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CIK 0001592178 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $1.7M | 0.7%Prev: 0.8% | 8,229 SH | Decreased+2 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.7%Prev: 0.6% | 5,507 SH | Increased-19 SH |
| AMAZON COM INC | COM | $825K | 0.3%Prev: 0.4% | 3,574 SH | Increased-158 SH |
| APPLE INC | COM | $3.7M | 1.5%Prev: 1.5% | 13,635 SH | Increased+10 SH |
| BROADCOM INC | COM | $432K | 0.2%Prev: 0.1% | 1,249 SH | Increased+380 SH |
| CAPITAL ONE FINL CORP | COM | $747K | 0.3%Prev: 0.3% | 3,081 SH | Increased |
| CBIZ INC | COM | $706K | 0.3%Prev: 0.3% | 14,000 SH | Decreased |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $455K | 0.2%Prev: 0.2% | 2,846 SH | Decreased |
| GLOBAL X FDS | LITHIUM BTRY ETF | $5.0M | 2.0% | 77,716 SH | New |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $217K | 0.1%Prev: 0.1% | 1,638 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $9.8M | 4.0% | 216,430 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $742K | 0.3%Prev: 0.3% | 3,874 SH | Decreased-60 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $12.0M | 4.8%Prev: 5.0% | 159,662 SH | Increased+3,316 SH |
| INVESCO QQQ TR | UNIT SER 1 | $10.3M | 4.1%Prev: 4.3% | 16,730 SH | Increased+484 SH |
| ISHARES SILVER TR | ISHARES | $19.3M | 7.8%Prev: 5.6% | 300,384 SH | Increased-3,848 SH |
| ISHARES TR | CORE MSCI EAFE | $555K | 0.2%Prev: 0.2% | 6,204 SH | Increased+63 SH |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.5%Prev: 0.5% | 1,866 SH | Increased-2 SH |
| ISHARES TR | EXPANDED TECH | $1.2M | 0.5%Prev: 5.4% | 11,656 SH | Decreased-95,085 SH |
| ISHARES TR | GLB INFRASTR ETF | $11.5M | 4.6%Prev: 4.8% | 186,631 SH | Increased+4,850 SH |
| ISHARES TR | INTL SEL DIV ETF | $11.1M | 4.5%Prev: 4.3% | 282,047 SH | Increased+9,598 SH |
| ISHARES TR | ISHARES SEMICDTR | $13.9M | 5.6%Prev: 5.4% | 46,034 SH | Increased+647 SH |
| ISHARES TR | RUS 1000 GRW ETF | $11.2M | 4.5%Prev: 4.7% | 23,649 SH | Increased+749 SH |
| ISHARES TR | RUS 1000 VAL ETF | $551K | 0.2%Prev: 0.2% | 2,621 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $583K | 0.2%Prev: 0.3% | 4,256 SH | Decreased-730 SH |
| ISHARES TR | RUSSELL 2000 ETF | $280K | 0.1% | 1,139 SH | New |
| ISHARES TR | TRUST ISHARE 0-1 | $1.4M | 0.6% | 13,080 SH | New |
| ISHARES TR | US AER DEF ETF | $16.2M | 6.5%Prev: 6.8% | 75,244 SH | Increased+245 SH |
| ISHARES TR | US BR DEL SE ETF | $14.2M | 5.7%Prev: 6.0% | 79,003 SH | Increased+909 SH |
| MARRIOTT INTL INC NEW | CL A | $2.1M | 0.8%Prev: 0.8% | 6,792 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $359K | 0.1%Prev: 0.2% | 629 SH | Increased |
| MICROSOFT CORP | COM | $671K | 0.3%Prev: 0.4% | 1,388 SH | Decreased-407 SH |
| MORGAN STANLEY | COM NEW | $1.1M | 0.4%Prev: 0.4% | 6,243 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $287K | 0.1%Prev: 0.1% | 2,936 SH | Increased+574 SH |
| NVIDIA CORPORATION | COM | $779K | 0.3%Prev: 0.3% | 4,175 SH | Increased+2 SH |
| PACER FDS TR | LUNT LRGCP MULTI | $413K | 0.2%Prev: 0.2% | 7,915 SH | Decreased-383 SH |
| PACER FDS TR | US CASH COWS 100 | $635K | 0.3%Prev: 0.2% | 10,545 SH | Increased+4,109 SH |
| PROSHARES TR II | SHT VIX ST TRM | $1.1M | 0.4%Prev: 0.4% | 19,944 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET COM | $10.4M | 4.2% | 88,731 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $11.4M | 4.6% | 208,446 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $758K | 0.3% | 4,894 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $13.5M | 5.4% | 87,043 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $10.8M | 4.3% | 74,716 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.9M | 0.7% | 4,703 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 1.6%Prev: 1.4% | 5,819 SH | Increased+914 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.9M | 1.2% | 30,688 SH | New |
| TESLA INC | COM | $1.2M | 0.5%Prev: 0.5% | 2,705 SH | Increased |
| TRUST FOR PROFESSIONAL MANAG | PERFORMANCE TR S | $738K | 0.3%Prev: 0.1% | 29,110 SH | Increased+16,288 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $8.6M | 3.5%Prev: 3.3% | 100,792 SH | Increased+759 SH |
| VANECK ETF TRUST | RARE EARTH AND S | $11.0M | 4.4%Prev: 4.2% | 148,718 SH | Increased+1,987 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $668K | 0.3%Prev: 0.3% | 1,991 SH | Increased+58 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $11.5M | 4.6%Prev: 4.7% | 137,705 SH | Increased+2,616 SH |
| WINTRUST FINL CORP | COM | $302K | 0.1%Prev: 0.1% | 2,161 SH | Increased |
| 13F-HR |
| 0001592178-26-000004 |
| $281.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001592178-25-000007 | $209.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001592178-26-000003 | $250.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001592178-25-000002 | $190.8M | View |