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CIK 0002136102 • 3 13F filings • Jul 10, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $922K | 0.9%Prev: 2.0% | 4,304 SH | Decreased+132 SH |
| ALPHABET INC | CAP STK CL A | $500K | 0.5%Prev: 0.3% | 1,598 SH | Increased+479 SH |
| AMAZON COM INC | COM | $778K | 0.8%Prev: 0.5% | 3,370 SH | Increased+869 SH |
| APPLE INC | COM | $803K | 0.8%Prev: 0.7% | 2,954 SH | Decreased+63 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $381K | 0.4% | 356 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $304K | 0.3%Prev: 0.3% | 605 SH | Decreased-97 SH |
| BROADCOM INC | COM | $779K | 0.8%Prev: 0.7% | 2,251 SH | Decreased+82 SH |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $690K | 0.7%Prev: 1.2% | 19,361 SH | Decreased-19,595 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.2M | 6.2% | 141,895 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $5.3M | 5.3% | 153,033 SH | New |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $1.7M | 1.7%Prev: 2.3% | 60,716 SH | Decreased-38,670 SH |
| CHEVRON CORP NEW | COM | $438K | 0.4% | 2,872 SH | New |
| CISCO SYS INC | COM | $379K | 0.4%Prev: 0.5% | 4,926 SH | Decreased+98 SH |
| CORNING INC | COM | $212K | 0.2%Prev: 0.4% | 2,425 SH | Decreased+333 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 1.2% | 1,401 SH | New |
| CUMMINS INC | COM | $203K | 0.2%Prev: 0.2% | 398 SH | Decreased-2 SH |
| DELL TECHNOLOGIES INC | CL C | $234K | 0.2%Prev: 0.7% | 1,861 SH | Decreased+46 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5.0M | 5.0%Prev: 6.3% | 72,019 SH | Decreased-20,683 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | $304K | 0.3% | 12,075 SH | New |
| INTUIT | COM | $254K | 0.3% | 384 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $426K | 0.4%Prev: 0.2% | 752 SH | Increased+73 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.6M | 1.6%Prev: 2.2% | 13,075 SH | Decreased-3,142 SH |
| ISHARES TR | NATIONAL MUN ETF | $218K | 0.2%Prev: 0.2% | 2,035 SH | Decreased-15 SH |
| ISHARES TR | RUS 1000 ETF | $301K | 0.3%Prev: 0.3% | 807 SH | Decreased+41 SH |
| ISHARES TR | RUS TP200 GR ETF | $443K | 0.4%Prev: 0.4% | 1,599 SH | Increased+112 SH |
| ISHARES TR | RUSSELL 3000 ETF | $367K | 0.4%Prev: 0.3% | 949 SH | Decreased+11 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.9M | 5.9%Prev: 8.4% | 116,832 SH | Decreased-83,222 SH |
| JOHNSON & JOHNSON | COM | $1.0M | 1.0%Prev: 1.0% | 4,940 SH | Decreased+9 SH |
| MICROSOFT CORP | COM | $814K | 0.8%Prev: 0.5% | 1,683 SH | Increased+41 SH |
| OREILLY AUTOMOTIVE INC | COM | $210K | 0.2%Prev: 0.2% | 2,305 SH | Decreased-8 SH |
| PGIM ETF TR | ACTV HY BD ETF | $1.0M | 1.0%Prev: 0.9% | 28,465 SH | Decreased-3,749 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $304K | 0.3% | 3,780 SH | New |
| REALTY INCOME CORP | COM | $331K | 0.3%Prev: 0.3% | 5,865 SH | Decreased+119 SH |
| RTX CORPORATION | COM | $211K | 0.2%Prev: 0.2% | 1,152 SH | Decreased+21 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $428K | 0.4%Prev: 0.3% | 17,578 SH | Increased+268 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $311K | 0.3% | 11,343 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.5M | 8.4%Prev: 9.9% | 260,591 SH | Decreased-90,670 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $238K | 0.2% | 349 SH | New |
| T ROWE PRICE ETF INC | PRICE EQT INCOME | $511K | 0.5% | 11,312 SH | New |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $3.4M | 3.4% | 68,005 SH | New |
| TESLA INC | COM | $527K | 0.5%Prev: 0.4% | 1,172 SH | Increased+8 SH |
| TJX COS INC NEW | COM | $303K | 0.3%Prev: 0.2% | 1,971 SH | Increased+291 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.6M | 2.6%Prev: 4.1% | 33,962 SH | Decreased-30,023 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $14.0M | 13.9%Prev: 8.3% | 281,095 SH | Increased+81,102 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.9M | 3.9%Prev: 2.6% | 8,017 SH | Increased-28,764 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $222K | 0.2%Prev: 0.2% | 1,252 SH | Decreased+49 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 1.0%Prev: 0.5% | 3,553 SH | Increased-3,169 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $885K | 0.9%Prev: 0.4% | 4,177 SH | Increased+1,961 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 2.1%Prev: 0.9% | 8,010 SH | Increased+4,527 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $701K | 0.7%Prev: 0.7% | 2,090 SH | Decreased-85 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.5M | 5.5%Prev: 3.4% | 28,843 SH | Increased+10,278 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $233K | 0.2%Prev: 0.2% | 1,649 SH | Decreased-145 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $261K | 0.3%Prev: 0.2% | 5,194 SH | Increased+266 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.1M | 3.1%Prev: 1.5% | 51,489 SH | Increased+20,408 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.7M | 5.7%Prev: 7.0% | 25,962 SH | Decreased-9,538 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 3.3%Prev: 2.0% | 53,342 SH | Increased+19,900 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $1.2M | 1.2%Prev: 1.6% | 6,246 SH | Decreased-1,272 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $530K | 0.5%Prev: 0.3% | 3,690 SH | Increased+1,185 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $394K | 0.4%Prev: 0.3% | 4,305 SH | Increased+221 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $322K | 0.3%Prev: 0.3% | 781 SH | Decreased-3,783 SH |
| VICI PPTYS INC | COM | $226K | 0.2%Prev: 0.2% | 8,020 SH | Increased+185 SH |
| WALMART INC | COM | $473K | 0.5%Prev: 0.4% | 4,247 SH | Increased+285 SH |
| 13F-HR |
| 0002136102-26-000002 |
| $101.8M |
| View |