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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 | $292K | 0.2%Prev: 0.2% | 1,919 SH | Decreased-602 SH |
| AMAZON COM INC | COM | $354K | 0.3%Prev: 0.3% | 1,613 SH | Decreased-1,144 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.3M | 1.7%Prev: 5.2% | 34,213 SH | Decreased-102,374 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $7.0M | 5.1%Prev: 6.5% | 94,193 SH | Decreased-80,319 SH |
| APPLE INC | COM | $722K | 0.5%Prev: 0.7% | 3,517 SH | Decreased-2,814 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $8.1M | 6.0%Prev: 8.9% | 149,631 SH | Decreased-182,246 SH |
| ETFIS SER TR I | VIRTUS NEWFLEET | $708K | 0.5%Prev: 0.3% | 30,997 SH | Increased+295 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $3.7M | 2.7%Prev: 1.1% | 116,505 SH | Increased+40,286 SH |
| GRACO INC | COM | $1.2M | 0.9%Prev: 0.3% | 13,905 SH | Increased+5,919 SH |
| INDEPENDENCE RLTY TR INC | COM | $269K | 0.2% | 15,230 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.6M | 3.4%Prev: 4.5% | 20,290 SH | Decreased-18,370 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $14.5M | 10.7%Prev: 11.2% | 344,063 SH | Decreased-174,151 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 1.3%Prev: 0.7% | 3,220 SH | Increased+887 SH |
| ISHARES TR | 20 YR TR BD ETF | $1.4M | 1.0% | 15,937 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.4M | 1.0%Prev: 0.7% | 16,932 SH | Decreased-729 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 0.9%Prev: 0.5% | 15,081 SH | Decreased+1,637 SH |
| ISHARES TR | CORE S&P TTL STK | $219K | 0.2% | 1,623 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $289K | 0.2%Prev: 0.3% | 6,000 SH | Decreased-5,260 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.2M | 1.6%Prev: 1.0% | 12,000 SH | Decreased+737 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 1.2%Prev: 0.7% | 3,852 SH | Increased-9,475 SH |
| ISHARES TR | RUSEL 2500 ETF | $894K | 0.7%Prev: 0.5% | 13,192 SH | Decreased+522 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $594K | 0.4%Prev: 0.7% | 6,900 SH | Decreased-12,093 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $2.0M | 1.5%Prev: 1.0% | 43,178 SH | Decreased-7,546 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.0M | 3.7%Prev: 0.9% | 87,760 SH | Increased+49,345 SH |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | $255K | 0.2%Prev: 1.2% | 5,132 SH | Decreased-51,556 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.1M | 0.8%Prev: 0.2% | 21,051 SH | Increased+10,427 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $972K | 0.7%Prev: 0.4% | 16,183 SH | Decreased+1,069 SH |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $1.9M | 1.4%Prev: 1.1% | 42,024 SH | Decreased-7,886 SH |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $407K | 0.3%Prev: 0.4% | 14,316 SH | Decreased-14,663 SH |
| MICROSOFT CORP | COM | $280K | 0.2%Prev: 0.3% | 563 SH | Decreased-1,410 SH |
| NUVEEN AMT FREE MUN CR INC F | COM | $152K | 0.1% | 12,723 SH | New |
| NVIDIA CORPORATION | COM | $212K | 0.2%Prev: 0.2% | 1,340 SH | Decreased-831 SH |
| PGIM ETF TR | TOTAL RETURN BON | $15.1M | 11.1%Prev: 11.4% | 361,025 SH | Decreased-294,806 SH |
| POLARIS INC | COM | $688K | 0.5%Prev: 0.5% | 16,915 SH | Decreased+31 SH |
| RBB FD INC | US TREAS 3 MNTH | $5.8M | 4.3% | 115,747 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $26.5M | 19.5%Prev: 17.5% | 1,110,715 SH | Decreased-391,377 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $994K | 0.7%Prev: 0.5% | 37,520 SH | Decreased+1,106 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.6M | 1.2%Prev: 0.6% | 53,918 SH | Increased+10,336 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $471K | 0.3%Prev: 0.2% | 17,038 SH | Decreased-87 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $395K | 0.3%Prev: 0.2% | 15,612 SH | Decreased+280 SH |
| SPDR GOLD TR | GOLD SHS | $250K | 0.2%Prev: 0.1% | 820 SH | Decreased+63 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $216K | 0.2% | 350 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $361K | 0.3% | 14,585 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.2M | 0.9% | 23,748 SH | New |
| STRATEGIC TRUST | RUNNING GWTH ETF | $9.1M | 6.7%Prev: 5.6% | 267,943 SH | Decreased-137,195 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $206K | 0.2%Prev: 0.2% | 5,836 SH | Decreased-5,638 SH |
| TIMOTHY PLAN | PLAN MARKET NEUT | $233K | 0.2% | 9,711 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $748K | 0.6%Prev: 0.2% | 14,361 SH | Increased+8,849 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $410K | 0.3%Prev: 0.3% | 721 SH | Decreased-289 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 2.7%Prev: 1.8% | 12,058 SH | Decreased+168 SH |
| XCEL ENERGY INC | COM | $266K | 0.2%Prev: 0.2% | 3,903 SH | Decreased-941 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 |