0001860698-22-000002.txt : 20220510 0001860698-22-000002.hdr.sgml : 20220510 20220510165142 ACCESSION NUMBER: 0001860698-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22910649 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 03-31-2022 03-31-2022 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 7132569649 Rajesh Chelapurath Bellaire TX 05-10-2022 0 73 200709 false INFORMATION TABLE 2 CEERA13F20220331.xml ABBVIE INC COM 00287Y109 1512 9324 SH SOLE 1512 0 0 ALPHABET INC CAP STK CL A 02079K305 4542 1633 SH SOLE 4542 0 0 AMAZON COM INC COM 023135106 342 105 SH SOLE 342 0 0 AMERICAN EXPRESS CO COM 025816109 4396 23506 SH SOLE 4396 0 0 ANAPLAN INC COM 03272L108 438 6730 SH SOLE 438 0 0 APPLE INC COM 037833100 8417 48202 SH SOLE 8417 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3145 13820 SH SOLE 3145 0 0 BANCROFT FD LTD COM 059695106 285 12490 SH SOLE 285 0 0 BK OF AMERICA CORP COM 060505104 209 5080 SH SOLE 209 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 223 632 SH SOLE 223 0 0 BLACKLINE INC COM 09239B109 368 5025 SH SOLE 368 0 0 BLOCK H & R INC COM 093671105 1227 47129 SH SOLE 1227 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2355 15122 SH SOLE 2355 0 0 CME GROUP INC COM 12572Q105 3413 14348 SH SOLE 3413 0 0 CAMPBELL SOUP CO COM 134429109 597 13400 SH SOLE 597 0 0 CARDINAL HEALTH INC COM 14149Y108 1162 20501 SH SOLE 1162 0 0 CHEVRON CORP NEW COM 166764100 221 1355 SH SOLE 221 0 0 CHURCH & DWIGHT CO INC COM 171340102 932 9380 SH SOLE 932 0 0 COSTCO WHSL CORP NEW COM 22160K105 3843 6674 SH SOLE 3843 0 0 DISNEY WALT CO COM 254687106 2756 20096 SH SOLE 2756 0 0 DOCUSIGN INC COM 256163106 2721 25402 SH SOLE 2721 0 0 DOW INC COM 260557103 927 14542 SH SOLE 927 0 0 EXXON MOBIL CORP COM 30231G102 413 4999 SH SOLE 413 0 0 META PLATFORMS INC CL A 30303M102 5209 23426 SH SOLE 5209 0 0 FLAHERTY & CRUMRINE PFD SECS COM 338478100 336 17090 SH SOLE 336 0 0 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 375 18765 SH SOLE 375 0 0 FRESHWORKS INC CLASS A COM 358054104 1429 79767 SH SOLE 1429 0 0 GENERAL MLS INC COM 370334104 3554 52484 SH SOLE 3554 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1423 10944 SH SOLE 1423 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 3868 77615 SH SOLE 3868 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 840 5220 SH SOLE 840 0 0 INVESCO EXCH TRADED FD TR II TREAS COLATERL 46138G888 12328 116798 SH SOLE 12328 0 0 ISHARES TR CORE S&P500 ETF 464287200 229 505 SH SOLE 229 0 0 ISHARES TR CORE S&P MCP ETF 464287507 212 790 SH SOLE 212 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 277 3845 SH SOLE 277 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 12503 246893 SH SOLE 12503 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4665 92795 SH SOLE 4665 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 2294 174869 SH SOLE 2294 0 0 MSC INDL DIRECT INC CL A 553530106 300 3525 SH SOLE 300 0 0 MARRIOTT INTL INC NEW CL A 571903202 434 2470 SH SOLE 434 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3207 8974 SH SOLE 3207 0 0 MCCORMICK & CO INC COM NON VTG 579780206 4281 42897 SH SOLE 4281 0 0 MCKESSON CORP COM 58155Q103 4035 13182 SH SOLE 4035 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 5222 97824 SH SOLE 5222 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1632 20425 SH SOLE 1632 0 0 MORNINGSTAR INC COM 617700109 3589 13137 SH SOLE 3589 0 0 OMNICOM GROUP INC COM 681919106 4366 51440 SH SOLE 4366 0 0 PGIM ETF TR ULTRA SHORT 69344A107 9200 186950 SH SOLE 9200 0 0 PAYCHEX INC COM 704326107 4506 33015 SH SOLE 4506 0 0 PAYPAL HLDGS INC COM 70450Y103 3768 32578 SH SOLE 3768 0 0 PFIZER INC COM 717081103 1619 31268 SH SOLE 1619 0 0 QUALCOMM INC COM 747525103 352 2305 SH SOLE 352 0 0 S&P GLOBAL INC COM 78409V104 2561 6243 SH SOLE 2561 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 14426 473139 SH SOLE 14426 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 466 5095 SH SOLE 466 0 0 SPARTANNASH CO COM 847215100 506 15345 SH SOLE 506 0 0 STARBUCKS CORP COM 855244109 2499 27471 SH SOLE 2499 0 0 3M CO COM 88579Y101 738 4959 SH SOLE 738 0 0 TRADEWEB MKTS INC CL A 892672106 3757 42756 SH SOLE 3757 0 0 TWITTER INC COM 90184L102 1172 30295 SH SOLE 1172 0 0 UNILEVER PLC SPON ADR NEW 904767704 964 21160 SH SOLE 964 0 0 VANECK ETF TRUST INVESTMENT GRD 92189F486 4640 184880 SH SOLE 4640 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 17674 236605 SH SOLE 17674 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 386 1969 SH SOLE 386 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 384 3584 SH SOLE 384 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 218 525 SH SOLE 218 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 275 1564 SH SOLE 275 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 202 1368 SH SOLE 202 0 0 VONTIER CORPORATION COM 928881101 3619 142520 SH SOLE 3619 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 581 12980 SH SOLE 581 0 0 WILEY JOHN & SONS INC CL A 968223206 541 10205 SH SOLE 541 0 0 YELP INC CL A 985817105 1893 55493 SH SOLE 1893 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2710 23119 SH SOLE 2710 0 0