GLD SPDR GOLD TR 0.0%
Value $205K Shares 477 Est. Cost $430.29 Unrealized
GSK GSK PLC 0.0%
Value $204K Shares 3,703 Est. Cost $55.19 Unrealized
WELL WELLTOWER INC 0.0%
Value $204K Shares 1,031 Est. Cost $186.94 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value $204K Shares 1,693 Est. Cost $114.28 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $203K Shares 695 Est. Cost $488.99 Unrealized -28.1%
SPDW SPDR INDEX SHS FDS 0.0%
Value $200K Shares 4,382 Est. Cost $45.65 Unrealized
NVDY TIDAL TRUST II 0.0%
Value $189K Shares 14,561 Est. Cost $14.48 Unrealized
BORR BORR DRILLING LTD 0.0%
Value $171K Shares 29,685 Est. Cost $3.85 Unrealized +27.6%
FLG FLAGSTAR BANK NATIONAL ASSOC 0.0%
Value $142K Shares 10,810 Est. Cost $11.21 Unrealized +19.1%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $142K Shares 28,246 Est. Cost $5.03 Unrealized
FLNT FLUENT INC 0.0%
Value $95,464 Shares 30,210 Est. Cost $2.91 Unrealized +13.7%
ANGX ANGEL STUDIOS INC 0.0%
Value $69,467 Shares 22,776 Est. Cost $5.93 Unrealized -34.4%
LOOP LOOP INDS INC 0.0%
Value $52,724 Shares 36,870 Est. Cost $1.37 Unrealized -12.4%
RMCF ROCKY MTN CHOCOLATE FACTORY 0.0%
Value $39,915 Shares 17,740 Est. Cost $2.55 Unrealized -9.1%
RCT REDCLOUD HLDGS PLC 0.0%
Value $14,399 Shares 20,280 Est. Cost $3.32 Unrealized -64.1%