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CIK 0001927769 • 6 13F filings • May 1, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $243K | 0.6%Prev: 0.8% | 1,021 SH | Decreased-281 SH |
| AMERICAN CENTY ETF TR | AVANTIS MODERAT | $1.3M | 2.9%Prev: 0.8% | 17,200 SH | Increased+12,200 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $761K | 1.7% | 8,341 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.4M | 3.2%Prev: 1.7% | 11,108 SH | Increased+4,009 SH |
| APPLE INC | COM | $346K | 0.8% | 1,195 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.9M | 8.8%Prev: 11.2% | 7,723 SH | Decreased-926 SH |
| DBX ETF TR | XTRA US NATL ETF | $1.1M | 2.5% | 27,899 SH | New |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | $375K | 0.9% | 1,407 SH | New |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | $245K | 0.6% | 3,256 SH | New |
| DIREXION SHARES ETF TRUST | DIREXION HCM | $1.5M | 3.4% | 35,779 SH | New |
| EAST WEST BANCORP INC | COM | $423K | 1.0%Prev: 0.9% | 3,279 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE SPACE A | $1.7M | 4.0% | 18,215 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $884K | 2.0% | 14,234 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $907K | 2.1% | 19,930 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $3.1M | 7.2% | 77,195 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $719K | 1.6%Prev: 0.8% | 16,360 SH | Increased+8,360 SH |
| GOLDMAN SACHS ETF TR | ACCESS HIG YLD | $402K | 0.9% | 8,960 SH | New |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $490K | 1.1% | 3,454 SH | New |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $286K | 0.7% | 7,230 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $297K | 0.7%Prev: 0.9% | 11,441 SH | Decreased-1,686 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $557K | 1.3%Prev: 1.4% | 18,875 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $588K | 1.3%Prev: 1.4% | 17,400 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACLRTD 9 | $798K | 1.8%Prev: 2.1% | 19,950 SH | Decreased-2,300 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $930K | 2.1%Prev: 2.9% | 24,069 SH | Decreased-7,072 SH |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | $1.4M | 3.2%Prev: 4.0% | 39,266 SH | Decreased-7,200 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $12.8M | 29.3%Prev: 35.0% | 305,289 SH | Decreased-50,584 SH |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $351K | 0.8%Prev: 1.1% | 6,548 SH | Decreased-2,000 SH |
| ISHARES TR | CYBERSECURITY | $2.8M | 6.5%Prev: 7.4% | 46,680 SH | Increased-5,501 SH |
| ISHARES TR | ISHARES SEMICDTR | $439K | 1.0% | 685 SH | New |
| ISHARES TR | LARG CAP DEC ETF | $593K | 1.4% | 21,683 SH | New |
| ISHARES TR | LARG CAP JUN ETF | $945K | 2.2% | 32,454 SH | New |
| META PLATFORMS INC | CL A | $352K | 0.8%Prev: 1.9% | 625 SH | Decreased-340 SH |
| MICROSOFT CORP | COM | $469K | 1.1%Prev: 0.7% | 1,258 SH | Increased+743 SH |
| MICROVAST HOLDINGS INC | *W EXP 07/23/202 | $45 | 0.0% | 10,000 SH | New |
| VOYAGER TECHNOLOGIES INC | COM CL A | $276K | 0.6% | 8,557 SH | New |
| 13F-HR |
| 0001927769-26-000003 |
| $43.7M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004960 | $37.3M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001927769-26-000002 | $39.8M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002516 | $34.5M | View |