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CIK 0001922962 • 2 13F filings • Apr 11, 2025 – Aug 14, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $434K | 0.2%Prev: 0.2% | 2,464 SH | Increased-58 SH |
| AMAZON COM INC | COM | $530K | 0.3%Prev: 0.3% | 2,415 SH | Increased-30 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $416K | 0.2%Prev: 0.2% | 8,059 SH | Increased+28 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $347K | 0.2%Prev: 0.2% | 4,376 SH | Increased+80 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $631K | 0.4%Prev: 0.3% | 6,922 SH | Increased+33 SH |
| API GROUP CORP | COM STK | $761K | 0.4%Prev: 0.3% | 14,902 SH | Increased |
| APPLE INC | COM | $672K | 0.4%Prev: 0.4% | 3,275 SH | Decreased-21 SH |
| ARK ETF TR | AUTNMUS TECHNLGY | $930K | 0.5%Prev: 0.4% | 10,425 SH | Increased |
| ARK ETF TR | NEXT GNRTN INTER | $679K | 0.4%Prev: 0.2% | 4,602 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $18.2M | 10.5%Prev: 10.9% | 25 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $34.7M | 20.0%Prev: 20.9% | 71,435 SH | Decreased-1 SH |
| BOOKING HOLDINGS INC | COM | $232K | 0.1% | 40 SH | New |
| BROADCOM INC | COM | $484K | 0.3%Prev: 0.2% | 1,756 SH | Increased-10 SH |
| COLUMBIA ETF TR II | INDIA CONSMR ETF | $2.1M | 1.2%Prev: 1.1% | 32,763 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $243K | 0.1%Prev: 0.1% | 245 SH | Increased+4 SH |
| CRH PLC | ORD | $505K | 0.3%Prev: 0.3% | 5,501 SH | Increased+27 SH |
| DREAM FINDERS HOMES INC | COM CL A | $447K | 0.3%Prev: 0.2% | 17,780 SH | Increased |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $374K | 0.2%Prev: 0.2% | 7,189 SH | Increased+63 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $1.8M | 1.0%Prev: 0.8% | 24,001 SH | Increased+29 SH |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $4.6M | 2.7%Prev: 1.4% | 100,979 SH | Increased+44,599 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $2.1M | 1.2%Prev: 1.1% | 59,374 SH | Increased+198 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | $1.8M | 1.0%Prev: 0.9% | 45,513 SH | Increased+73 SH |
| GARRETT MOTION INC | COM | $612K | 0.4%Prev: 0.2% | 58,267 SH | Increased+5,107 SH |
| GLOBAL X FDS | ADAPTIVE US | $447K | 0.3%Prev: 0.2% | 10,000 SH | Increased |
| GLOBAL X FDS | US INFR DEV ETF | $437K | 0.3%Prev: 0.2% | 10,000 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $413K | 0.2%Prev: 0.2% | 3,536 SH | Increased+14 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $790K | 0.5%Prev: 0.4% | 8,042 SH | Increased+11 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 1.0%Prev: 0.8% | 3,164 SH | Increased+5 SH |
| ISHARES INC | CORE MSCI EMKT | $654K | 0.4%Prev: 0.5% | 10,887 SH | Decreased-5,681 SH |
| ISHARES SILVER TR | ISHARES | $435K | 0.3%Prev: 0.2% | 13,270 SH | Increased+590 SH |
| ISHARES TR | 3 7 YR TREAS BD | $262K | 0.2%Prev: 0.3% | 2,200 SH | Decreased-2,200 SH |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 1.6%Prev: 1.4% | 33,394 SH | Increased-111 SH |
| ISHARES TR | CORE US AGGBD ET | $843K | 0.5%Prev: 0.9% | 8,500 SH | Decreased-8,500 SH |
| ISHARES TR | FLTG RATE NT ETF | $1.7M | 0.9%Prev: 0.9% | 32,370 SH | Increased+399 SH |
| ISHARES TR | GLOBAL 100 ETF | $485K | 0.3%Prev: 0.2% | 4,500 SH | Increased |
| ISHARES TR | IBOXX HI YD ETF | $573K | 0.3%Prev: 0.3% | 7,104 SH | Increased-85 SH |
| ISHARES TR | MSCI CHINA ETF | $1.3M | 0.7%Prev: 0.7% | 23,160 SH | Increased+229 SH |
| ISHARES TR | MSCI EAFE ETF | $336K | 0.2%Prev: 1.6% | 3,764 SH | Decreased-31,638 SH |
| ISHARES TR | MSCI INDIA SM CP | $1.3M | 0.8%Prev: 0.6% | 17,102 SH | Increased |
| ISHARES TR | MSCI USA QLT FCT | $1.5M | 0.8%Prev: 1.5% | 8,066 SH | Decreased-8,066 SH |
| ISHARES TR | MSCI USA VALUE | $1.2M | 0.7%Prev: 0.6% | 10,572 SH | Increased+71 SH |
| ISHARES TR | NORTH AMERN NAT | $290K | 0.2%Prev: 0.2% | 6,563 SH | Decreased+38 SH |
| ISHARES TR | RUS 2000 VAL ETF | $419K | 0.2%Prev: 0.3% | 2,658 SH | Decreased-1,566 SH |
| ISHARES TR | RUSSELL 3000 ETF | $3.0M | 1.7%Prev: 3.5% | 8,625 SH | Decreased-11,225 SH |
| ISHARES TR | USD INV GRDE ETF | $556K | 0.3%Prev: 0.6% | 10,800 SH | Decreased-10,800 SH |
| JPMORGAN CHASE & CO. | COM | $850K | 0.5%Prev: 0.4% | 2,931 SH | Increased+39 SH |
| LAM RESEARCH CORP | COM NEW | $270K | 0.2%Prev: 0.1% | 2,767 SH | Increased-83 SH |
| LIMBACH HLDGS INC | COM | $882K | 0.5%Prev: 0.2% | 6,294 SH | Increased+930 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $545K | 0.3%Prev: 0.3% | 3,605 SH | Increased-400 SH |
| META PLATFORMS INC | CL A | $250K | 0.1%Prev: 0.1% | 338 SH | Increased-10 SH |
| MICROSOFT CORP | COM | $937K | 0.5%Prev: 0.4% | 1,885 SH | Increased-23 SH |
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | $421K | 0.2%Prev: 0.3% | 4,404 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.2M | 0.7%Prev: 0.4% | 7,394 SH | Increased-130 SH |
| PACER FDS TR | US CASH COWS 100 | $1.3M | 0.8%Prev: 0.7% | 23,761 SH | Increased+71 SH |
| PAR TECHNOLOGY CORP | COM | $1.7M | 1.0%Prev: 0.8% | 24,362 SH | Increased |
| POTBELLY CORP | COM | $584K | 0.3%Prev: 0.2% | 47,652 SH | Increased |
| REMITLY GLOBAL INC | COM | $271K | 0.2%Prev: 0.2% | 14,425 SH | Decreased |
| RESEARCH SOLUTIONS INC | COM | $341K | 0.2%Prev: 0.2% | 118,761 SH | Increased |
| SCHWAB CHARLES CORP | COM | $236K | 0.1%Prev: 0.1% | 2,584 SH | Increased+2 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.4M | 1.4%Prev: 1.1% | 56,123 SH | Increased+123 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $361K | 0.2%Prev: 0.2% | 14,273 SH | Decreased-2,354 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $1.2M | 0.7%Prev: 0.6% | 18,013 SH | Increased+1 SH |
| SPDR GOLD TR | GOLD SHS | $9.1M | 5.2%Prev: 4.5% | 29,804 SH | Increased+1,129 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $1.1M | 0.6%Prev: 0.6% | 25,481 SH | Increased+257 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $628K | 0.4%Prev: 0.3% | 15,500 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $6.7M | 3.8%Prev: 5.7% | 10,782 SH | Decreased-7,784 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $2.6M | 1.5% | 60,367 SH | New |
| SPDR SERIES TRUST | S&P CAP MKTS | $1.5M | 0.8% | 10,093 SH | New |
| T ROWE PRICE ETF INC | GROWTH ETF | $789K | 0.5%Prev: 0.4% | 19,528 SH | Increased |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $1.5M | 0.9%Prev: 1.5% | 39,299 SH | Decreased-39,299 SH |
| VANECK ETF TRUST | INDIA GROWTH LDR | $1.3M | 0.7%Prev: 0.6% | 26,694 SH | Increased |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $2.5M | 1.4%Prev: 1.3% | 26,666 SH | Increased |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.2M | 0.7%Prev: 0.5% | 4,290 SH | Increased |
| VANECK ETF TRUST | URANIUM AND NUCL | $1.2M | 0.7%Prev: 0.4% | 10,438 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $770K | 0.4%Prev: 0.8% | 9,950 SH | Decreased-9,950 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.9M | 1.7%Prev: 1.5% | 43,738 SH | Increased+5 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 0.9%Prev: 0.8% | 32,803 SH | Increased-1,127 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $637K | 0.4%Prev: 0.3% | 4,741 SH | Increased+27 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $15.7M | 9.0%Prev: 7.8% | 122,314 SH | Increased+350 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.6M | 0.9%Prev: 1.5% | 14,550 SH | Decreased-14,550 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $1.4M | 0.8%Prev: 1.5% | 16,964 SH | Decreased-16,964 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $578K | 0.3%Prev: 0.3% | 8,827 SH | Increased+86 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $3.9M | 2.3%Prev: 1.8% | 22,366 SH | Increased+3,056 SH |
| VISA INC | COM CL A | $516K | 0.3%Prev: 0.1% | 1,462 SH | Increased+733 SH |
| WALMART INC | COM | $302K | 0.2% | 3,249 SH | New |
| WISDOMTREE TR | EMG MKTS SMCAP | $1.5M | 0.8%Prev: 0.4% | 28,200 SH | Increased+14,100 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $3.5M | 2.0%Prev: 0.9% | 42,738 SH | Increased+21,413 SH |