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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 | $1.3M | 0.4%Prev: 0.3% | 3,680 SH | Increased-762 SH |
| AMAZON COM INC | COM | $812K | 0.3%Prev: 0.3% | 3,408 SH | Increased-40 SH |
| APPLE INC | COM | $1.5M | 0.5%Prev: 0.5% | 5,157 SH | Increased-679 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $435K | 0.1%Prev: 0.5% | 869 SH | Decreased-1,252 SH |
| BLACKROCK INC | COM | $466K | 0.1%Prev: 0.2% | 484 SH | Decreased+24 SH |
| COSTCO WHOLESALE CORPORATION | COM | $225K | 0.1% | 240 SH | New |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $3.0M | 0.9%Prev: 1.2% | 62,460 SH | Increased+3,362 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $14.6M | 4.6%Prev: 4.6% | 180,710 SH | Increased+15,526 SH |
| HCA HEALTHCARE INC | COM | $419K | 0.1%Prev: 0.2% | 1,075 SH | Decreased-156 SH |
| HOME DEPOT INC | COM | $550K | 0.2%Prev: 0.3% | 1,561 SH | Decreased-74 SH |
| INVESCO QQQ TR | UNIT SER 1 | $40.6M | 12.6%Prev: 12.2% | 55,168 SH | Increased+5,380 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $15.7M | 4.9%Prev: 5.9% | 153,718 SH | Increased+24,392 SH |
| ISHARES TR | CORE 40 MODE ETF | $14.1M | 4.4% | 283,095 SH | New |
| ISHARES TR | CORE S&P500 ETF | $276K | 0.1%Prev: 0.1% | 369 SH | Increased+1 SH |
| ISHARES TR | INTL DIV GRWTH | $40.7M | 12.6%Prev: 13.5% | 462,543 SH | Increased+77,400 SH |
| ISHARES TR | SELECT DIVID ETF | $228K | 0.1%Prev: 0.1% | 1,462 SH | Increased-132 SH |
| JPMORGAN CHASE & CO | COM | $1.6M | 0.5% | 4,784 SH | New |
| MASTERCARD INCORPORATED | CL A | $273K | 0.1%Prev: 0.1% | 531 SH | Decreased-39 SH |
| MICROSOFT CORP | COM | $940K | 0.3%Prev: 0.7% | 2,520 SH | Decreased-692 SH |
| NVIDIA CORPORATION | COM | $476K | 0.1%Prev: 0.2% | 2,378 SH | Increased-212 SH |
| OPEN LENDING CORP | COM | $144K | 0.0% | 46,418 SH | New |
| PGIM ETF TR | TOTA RETU BD ETF | $7.8M | 2.4% | 189,244 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $5.7M | 1.8% | 216,205 SH | New |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $1.5M | 0.5%Prev: 0.8% | 77,941 SH | Decreased-16,914 SH |
| PROCTER & GAMBLE CO | COM | $233K | 0.1% | 1,586 SH | New |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | $3.0M | 0.9% | 119,670 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $352K | 0.1% | 11,718 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $418K | 0.1% | 4,755 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.4M | 0.4% | 1,820 SH | New |
| UNITEDHEALTH GROUP INC | COM | $217K | 0.1%Prev: 0.1% | 522 SH | Decreased-192 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $15.4M | 4.8%Prev: 3.1% | 23,453 SH | Increased-1,414 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $20.4M | 6.3%Prev: 6.7% | 252,672 SH | Increased+198,481 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $76.7M | 23.8%Prev: 24.9% | 111,684 SH | Increased+13,289 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $20.2M | 6.3%Prev: 6.3% | 66,781 SH | Increased+7,219 SH |
| VANGUARD INDEX FDS | VALUE ETF | $18.0M | 5.6%Prev: 5.8% | 82,596 SH | Increased+9,442 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $11.5M | 3.6%Prev: 4.4% | 148,577 SH | Increased+21,891 SH |
| VISA INC | COM CL A | $557K | 0.2%Prev: 0.3% | 1,624 SH | Decreased-47 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 |