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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 | $921K | 0.4%Prev: 0.4% | 3,787 SH | Decreased+107 SH |
| AMAZON COM INC | COM | $743K | 0.3%Prev: 0.3% | 3,386 SH | Decreased-22 SH |
| APPLE INC | COM | $1.3M | 0.5%Prev: 0.5% | 5,059 SH | Decreased-98 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $457K | 0.2%Prev: 0.1% | 910 SH | Increased+41 SH |
| BLACKROCK INC | COM | $536K | 0.2%Prev: 0.1% | 460 SH | Increased-24 SH |
| COSTCO WHSL CORP NEW | COM | $208K | 0.1% | 224 SH | New |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $2.7M | 1.1%Prev: 0.9% | 56,102 SH | Decreased-6,358 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $11.4M | 4.6%Prev: 4.6% | 168,847 SH | Decreased-11,863 SH |
| HCA HEALTHCARE INC | COM | $455K | 0.2%Prev: 0.1% | 1,067 SH | Increased-8 SH |
| HOME DEPOT INC | COM | $615K | 0.3%Prev: 0.2% | 1,517 SH | Increased-44 SH |
| INVESCO QQQ TR | UNIT SER 1 | $30.2M | 12.4%Prev: 12.6% | 50,269 SH | Decreased-4,899 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $13.6M | 5.6%Prev: 4.9% | 131,506 SH | Decreased-22,212 SH |
| ISHARES TR | CORE S&P500 ETF | $247K | 0.1%Prev: 0.1% | 369 SH | Decreased |
| ISHARES TR | INTL DIV GRWTH | $32.3M | 13.2%Prev: 12.6% | 405,431 SH | Decreased-57,112 SH |
| ISHARES TR | SELECT DIVID ETF | $202K | 0.1%Prev: 0.1% | 1,423 SH | Decreased-39 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.7% | 5,447 SH | New |
| MASTERCARD INCORPORATED | CL A | $288K | 0.1%Prev: 0.1% | 506 SH | Increased-25 SH |
| MICROSOFT CORP | COM | $1.3M | 0.5%Prev: 0.3% | 2,557 SH | Increased+37 SH |
| NVIDIA CORPORATION | COM | $509K | 0.2%Prev: 0.1% | 2,730 SH | Increased+352 SH |
| PGIM ETF TR | FLOATING RT INC | $252K | 0.1% | 5,023 SH | New |
| PGIM ETF TR | TOTAL RETURN BON | $6.7M | 2.8% | 159,765 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $4.9M | 2.0%Prev: 1.8% | 181,224 SH | Decreased-34,981 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $1.7M | 0.7%Prev: 0.5% | 88,969 SH | Increased+11,028 SH |
| PROCTER AND GAMBLE CO | COM | $246K | 0.1% | 1,600 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5% | 1,758 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $2.6M | 1.1% | 104,075 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $436K | 0.2% | 5,570 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $355K | 0.1% | 11,734 SH | New |
| UNITEDHEALTH GROUP INC | COM | $218K | 0.1%Prev: 0.1% | 631 SH | Increased+109 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $8.2M | 3.3%Prev: 4.8% | 24,981 SH | Decreased+1,528 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $16.4M | 6.7%Prev: 6.3% | 55,712 SH | Decreased-196,960 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $61.3M | 25.1%Prev: 23.8% | 100,174 SH | Decreased-11,510 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $15.5M | 6.3%Prev: 6.3% | 60,969 SH | Decreased-5,812 SH |
| VANGUARD INDEX FDS | VALUE ETF | $14.1M | 5.8%Prev: 5.6% | 75,431 SH | Decreased-7,165 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $10.1M | 4.1%Prev: 3.6% | 128,906 SH | Decreased-19,671 SH |
| VISA INC | COM CL A | $569K | 0.2%Prev: 0.2% | 1,668 SH | Increased+44 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 |