FORONJY FINANCIAL LLC

Los Osos, CA · CIK 2040600 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Osos, CA

$272.2m reported value +13.1% vs Q1 2026

108positions

50.0%in top 10

20 new 48 added 37 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD INF TECH ETF VGT	VGT	180,863	$21.6m7.94%	7.94%	Reduced -377	-377 -0.2%
2	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	1,022,344	$17.0m6.25%	6.25%	Added +58.6k	+58,625 6.1%
3	ISHARES TR 3 7 YR TREAS BD IEI	IEI	144,494	$17.0m6.24%	6.24%	Added +7.3k	+7,337 5.3%
4	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	739,990	$15.2m5.58%	5.58%	Added +41.1k	+41,127 5.9%
5	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	67,520	$12.9m4.73%	4.73%	Reduced -2.9k	-2,939 -4.2%
6	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	302,880	$12.8m4.72%	4.72%	Added +15.2k	+15,243 5.3%
7	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	228,248	$11.4m4.21%	4.21%	Added +10.7k	+10,732 4.9%
8	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	177,040	$10.8m3.95%	3.95%	Reduced -11.5k	-11,454 -6.1%
9	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	177,484	$9.5m3.50%	3.50%	Added +2.4k	+2,429 1.4%
10	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	50,354	$8.0m2.94%	2.94%	Added +2.2k	+2,184 4.5%
11	SPDR INDEX SHS FDS PORTFLI MSCI GBL SPGM	SPGM	91,195	$7.8m2.87%	2.87%	Added +16.9k	+16,905 22.8%
12	SELECT SECTOR SPDR TR INDL XLI	XLI	40,755	$7.5m2.77%	2.77%	Added +3.0k	+2,964 7.8%
13	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	68,081	$7.3m2.68%	2.68%	Reduced -191	-191 -0.3%
14	ISHARES TR RUS TP200 GR ETF IWY	IWY	25,094	$7.3m2.68%	2.68%	Reduced -3.2k	-3,209 -11.3%
15	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	315,571	$6.8m2.51%	2.51%	Added +18.7k	+18,747 6.3%
16	ISHARES TR IBONDS DEC 2031 IBTL	IBTL	337,588	$6.8m2.50%	2.50%	Added +21.1k	+21,092 6.7%
17	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	57,175	$6.7m2.46%	2.46%	Reduced -6.4k	-6,439 -10.1%
18	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	75,172	$6.5m2.38%	2.38%	Added +3.5k	+3,484 4.9%
19	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	80,146	$5.4m1.99%	1.99%	Added +9.6k	+9,571 13.6%
20	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	46,959	$3.9m1.43%	1.43%	Added +2.2k	+2,196 4.9%
21	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	60,882	$3.7m1.37%	1.37%	Reduced -4.8k	-4,781 -7.3%
22	SELECT SECTOR SPDR TR ENERGY XLE	XLE	64,330	$3.4m1.26%	1.26%	Added +19.9k	+19,940 44.9%
23	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	59,415	$2.7m0.99%	0.99%	Reduced -558	-558 -0.9%
24	ISHARES TR NATIONAL MUN ETF MUB	MUB	22,257	$2.4m0.88%	0.88%	Added +7.5k	+7,482 50.6%
25	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	50,950	$2.3m0.86%	0.86%	Added +15.0k	+15,003 41.7%
26	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	38,136	$2.2m0.83%	0.83%	Reduced -2.1k	-2,083 -5.2%
27	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	47,647	$2.2m0.79%	0.79%	Added +4.3k	+4,297 9.9%
28	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	41,600	$2.1m0.77%	0.77%	New
29	SPDR SERIES TRUST SPDR S&P1500VL VLU	VLU	8,755	$2.1m0.77%	0.77%	Reduced -4	-4 -0.1%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,809	$2.1m0.76%	0.76%	Added +423	+423 17.7%
31	ISHARES TR RUS MD CP GR ETF IWP	IWP	13,438	$2.0m0.72%	0.72%	New
32	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	22,376	$2.0m0.72%	0.72%	Reduced -589	-589 -2.6%
33	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	15,509	$1.8m0.68%	0.68%	New
34	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	31,776	$1.6m0.59%	0.59%	Added +6.9k	+6,862 27.5%
35	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	19,778	$1.6m0.58%	0.58%	Added +536	+536 2.8%
36	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,958	$1.5m0.57%	0.57%	Added +176	+176 6.3%
37	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	26,504	$1.3m0.47%	0.47%	Reduced -13.8k	-13,813 -34.3%
38	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	26,837	$1.2m0.43%	0.43%	Reduced -8.2k	-8,246 -23.5%
39	APPLE INC COM AAPL	AAPL	4,012	$1.2m0.43%	0.43%	Reduced -226	-226 -5.3%
40	ISHARES TR SHRT NAT MUN ETF SUB	SUB	10,654	$1.1m0.42%	0.42%	Reduced -7.2k	-7,151 -40.2%
41	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	19,415	$1.0m0.38%	0.38%	Added +5.1k	+5,112 35.7%
42	INNOVATOR ETFS TRUST US EQTY BUFR JAN BJAN	BJAN	17,465	$1.0m0.38%	0.38%	Added +4.6k	+4,561 35.4%
43	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	18,905	$1.0m0.38%	0.38%	Added +5.0k	+5,013 36.1%
44	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	26,118	$1.0m0.38%	0.38%	Added +4.1k	+4,070 18.5%
45	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	19,184	$1.0m0.38%	0.38%	Added +4.5k	+4,549 31.1%
46	NVIDIA CORPORATION COM NVDA	NVDA	4,894	$979.2k0.36%	0.36%	Added +23	+23 0.5%
47	GE VERNOVA INC COM GEV	GEV	757	$889.2k0.33%	0.33%	Reduced -201	-201 -21.0%
48	GE AEROSPACE COM NEW GE	GE	2,369	$885.4k0.33%	0.33%	Reduced -2.4k	-2,429 -50.6%
49	VANECK ETF TRUST VANECK SHRT MUNI SMB	SMB	43,125	$748.2k0.27%	0.27%	New
50	ISHARES TR CALIF MUN BD ETF CMF	CMF	12,404	$715.0k0.26%	0.26%	Reduced -15.9k	-15,881 -56.1%
51	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,539	$667.1k0.25%	0.25%	Reduced -176	-176 -10.3%
52	MICROSOFT CORP COM MSFT	MSFT	1,783	$664.9k0.24%	0.24%	Added +5	+5 0.3%
53	INNOVATOR ETFS TRUST NASDAQ 100 MANA QFLR	QFLR	15,884	$579.5k0.21%	0.21%	Reduced -39	-39 -0.2%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	1,631	$576.1k0.21%	0.21%	Added +168	+168 11.5%
55	INNOVATOR ETFS TRUST QUITY MANAGD FLR SFLR	SFLR	14,784	$570.4k0.21%	0.21%	Added +26	+26 0.2%
56	FIDELITY MERRIMACK STR TR CORP BOND ETF FCOR	FCOR	11,757	$554.3k0.20%	0.20%	Added +5.7k	+5,724 94.9%
57	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	797	$547.1k0.20%	0.20%	Added +207	+207 35.1%
58	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,194	$520.8k0.19%	0.19%	Added +2	+2 0.1%
59	META PLATFORMS INC CL A META	META	889	$500.8k0.18%	0.18%	Added +158	+158 21.6%
60	CATERPILLAR INC COM CAT	CAT	440	$468.5k0.17%	0.17%	Reduced -19	-19 -4.1%
61	RTX CORPORATION COM RTX	RTX	2,284	$433.4k0.16%	0.16%	Added +620	+620 37.3%
62	FIDELITY MERRIMACK STR TR LOW DURTIN ETF FLDR	FLDR	8,336	$417.7k0.15%	0.15%	Reduced -5.9k	-5,938 -41.6%
63	FIDELITY MERRIMACK STR TR INVESTMENT GR BD FIGB	FIGB	9,677	$414.5k0.15%	0.15%	Added +3.1k	+3,071 46.5%
64	AMAZON COM INC COM AMZN	AMZN	1,733	$413.1k0.15%	0.15%	Added +49	+49 2.9%
65	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	6,710	$410.0k0.15%	0.15%	Reduced -199	-199 -2.9%
66	ARISTA NETWORKS INC COM SHS ANET	ANET	2,365	$401.8k0.15%	0.15%	Added +194	+194 8.9%
67	ELI LILLY & CO COM LLY	LLY	327	$391.9k0.14%	0.14%	New
68	ISHARES TR CORE S&P500 ETF IVV	IVV	520	$389.6k0.14%	0.14%	Reduced -2	-2 -0.4%
69	ORACLE CORP COM ORCL	ORCL	2,571	$376.8k0.14%	0.14%	Added +255	+255 11.0%
70	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	11,188	$372.5k0.14%	0.14%	Added +1.9k	+1,863 20.0%
71	AMGEN INC COM AMGN	AMGN	1,020	$369.2k0.14%	0.14%	Added +1	+1 0.1%
72	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	8,341	$364.9k0.13%	0.13%	Added +759	+759 10.0%
73	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	6,893	$361.1k0.13%	0.13%	Reduced -91	-91 -1.3%
74	FIRST TR EXCH TRADED FD III CALIF MUN INCM FCAL	FCAL	7,084	$351.8k0.13%	0.13%	Reduced -2.2k	-2,172 -23.5%
75	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	863	$343.2k0.13%	0.13%	Unchanged
76	JPMORGAN CHASE & CO COM JPM	JPM	1,021	$334.2k0.12%	0.12%	Added +263	+263 34.7%
77	JOHNSON & JOHNSON COM JNJ	JNJ	1,310	$332.6k0.12%	0.12%	Added +80	+80 6.5%
78	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,459	$317.9k0.12%	0.12%	Reduced -106	-106 -6.8%
79	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	2,575	$314.9k0.12%	0.12%	Reduced -10.4k	-10,413 -80.2%
80	ABBVIE INC COM ABBV	ABBV	1,232	$309.9k0.11%	0.11%	New
81	ALPHABET INC CAP STK CL A GOOGL	GOOGL	837	$299.2k0.11%	0.11%	Unchanged
82	PG&E CORP COM PCG	PCG	17,372	$292.2k0.11%	0.11%	Reduced -967	-967 -5.3%
83	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	759	$284.7k0.10%	0.10%	New
84	AMPHENOL CORP CL A APH	APH	1,599	$282.0k0.10%	0.10%	New
85	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	2,726	$281.4k0.10%	0.10%	Reduced -311	-311 -10.2%
86	FIDELITY COVINGTON TRUST HIGH YILD ETF FDHY	FDHY	5,687	$278.8k0.10%	0.10%	Reduced -3.1k	-3,098 -35.3%
87	FIDELITY COVINGTON TRUST ENHANCED LARGE FELV	FELV	6,887	$276.1k0.10%	0.10%	Reduced -1.6k	-1,641 -19.2%
88	MCKESSON CORP COM MCK	MCK	357	$270.0k0.10%	0.10%	Added +100	+100 38.9%
89	CVB FINL CORP COM CVBF	CVBF	11,953	$269.5k0.10%	0.10%	Unchanged
90	FIDELITY COVINGTON TRUST VLU FACTOR ETF FVAL	FVAL	3,456	$269.3k0.10%	0.10%	Reduced -156	-156 -4.3%
91	COSTCO WHSL CORP NEW COM COST	COST	271	$253.6k0.09%	0.09%	Reduced -25	-25 -8.4%
92	INVESCO EXCH TRADED FD TR II CALIF AMT MUN PWZ	PWZ	10,243	$251.1k0.09%	0.09%	Added +447	+447 4.6%
93	MICRON TECHNOLOGY INC COM MU	MU	217	$250.5k0.09%	0.09%	New
94	KLA CORP COM NEW KLAC	KLAC	822	$248.1k0.09%	0.09%	New
95	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	1,909	$246.2k0.09%	0.09%	Reduced -14.0k	-14,048 -88.0%
96	CASEYS GEN STORES INC COM CASY	CASY	297	$235.7k0.09%	0.09%	New
97	JABIL INC COM JBL	JBL	607	$234.2k0.09%	0.09%	New
98	SYNOPSYS INC COM SNPS	SNPS	522	$233.0k0.09%	0.09%	New
99	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,984	$231.5k0.09%	0.09%	Added +532	+532 36.6%
100	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	771	$230.7k0.08%	0.08%	Reduced -29	-29 -3.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR KIE	KIE	15,681	$862.4k15.7k shares
ISHARES ETHEREUM TR ETHA	ETHA	21,269	$336.7k21.3k shares
FIRST TR EXCH TRADED FD III FSMB	FSMB	15,757	$314.5k15.8k shares
NETFLIX INC NFLX	NFLX	2,447	$235.2k2.4k shares
INVESCO EXCH TRD SLF IDX FD BSMQ	BSMQ	9,129	$215.7k9.1k shares
FIDELITY COVINGTON TRUST FQAL	FQAL	2,947	$213.9k2.9k shares
FIDELITY COVINGTON TRUST FDMO	FDMO	2,661	$213.1k2.7k shares
INVESCO EXCH TRD SLF IDX FD BSCQ	BSCQ	10,612	$207.3k10.6k shares
NUVEEN CALIFORNIA AMT QLT MU XNCMX	XNCMX	12,810	$152.4k12.8k shares