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CIK 0001730149 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $925K | 0.5% | 5,827 SH | |
| AMAZON COM INC | COM | $1.0M | 0.6% | 5,473 SH | |
| APPLE INC | COM | $7.7M | 4.1% | 38,920 SH | |
| ARES CAPITAL CORP | COM | $264K | 0.1% | 12,667 SH | |
| BROADCOM INC | COM | $504K | 0.3% | 2,720 SH | |
| CARRIER GLOBAL CORPORATION | COM | $861K | 0.5% | 14,176 SH | |
| CASEYS GEN STORES INC | COM | $282K | 0.2% | 641 SH | |
| CATERPILLAR INC | COM | $771K | 0.4% | 2,561 SH | |
| CLOUDFLARE INC | CL A COM | $836K | 0.4% | 7,431 SH | |
| CONSTELLATION ENERGY CORP | COM | $912K | 0.5% | 4,232 SH | |
| COSTCO WHSL CORP NEW | COM | $1.0M | 0.5% | 1,057 SH | |
| DOMINION ENERGY INC | COM | $257K | 0.1% | 4,927 SH | |
| DOVER CORP | COM | $254K | 0.1% | 1,530 SH | |
| ELI LILLY & CO | COM | $898K | 0.5% | 1,192 SH | |
| EXXON MOBIL CORP | COM | $202K | 0.1% | 1,905 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $645K | 0.3% | 9,011 SH | |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | $434K | 0.2% | 3,332 SH | |
| GALLAGHER ARTHUR J & CO | COM | $861K | 0.5% | 2,658 SH | |
| GOLDMAN SACHS GROUP INC | COM | $248K | 0.1% | 480 SH | |
| GRAINGER W W INC | COM | $221K | 0.1% | 240 SH | |
| HCA HEALTHCARE INC | COM | $257K | 0.1% | 758 SH | |
| HESS CORP | COM | $214K | 0.1% | 1,551 SH | |
| HUMACYTE INC | COM | $63K | 0.0% | 41,150 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $239K | 0.1% | 1,447 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $2.2M | 1.2% | 21,533 SH | |
| ISHARES TR | CORE DIV GRWTH | $575K | 0.3% | 9,757 SH | |
| ISHARES TR | CORE HIGH DV ETF | $1.7M | 0.9% | 15,290 SH | |
| ISHARES TR | CORE S&P MCP ETF | $6.9M | 3.7% | 125,223 SH | |
| ISHARES TR | EXPANDED TECH | $863K | 0.5% | 9,639 SH | |
| ISHARES TR | FLTG RATE NT ETF | $9.4M | 5.0% | 185,946 SH | |
| ISHARES TR | IBOXX INV CP ETF | $2.3M | 1.2% | 21,550 SH | |
| ISHARES TR | ISHARES BIOTECH | $1.3M | 0.7% | 10,831 SH | |
| ISHARES TR | MSCI ACWI ETF | $1.9M | 1.0% | 17,063 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 1.0% | 24,356 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.6M | 0.9% | 38,678 SH | |
| ISHARES TR | MSCI USA MMENTM | $1.9M | 1.0% | 9,740 SH | |
| ISHARES TR | S&P 500 VAL ETF | $4.0M | 2.2% | 22,477 SH | |
| ISHARES TR | SELECT DIVID ETF | $407K | 0.2% | 3,236 SH | |
| ISHARES TR | US TRSPRTION | $1.4M | 0.7% | 22,132 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $7.5M | 4.0% | 136,676 SH | |
| JPMORGAN CHASE & CO. | COM | $348K | 0.2% | 1,485 SH | |
| KINDER MORGAN INC DEL | COM | $244K | 0.1% | 9,300 SH | |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.6% | 2,286 SH | |
| MARRIOTT INTL INC NEW | CL A | $980K | 0.5% | 4,197 SH | |
| META PLATFORMS INC | CL A | $1.2M | 0.6% | 1,988 SH | |
| MICROSOFT CORP | COM | $1.7M | 0.9% | 4,365 SH | |
| MUELLER WTR PRODS INC | COM SER A | $251K | 0.1% | 10,109 SH | |
| NASDAQ INC | COM | $881K | 0.5% | 12,242 SH | |
| NVIDIA CORPORATION | COM | $2.7M | 1.4% | 23,540 SH | |
| ONEOK INC NEW | COM | $237K | 0.1% | 2,809 SH | |
| ORACLE CORP | COM | $264K | 0.1% | 1,903 SH | |
| PACER FDS TR | US CASH COWS 100 | $8.1M | 4.3% | 158,456 SH | |
| PACER FDS TR | US SMALL CAP CAS | $3.6M | 1.9% | 103,409 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.5M | 0.8% | 16,391 SH | |
| PALO ALTO NETWORKS INC | COM | $961K | 0.5% | 5,553 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $372K | 0.2% | 14,392 SH | |
| PLUG POWER INC | COM NEW | $45K | 0.0% | 37,203 SH | |
| PROSHARES TR | S&P MDCP 400 DIV | $527K | 0.3% | 6,843 SH | |
| QUANTA SVCS INC | COM | $1.1M | 0.6% | 4,090 SH | |
| ROBINHOOD MKTS INC | COM CL A | $915K | 0.5% | 21,681 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.5M | 1.3% | 26,618 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $1.3M | 0.7% | 15,836 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $2.5M | 1.3% | 52,576 SH | |
| SELECT SECTOR SPDR TR | INDL | $2.9M | 1.5% | 22,635 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $1.8M | 0.9% | 8,979 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.4M | 0.8% | 10,443 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $1.4M | 0.7% | 16,853 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $7.6M | 4.1% | 37,189 SH | |
| SOFI TECHNOLOGIES INC | COM | $808K | 0.4% | 70,935 SH | |
| SPDR GOLD TR | GOLD SHS | $1.8M | 1.0% | 6,409 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $17.7M | 9.5% | 32,221 SH | |
| SPDR SER TR | AEROSPACE DEF | $1.6M | 0.9% | 9,952 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $7.4M | 4.0% | 116,426 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $2.3M | 1.2% | 60,334 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $4.2M | 2.2% | 86,507 SH | |
| SPDR SER TR | S&P HOMEBUILD | $1.3M | 0.7% | 14,413 SH | |
| STRYKER CORPORATION | COM | $273K | 0.1% | 753 SH | |
| TESLA INC | COM | $1.3M | 0.7% | 4,674 SH | |
| TJX COS INC NEW | COM | $980K | 0.5% | 7,778 SH | |
| TRACTOR SUPPLY CO | COM | $342K | 0.2% | 6,654 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $885K | 0.5% | 4,199 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.1M | 7.0% | 180,218 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.4M | 3.4% | 17,397 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.9% | 6,098 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $251K | 0.1% | 471 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $10.0M | 5.3% | 32,531 SH | |
| WALMART INC | COM | $278K | 0.1% | 3,100 SH | |
| WASTE MGMT INC DEL | COM | $266K | 0.1% | 1,184 SH |
| 13F-HR |
| 0001730149-25-000005 |
| $226.0M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001730149-26-000003 | $259.5M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001730149-25-000003 | $216.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001730149-26-000002 | $234.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001730149-25-000002 | $187.0M | View |