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CIK 0001933274 • 2 13F filings • Apr 17, 2025 – Jul 15, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $273 | 0.1%Prev: 0.1% | 2,005 SH | Decreased-86 SH |
| ABBVIE INC | COM | $418 | 0.2%Prev: 0.3% | 2,250 SH | Decreased |
| AFLAC INC | COM | $4K | 2.0% | 37,294 SH | New |
| ALLSTATE CORP | COM | $3K | 1.8%Prev: 1.7% | 17,092 SH | Increased+1,249 SH |
| ALPHABET INC | CAP STK CL A | $274 | 0.1%Prev: 0.1% | 1,556 SH | Increased-31 SH |
| AMGEN INC | COM | $2K | 0.8%Prev: 1.7% | 5,385 SH | Decreased-5,031 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $4K | 1.9% | 12,236 SH | New |
| AUTOZONE INC | COM | $4K | 1.8% | 945 SH | New |
| BERKLEY W R CORP | COM | $4K | 2.0%Prev: 1.9% | 52,345 SH | Increased+1,788 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3K | 1.8%Prev: 1.8% | 7,105 SH | Increased+680 SH |
| BOSTON SCIENTIFIC CORP | COM | $4K | 2.0%Prev: 1.8% | 35,783 SH | Increased+1,466 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $4K | 1.9% | 15,672 SH | New |
| BROWN & BROWN INC | COM | $4K | 1.9%Prev: 1.9% | 32,818 SH | Decreased+3,458 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $227 | 0.1%Prev: 0.1% | 2,860 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $217 | 0.1% | 1,020 SH | New |
| CBOE GLOBAL MKTS INC | COM | $4K | 1.9%Prev: 1.8% | 16,012 SH | Increased+944 SH |
| COSTCO WHSL CORP NEW | COM | $3K | 1.7%Prev: 1.5% | 3,317 SH | Increased+284 SH |
| DARDEN RESTAURANTS INC | COM | $4K | 1.9% | 17,448 SH | New |
| EMCOR GROUP INC | COM | $351 | 0.2%Prev: 0.1% | 657 SH | Increased |
| EXXON MOBIL CORP | COM | $2K | 0.9%Prev: 1.1% | 17,196 SH | Decreased |
| GARMIN LTD | SHS | $4K | 1.9% | 17,999 SH | New |
| GUINNESS ATKINSON FDS | SMARTETFS DIVID | $1K | 0.6%Prev: 0.6% | 36,396 SH | Increased-11 SH |
| HARTFORD INSURANCE GROUP INC | COM | $4K | 1.8%Prev: 1.7% | 28,033 SH | Increased+1,550 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $255 | 0.1%Prev: 0.2% | 866 SH | Decreased-300 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $1K | 0.5%Prev: 0.5% | 23,982 SH | Increased-220 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $3K | 1.3%Prev: 1.3% | 22,966 SH | Increased-8 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $3K | 1.4%Prev: 1.3% | 25,038 SH | Increased-24 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $2K | 1.2%Prev: 1.1% | 22,983 SH | Increased-173 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1K | 0.7%Prev: 0.7% | 26,725 SH | Increased-338 SH |
| INVESCO QQQ TR | UNIT SER 1 | $579 | 0.3%Prev: 0.2% | 1,049 SH | Increased+92 SH |
| ISHARES INC | MSCI WORLD ETF | $1K | 0.7%Prev: 0.6% | 7,594 SH | Increased-117 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4K | 1.8%Prev: 1.8% | 34,116 SH | Increased+505 SH |
| ISHARES TR | AGENCY BOND ETF | $3K | 1.6%Prev: 1.7% | 29,015 SH | Increased-15 SH |
| ISHARES TR | CORE S&P SCP ETF | $1K | 0.5%Prev: 0.5% | 9,365 SH | Decreased-434 SH |
| ISHARES TR | GLOBAL 100 ETF | $2K | 1.0%Prev: 1.0% | 18,933 SH | Increased-183 SH |
| ISHARES TR | IBOXX INV CP ETF | $13K | 6.4%Prev: 6.8% | 114,723 SH | Decreased-3,586 SH |
| ISHARES TR | MSCI KOKUSAI ETF | $2K | 1.0%Prev: 1.0% | 15,201 SH | Increased-632 SH |
| ISHARES TR | RUS TP200 GR ETF | $3K | 1.5%Prev: 1.3% | 11,821 SH | Increased+200 SH |
| MCKESSON CORP | COM | $3K | 1.8%Prev: 1.7% | 4,771 SH | Increased+128 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $4K | 1.9%Prev: 1.6% | 9,060 SH | Increased+2,143 SH |
| NORFOLK SOUTHN CORP | COM | $238 | 0.1%Prev: 0.1% | 928 SH | Increased |
| NRG ENERGY INC | COM NEW | $4K | 2.1% | 25,453 SH | New |
| ORACLE CORP | COM | $328 | 0.2%Prev: 0.1% | 1,499 SH | Increased+53 SH |
| OREILLY AUTOMOTIVE INC | COM | $4K | 1.9% | 42,413 SH | New |
| PIMCO ETF TR | 15+ YR US TIPS | $2K | 1.1%Prev: 1.1% | 40,240 SH | Decreased+1,246 SH |
| PIMCO ETF TR | 25YR+ ZERO U S | $2K | 1.1%Prev: 1.2% | 32,257 SH | Decreased+350 SH |
| PROGRESSIVE CORP | COM | $3K | 1.8%Prev: 1.8% | 12,976 SH | Increased+826 SH |
| REPUBLIC SVCS INC | COM | $4K | 1.8%Prev: 1.8% | 14,365 SH | Increased+425 SH |
| ROLLINS INC | COM | $4K | 1.9% | 66,889 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3K | 1.6%Prev: 1.5% | 128,938 SH | Increased-90 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3K | 1.3%Prev: 1.4% | 96,186 SH | Decreased+693 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1K | 0.7%Prev: 0.7% | 46,295 SH | Increased-1,953 SH |
| SERVICENOW INC | COM | $4K | 1.9%Prev: 1.5% | 3,660 SH | Increased+170 SH |
| SPDR SERIES TRUST | GLB DOW ETF | $2K | 1.0% | 12,622 SH | New |
| STRYKER CORPORATION | COM | $4K | 2.0% | 9,746 SH | New |
| T-MOBILE US INC | COM | $4K | 2.0% | 16,458 SH | New |
| TJX COS INC NEW | COM | $3K | 1.7%Prev: 1.6% | 27,120 SH | Increased+2,829 SH |
| UNION PAC CORP | COM | $274 | 0.1%Prev: 0.1% | 1,190 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $270 | 0.1%Prev: 0.2% | 2,679 SH | Decreased-1 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $9K | 4.4%Prev: 4.7% | 297,549 SH | Decreased-7,788 SH |
| VANECK ETF TRUST | IG FLOATING RATE | $316 | 0.2%Prev: 0.2% | 12,391 SH | Decreased-377 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $13K | 6.7%Prev: 7.0% | 170,970 SH | Decreased-2,023 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2K | 0.9%Prev: 0.9% | 6,598 SH | Increased-52 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2K | 1.2%Prev: 1.1% | 3,985 SH | Increased+19 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1K | 0.7%Prev: 0.7% | 5,584 SH | Increased-147 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7K | 3.4%Prev: 3.5% | 79,443 SH | Increased-999 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $3K | 1.3%Prev: 1.2% | 23,802 SH | Increased-545 SH |
| VISA INC | COM CL A | $4K | 1.8% | 10,072 SH | New |
| WALMART INC | COM | $4K | 1.9% | 38,383 SH | New |