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CIK 0001820879 • 6 13F filings • Apr 22, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $202K | 0.3%Prev: 0.8% | 919 SH | Decreased-10,821 SH |
| APPLE INC | COM | $737K | 1.0%Prev: 2.5% | 2,896 SH | Decreased-25,539 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $304K | 0.4%Prev: 0.6% | 604 SH | Decreased-3,914 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $291K | 0.4%Prev: 0.3% | 8,374 SH | Decreased-15,990 SH |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $469K | 0.6%Prev: 0.1% | 15,228 SH | Increased+7,701 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $308K | 0.4% | 10,665 SH | New |
| DBX ETF TR | XTRACK MSCI EAFE | $365K | 0.5%Prev: 0.1% | 7,862 SH | Increased+4,097 SH |
| EXXON MOBIL CORP | COM | $236K | 0.3%Prev: 0.2% | 2,093 SH | Decreased-2,625 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.3M | 1.8%Prev: 0.2% | 19,848 SH | Increased+10,210 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.3M | 1.8% | 42,887 SH | New |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.3M | 1.8%Prev: 0.1% | 26,986 SH | Increased+19,208 SH |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $492K | 0.7% | 14,830 SH | New |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $2.7M | 3.6%Prev: 0.2% | 73,995 SH | Increased+52,959 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.2M | 1.6%Prev: 0.1% | 9,714 SH | Increased+6,774 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.8M | 20.0%Prev: 3.8% | 77,904 SH | Increased+14,201 SH |
| INVESCO QQQ TR | UNIT SER 1 | $257K | 0.3%Prev: 4.3% | 428 SH | Decreased-20,492 SH |
| ISHARES INC | MSCI JPN ETF NEW | $4.4M | 5.9% | 54,736 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $1.1M | 1.5% | 11,969 SH | New |
| ISHARES TR | RUS 1000 ETF | $1.7M | 2.2%Prev: 0.5% | 4,539 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $976K | 1.3%Prev: 0.3% | 10,112 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1.0M | 1.4%Prev: 0.9% | 4,289 SH | Decreased-6,160 SH |
| ISHARES TR | TRS FLT RT BD | $216K | 0.3%Prev: 0.1% | 4,278 SH | Decreased |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $228K | 0.3% | 4,492 SH | New |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $235K | 0.3%Prev: 0.3% | 5,615 SH | Decreased-16,169 SH |
| LISTED FDS TR | SWAN HEDGED EQTY | $357K | 0.5%Prev: 0.1% | 14,327 SH | Increased+5,497 SH |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $204K | 0.3% | 8,285 SH | New |
| NVIDIA CORPORATION | COM | $616K | 0.8%Prev: 1.5% | 3,300 SH | Decreased-24,693 SH |
| PACER FDS TR | TRENDP US LAR CP | $1.5M | 2.1%Prev: 0.3% | 27,943 SH | Increased+7,871 SH |
| PACER FDS TR | TRENDPILOT 100 | $1.3M | 1.7%Prev: 0.3% | 16,192 SH | Increased+5,067 SH |
| PACER FDS TR | US CASH COWS 100 | $424K | 0.6%Prev: 0.1% | 7,370 SH | Increased+2,715 SH |
| PGIM ETF TR | AAA CLO ETF | $1.2M | 1.6%Prev: 0.1% | 22,815 SH | Increased+14,738 SH |
| PIMCO ETF TR | MULTISECTOR BD | $268K | 0.4%Prev: 0.2% | 9,989 SH | Decreased-12,024 SH |
| SPDR GOLD TR | GOLD SHS | $2.7M | 3.6%Prev: 1.1% | 7,521 SH | Decreased-2,929 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $27.9M | 37.6% | 41,819 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $218K | 0.3% | 8,522 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $536K | 0.7% | 9,377 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $437K | 0.6% | 9,922 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $374K | 0.5%Prev: 0.2% | 1,140 SH | Decreased-419 SH |
| 13F-HR |
| 0001820879-26-000004 |
| $354.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004794 | $256.5M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001820879-26-000002 | $309.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002216 | $1.24B | View |