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CIK 0002112134 • 2 13F filings • Feb 24, 2026 – May 22, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.0M | 1.3%Prev: 1.3% | 6,372 SH | Increased+18 SH |
| ALPHABET INC | CAP STK CL C | $728K | 0.5%Prev: 0.5% | 2,320 SH | Decreased-242 SH |
| AMAZON COM INC | COM | $2.5M | 1.6%Prev: 1.6% | 10,800 SH | Increased-470 SH |
| APPLE INC | COM | $684K | 0.4%Prev: 0.6% | 2,515 SH | Decreased-639 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.7%Prev: 0.7% | 2,080 SH | Increased-84 SH |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | $55K | 0.0%Prev: 0.0% | 25,000 SH | Decreased |
| ELI LILLY & CO | COM | $1.1M | 0.7%Prev: 0.6% | 979 SH | Increased-11 SH |
| EXXON MOBIL CORP | COM | $278K | 0.2%Prev: 0.3% | 2,314 SH | Decreased+62 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $251K | 0.2%Prev: 0.1% | 848 SH | Increased+13 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $3.3M | 2.1%Prev: 2.7% | 176,559 SH | Decreased-32,629 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $307K | 0.2%Prev: 2.7% | 18,402 SH | Decreased-216,324 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | $256K | 0.2%Prev: 1.0% | 12,128 SH | Decreased-59,695 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.9M | 2.5% | 200,681 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | $3.7M | 2.3% | 156,640 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $4.3M | 2.7%Prev: 3.6% | 219,528 SH | Decreased-45,645 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $3.7M | 2.3%Prev: 2.7% | 155,694 SH | Decreased-10,466 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | $1.7M | 1.1%Prev: 2.7% | 71,555 SH | Decreased-95,112 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | $1.6M | 1.0%Prev: 1.1% | 68,900 SH | Increased+165 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $1.4M | 0.9%Prev: 1.0% | 62,641 SH | Decreased-6,533 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $3.3M | 2.1%Prev: 2.7% | 193,748 SH | Decreased-37,920 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $3.4M | 2.2%Prev: 3.6% | 166,391 SH | Decreased-86,839 SH |
| INVESCO QQQ TR | UNIT SER 1 | $11.9M | 7.5%Prev: 1.8% | 19,364 SH | Increased+14,942 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $348K | 0.2%Prev: 0.2% | 7,013 SH | Increased+1,181 SH |
| ISHARES TR | CORE S&P MCP ETF | $634K | 0.4%Prev: 0.4% | 9,600 SH | Decreased+58 SH |
| ISHARES TR | CORE S&P SCP ETF | $10.3M | 6.5%Prev: 7.7% | 86,109 SH | Decreased-2,906 SH |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 3.6%Prev: 3.8% | 8,365 SH | Increased-29 SH |
| ISHARES TR | S&P 500 GRWT ETF | $20.8M | 13.1%Prev: 4.7% | 168,513 SH | Increased+108,939 SH |
| JOHNSON & JOHNSON | COM | $222K | 0.1%Prev: 0.2% | 1,073 SH | Decreased-231 SH |
| KLA CORP | COM NEW | $332K | 0.2%Prev: 0.3% | 273 SH | Decreased |
| MICROSOFT CORP | COM | $1.5M | 1.0%Prev: 0.9% | 3,134 SH | Increased-332 SH |
| NORFOLK SOUTHN CORP | COM | $241K | 0.2%Prev: 0.2% | 834 SH | Increased-4 SH |
| NVIDIA CORPORATION | COM | $968K | 0.6%Prev: 0.6% | 5,190 SH | Increased+24 SH |
| PLANET FITNESS INC | CL A | $2.8M | 1.8% | 27,046 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $4.7M | 3.0%Prev: 1.8% | 45,219 SH | Increased+20,151 SH |
| SALESFORCE INC | COM | $354K | 0.2% | 1,338 SH | New |
| SCHNEIDER NATIONAL INC | CL B | $275K | 0.2% | 10,360 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.4M | 1.5%Prev: 1.6% | 88,735 SH | Increased-265 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.4M | 0.9%Prev: 1.0% | 46,763 SH | Decreased+425 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.1M | 0.7%Prev: 0.8% | 38,820 SH | Decreased-1,549 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $993K | 0.6%Prev: 0.7% | 6,901 SH | Decreased-671 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $634K | 0.4% | 14,269 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $13.3M | 8.4%Prev: 8.3% | 128,435 SH | Increased+4,726 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $875K | 0.6%Prev: 9.7% | 1,967 SH | Decreased-32,439 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $5.3M | 3.3%Prev: 2.5% | 10,903 SH | Increased+2,720 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.6M | 6.7%Prev: 8.0% | 36,512 SH | Decreased-3,550 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $511K | 0.3%Prev: 0.3% | 1,982 SH | Increased+489 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $351K | 0.2%Prev: 0.2% | 1,046 SH | Increased+71 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $19.5M | 12.3%Prev: 15.1% | 88,538 SH | Decreased-12,430 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.0M | 0.6%Prev: 0.6% | 6,988 SH | Increased+747 SH |
| VERIZON COMMUNICATIONS INC | COM | $216K | 0.1%Prev: 0.2% | 5,303 SH | Decreased-247 SH |