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Richard Little

Serenity Investment Advisors

Assets Managed
$213.664M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
24.78%(2Q avg: 12.39%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Serenity Investment Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Serenity Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 213.664M in assets, with a quarterly growth rate of 24.78% and a 2-quarter average growth rate of 12.39%. The portfolio is managed by Richard Little, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 11.58%
17.23%
$36.805M
1.071M shares@ $34.37 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 8.51%
14.99%
$32.025M
961,436 shares@ $33.32 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 14.21%
8.61%
$18.377M
674,398 shares@ $27.25 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 336.75%
8.54%
$18.235M
233,540 shares@ $78.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 15.44%
5.31%
$11.329M
192,081 shares@ $58.98 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
New Position
5.25%
$11.211M
286,056 shares@ $39.2 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 5.45%
3.47%
$7.406M
31,831 shares@ $232.67 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 6.1%
3.25%
$6.929M
19,963 shares@ $347.12 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 24.25%
3.2%
$6.834M
123,032 shares@ $55.56 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 21.6%
2.26%
$4.82M
57,065 shares@ $84.46 avg price

1-10 of 74