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CIK 0002097037 • 4 13F filings • Nov 17, 2025 – Jul 28, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $310K | 0.2%Prev: 0.2% | 1,447 SH | Increased-77 SH |
| ALPHABET INC | CAP STK CL C | $389K | 0.3%Prev: 0.3% | 1,239 SH | Increased-84 SH |
| AMAZON COM INC | COM | $1.1M | 0.7%Prev: 0.8% | 4,598 SH | Increased-33 SH |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $850K | 0.6%Prev: 0.6% | 16,875 SH | Increased+1,017 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $9.0M | 5.8%Prev: 4.2% | 108,729 SH | Increased+43,267 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $430K | 0.3%Prev: 0.3% | 3,849 SH | Decreased-111 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.2M | 1.4%Prev: 1.6% | 29,200 SH | Increased+2,762 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.8M | 1.1%Prev: 1.4% | 17,172 SH | Decreased-522 SH |
| AMERIPRISE FINL INC | COM | $1.6M | 1.0%Prev: 1.4% | 3,218 SH | Decreased-406 SH |
| APPLE INC | COM | $1.0M | 0.7%Prev: 0.8% | 3,802 SH | Increased-127 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $295K | 0.2%Prev: 0.2% | 276 SH | Increased+18 SH |
| AXON ENTERPRISE INC | COM | $882K | 0.6%Prev: 0.9% | 1,553 SH | Decreased+36 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 1.0%Prev: 1.3% | 3,185 SH | Increased+23 SH |
| BOOKING HOLDINGS INC | COM | $543K | 0.4%Prev: 0.4% | 101 SH | Increased+2 SH |
| BROADCOM INC | COM | $472K | 0.3%Prev: 0.4% | 1,362 SH | Increased-25 SH |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $696K | 0.5%Prev: 0.6% | 13,283 SH | Decreased+811 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $299K | 0.2% | 13,227 SH | New |
| COLUMBIA ETF TR I | RESH ENHNC COR | $909K | 0.6%Prev: 0.7% | 22,263 SH | Increased+1,518 SH |
| COSTCO WHSL CORP NEW | COM | $421K | 0.3%Prev: 0.4% | 488 SH | Decreased+10 SH |
| CROWDSTRIKE HLDGS INC | CL A | $368K | 0.2%Prev: 0.3% | 784 SH | Decreased-2 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $2.2M | 1.4%Prev: 1.1% | 43,504 SH | Increased+14,108 SH |
| EA SERIES TRUST | STRIVE 500 ETF | $1.0M | 0.7%Prev: 0.7% | 22,988 SH | Increased+4,322 SH |
| EXXON MOBIL CORP | COM | $426K | 0.3%Prev: 0.3% | 3,539 SH | Increased+29 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $631K | 0.4%Prev: 0.5% | 18,418 SH | Increased+1,740 SH |
| HONEST CO INC | COM | $26K | 0.0%Prev: 0.0% | 10,087 SH | Decreased |
| HONEYWELL INTL INC | COM | $699K | 0.5%Prev: 0.6% | 3,583 SH | Decreased-7 SH |
| INTUITIVE SURGICAL INC | COM NEW | $359K | 0.2%Prev: 0.2% | 634 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.2M | 0.8%Prev: 1.2% | 4,650 SH | Decreased-1,503 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $266K | 0.2%Prev: 0.2% | 3,724 SH | Decreased-234 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $369K | 0.2%Prev: 0.3% | 6,031 SH | Decreased-877 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $3.8M | 2.4%Prev: 3.2% | 36,774 SH | Decreased-698 SH |
| ISHARES TR | CORE MSCI INTL | $1.8M | 1.1%Prev: 1.4% | 21,253 SH | Increased+371 SH |
| ISHARES TR | CORE S&P MCP ETF | $262K | 0.2%Prev: 0.2% | 3,974 SH | Decreased-159 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.8%Prev: 0.9% | 9,721 SH | Increased+111 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.7%Prev: 0.9% | 1,608 SH | Increased-1 SH |
| ISHARES TR | CORE US AGGBD ET | $4.4M | 2.8%Prev: 3.6% | 43,751 SH | Decreased-173 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.4M | 0.9%Prev: 1.2% | 17,776 SH | Decreased-52 SH |
| ISHARES TR | RUS TP200 GR ETF | $14.7M | 9.5%Prev: 6.8% | 52,948 SH | Increased+22,372 SH |
| ISHARES TR | S&P SML 600 GWT | $287K | 0.2%Prev: 0.2% | 2,030 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $284K | 0.2%Prev: 0.3% | 4,959 SH | Decreased-480 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.2M | 1.4%Prev: 1.1% | 43,252 SH | Increased+16,150 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.0M | 0.7%Prev: 0.7% | 20,189 SH | Increased+2,068 SH |
| KINSALE CAP GROUP INC | COM | $211K | 0.1%Prev: 0.2% | 539 SH | Decreased-36 SH |
| LOWES COS INC | COM | $214K | 0.1%Prev: 0.3% | 887 SH | Decreased-478 SH |
| MASTERCARD INCORPORATED | CL A | $224K | 0.1% | 392 SH | New |
| MCDONALDS CORP | COM | $250K | 0.2%Prev: 0.2% | 817 SH | Increased |
| MERCADOLIBRE INC | COM | $943K | 0.6%Prev: 0.9% | 468 SH | Decreased+9 SH |
| MICROSOFT CORP | COM | $410K | 0.3%Prev: 0.4% | 848 SH | Decreased+10 SH |
| NETFLIX INC | COM | $293K | 0.2%Prev: 0.4% | 3,129 SH | Decreased+2,754 SH |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | $1.1M | 0.7%Prev: 0.9% | 5,572 SH | Increased+3 SH |
| NVIDIA CORPORATION | COM | $2.4M | 1.6%Prev: 2.0% | 12,968 SH | Decreased-129 SH |
| PACER FDS TR | US CASH COWS 100 | $576K | 0.4%Prev: 0.7% | 9,573 SH | Decreased-6,341 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.2M | 0.8%Prev: 1.1% | 6,947 SH | Decreased-374 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.9M | 7.1%Prev: 4.0% | 401,478 SH | Increased+214,525 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.5M | 2.3%Prev: 3.8% | 127,523 SH | Decreased-42,491 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.3M | 1.5%Prev: 1.7% | 69,503 SH | Increased+2,319 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $6.5M | 4.2% | 45,161 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $995K | 0.6%Prev: 0.7% | 6,184 SH | Increased+44 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $11.1M | 7.2%Prev: 7.2% | 16,275 SH | Increased+2,952 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.4M | 0.9% | 17,132 SH | New |
| TEXAS ROADHOUSE INC | COM | $410K | 0.3%Prev: 0.3% | 2,467 SH | Decreased-27 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $8.0M | 5.2%Prev: 3.8% | 102,960 SH | Increased+43,761 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 1.2%Prev: 1.8% | 3,694 SH | Decreased-941 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $312K | 0.2%Prev: 0.3% | 992 SH | Decreased-56 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.5M | 1.0%Prev: 1.2% | 8,429 SH | Increased+82 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $16.5M | 10.7%Prev: 8.9% | 56,792 SH | Increased+19,659 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $255K | 0.2%Prev: 0.3% | 2,882 SH | Decreased-974 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 1.5%Prev: 1.8% | 3,667 SH | Increased+137 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.8M | 5.1%Prev: 3.4% | 30,354 SH | Increased+13,939 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 0.8%Prev: 1.2% | 6,734 SH | Decreased-1,101 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $287K | 0.2%Prev: 0.2% | 2,004 SH | Increased+9 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $900K | 0.6%Prev: 0.8% | 11,861 SH | Decreased-733 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.6M | 1.7%Prev: 2.1% | 11,670 SH | Decreased-466 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $668K | 0.4%Prev: 0.5% | 4,652 SH | Increased-23 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $252K | 0.2%Prev: 0.3% | 2,757 SH | Decreased-1,993 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $213K | 0.1% | 1,764 SH | New |
| 13F-HR |
| 0002097037-26-000009 |
| $278.2M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0002097037-26-000004 | $154.7M | View |