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CIK 0001653443 • 6 13F filings • May 12, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $205K | 0.2%Prev: 0.2% | 1,158 SH | Decreased+117 SH |
| ALPS ETF TR | OSHARES US QUALT | $1.8M | 1.4%Prev: 1.4% | 32,794 SH | Decreased-3,044 SH |
| AMAZON COM INC | COM | $705K | 0.5%Prev: 0.5% | 3,215 SH | Decreased-177 SH |
| APPLE INC | COM | $979K | 0.8%Prev: 0.9% | 4,771 SH | Decreased-126 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $286K | 0.2%Prev: 0.6% | 7,245 SH | Decreased-14,240 SH |
| CHEVRON CORP NEW | COM | $445K | 0.3% | 3,110 SH | New |
| DEERE & CO | COM | $248K | 0.2%Prev: 0.2% | 488 SH | Decreased |
| DRAGONFLY ENERGY HOLDINGS CO | COM NEW | $4K | 0.0% | 26,212 SH | New |
| EXXON MOBIL CORP | COM | $637K | 0.5%Prev: 1.3% | 5,909 SH | Decreased-5,208 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $301K | 0.2%Prev: 0.3% | 3,088 SH | Decreased-300 SH |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $509K | 0.4%Prev: 0.4% | 8,248 SH | Increased+207 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | $258K | 0.2%Prev: 0.2% | 5,669 SH | Increased+978 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.4M | 1.9%Prev: 1.6% | 32,922 SH | Increased+1,647 SH |
| INVESCO EXCH TRD SLF IDX FD | BLOOMBERG PRICIN | $1.4M | 1.1%Prev: 1.0% | 15,903 SH | Decreased-126 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $404K | 0.3%Prev: 0.3% | 3,675 SH | Decreased-109 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $672K | 0.5%Prev: 0.5% | 12,906 SH | Decreased-435 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.2M | 0.9%Prev: 0.8% | 6,704 SH | Increased+689 SH |
| INVESCO QQQ TR | UNIT SER 1 | $242K | 0.2%Prev: 0.3% | 439 SH | Decreased-239 SH |
| ISHARES TR | CORE DIV GRWTH | $317K | 0.2%Prev: 0.3% | 4,954 SH | Decreased-2,033 SH |
| ISHARES TR | MSCI USA MIN VOL | $7.2M | 5.6%Prev: 4.7% | 76,993 SH | Increased+4,972 SH |
| ISHARES TR | MSCI USA MMENTM | $6.0M | 4.7%Prev: 4.0% | 25,071 SH | Increased+1,311 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.6M | 4.3%Prev: 3.9% | 30,505 SH | Increased+1,511 SH |
| ISHARES TR | MSCI USA VALUE | $864K | 0.7%Prev: 0.7% | 7,633 SH | Decreased+611 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $900K | 0.7%Prev: 0.6% | 7,612 SH | Increased+1,034 SH |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $493K | 0.4%Prev: 0.4% | 6,724 SH | Decreased+212 SH |
| JPMORGAN CHASE & CO. | COM | $277K | 0.2% | 957 SH | New |
| MICROSOFT CORP | COM | $851K | 0.7%Prev: 0.4% | 1,710 SH | Increased+51 SH |
| NETFLIX INC | COM | $205K | 0.2% | 153 SH | New |
| NVIDIA CORPORATION | COM | $1.3M | 1.0%Prev: 1.1% | 8,240 SH | Decreased-575 SH |
| OREILLY AUTOMOTIVE INC | COM | $492K | 0.4%Prev: 0.4% | 5,460 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $215K | 0.2%Prev: 0.3% | 1,574 SH | Decreased-1,315 SH |
| PROSHARES TR | S&P 500 DV ARIST | $4.0M | 3.1%Prev: 2.5% | 39,565 SH | Increased+6,412 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $3.7M | 2.9%Prev: 2.7% | 45,974 SH | Decreased+2,248 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $804K | 0.6%Prev: 0.7% | 26,950 SH | Decreased-3,262 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $535K | 0.4%Prev: 0.6% | 22,310 SH | Decreased-6,640 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $5.4M | 4.2%Prev: 4.4% | 221,351 SH | Decreased-4,129 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.6M | 3.6%Prev: 3.3% | 193,619 SH | Decreased+6,568 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.4M | 6.5%Prev: 6.3% | 318,606 SH | Decreased+24,578 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.9M | 2.2%Prev: 2.0% | 98,381 SH | Increased+1,210 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.5M | 4.3%Prev: 4.4% | 199,752 SH | Decreased-7,153 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.7M | 1.3%Prev: 1.2% | 68,151 SH | Decreased+2,132 SH |
| SHELL PLC | SPON ADS | $475K | 0.4%Prev: 0.4% | 6,748 SH | Decreased |
| SPDR SERIES TRUST | MSCI USA STRTGIC | $522K | 0.4% | 3,202 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $1.0M | 0.8% | 8,008 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $359K | 0.3% | 4,526 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $225K | 0.2% | 2,826 SH | New |
| SPDR SERIES TRUST | SPDR S&P1500VL | $316K | 0.2% | 1,644 SH | New |
| SPDR SERIES TRUST | SSGA US LRG ETF | $567K | 0.4% | 3,246 SH | New |
| TESLA INC | COM | $2.5M | 1.9%Prev: 2.6% | 7,826 SH | Decreased-1,939 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $4.7M | 3.6%Prev: 3.7% | 24,741 SH | Decreased-980 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0M | 1.5%Prev: 1.3% | 4,480 SH | Increased+374 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $463K | 0.4%Prev: 0.5% | 1,624 SH | Decreased-632 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.0M | 2.3%Prev: 2.1% | 18,073 SH | Decreased+1,775 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $249K | 0.2%Prev: 0.3% | 438 SH | Decreased-296 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 3.2%Prev: 3.0% | 13,459 SH | Decreased+192 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.3M | 4.9%Prev: 5.0% | 35,445 SH | Decreased-647 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $270K | 0.2%Prev: 0.2% | 2,472 SH | Decreased-260 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $205K | 0.2% | 2,404 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.1M | 3.2%Prev: 2.9% | 19,997 SH | Decreased+706 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $220K | 0.2%Prev: 0.2% | 1,277 SH | Decreased-3 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $333K | 0.3%Prev: 0.3% | 1,482 SH | Decreased-356 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $4.5M | 3.5%Prev: 3.6% | 34,595 SH | Decreased-296 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.2M | 1.7%Prev: 1.5% | 6,052 SH | Increased+71 SH |
| WALMART INC | COM | $223K | 0.2%Prev: 0.2% | 2,280 SH | Decreased-33 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $235K | 0.2%Prev: 0.1% | 2,450 SH | Increased+557 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $2.8M | 2.2%Prev: 2.4% | 34,096 SH | Decreased-3,670 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $212K | 0.2%Prev: 0.1% | 4,239 SH | Increased+310 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $8.5M | 6.6%Prev: 6.9% | 101,824 SH | Decreased-10,036 SH |
| WISDOMTREE TR | US S CAP QTY DIV | $237K | 0.2% | 5,084 SH | New |
| WISDOMTREE TR | US TOTAL DIVIDND | $2.6M | 2.0%Prev: 1.9% | 32,338 SH | Decreased+1,333 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $544K | 0.4%Prev: 0.7% | 6,293 SH | Decreased-3,535 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 |