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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 | $687K | 0.4% | 4,445 SH | |
| AMAZON COM INC | COM | $657K | 0.3% | 3,453 SH | |
| APPLE INC | COM | $1.2M | 0.6% | 5,404 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.6% | 2,122 SH | |
| BLACKROCK INC | COM | $433K | 0.2% | 458 SH | |
| COSTCO WHSL CORP NEW | COM | $212K | 0.1% | 224 SH | |
| ELI LILLY & CO | COM | $261K | 0.1% | 316 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $9.3M | 4.7% | 158,062 SH | |
| HCA HEALTHCARE INC | COM | $425K | 0.2% | 1,229 SH | |
| HOME DEPOT INC | COM | $576K | 0.3% | 1,572 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $462K | 0.2% | 1,859 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $22.4M | 11.5% | 47,733 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $12.7M | 6.5% | 122,550 SH | |
| ISHARES TR | CORE S&P500 ETF | $206K | 0.1% | 367 SH | |
| ISHARES TR | INTL DIV GRWTH | $23.2M | 11.9% | 320,611 SH | |
| ISHARES TR | ISHARES SEMICDTR | $4.7M | 2.4% | 25,056 SH | |
| ISHARES TR | SELECT DIVID ETF | $213K | 0.1% | 1,583 SH | |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.9% | 6,941 SH | |
| MASTERCARD INCORPORATED | CL A | $312K | 0.2% | 570 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.6% | 3,234 SH | |
| NVIDIA CORPORATION | COM | $286K | 0.1% | 2,639 SH | |
| PGIM ETF TR | FLOATING RT INC | $278K | 0.1% | 5,559 SH | |
| PGIM ETF TR | TOTAL RETURN BON | $6.2M | 3.2% | 149,524 SH | |
| PROCTER AND GAMBLE CO | COM | $509K | 0.3% | 2,987 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $879K | 0.5% | 1,572 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $509K | 0.3% | 7,745 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $406K | 0.2% | 13,481 SH | |
| UNITEDHEALTH GROUP INC | COM | $371K | 0.2% | 708 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $16.2M | 8.3% | 62,684 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $52.1M | 26.6% | 101,304 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $13.9M | 7.1% | 62,533 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $12.1M | 6.2% | 70,195 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $9.1M | 4.6% | 117,243 SH | |
| VISA INC | COM CL A | $588K | 0.3% | 1,677 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 |