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CIK 0001653443 • 6 13F filings • May 12, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | OSHARES US QUALT | $1.7M | 1.4% | 31,542 SH | |
| AMAZON COM INC | COM | $614K | 0.5% | 3,225 SH | |
| APPLE INC | COM | $1.1M | 0.9% | 4,752 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $268K | 0.2% | 7,526 SH | |
| CHEVRON CORP NEW | COM | $510K | 0.4% | 3,049 SH | |
| DEERE & CO | COM | $229K | 0.2% | 488 SH | |
| DRAGONFLY ENERGY HOLDINGS CO | COM NEW | $11K | 0.0% | 11,212 SH | |
| EXXON MOBIL CORP | COM | $697K | 0.6% | 5,861 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $243K | 0.2% | 3,110 SH | |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $569K | 0.5% | 9,213 SH | |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | $264K | 0.2% | 5,714 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.6M | 2.2% | 34,677 SH | |
| INVESCO EXCH TRD SLF IDX FD | BLOOMBERG PRICIN | $1.4M | 1.2% | 16,859 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $331K | 0.3% | 3,208 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $612K | 0.5% | 13,300 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.3M | 1.1% | 7,442 SH | |
| ISHARES TR | CORE DIV GRWTH | $243K | 0.2% | 3,926 SH | |
| ISHARES TR | MSCI USA MIN VOL | $7.5M | 6.3% | 80,376 SH | |
| ISHARES TR | MSCI USA MMENTM | $5.1M | 4.2% | 25,095 SH | |
| ISHARES TR | MSCI USA QLT FCT | $5.2M | 4.4% | 30,718 SH | |
| ISHARES TR | MSCI USA VALUE | $972K | 0.8% | 9,111 SH | |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $831K | 0.7% | 7,210 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $452K | 0.4% | 6,705 SH | |
| JPMORGAN CHASE & CO. | COM | $233K | 0.2% | 952 SH | |
| MICROSOFT CORP | COM | $430K | 0.4% | 1,145 SH | |
| NVIDIA CORPORATION | COM | $880K | 0.7% | 8,119 SH | |
| OREILLY AUTOMOTIVE INC | COM | $521K | 0.4% | 364 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $4.2M | 3.5% | 41,129 SH | |
| PROSHARES TR | S&P MDCP 400 DIV | $3.9M | 3.2% | 47,871 SH | |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $756K | 0.6% | 28,070 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $484K | 0.4% | 21,026 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $5.2M | 4.3% | 219,310 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.2M | 3.5% | 194,601 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.0M | 7.5% | 321,146 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.5M | 2.1% | 99,709 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.3M | 4.4% | 198,891 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.5M | 1.3% | 69,406 SH | |
| SHELL PLC | SPON ADS | $494K | 0.4% | 6,748 SH | |
| SPDR SER TR | MSCI USA STRTGIC | $468K | 0.4% | 2,986 SH | |
| SPDR SER TR | RUSSELL LOW VOL | $955K | 0.8% | 7,535 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $347K | 0.3% | 4,509 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $222K | 0.2% | 2,828 SH | |
| SPDR SER TR | SPDR S&P1500VL | $245K | 0.2% | 1,335 SH | |
| SPDR SER TR | SSGA US LRG ETF | $547K | 0.5% | 3,141 SH | |
| TESLA INC | COM | $749K | 0.6% | 2,892 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $4.5M | 3.7% | 24,383 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 1.4% | 4,557 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $354K | 0.3% | 1,377 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.9M | 2.4% | 18,090 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $225K | 0.2% | 439 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.6M | 3.0% | 13,122 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $6.0M | 5.0% | 34,776 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $229K | 0.2% | 2,469 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $241K | 0.2% | 2,922 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.9M | 3.2% | 19,940 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $299K | 0.2% | 1,483 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $4.5M | 3.7% | 34,584 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.9M | 1.6% | 6,051 SH | |
| WALMART INC | COM | $226K | 0.2% | 2,579 SH | |
| WISDOMTREE TR | US HIGH DIVIDEND | $251K | 0.2% | 2,530 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $2.5M | 2.1% | 32,049 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $209K | 0.2% | 4,228 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $7.9M | 6.6% | 99,218 SH | |
| WISDOMTREE TR | US S CAP QTY DIV | $255K | 0.2% | 5,491 SH | |
| WISDOMTREE TR | US TOTAL DIVIDND | $2.4M | 2.0% | 31,462 SH | |
| WISDOMTREE TR | WISDOMTREE US VA | $425K | 0.4% | 5,169 SH |
| 13F-HR |
| 0001951757-26-001256 |
| $159.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001092 | $128.9M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000833 | $142.2M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000532 | $120.2M | View |