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CIK 0001934500 • 6 13F filings • May 5, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $269K | 0.2% | 1,831 SH | |
| ABBOTT LABS | COM | $547K | 0.5% | 4,124 SH | |
| ABBVIE INC | COM | $361K | 0.3% | 1,723 SH | |
| ADOBE INC | COM | $275K | 0.2% | 716 SH | |
| ADVANCED MICRO DEVICES INC | COM | $354K | 0.3% | 3,449 SH | |
| AES CORP | COM | $143K | 0.1% | 11,525 SH | |
| ALASKA AIR GROUP INC | COM | $264K | 0.2% | 5,354 SH | |
| ALPHABET INC | CAP STK CL A | $3.4M | 2.9% | 21,758 SH | |
| ALTRIA GROUP INC | COM | $356K | 0.3% | 5,929 SH | |
| AMAZON COM INC | COM | $4.6M | 3.8% | 24,020 SH | |
| AMERICAN AIRLS GROUP INC | COM | $396K | 0.3% | 37,550 SH | |
| AMGEN INC | COM | $818K | 0.7% | 2,627 SH | |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $260K | 0.2% | 12,793 SH | |
| APPLE INC | COM | $7.2M | 6.0% | 32,289 SH | |
| AT&T INC | COM | $2.0M | 1.7% | 72,132 SH | |
| BANK AMERICA CORP | COM | $1.2M | 1.0% | 27,937 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 1.1% | 2,551 SH | |
| BOEING CO | COM | $1.2M | 1.0% | 7,078 SH | |
| BP PLC | SPONSORED ADR | $520K | 0.4% | 15,382 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.5M | 1.2% | 24,090 SH | |
| CATERPILLAR INC | COM | $410K | 0.3% | 1,243 SH | |
| CHEVRON CORP NEW | COM | $1.4M | 1.1% | 8,141 SH | |
| CISCO SYS INC | COM | $1.3M | 1.1% | 21,072 SH | |
| CITIGROUP INC | COM NEW | $620K | 0.5% | 8,736 SH | |
| CLOROX CO DEL | COM | $403K | 0.3% | 2,738 SH | |
| COCA COLA CO | COM | $1.4M | 1.1% | 18,916 SH | |
| COLGATE PALMOLIVE CO | COM | $293K | 0.2% | 3,126 SH | |
| COSTCO WHSL CORP NEW | COM | $1.3M | 1.1% | 1,411 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $557K | 0.5% | 12,781 SH | |
| DISNEY WALT CO | COM | $687K | 0.6% | 6,964 SH | |
| DOW INC | COM | $233K | 0.2% | 6,673 SH | |
| EXXON MOBIL CORP | COM | $340K | 0.3% | 2,855 SH | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $561K | 0.5% | 31,882 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $1.1M | 0.9% | 18,586 SH | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $2.3M | 2.0% | 51,363 SH | |
| FISERV INC | COM | $214K | 0.2% | 971 SH | |
| FORD MTR CO | COM | $634K | 0.5% | 63,185 SH | |
| GENERAL DYNAMICS CORP | COM | $1.6M | 1.3% | 5,839 SH | |
| GENERAL MLS INC | COM | $201K | 0.2% | 3,370 SH | |
| GENERAL MTRS CO | COM | $628K | 0.5% | 13,356 SH | |
| GILEAD SCIENCES INC | COM | $724K | 0.6% | 6,458 SH | |
| GOLDMAN SACHS GROUP INC | COM | $229K | 0.2% | 419 SH | |
| HOME DEPOT INC | COM | $1.0M | 0.8% | 2,730 SH | |
| INTEL CORP | COM | $432K | 0.4% | 19,009 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $362K | 0.3% | 1,455 SH | |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $639K | 0.5% | 56,994 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $280K | 0.2% | 13,532 SH | |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $199K | 0.2% | 10,423 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.1% | 2,852 SH | |
| ISHARES INC | MSCI BRAZIL ETF | $256K | 0.2% | 9,914 SH | |
| ISHARES TR | 20 YR TR BD ETF | $379K | 0.3% | 4,158 SH | |
| ISHARES TR | CORE S&P MCP ETF | $247K | 0.2% | 4,235 SH | |
| ISHARES TR | CORE US AGGBD ET | $205K | 0.2% | 2,071 SH | |
| ISHARES TR | ISHARES BIOTECH | $454K | 0.4% | 3,550 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $408K | 0.3% | 9,346 SH | |
| ISHARES TR | PFD AND INCM SEC | $365K | 0.3% | 11,881 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $376K | 0.3% | 1,472 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $313K | 0.3% | 2,073 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $637K | 0.5% | 3,194 SH | |
| JOHNSON & JOHNSON | COM | $1.4M | 1.2% | 8,625 SH | |
| JPMORGAN CHASE & CO. | COM | $837K | 0.7% | 3,410 SH | |
| LOCKHEED MARTIN CORP | COM | $1.4M | 1.2% | 3,211 SH | |
| MASTERCARD INCORPORATED | CL A | $309K | 0.3% | 564 SH | |
| MEDTRONIC PLC | SHS | $539K | 0.5% | 6,000 SH | |
| MERCK & CO INC | COM | $1.1M | 0.9% | 12,305 SH | |
| META PLATFORMS INC | CL A | $2.2M | 1.9% | 3,867 SH | |
| MICROSOFT CORP | COM | $4.1M | 3.4% | 10,814 SH | |
| NETFLIX INC | COM | $860K | 0.7% | 922 SH | |
| NEXTERA ENERGY INC | COM | $451K | 0.4% | 6,359 SH | |
| NIKE INC | CL B | $211K | 0.2% | 3,319 SH | |
| NORFOLK SOUTHN CORP | COM | $537K | 0.5% | 2,267 SH | |
| NORTHROP GRUMMAN CORP | COM | $304K | 0.3% | 593 SH | |
| NUVEEN MUN VALUE FD INC | COM | $113K | 0.1% | 12,917 SH | |
| NVIDIA CORPORATION | COM | $3.6M | 3.0% | 33,382 SH | |
| PEPSICO INC | COM | $899K | 0.8% | 5,995 SH | |
| PFIZER INC | COM | $1.9M | 1.6% | 74,591 SH | |
| PHILIP MORRIS INTL INC | COM | $291K | 0.2% | 1,833 SH | |
| PROCTER AND GAMBLE CO | COM | $910K | 0.8% | 5,343 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $217K | 0.2% | 2,120 SH | |
| QUALCOMM INC | COM | $1.3M | 1.1% | 8,311 SH | |
| REALTY INCOME CORP | COM | $326K | 0.3% | 5,619 SH | |
| RTX CORPORATION | COM | $681K | 0.6% | 5,138 SH | |
| SALESFORCE INC | COM | $1.4M | 1.2% | 5,130 SH | |
| SCHLUMBERGER LTD | COM STK | $429K | 0.4% | 10,258 SH | |
| SCHWAB CHARLES CORP | COM | $395K | 0.3% | 5,043 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $453K | 0.4% | 16,438 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $279K | 0.2% | 9,065 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $211K | 0.2% | 5,832 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $293K | 0.2% | 12,424 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $263K | 0.2% | 9,617 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $671K | 0.6% | 33,936 SH | |
| SCHWAB STRATEGIC TR | ULTRA SHORT INCM | $707K | 0.6% | 28,069 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.7M | 9.0% | 381,752 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $306K | 0.3% | 12,205 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.3M | 2.8% | 123,743 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $840K | 0.7% | 35,843 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $339K | 0.3% | 12,613 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $295K | 0.2% | 3,161 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $271K | 0.2% | 1,855 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $281K | 0.2% | 1,360 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.7M | 1.4% | 4,020 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 3.9% | 8,197 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $1.5M | 1.3% | 37,132 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $281K | 0.2% | 3,586 SH | |
| SPDR SER TR | S&P BIOTECH | $322K | 0.3% | 3,971 SH | |
| STARBUCKS CORP | COM | $1.6M | 1.4% | 16,481 SH | |
| TARGET CORP | COM | $208K | 0.2% | 1,995 SH | |
| TESLA INC | COM | $1.6M | 1.4% | 6,354 SH | |
| UNITEDHEALTH GROUP INC | COM | $428K | 0.4% | 817 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $651K | 0.5% | 1,266 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $329K | 0.3% | 1,766 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $355K | 0.3% | 1,602 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $282K | 0.2% | 1,026 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $341K | 0.3% | 7,536 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $474K | 0.4% | 6,745 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.9% | 8,424 SH | |
| VERIZON COMMUNICATIONS INC | COM | $2.5M | 2.1% | 55,671 SH | |
| VISA INC | COM CL A | $686K | 0.6% | 1,959 SH | |
| WELLS FARGO CO NEW | COM | $829K | 0.7% | 11,547 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $307K | 0.3% | 7,285 SH | |
| WYNN RESORTS LTD | COM | $713K | 0.6% | 8,536 SH | |
| XEROX HOLDINGS CORP | COM NEW | $97K | 0.1% | 20,060 SH |
| 13F-HR |
| 0001934500-26-000007 |
| $172.0M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001934500-25-000006 | $125.6M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001934500-26-000006 | $180.1M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001934500-25-000004 | $118.8M | View |