0001860698-21-000002.txt : 20210809 0001860698-21-000002.hdr.sgml : 20210809 20210809161344 ACCESSION NUMBER: 0001860698-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210809 DATE AS OF CHANGE: 20210809 EFFECTIVENESS DATE: 20210809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CEERA INVESTMENTS, LLC CENTRAL INDEX KEY: 0001860698 IRS NUMBER: 202643460 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21168 FILM NUMBER: 211156645 BUSINESS ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 BUSINESS PHONE: 7133646770 MAIL ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001860698 XXXXXXXX 06-30-2021 06-30-2021 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 713-256-9649 Rajesh Chelapurath Bellaire TX 08-09-2021 0 59 131824 false INFORMATION TABLE 2 CEERA13F20210630.xml ABBVIE INC COM 00287Y109 574 5094 SH SOLE 574 0 0 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 308 24660 SH SOLE 308 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 1459 36716 SH SOLE 1459 0 0 ALPHABET INC CAP STK CL A 02079K305 4053 1660 SH SOLE 4053 0 0 AMAZON COM INC COM 023135106 296 86 SH SOLE 296 0 0 AMERICAN EXPRESS CO COM 025816109 3919 23719 SH SOLE 3919 0 0 APPLE INC COM 037833100 6725 49100 SH SOLE 6725 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2759 13889 SH SOLE 2759 0 0 BANCROFT FD LTD COM 059695106 386 12065 SH SOLE 386 0 0 BK OF AMERICA CORP COM 060505104 209 5080 SH SOLE 209 0 0 BLOCK H & R INC COM 093671105 552 23500 SH SOLE 552 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2454 15192 SH SOLE 2454 0 0 CARDINAL HEALTH INC COM 14149Y108 438 7665 SH SOLE 438 0 0 CHURCH & DWIGHT INC COM 171340102 799 9380 SH SOLE 799 0 0 CME GROUP INC COM 12572Q105 3108 14612 SH SOLE 3108 0 0 COSTCO WHSL CORP NEW COM 22160K105 2655 6710 SH SOLE 2655 0 0 DISNEY WALT CO COM 254687106 3565 20285 SH SOLE 3565 0 0 DOCUSIGN INC COM 256163106 3036 10860 SH SOLE 3036 0 0 EXXON MOBIL CORP COM 30231G102 316 5007 SH SOLE 316 0 0 FACEBOOK INC CL A 30303M102 6631 19070 SH SOLE 6631 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 388 17060 SH SOLE 388 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 458 18765 SH SOLE 458 0 0 GENERAL MLS INC COM 370334104 3228 52984 SH SOLE 3228 0 0 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 717 21380 SH SOLE 717 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 958 6535 SH SOLE 958 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E165 865 4462 SH SOLE 865 0 0 INVESCO EXCH TRADED FD TR II TREAS COLATERL 46138G888 5568 52695 SH SOLE 5568 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 259 3425 SH SOLE 259 0 0 MARRIOTT INTL INC NEW CL A 571903202 337 2470 SH SOLE 337 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3298 9034 SH SOLE 3298 0 0 MCKESSON CORP COM 58155Q103 2669 13954 SH SOLE 2669 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 4434 82589 SH SOLE 4434 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1873 20500 SH SOLE 1873 0 0 MORGAN STANLEY EMKT DBT FD I COM 61744H105 1255 134196 SH SOLE 1255 0 0 MORNINGSTAR INC COM 617700109 3463 13467 SH SOLE 3463 0 0 MSC INDL DIRECT INC CL A 553530106 316 3525 SH SOLE 316 0 0 OMNICOM GROUP INC COM 681919106 2982 37275 SH SOLE 2982 0 0 PAYCHEX INC COM 704326107 3606 33608 SH SOLE 3606 0 0 PAYPAL HLDGS INC COM 70450Y103 6142 21071 SH SOLE 6142 0 0 PFIZER INC COM 717081103 1165 29748 SH SOLE 1165 0 0 QUALCOMM INC COM 747525103 348 2435 SH SOLE 348 0 0 S&P GLOBAL INC COM 78409V104 2588 6305 SH SOLE 2588 0 0 SOUTHWEST AIRLS CO COM 844741108 228 4290 SH SOLE 228 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 1060 11585 SH SOLE 1060 0 0 STARBUCKS CORP COM 855244109 3058 27350 SH SOLE 3058 0 0 SYSCO CORP COM 871829107 3225 41475 SH SOLE 3225 0 0 TRADEWEB MKTS INC CL A 892672106 3687 43606 SH SOLE 3687 0 0 TWITTER INC COM 90184L102 2085 30295 SH SOLE 2085 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 305 9280 SH SOLE 305 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 14196 191681 SH SOLE 14196 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 246 2995 SH SOLE 246 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 254 1464 SH SOLE 254 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2207 35920 SH SOLE 2207 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 317 1737 SH SOLE 317 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 269 3550 SH SOLE 269 0 0 VONTIER CORPORATION COM 928881101 3587 110102 SH SOLE 3587 0 0 WELLS FARGO CO NEW COM 949746101 3057 67496 SH SOLE 3057 0 0 WILEY JOHN & SONS INC CL A 968223206 625 10390 SH SOLE 625 0 0 YELP INC CL A 985817105 2259 56538 SH SOLE 2259 0 0