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CIK 0001801989 • 6 13F filings • May 1, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $349K | 0.1%Prev: 0.1% | 2,784 SH | Decreased |
| ABBVIE INC | COM | $765K | 0.2%Prev: 0.2% | 3,347 SH | Decreased-368 SH |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $2.5M | 0.7% | 37,123 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $472K | 0.1%Prev: 0.1% | 2,202 SH | Increased |
| ALPHABET INC | CAP STK CL A | $504K | 0.1%Prev: 0.1% | 1,611 SH | Increased-70 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.4%Prev: 0.3% | 4,750 SH | Increased-385 SH |
| APPLE INC | COM | $3.0M | 0.8%Prev: 0.8% | 10,915 SH | Decreased-1,297 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $477K | 0.1%Prev: 0.1% | 1,854 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.3%Prev: 0.3% | 2,216 SH | Decreased-191 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $8.1M | 2.1%Prev: 1.0% | 243,062 SH | Increased+136,335 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $2.8M | 0.7% | 57,316 SH | New |
| CHURCHILL DOWNS INC | COM | $300K | 0.1%Prev: 0.1% | 2,641 SH | Increased |
| CISCO SYS INC | COM | $355K | 0.1%Prev: 0.1% | 4,609 SH | Decreased-856 SH |
| COLGATE PALMOLIVE CO | COM | $362K | 0.1%Prev: 0.1% | 4,578 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $824K | 0.2%Prev: 0.2% | 955 SH | Decreased |
| ELI LILLY & CO | COM | $603K | 0.2%Prev: 0.1% | 561 SH | Increased |
| EXXON MOBIL CORP | COM | $439K | 0.1%Prev: 0.1% | 3,652 SH | Increased-115 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $4.5M | 1.2% | 69,193 SH | New |
| HOME DEPOT INC | COM | $1.3M | 0.3%Prev: 0.4% | 3,636 SH | Decreased+160 SH |
| HONEYWELL INTL INC | COM | $494K | 0.1%Prev: 0.1% | 2,531 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $7.5M | 2.0%Prev: 1.3% | 62,854 SH | Increased+22,165 SH |
| ISHARES INC | MSCI EMRG CHN | $24.6M | 6.4%Prev: 5.0% | 338,726 SH | Increased+61,277 SH |
| ISHARES TR | 20 YR TR BD ETF | $2.7M | 0.7%Prev: 0.7% | 31,409 SH | Increased+1,688 SH |
| ISHARES TR | CORE INTL AGGR | $393K | 0.1%Prev: 1.1% | 7,849 SH | Decreased-69,175 SH |
| ISHARES TR | CORE MSCI EAFE | $552K | 0.1%Prev: 0.2% | 6,174 SH | Decreased-1,459 SH |
| ISHARES TR | CORE S&P TTL STK | $9K | 0.0%Prev: 0.0% | 63 SH | Increased |
| ISHARES TR | CORE S&P US GWT | $56.2M | 14.7%Prev: 14.7% | 334,528 SH | Increased+1,841 SH |
| ISHARES TR | CORE S&P500 ETF | $89.8M | 23.5%Prev: 24.7% | 131,088 SH | Decreased-6,042 SH |
| ISHARES TR | EAFE GRWTH ETF | $12.3M | 3.2%Prev: 4.3% | 107,748 SH | Decreased-31,798 SH |
| ISHARES TR | EAFE VALUE ETF | $23.6M | 6.2%Prev: 7.1% | 329,908 SH | Decreased-61,828 SH |
| ISHARES TR | GLOBAL TECH ETF | $7.8M | 2.0%Prev: 2.4% | 74,627 SH | Decreased-12,151 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.8M | 0.7%Prev: 0.7% | 29,245 SH | Increased+396 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.4M | 0.9%Prev: 0.9% | 36,301 SH | Decreased+139 SH |
| ISHARES TR | MSCI USA QLT FCT | $31.7M | 8.3%Prev: 11.2% | 159,433 SH | Decreased-53,984 SH |
| ISHARES TR | NATIONAL MUN ETF | $19.5M | 5.1%Prev: 6.0% | 182,339 SH | Decreased-26,567 SH |
| ISHARES TR | RUS 1000 GRW ETF | $480K | 0.1%Prev: 0.2% | 1,014 SH | Decreased-290 SH |
| ISHARES TR | RUSSELL 2000 ETF | $10K | 0.0%Prev: 0.0% | 40 SH | Decreased-60 SH |
| ISHARES TR | S&P 100 ETF | $22.3M | 5.8%Prev: 4.0% | 65,008 SH | Increased+20,484 SH |
| ISHARES TR | S&P 500 GRWT ETF | $163K | 0.0%Prev: 0.0% | 1,326 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $6.9M | 1.8%Prev: 1.7% | 137,240 SH | Increased+9,033 SH |
| JOHNSON & JOHNSON | COM | $561K | 0.1%Prev: 0.2% | 2,713 SH | Decreased-501 SH |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.3%Prev: 0.3% | 3,591 SH | Decreased-524 SH |
| MASTERCARD INCORPORATED | CL A | $222K | 0.1%Prev: 0.1% | 388 SH | Increased |
| MICROSOFT CORP | COM | $3.1M | 0.8%Prev: 1.1% | 6,509 SH | Decreased-1,092 SH |
| NEXTERA ENERGY INC | COM | $262K | 0.1%Prev: 0.1% | 3,258 SH | Increased |
| NVIDIA CORPORATION | COM | $869K | 0.2%Prev: 0.2% | 4,660 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $418K | 0.1%Prev: 0.1% | 2,350 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $471K | 0.1%Prev: 0.2% | 3,286 SH | Decreased-875 SH |
| SHERWIN WILLIAMS CO | COM | $829K | 0.2%Prev: 0.2% | 2,558 SH | Decreased-6 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $18.3M | 4.8% | 322,466 SH | New |
| TESLA INC | COM | $438K | 0.1%Prev: 0.1% | 975 SH | Increased |
| UNION PAC CORP | COM | $297K | 0.1%Prev: 0.1% | 1,286 SH | Decreased-339 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $39K | 0.0%Prev: 0.0% | 80 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $12K | 0.0%Prev: 0.0% | 44 SH | Decreased |
| VANGUARD INDEX FDS | SML CP GRW ETF | $36K | 0.0%Prev: 0.0% | 119 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $521K | 0.1%Prev: 0.1% | 1,553 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $33K | 0.0%Prev: 0.0% | 173 SH | Decreased-30 SH |
| WATERS CORP | COM | $237K | 0.1% | 623 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $11.4M | 3.0%Prev: 2.8% | 133,261 SH | Increased-1,531 SH |
| 13F-HR |
| 0001398344-26-013133 |
| $441.0M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013430 | $346.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006724 | $379.2M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008407 | $313.0M | View |