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CIK 0002133435 • 3 13F filings • May 7, 2026 – Jul 16, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $201K | 0.1%Prev: 0.2% | 642 SH | Decreased-216 SH |
| AMAZON COM INC | COM | $448K | 0.3%Prev: 0.2% | 1,941 SH | Decreased-126 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $12.4M | 7.4%Prev: 8.6% | 121,097 SH | Decreased-19,257 SH |
| APPLE INC | COM | $2.8M | 1.7%Prev: 0.9% | 10,409 SH | Increased+4,344 SH |
| AT&T INC | COM | $330K | 0.2% | 13,290 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $357K | 0.2%Prev: 0.1% | 711 SH | Increased+161 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SEVEN | $2.3M | 1.4%Prev: 0.5% | 48,372 SH | Increased+28,277 SH |
| BROADCOM INC | COM | $258K | 0.2% | 744 SH | New |
| BROADRIDGE FINL SOLUTIONS IN | COM | $253K | 0.2% | 1,134 SH | New |
| CINCINNATI FINL CORP | COM | $269K | 0.2% | 1,644 SH | New |
| COCA COLA CO | COM | $286K | 0.2%Prev: 0.1% | 4,094 SH | Increased+1,427 SH |
| CSX CORP | COM | $371K | 0.2%Prev: 0.2% | 10,225 SH | Decreased-82 SH |
| ELI LILLY & CO | COM | $373K | 0.2%Prev: 0.2% | 347 SH | Increased+68 SH |
| EXXON MOBIL CORP | COM | $594K | 0.4% | 4,939 SH | New |
| HOME DEPOT INC | COM | $251K | 0.1% | 727 SH | New |
| INTEL CORP | COM | $203K | 0.1% | 5,514 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $514K | 0.3%Prev: 0.2% | 1,736 SH | Increased+107 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $16.2M | 9.7%Prev: 8.6% | 64,022 SH | Decreased+6,484 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $10.6M | 6.3%Prev: 7.5% | 189,916 SH | Decreased-63,308 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.3M | 3.8%Prev: 3.1% | 10,226 SH | Decreased+1,639 SH |
| ISHARES SILVER TR | ISHARES | $983K | 0.6%Prev: 0.3% | 15,259 SH | Increased+3,256 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $691K | 0.4%Prev: 0.3% | 6,743 SH | Increased+290 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1000K | 0.6%Prev: 0.9% | 12,066 SH | Decreased-8,954 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.7M | 1.0%Prev: 0.8% | 13,922 SH | Increased+2,983 SH |
| ISHARES TR | IBOXX INV CP ETF | $208K | 0.1%Prev: 0.1% | 1,884 SH | Decreased-609 SH |
| ISHARES TR | MSCI ACWI ETF | $2.3M | 1.4%Prev: 0.8% | 16,004 SH | Increased+5,278 SH |
| ISHARES TR | MSCI USA MMENTM | $433K | 0.3%Prev: 0.4% | 1,729 SH | Decreased-610 SH |
| ISHARES TR | RUS 1000 GRW ETF | $234K | 0.1%Prev: 0.1% | 495 SH | Decreased-1,485 SH |
| ISHARES TR | RUS MID CAP ETF | $16.1M | 9.6%Prev: 2.2% | 166,998 SH | Increased+127,369 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.5M | 0.9%Prev: 0.8% | 12,306 SH | Decreased+676 SH |
| ISHARES TR | U.S. REAL ES ETF | $597K | 0.4%Prev: 0.3% | 6,353 SH | Decreased-102 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $2.2M | 1.3%Prev: 0.6% | 44,442 SH | Increased+20,387 SH |
| JPMORGAN CHASE & CO. | COM | $496K | 0.3% | 1,538 SH | New |
| MCDONALDS CORP | COM | $368K | 0.2% | 1,201 SH | New |
| META PLATFORMS INC | CL A | $246K | 0.1%Prev: 0.1% | 373 SH | Decreased-67 SH |
| MICROSOFT CORP | COM | $696K | 0.4%Prev: 0.2% | 1,438 SH | Increased+425 SH |
| NVIDIA CORPORATION | COM | $834K | 0.5%Prev: 0.1% | 4,471 SH | Increased+3,104 SH |
| ORACLE CORP | COM | $312K | 0.2% | 1,599 SH | New |
| PEPSICO INC | COM | $257K | 0.2% | 1,787 SH | New |
| PFIZER INC | COM | $495K | 0.3%Prev: 0.2% | 19,875 SH | Increased+340 SH |
| PROCTER AND GAMBLE CO | COM | $269K | 0.2% | 1,879 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $219K | 0.1%Prev: 0.1% | 8,364 SH | Decreased-46 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.8M | 1.7% | 19,251 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.7%Prev: 0.5% | 2,843 SH | Increased+255 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $322K | 0.2% | 472 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $36.0M | 21.5% | 501,685 SH | New |
| TESLA INC | COM | $830K | 0.5%Prev: 0.3% | 1,846 SH | Increased+456 SH |
| UNITED PARCEL SERVICE INC | CL B | $402K | 0.2% | 4,055 SH | New |
| VANECK MERK GOLD ETF | GOLD SHS | $3.4M | 2.0%Prev: 1.8% | 81,919 SH | Decreased-12,422 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.5M | 2.1%Prev: 0.7% | 47,294 SH | Increased+28,115 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $274K | 0.2%Prev: 0.1% | 1,309 SH | Decreased+129 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $518K | 0.3%Prev: 0.1% | 1,062 SH | Increased-2,232 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $834K | 0.5%Prev: 0.5% | 9,421 SH | Decreased-59 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.5M | 1.5%Prev: 1.3% | 3,952 SH | Decreased-23 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $22.9M | 13.7%Prev: 13.7% | 68,282 SH | Decreased-6,671 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $220K | 0.1%Prev: 0.1% | 1,000 SH | Decreased-129 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $3.0M | 1.8%Prev: 1.1% | 7,198 SH | Increased-18,747 SH |
| VERIZON COMMUNICATIONS INC | COM | $338K | 0.2%Prev: 0.2% | 8,298 SH | Increased+347 SH |
| VISA INC | COM CL A | $267K | 0.2%Prev: 0.1% | 761 SH | Increased+149 SH |
| WALMART INC | COM | $469K | 0.3% | 4,211 SH | New |
| WESTPORT FUEL SYSTEMS INC | COM | $35K | 0.0% | 22,200 SH | New |
| WISDOMTREE TR | INTRST RATE HDGE | $386K | 0.2%Prev: 0.1% | 17,180 SH | Increased+5,598 SH |
| 13F-HR |
| 0002133435-26-000002 |
| $166.1M |
| View |