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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% | 3,695 SH | Increased-750 SH |
| AMAZON COM INC | COM | $738K | 0.3%Prev: 0.3% | 3,544 SH | Increased+91 SH |
| APPLE INC | COM | $1.3M | 0.5%Prev: 0.6% | 5,207 SH | Increased-197 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $420K | 0.2%Prev: 0.6% | 876 SH | Decreased-1,246 SH |
| BLACKROCK INC | COM | $467K | 0.2%Prev: 0.2% | 486 SH | Increased+28 SH |
| COSTCO WHOLESALE CORPORATION | COM | $244K | 0.1% | 245 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $12.2M | 4.5%Prev: 4.7% | 178,747 SH | Increased+20,685 SH |
| GLOBUS MED INC | CL A | $207K | 0.1% | 2,399 SH | New |
| HCA HEALTHCARE INC | COM | $502K | 0.2%Prev: 0.2% | 1,061 SH | Increased-168 SH |
| HOME DEPOT INC | COM | $523K | 0.2%Prev: 0.3% | 1,591 SH | Decreased+19 SH |
| INVESCO QQQ TR | UNIT SER 1 | $31.5M | 11.7%Prev: 11.5% | 54,509 SH | Increased+6,776 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $15.3M | 5.7%Prev: 6.5% | 147,499 SH | Increased+24,949 SH |
| ISHARES TR | CORE 40/60 MODER | $13.0M | 4.8% | 274,866 SH | New |
| ISHARES TR | CORE S&P500 ETF | $243K | 0.1%Prev: 0.1% | 372 SH | Increased+5 SH |
| ISHARES TR | INTL DIV GRWTH | $37.2M | 13.8%Prev: 11.9% | 443,506 SH | Increased+122,895 SH |
| ISHARES TR | SELECT DIVID ETF | $220K | 0.1%Prev: 0.1% | 1,450 SH | Increased-133 SH |
| JPMORGAN CHASE & CO | COM | $1.4M | 0.5% | 4,769 SH | New |
| MASTERCARD INCORPORATED | CL A | $265K | 0.1%Prev: 0.2% | 530 SH | Decreased-40 SH |
| MICROSOFT CORP | COM | $917K | 0.3%Prev: 0.6% | 2,477 SH | Decreased-757 SH |
| NVIDIA CORPORATION | COM | $426K | 0.2%Prev: 0.1% | 2,442 SH | Increased-197 SH |
| PGIM ETF TR | TOTAL RETURN BON | $7.6M | 2.8%Prev: 3.2% | 181,912 SH | Increased+32,388 SH |
| PIMCO ETF TR | MULTISECTOR BD | $5.4M | 2.0% | 206,885 SH | New |
| PROCTER & GAMBLE CO | COM | $234K | 0.1% | 1,620 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $707K | 0.3% | 16,342 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.4% | 1,815 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $9.2M | 3.4% | 23,972 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $17.6M | 6.5%Prev: 8.3% | 61,318 SH | Increased-1,366 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $65.1M | 24.1%Prev: 26.6% | 108,898 SH | Increased+7,594 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $17.2M | 6.4%Prev: 7.1% | 65,512 SH | Increased+2,979 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.8M | 5.9%Prev: 6.2% | 80,680 SH | Increased+10,485 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $11.0M | 4.1%Prev: 4.6% | 142,747 SH | Increased+25,504 SH |
| VISA INC | COM CL A | $494K | 0.2%Prev: 0.3% | 1,634 SH | Decreased-43 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 |