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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 | $316K | 0.2%Prev: 0.3% | 2,156 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $310K | 0.2%Prev: 0.2% | 987 SH | Increased-153 SH |
| ALPS ETF TR | OSHARES US QUALT | $2.1M | 1.4%Prev: 1.4% | 36,016 SH | Increased+1,573 SH |
| AMAZON COM INC | COM | $751K | 0.5%Prev: 0.5% | 3,254 SH | Increased |
| APPLE INC | COM | $1.3M | 0.9%Prev: 0.9% | 4,699 SH | Increased-115 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $207K | 0.1%Prev: 0.1% | 412 SH | Decreased |
| CANADIAN NAT RES LTD | COM | $271K | 0.2%Prev: 0.2% | 8,000 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $786K | 0.5%Prev: 0.4% | 18,022 SH | Increased+5,771 SH |
| CHEVRON CORP NEW | COM | $479K | 0.3%Prev: 0.3% | 3,142 SH | Decreased+31 SH |
| DEERE & CO | COM | $227K | 0.2%Prev: 0.2% | 488 SH | Increased |
| EXXON MOBIL CORP | COM | $1.3M | 0.9%Prev: 0.9% | 11,001 SH | Increased+45 SH |
| HANCOCK WHITNEY CORPORATION | COM | $207K | 0.1%Prev: 0.1% | 3,256 SH | Increased+22 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $425K | 0.3%Prev: 0.3% | 3,636 SH | Increased+209 SH |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $501K | 0.3%Prev: 0.4% | 8,025 SH | Decreased-169 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | $249K | 0.2%Prev: 0.2% | 5,375 SH | Decreased-268 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.3M | 1.6%Prev: 1.7% | 32,431 SH | Decreased-773 SH |
| INVESCO EXCH TRD SLF IDX FD | BLOOMBERG PRICIN | $1.5M | 1.0%Prev: 1.0% | 16,235 SH | Increased+257 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $450K | 0.3%Prev: 0.3% | 3,806 SH | Increased+127 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $832K | 0.6%Prev: 0.5% | 14,042 SH | Increased+542 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.3M | 0.9%Prev: 0.9% | 6,601 SH | Decreased-106 SH |
| INVESCO QQQ TR | UNIT SER 1 | $417K | 0.3%Prev: 0.2% | 679 SH | Increased+99 SH |
| ISHARES TR | CORE DIV GRWTH | $416K | 0.3%Prev: 0.2% | 5,987 SH | Increased+1,027 SH |
| ISHARES TR | MSCI USA MIN VOL | $7.0M | 4.8%Prev: 5.1% | 74,484 SH | Decreased-1,839 SH |
| ISHARES TR | MSCI USA MMENTM | $6.2M | 4.3%Prev: 4.5% | 24,749 SH | Decreased-437 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.9M | 4.1%Prev: 4.1% | 29,825 SH | Increased-429 SH |
| ISHARES TR | MSCI USA VALUE | $1.0M | 0.7%Prev: 0.7% | 7,400 SH | Increased-99 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $852K | 0.6%Prev: 0.6% | 6,872 SH | Decreased-392 SH |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $522K | 0.4%Prev: 0.4% | 6,541 SH | Increased-35 SH |
| JPMORGAN CHASE & CO. | COM | $295K | 0.2%Prev: 0.2% | 914 SH | Decreased-47 SH |
| MASTERCARD INCORPORATED | CL A | $203K | 0.1%Prev: 0.1% | 356 SH | Decreased-2 SH |
| MICROSOFT CORP | COM | $834K | 0.6%Prev: 0.6% | 1,725 SH | Decreased-1 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.1%Prev: 1.1% | 8,658 SH | Increased+129 SH |
| OCCIDENTAL PETE CORP | COM | $206K | 0.1%Prev: 0.2% | 5,007 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $498K | 0.3%Prev: 0.4% | 5,460 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $555K | 0.4%Prev: 0.4% | 3,123 SH | Decreased+54 SH |
| PROSHARES TR | S&P 500 DV ARIST | $3.8M | 2.6%Prev: 2.8% | 36,094 SH | Decreased-1,867 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $3.8M | 2.6%Prev: 2.7% | 44,950 SH | Decreased-628 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $1.0M | 0.7%Prev: 0.7% | 31,055 SH | Increased+1,724 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $744K | 0.5%Prev: 0.4% | 28,007 SH | Increased+3,626 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $6.2M | 4.2%Prev: 4.1% | 227,268 SH | Increased+4,418 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $5.0M | 3.4%Prev: 3.5% | 189,560 SH | Increased-1,848 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.3M | 5.7%Prev: 6.0% | 300,914 SH | Decreased-9,981 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.2M | 2.2%Prev: 2.2% | 98,039 SH | Increased-1,060 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $6.2M | 4.2%Prev: 4.2% | 208,309 SH | Increased+4,741 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.8M | 1.3%Prev: 1.3% | 68,433 SH | Increased+109 SH |
| SHELL PLC | SPON ADS | $496K | 0.3%Prev: 0.3% | 6,748 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $3.3M | 2.3% | 24,666 SH | New |
| TESLA INC | COM | $4.0M | 2.7%Prev: 2.5% | 8,804 SH | Increased+667 SH |
| TRANSOCEAN LTD | REGISTERED SHS | $62K | 0.0%Prev: 0.0% | 15,000 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $398K | 0.3%Prev: 0.3% | 4,873 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $5.3M | 3.6%Prev: 3.5% | 25,649 SH | Increased+788 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 1.5%Prev: 1.5% | 4,413 SH | Decreased-90 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $663K | 0.5%Prev: 0.4% | 2,107 SH | Increased+372 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.1M | 2.1%Prev: 2.2% | 17,199 SH | Decreased-917 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $398K | 0.3%Prev: 0.2% | 635 SH | Increased+202 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $687K | 0.5%Prev: 0.5% | 3,243 SH | Decreased-87 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.5M | 3.1%Prev: 3.1% | 13,546 SH | Increased+224 SH |
| VANGUARD INDEX FDS | VALUE ETF | $7.0M | 4.8%Prev: 4.7% | 36,434 SH | Increased+775 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $365K | 0.3%Prev: 0.2% | 2,996 SH | Increased+263 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $223K | 0.2%Prev: 0.2% | 2,411 SH | Increased+4 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.4M | 3.0%Prev: 3.0% | 19,933 SH | Increased+2 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $245K | 0.2%Prev: 0.2% | 1,279 SH | Decreased+2 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $463K | 0.3%Prev: 0.3% | 1,844 SH | Increased+248 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $5.1M | 3.5%Prev: 3.4% | 35,905 SH | Increased+696 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.5M | 1.7%Prev: 1.7% | 6,020 SH | Increased-79 SH |
| WALMART INC | COM | $254K | 0.2%Prev: 0.2% | 2,280 SH | Increased |
| WISDOMTREE TR | US AI ENHANCED | $233K | 0.2%Prev: 0.2% | 2,026 SH | Decreased-74 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $231K | 0.2%Prev: 0.2% | 2,271 SH | Decreased-99 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $3.5M | 2.4%Prev: 2.3% | 39,861 SH | Increased+2,693 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $236K | 0.2%Prev: 0.2% | 4,577 SH | Decreased+14 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $10.0M | 6.9%Prev: 6.5% | 111,605 SH | Increased+7,669 SH |
| WISDOMTREE TR | US S CAP QTY DIV | $232K | 0.2%Prev: 0.2% | 4,668 SH | Decreased-333 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $2.7M | 1.8%Prev: 1.9% | 31,662 SH | Increased+184 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $892K | 0.6%Prev: 0.5% | 9,565 SH | Increased+2,366 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 |