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CIK 0002068635 • 5 13F filings • Jul 9, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $282K | 0.3% | 1,919 SH | |
| AMAZON COM INC | COM | $261K | 0.3% | 1,373 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.0M | 1.9% | 32,482 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $6.2M | 6.0% | 93,314 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.8M | 1.7% | 20,506 SH | |
| APPLE INC | COM | $456K | 0.4% | 2,052 SH | |
| ETFIS SER TR I | VIRTUS NEWFLEET | $713K | 0.7% | 31,580 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.2M | 4.1% | 21,810 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $13.7M | 13.3% | 339,837 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 1.1% | 2,344 SH | |
| ISHARES TR | 20 YR TR BD ETF | $2.5M | 2.4% | 27,462 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 1.2% | 16,471 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 1.2% | 17,054 SH | |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 2.0% | 11,983 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 1.3% | 3,595 SH | |
| ISHARES TR | RUSEL 2500 ETF | $207K | 0.2% | 3,313 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $459K | 0.4% | 6,219 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $1.8M | 1.8% | 38,725 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.9M | 4.8% | 86,044 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.5M | 1.4% | 28,883 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $884K | 0.9% | 15,648 SH | |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $1.8M | 1.7% | 42,319 SH | |
| PGIM ETF TR | TOTAL RETURN BON | $15.2M | 14.8% | 364,767 SH | |
| POLARIS INC | COM | $703K | 0.7% | 17,169 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $23.5M | 22.8% | 1,090,369 SH | |
| SPDR SER TR | PORTFOLIO LN TSR | $229K | 0.2% | 8,386 SH | |
| STRATEGIC TRUST | RUNNING GWTH ETF | $8.4M | 8.2% | 259,510 SH | |
| TIMOTHY PLAN | PLAN MARKET NEUT | $226K | 0.2% | 9,429 SH | |
| UNITEDHEALTH GROUP INC | COM | $220K | 0.2% | 420 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $352K | 0.3% | 684 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $294K | 0.3% | 1,577 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 2.9% | 10,984 SH | |
| XCEL ENERGY INC | COM | $249K | 0.2% | 3,516 SH |
| 13F-HR |
| 0002068635-25-000007 |
| $162.4M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0002068635-26-000004 | $251.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0002068635-25-000005 | $135.8M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002068635-26-000002 | $239.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002068635-25-000001 | $102.9M | View |