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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 | $783K | 0.3%Prev: 0.4% | 4,442 SH | Decreased+747 SH |
| AMAZON COM INC | COM | $756K | 0.3%Prev: 0.3% | 3,448 SH | Increased-96 SH |
| APPLE INC | COM | $1.2M | 0.5%Prev: 0.5% | 5,836 SH | Decreased+629 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.5%Prev: 0.2% | 2,121 SH | Increased+1,245 SH |
| BLACKROCK INC | COM | $483K | 0.2%Prev: 0.2% | 460 SH | Increased-26 SH |
| COSTCO WHSL CORP NEW | COM | $247K | 0.1% | 249 SH | New |
| ELI LILLY & CO | COM | $245K | 0.1% | 314 SH | New |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $2.8M | 1.2% | 59,098 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $10.4M | 4.6%Prev: 4.5% | 165,184 SH | Decreased-13,563 SH |
| HCA HEALTHCARE INC | COM | $472K | 0.2%Prev: 0.2% | 1,231 SH | Decreased+170 SH |
| HOME DEPOT INC | COM | $599K | 0.3%Prev: 0.2% | 1,635 SH | Increased+44 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $551K | 0.2% | 1,870 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $27.5M | 12.2%Prev: 11.7% | 49,788 SH | Decreased-4,721 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $13.3M | 5.9%Prev: 5.7% | 129,326 SH | Decreased-18,173 SH |
| ISHARES TR | CORE S&P500 ETF | $229K | 0.1%Prev: 0.1% | 368 SH | Decreased-4 SH |
| ISHARES TR | INTL DIV GRWTH | $30.4M | 13.5%Prev: 13.8% | 385,143 SH | Decreased-58,363 SH |
| ISHARES TR | SELECT DIVID ETF | $212K | 0.1%Prev: 0.1% | 1,594 SH | Decreased+144 SH |
| JPMORGAN CHASE & CO. | COM | $1.8M | 0.8% | 6,301 SH | New |
| MASTERCARD INCORPORATED | CL A | $321K | 0.1%Prev: 0.1% | 570 SH | Increased+40 SH |
| MICROSOFT CORP | COM | $1.6M | 0.7%Prev: 0.3% | 3,212 SH | Increased+735 SH |
| NVIDIA CORPORATION | COM | $409K | 0.2%Prev: 0.2% | 2,590 SH | Decreased+148 SH |
| PGIM ETF TR | FLOATING RT INC | $255K | 0.1% | 5,077 SH | New |
| PGIM ETF TR | TOTAL RETURN BON | $6.6M | 2.9%Prev: 2.8% | 157,969 SH | Decreased-23,943 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $1.8M | 0.8% | 94,855 SH | New |
| PROCTER AND GAMBLE CO | COM | $451K | 0.2% | 2,832 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5% | 1,924 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $2.7M | 1.2% | 110,752 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $406K | 0.2% | 5,592 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $362K | 0.2% | 11,974 SH | New |
| UNITEDHEALTH GROUP INC | COM | $223K | 0.1% | 714 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $6.9M | 3.1%Prev: 3.4% | 24,867 SH | Decreased+895 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.2M | 6.7%Prev: 6.5% | 54,191 SH | Decreased-7,127 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $55.9M | 24.9%Prev: 24.1% | 98,395 SH | Decreased-10,503 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.1M | 6.3%Prev: 6.4% | 59,562 SH | Decreased-5,950 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.9M | 5.8%Prev: 5.9% | 73,154 SH | Decreased-7,526 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $9.8M | 4.4%Prev: 4.1% | 126,686 SH | Decreased-16,061 SH |
| VISA INC | COM CL A | $593K | 0.3%Prev: 0.2% | 1,671 SH | Increased+37 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 |