0001085146-22-002034.txt : 20220513 0001085146-22-002034.hdr.sgml : 20220513 20220512213040 ACCESSION NUMBER: 0001085146-22-002034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caerus Investment Advisors, LLC CENTRAL INDEX KEY: 0001862682 IRS NUMBER: 471593998 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21712 FILM NUMBER: 22919954 BUSINESS ADDRESS: STREET 1: 311 LAUREL VALLEY ROAD CITY: WEST LAKE HILLS STATE: TX ZIP: 78746 BUSINESS PHONE: 650-906-7666 MAIL ADDRESS: STREET 1: 311 LAUREL VALLEY ROAD CITY: WEST LAKE HILLS STATE: TX ZIP: 78746 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001862682 XXXXXXXX 03-31-2022 03-31-2022 false Caerus Investment Advisors, LLC

311 LAUREL VALLEY ROAD WEST LAKE HILLS TX 78746

13F HOLDINGS REPORT 028-21712 N Jessica Clark 650-619-9139 /s/Jessica Clark Sacramento CA 05-11-2022 0 53 82573 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 349 4041 SH SOLE 0 0 4041 ADVISORSHARES TR DOUBLELIN VAL EQ 00768Y818 806 8920 SH SOLE 0 0 8920 AIRBNB INC COM CL A 009066101 366 3067 SH SOLE 0 0 3067 ALPHABET INC CAP STK CL A 02079K305 7712 3427 SH SOLE 0 0 3427 ALPHABET INC CAP STK CL C 02079K107 7545 3336 SH SOLE 0 0 3336 AMAZON COM INC COM 023135106 566 260 SH SOLE 0 0 260 AMERICAN AIRLS GROUP INC COM 02376R102 403 24685 SH SOLE 0 0 24685 AMERICAN EXPRESS CO COM 025816109 419 2600 SH SOLE 0 0 2600 APPLE INC COM 037833100 4318 28396 SH SOLE 0 0 28396 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 561 1791 SH SOLE 0 0 1791 BK OF AMERICA CORP COM 060505104 913 25100 SH SOLE 0 0 25100 BLOCK INC CL A 852234103 258 3076 SH SOLE 0 0 3076 CHEVRON CORP NEW COM 166764100 400 2511 SH SOLE 0 0 2511 CIGNA CORP NEW COM 125523100 262 1002 SH SOLE 0 0 1002 CITIGROUP INC COM NEW 172967424 290 5809 SH SOLE 0 0 5809 COCA COLA CO COM 191216100 313 4847 SH SOLE 0 0 4847 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3973 160901 SH SOLE 0 0 160901 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2068 48098 SH SOLE 0 0 48098 EXXON MOBIL CORP COM 30231G102 327 3872 SH SOLE 0 0 3872 FEDEX CORP COM 31428X106 790 3791 SH SOLE 0 0 3791 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 415 4039 SH SOLE 0 0 4039 GOLDMAN SACHS GROUP INC COM 38141G104 311 1007 SH SOLE 0 0 1007 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 410 23500 SH SOLE 0 0 23500 HOME DEPOT INC COM 437076102 1649 5553 SH SOLE 0 0 5553 HONEYWELL INTL INC COM 438516106 491 2530 SH SOLE 0 0 2530 INTEL CORP COM 458140100 583 13528 SH SOLE 0 0 13528 ISHARES TR 20 YR TR BD ETF 464287432 470 4100 SH SOLE 0 0 4100 ISHARES TR CALIF MUN BD ETF 464288356 948 17000 SH SOLE 0 0 17000 ISHARES TR CORE S&P500 ETF 464287200 214 535 SH SOLE 0 0 535 ISHARES TR GL CLEAN ENE ETF 464288224 276 15796 SH SOLE 0 0 15796 ISHARES TR IBOXX INV CP ETF 464287242 391 3519 SH SOLE 0 0 3519 ISHARES TR MSCI EAFE ETF 464287465 6200 95033 SH SOLE 0 0 95033 ISHARES TR RUSSELL 2000 ETF 464287655 5930 33907 SH SOLE 0 0 33907 ISHARES TR SELECT DIVID ETF 464287168 3009 24053 SH SOLE 0 0 24053 LUMINAR TECHNOLOGIES INC COM CL A 550424105 1477 157534 SH SOLE 0 0 157534 MCDONALDS CORP COM 580135101 524 2119 SH SOLE 0 0 2119 MICROSOFT CORP COM 594918104 640 2418 SH SOLE 0 0 2418 MORGAN STANLEY COM NEW 617446448 818 10079 SH SOLE 0 0 10079 NIKE INC CL B 654106103 380 3421 SH SOLE 0 0 3421 NVIDIA CORPORATION COM 67066G104 576 3396 SH SOLE 0 0 3396 OLD DOMINION FREIGHT LINE IN COM 679580100 544 2006 SH SOLE 0 0 2006 PALANTIR TECHNOLOGIES INC CL A 69608A108 2216 296993 SH SOLE 0 0 296993 PUBMATIC INC COM CL A 74467Q103 226 11911 SH SOLE 0 0 11911 SPDR S&P 500 ETF TR TR UNIT 78462F103 6795 18551 SH SOLE 0 0 18551 TESLA INC COM 88160R101 3865 4910 SH SOLE 0 0 4910 UNITED PARCEL SERVICE INC CL B 911312106 400 2206 SH SOLE 0 0 2206 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8411 22988 SH SOLE 0 0 22988 VANGUARD INDEX FDS TOTAL STK MKT 922908769 284 1429 SH SOLE 0 0 1429 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 270 6608 SH SOLE 0 0 6608 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 395 5600 SH SOLE 0 0 5600 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 205 1363 SH SOLE 0 0 1363 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 362 8506 SH SOLE 0 0 8506 VISA INC COM CL A 92826C839 249 1290 SH SOLE 0 0 1290