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CIK 0002018166 • 6 13F filings • May 28, 2025 – Aug 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | DISRUPTORS ETF | $2.8M | 1.5% | 21,460 SH | New |
| AB ACTIVE ETFS INC | HIGH YIELD ETF | $9.1M | 5.0%Prev: 4.9% | 243,655 SH | Increased+28,139 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $17.7M | 9.7% | 157,237 SH | New |
| APPLOVIN CORP | COM CL A | $1.8M | 1.0% | 3,783 SH | New |
| BIOVENTUS INC | COM CL A | $1.8M | 1.0% | 172,900 SH | New |
| CHART INDS INC | COM | $1.6M | 0.9% | 7,534 SH | New |
| DIEBOLD NIXDORF INC | COM SHS | $1.6M | 0.9% | 20,578 SH | New |
| EASTERN BANKSHARES INC | COM | $1.6M | 0.9% | 80,880 SH | New |
| EATON CORP PLC | SHS | $532K | 0.3%Prev: 0.2% | 1,296 SH | Increased-65 SH |
| ETFIS SER TR I | VIRTUS INFRCAP | $8.2M | 4.5%Prev: 4.0% | 377,150 SH | Increased+67,583 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $15.7M | 8.6%Prev: 7.7% | 401,971 SH | Increased-18,519 SH |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $1.9M | 1.0% | 44,703 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | $3.3M | 1.8% | 31,929 SH | New |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | $7.3M | 4.0%Prev: 4.1% | 339,240 SH | Increased+25,759 SH |
| FLEXSHARES TR | CR SCD US BD | $10.9M | 6.0%Prev: 6.1% | 225,020 SH | Increased+19,420 SH |
| GLOBAL X FDS | DATA CTR & DIGIT | $2.9M | 1.6%Prev: 0.9% | 98,007 SH | Increased+10,923 SH |
| GOODYEAR TIRE & RUBR CO | COM | $1.7M | 0.9% | 236,867 SH | New |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $5.1M | 2.8% | 129,988 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $7.3M | 4.0%Prev: 3.4% | 82,617 SH | Increased-4,796 SH |
| ISHARES TR | CORE INTL AGGR | $12.1M | 6.6%Prev: 6.7% | 241,993 SH | Increased+23,088 SH |
| ISHARES TR | MSCI USA MMENTM | $2.8M | 1.5% | 9,543 SH | New |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $8.2M | 4.5% | 158,241 SH | New |
| JPMORGAN CHASE & CO | COM | $576K | 0.3% | 1,862 SH | New |
| LIVE NATION ENTERTAINMENT IN | COM | $1.6M | 0.9%Prev: 1.1% | 10,223 SH | Decreased-3,355 SH |
| LSI INDS INC OHIO | COM | $2.0M | 1.1%Prev: 0.8% | 84,696 SH | Increased+5,682 SH |
| RENAISSANCERE HLDGS LTD | COM | $1.6M | 0.9%Prev: 0.8% | 5,295 SH | Increased-316 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $5.4M | 3.0% | 132,401 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $10.0M | 5.5% | 96,476 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $277K | 0.2%Prev: 0.1% | 416 SH | Increased+122 SH |
| VICTORY PORTFOLIOS II | USAA MSCI USA SM | $8.6M | 4.8%Prev: 4.2% | 83,430 SH | Increased-3,355 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $21.9M | 12.0%Prev: 11.2% | 221,408 SH | Increased-1,103 SH |
| WISDOMTREE TR | WSDM EMKTBD FD | $4.0M | 2.2%Prev: 2.1% | 60,680 SH | Increased+7,468 SH |
| 13F-HR |
| 0002018166-26-000003 |
| $192.4M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002018166-25-000005 | $156.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002018166-26-000002 | $181.9M | View |
| May 28, 2025 | Q1 2025 | 13F-HR | 0002018166-25-000004 | $163.5M | View |