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CIK 0001951167 • 6 13F filings • May 6, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.4%Prev: 0.4% | 3,667 SH | Increased-120 SH |
| AMAZON COM INC | COM | $782K | 0.3%Prev: 0.3% | 3,388 SH | Increased+2 SH |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.5% | 5,262 SH | Increased+203 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $424K | 0.2%Prev: 0.2% | 844 SH | Decreased-66 SH |
| BLACKROCK INC | COM | $528K | 0.2%Prev: 0.2% | 493 SH | Decreased+33 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $243K | 0.1% | 16,199 SH | New |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $2.9M | 1.1%Prev: 1.1% | 60,429 SH | Increased+4,327 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $12.2M | 4.5%Prev: 4.6% | 175,449 SH | Increased+6,602 SH |
| GLOBUS MED INC | CL A | $209K | 0.1% | 2,399 SH | New |
| HCA HEALTHCARE INC | COM | $484K | 0.2%Prev: 0.2% | 1,037 SH | Increased-30 SH |
| HOME DEPOT INC | COM | $552K | 0.2%Prev: 0.3% | 1,605 SH | Decreased+88 SH |
| INVESCO QQQ TR | UNIT SER 1 | $32.2M | 11.9%Prev: 12.4% | 52,392 SH | Increased+2,123 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $14.5M | 5.4%Prev: 5.6% | 141,995 SH | Increased+10,489 SH |
| ISHARES TR | CORE 40/60 MODER | $12.8M | 4.7% | 269,096 SH | New |
| ISHARES TR | CORE S&P500 ETF | $254K | 0.1%Prev: 0.1% | 371 SH | Increased+2 SH |
| ISHARES TR | INTL DIV GRWTH | $35.5M | 13.1%Prev: 13.2% | 429,277 SH | Increased+23,846 SH |
| ISHARES TR | SELECT DIVID ETF | $203K | 0.1%Prev: 0.1% | 1,439 SH | Increased+16 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.6%Prev: 0.7% | 5,143 SH | Decreased-304 SH |
| MASTERCARD INCORPORATED | CL A | $289K | 0.1%Prev: 0.1% | 506 SH | Increased |
| MICROSOFT CORP | COM | $1.2M | 0.4%Prev: 0.5% | 2,458 SH | Decreased-99 SH |
| NVIDIA CORPORATION | COM | $440K | 0.2%Prev: 0.2% | 2,360 SH | Decreased-370 SH |
| PGIM ETF TR | TOTAL RETURN BON | $7.4M | 2.7%Prev: 2.8% | 176,838 SH | Increased+17,073 SH |
| PIMCO ETF TR | MULTISECTOR BD | $5.2M | 1.9%Prev: 2.0% | 196,720 SH | Increased+15,496 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $1.4M | 0.5%Prev: 0.7% | 74,021 SH | Decreased-14,948 SH |
| PROCTER AND GAMBLE CO | COM | $250K | 0.1%Prev: 0.1% | 1,744 SH | Increased+144 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5%Prev: 0.5% | 1,794 SH | Increased+36 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $762K | 0.3% | 16,862 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $8.9M | 3.3%Prev: 3.3% | 24,601 SH | Increased-380 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $17.2M | 6.3%Prev: 6.7% | 59,175 SH | Increased+3,463 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $65.5M | 24.2%Prev: 25.1% | 104,452 SH | Increased+4,278 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.5M | 6.1%Prev: 6.3% | 64,044 SH | Increased+3,075 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.1M | 5.6%Prev: 5.8% | 79,125 SH | Increased+3,694 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $10.8M | 4.0%Prev: 4.1% | 138,450 SH | Increased+9,544 SH |
| VISA INC | COM CL A | $554K | 0.2%Prev: 0.2% | 1,580 SH | Decreased-88 SH |
| 13F-HR |
| 0001951167-26-000004 |
| $321.8M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004720 | $224.8M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951167-26-000003 | $269.5M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002649 | $195.4M | View |