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CIK 0001653443 • 6 13F filings • May 12, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $385K | 0.3%Prev: 0.1% | 2,156 SH | Increased |
| ALPHABET INC | CAP STK CL C | $278K | 0.2%Prev: 0.2% | 1,140 SH | Decreased+53 SH |
| ALPS ETF TR | OSHARES US QUALT | $1.9M | 1.4%Prev: 1.3% | 34,443 SH | Decreased-196 SH |
| AMAZON COM INC | COM | $715K | 0.5%Prev: 0.6% | 3,254 SH | Decreased-472 SH |
| APPLE INC | COM | $1.2M | 0.9%Prev: 0.9% | 4,814 SH | Decreased-189 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $207K | 0.1%Prev: 0.1% | 412 SH | Increased+6 SH |
| CANADIAN NAT RES LTD | COM | $256K | 0.2% | 8,000 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $515K | 0.4% | 12,251 SH | New |
| CHEVRON CORP NEW | COM | $483K | 0.3% | 3,111 SH | New |
| DEERE & CO | COM | $223K | 0.2%Prev: 0.2% | 488 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.2M | 0.9%Prev: 1.0% | 10,956 SH | Decreased-226 SH |
| HANCOCK WHITNEY CORPORATION | COM | $202K | 0.1%Prev: 0.2% | 3,234 SH | Decreased-71 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $376K | 0.3%Prev: 0.3% | 3,427 SH | Decreased-162 SH |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $521K | 0.4%Prev: 0.3% | 8,194 SH | Increased+1,586 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | $261K | 0.2%Prev: 0.1% | 5,643 SH | Increased+1,567 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.4M | 1.7%Prev: 1.4% | 33,204 SH | Increased+4,147 SH |
| INVESCO EXCH TRD SLF IDX FD | BLOOMBERG PRICIN | $1.4M | 1.0% | 15,978 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $422K | 0.3%Prev: 0.3% | 3,679 SH | Decreased-322 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $777K | 0.5%Prev: 0.5% | 13,500 SH | Decreased+814 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.3M | 0.9%Prev: 0.8% | 6,707 SH | Decreased+599 SH |
| INVESCO QQQ TR | UNIT SER 1 | $348K | 0.2%Prev: 0.4% | 580 SH | Decreased-188 SH |
| ISHARES TR | CORE DIV GRWTH | $338K | 0.2%Prev: 0.4% | 4,960 SH | Decreased-3,060 SH |
| ISHARES TR | MSCI USA MIN VOL | $7.3M | 5.1% | 76,323 SH | New |
| ISHARES TR | MSCI USA MMENTM | $6.5M | 4.5%Prev: 5.1% | 25,186 SH | Decreased+1,400 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.9M | 4.1%Prev: 3.9% | 30,254 SH | Decreased+1,988 SH |
| ISHARES TR | MSCI USA VALUE | $938K | 0.7%Prev: 0.9% | 7,499 SH | Decreased+676 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $900K | 0.6%Prev: 0.6% | 7,264 SH | Decreased+470 SH |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $515K | 0.4%Prev: 0.4% | 6,576 SH | Decreased+49 SH |
| JPMORGAN CHASE & CO. | COM | $303K | 0.2% | 961 SH | New |
| MASTERCARD INCORPORATED | CL A | $203K | 0.1% | 358 SH | New |
| MICROSOFT CORP | COM | $894K | 0.6%Prev: 0.4% | 1,726 SH | Increased-58 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.1%Prev: 0.9% | 8,529 SH | Increased+1,675 SH |
| OCCIDENTAL PETE CORP | COM | $237K | 0.2%Prev: 0.2% | 5,007 SH | Decreased-11 SH |
| OREILLY AUTOMOTIVE INC | COM | $589K | 0.4%Prev: 0.3% | 5,460 SH | Increased |
| PALANTIR TECHNOLOGIES INC | CL A | $560K | 0.4%Prev: 0.3% | 3,069 SH | Increased-406 SH |
| PROSHARES TR | S&P 500 DV ARIST | $3.9M | 2.8%Prev: 2.2% | 37,961 SH | Increased-23,580 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $3.9M | 2.7%Prev: 2.4% | 45,578 SH | Increased+4,484 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $942K | 0.7%Prev: 0.7% | 29,331 SH | Decreased-754 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $628K | 0.4%Prev: 0.6% | 24,381 SH | Decreased-5,087 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $5.9M | 4.1%Prev: 4.4% | 222,850 SH | Decreased-2,739 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.9M | 3.5%Prev: 3.4% | 191,408 SH | Decreased+3,482 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.5M | 6.0%Prev: 5.8% | 310,895 SH | Decreased+21,381 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.2M | 2.2%Prev: 2.1% | 99,099 SH | Decreased+1,632 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.9M | 4.2%Prev: 4.5% | 203,568 SH | Decreased-3,866 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.8M | 1.3%Prev: 1.2% | 68,324 SH | Decreased+663 SH |
| SHELL PLC | SPON ADS | $483K | 0.3%Prev: 0.3% | 6,748 SH | Decreased |
| SPDR SERIES TRUST | MSCI USA STRTGIC | $566K | 0.4% | 3,304 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $1.1M | 0.8% | 8,474 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $379K | 0.3% | 4,540 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $251K | 0.2% | 2,836 SH | New |
| SPDR SERIES TRUST | SPDR S&P1500VL | $291K | 0.2% | 1,424 SH | New |
| SPDR SERIES TRUST | SSGA US LRG ETF | $596K | 0.4% | 3,344 SH | New |
| TESLA INC | COM | $3.6M | 2.5%Prev: 2.7% | 8,137 SH | Decreased-2,105 SH |
| TRANSOCEAN LTD | REGISTERED SHS | $47K | 0.0%Prev: 0.0% | 15,000 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $477K | 0.3%Prev: 0.2% | 4,873 SH | Increased+23 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $5.0M | 3.5%Prev: 3.5% | 24,861 SH | Decreased-591 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 1.5%Prev: 1.3% | 4,503 SH | Increased-20,238 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $534K | 0.4%Prev: 0.5% | 1,735 SH | Decreased-492 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.2M | 2.2%Prev: 1.9% | 18,116 SH | Increased+2,843 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $265K | 0.2%Prev: 0.3% | 433 SH | Decreased-327 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $695K | 0.5%Prev: 0.4% | 3,330 SH | Increased+593 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 3.1%Prev: 3.2% | 13,322 SH | Decreased-660 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.7M | 4.7%Prev: 4.9% | 35,659 SH | Decreased-472 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $329K | 0.2%Prev: 0.2% | 2,733 SH | Decreased-229 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $215K | 0.2%Prev: 0.1% | 2,407 SH | Increased+472 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.3M | 3.0%Prev: 2.8% | 19,931 SH | Decreased+1,039 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $245K | 0.2%Prev: 0.2% | 1,277 SH | Decreased-5 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $390K | 0.3%Prev: 0.3% | 1,596 SH | Decreased-115 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $4.8M | 3.4%Prev: 3.5% | 35,209 SH | Decreased+931 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.5M | 1.7%Prev: 1.6% | 6,099 SH | Decreased-23,744 SH |
| WALMART INC | COM | $235K | 0.2%Prev: 0.2% | 2,280 SH | Decreased-34 SH |
| WISDOMTREE TR | US AI ENHANCED | $240K | 0.2%Prev: 0.1% | 2,100 SH | Increased+377 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $239K | 0.2%Prev: 0.1% | 2,370 SH | Increased+511 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $3.2M | 2.3%Prev: 2.3% | 37,168 SH | Decreased-1,334 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $239K | 0.2%Prev: 0.1% | 4,563 SH | Increased+622 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $9.2M | 6.5%Prev: 6.7% | 103,936 SH | Decreased-7,128 SH |
| WISDOMTREE TR | US S CAP QTY DIV | $250K | 0.2% | 5,001 SH | New |
| WISDOMTREE TR | US TOTAL DIVIDND | $2.6M | 1.9%Prev: 1.8% | 31,478 SH | Decreased-92 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $655K | 0.5% | 7,199 SH | New |
| 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 |