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CIK 0001831985 • 6 13F filings • May 14, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $462K | 0.2%Prev: 0.2% | 1,476 SH | Increased-48 SH |
| ALPS ETF TR | OSHARES US SMLCP | $2.2M | 0.9%Prev: 1.0% | 51,012 SH | Decreased-1,390 SH |
| AMAZON COM INC | COM | $286K | 0.1%Prev: 0.1% | 1,237 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $11.7M | 4.9%Prev: 4.8% | 141,759 SH | Increased+445 SH |
| APPLE INC | COM | $273K | 0.1%Prev: 0.1% | 1,005 SH | Decreased-194 SH |
| APPLIED MATLS INC | COM | $341K | 0.1%Prev: 0.2% | 1,328 SH | Decreased-612 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $635K | 0.3%Prev: 0.3% | 1,264 SH | Decreased |
| CAPITAL ONE FINL CORP | COM | $439K | 0.2%Prev: 0.2% | 1,812 SH | Increased |
| COTERRA ENERGY INC | COM | $205K | 0.1% | 7,787 SH | New |
| CVS HEALTH CORP | COM | $289K | 0.1%Prev: 0.1% | 3,638 SH | Increased |
| DAVIS FUNDAMENTAL ETF TR | SELECT FINL | $1.3M | 0.5%Prev: 0.5% | 26,368 SH | Increased |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | $11.4M | 4.8%Prev: 4.8% | 232,664 SH | Increased-2,934 SH |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $7.1M | 3.0%Prev: 1.6% | 273,688 SH | Increased+124,974 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $15.2M | 6.4%Prev: 6.4% | 130,070 SH | Increased-5,551 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 VL | $749K | 0.3%Prev: 0.3% | 5,858 SH | Increased+142 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $38.7M | 16.3%Prev: 15.9% | 201,965 SH | Increased+7,191 SH |
| ISHARES TR | CORE S&P500 ETF | $43.7M | 18.4%Prev: 18.6% | 63,851 SH | Increased-755 SH |
| ISHARES TR | US SML CAP EQT | $763K | 0.3%Prev: 0.3% | 10,188 SH | Increased+110 SH |
| JPMORGAN CHASE & CO. | COM | $409K | 0.2%Prev: 0.2% | 1,270 SH | Decreased-85 SH |
| META PLATFORMS INC | CL A | $348K | 0.1%Prev: 0.2% | 527 SH | Decreased+33 SH |
| MGM RESORTS INTERNATIONAL | COM | $264K | 0.1%Prev: 0.1% | 7,246 SH | Increased-251 SH |
| MICROSOFT CORP | COM | $479K | 0.2%Prev: 0.2% | 990 SH | Decreased-95 SH |
| PACER FDS TR | TRENDPILOT INTL | $6.5M | 2.7%Prev: 2.7% | 207,789 SH | Increased-970 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.6M | 2.3% | 161,538 SH | New |
| UNITED STS COMMODITY INDEX F | COMM IDX FND | $6.7M | 2.8%Prev: 2.9% | 86,688 SH | Increased+1,147 SH |
| US BANCORP DEL | COM NEW | $321K | 0.1%Prev: 0.1% | 6,017 SH | Increased+31 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $14.0M | 5.9%Prev: 6.2% | 50,304 SH | Decreased+1,176 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $11.4M | 4.8%Prev: 5.0% | 39,206 SH | Decreased-146 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.3%Prev: 1.6% | 11,701 SH | Decreased-2,763 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.8M | 2.5%Prev: 2.6% | 108,597 SH | Decreased-1,648 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $241K | 0.1%Prev: 0.1% | 1,706 SH | Increased+50 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $2.5M | 1.1%Prev: 1.7% | 45,672 SH | Decreased-23,756 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.7M | 4.5%Prev: 4.5% | 141,621 SH | Increased-816 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $3.7M | 1.5%Prev: 1.6% | 19,022 SH | Increased-242 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $2.1M | 0.9%Prev: 0.9% | 5,455 SH | Decreased+8 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $926K | 0.4%Prev: 0.4% | 4,383 SH | Increased+52 SH |
| VANGUARD WORLD FD | ENERGY ETF | $1.8M | 0.8%Prev: 0.8% | 14,244 SH | Decreased-287 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $3.8M | 1.6%Prev: 1.6% | 28,817 SH | Increased+715 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.5M | 1.5%Prev: 1.4% | 12,295 SH | Increased-118 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $3.3M | 1.4%Prev: 1.4% | 11,101 SH | Increased-42 SH |
| VANGUARD WORLD FD | INF TECH ETF | $10.6M | 4.5%Prev: 4.5% | 14,042 SH | Increased+68 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $1.2M | 0.5%Prev: 0.5% | 5,848 SH | Increased-70 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $617K | 0.3%Prev: 0.2% | 3,337 SH | Increased+769 SH |
| VIATRIS INC | COM | $281K | 0.1%Prev: 0.1% | 22,592 SH | Increased+3,001 SH |
| WELLS FARGO CO NEW | COM | $260K | 0.1%Prev: 0.1% | 2,786 SH | Increased |
| ZACKS TRUST | EARNGS CONSTANT | $726K | 0.3%Prev: 0.3% | 20,873 SH | Increased |
| ZACKS TRUST | QUALITY INTERNAT | $318K | 0.1%Prev: 0.1% | 11,997 SH | Increased+21 SH |
| ZACKS TRUST | SMALL/MID CAP | $282K | 0.1%Prev: 0.1% | 7,614 SH | Decreased |
| 13F-HR |
| 0001951757-26-001108 |
| $319.1M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001001 | $179.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000668 | $284.1M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000558 | $168.7M | View |