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CIK 0001548136 • 3 13F filings • Feb 2, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $386K | 0.3% | 6,341 SH | New |
| CHEVRON CORP NEW | COM | $1.2M | 1.0% | 8,050 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $210K | 0.2%Prev: 0.3% | 2,752 SH | Decreased-4,708 SH |
| FIRST HORIZON CORPORATION | COM | $468K | 0.4%Prev: 0.2% | 19,583 SH | Increased+9,791 SH |
| HOME BANCORP INC | COM | $298K | 0.2% | 5,150 SH | New |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $9.2M | 7.5%Prev: 7.8% | 291,183 SH | Decreased+7,632 SH |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $13.3M | 10.8%Prev: 11.3% | 380,927 SH | Decreased-776 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $15.7M | 12.7%Prev: 13.5% | 393,223 SH | Decreased-8,573 SH |
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | $4.8M | 3.9% | 81,594 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $570K | 0.5%Prev: 0.6% | 7,981 SH | Decreased-1,255 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.0M | 1.6%Prev: 1.7% | 40,890 SH | Decreased-24,080 SH |
| ISHARES GOLD TR | ISHARES NEW | $13.6M | 11.0%Prev: 8.7% | 167,467 SH | Increased+24,347 SH |
| ISHARES SILVER TR | ISHARES | $4.7M | 3.8%Prev: 2.0% | 73,607 SH | Increased+26,548 SH |
| ISHARES TR | CORE HIGH DV ETF | $4.6M | 3.7%Prev: 2.1% | 37,745 SH | Increased-57,084 SH |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.7%Prev: 1.7% | 2,975 SH | Decreased+215 SH |
| ISHARES TR | EAFE VALUE ETF | $272K | 0.2% | 3,804 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $458K | 0.4%Prev: 0.3% | 3,076 SH | Increased+472 SH |
| ISHARES TR | NATIONAL MUN ETF | $280K | 0.2%Prev: 0.2% | 2,615 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $382K | 0.3%Prev: 0.3% | 987 SH | Increased+114 SH |
| ISHARES TR | S&P 500 GRWT ETF | $253K | 0.2%Prev: 0.2% | 2,055 SH | Increased+420 SH |
| ISHARES TR | TRS FLT RT BD | $1.1M | 0.9%Prev: 1.5% | 22,137 SH | Decreased-14,380 SH |
| ISHARES TR | U.S. TECH ETF | $240K | 0.2%Prev: 0.2% | 1,201 SH | Decreased+84 SH |
| MICROSOFT CORP | COM | $244K | 0.2% | 504 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $5.1M | 4.1% | 119,426 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | $7.6M | 6.1%Prev: 5.7% | 346,142 SH | Increased-3,288 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $7.2M | 5.8% | 115,307 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $599K | 0.5%Prev: 0.4% | 6,979 SH | Increased+111 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $319K | 0.3%Prev: 0.2% | 951 SH | Increased+191 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $542K | 0.4%Prev: 0.4% | 10,784 SH | Decreased-17 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $830K | 0.7%Prev: 1.0% | 14,124 SH | Decreased-8,036 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $17.3M | 14.0%Prev: 14.3% | 343,170 SH | Decreased-11,526 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $7.5M | 6.1%Prev: 6.3% | 171,121 SH | Decreased-8,646 SH |
| 13F-HR |
| 0001548136-26-000002 |
| $125.0M |
| View |