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CIK 0001797734 • 6 13F filings • Apr 15, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $618K | 0.4%Prev: 0.4% | 2,272 SH | Increased-130 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $45.7M | 28.1%Prev: 27.4% | 1,047,414 SH | Increased+8,061 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | $7.7M | 4.7%Prev: 4.8% | 208,881 SH | Increased-3,480 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.8M | 8.5%Prev: 8.8% | 22,488 SH | Decreased-859 SH |
| ISHARES TR | 20 YR TR BD ETF | $2.5M | 1.5%Prev: 1.6% | 28,847 SH | Decreased-510 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.3M | 1.4%Prev: 1.0% | 23,702 SH | Increased+6,762 SH |
| ISHARES TR | CORE US AGGBD ET | $7.6M | 4.7%Prev: 4.4% | 76,352 SH | Increased+5,894 SH |
| ISHARES TR | ESG AWR MSCI USA | $19.9M | 12.2%Prev: 12.1% | 133,776 SH | Increased+1,584 SH |
| ISHARES TR | ESG MSCI KLD 400 | $378K | 0.2%Prev: 0.2% | 2,933 SH | Increased+399 SH |
| ISHARES TR | NATIONAL MUN ETF | $468K | 0.3%Prev: 0.2% | 4,368 SH | Increased+1,110 SH |
| ISHARES TR | RUS 2000 GRW ETF | $8.5M | 5.2%Prev: 5.3% | 26,180 SH | Decreased-264 SH |
| ISHARES TR | USD INV GRDE ETF | $5.1M | 3.1%Prev: 3.0% | 98,917 SH | Increased+8,200 SH |
| JOHNSON & JOHNSON | COM | $752K | 0.5%Prev: 0.4% | 3,633 SH | Increased |
| NVIDIA CORPORATION | COM | $347K | 0.2%Prev: 0.3% | 1,860 SH | Decreased-400 SH |
| PROCTER AND GAMBLE CO | COM | $287K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| PROSHARES TR | PSHS ULT S&P 500 | $285K | 0.2%Prev: 0.2% | 4,918 SH | Increased+2,505 SH |
| PROSHARES TR | ULTRAPRO QQQ | $782K | 0.5%Prev: 0.6% | 14,840 SH | Decreased+5,963 SH |
| PROSHARES TR | ULTRPRO S&P500 | $780K | 0.5%Prev: 0.6% | 6,741 SH | Decreased-1,406 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.7M | 1.6%Prev: 1.8% | 3,926 SH | Decreased-317 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.4M | 2.7% | 164,544 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $365K | 0.2%Prev: 0.2% | 7,261 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.8M | 4.8%Prev: 4.6% | 93,454 SH | Increased+6,582 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $29.7M | 18.2%Prev: 18.8% | 71,948 SH | Decreased-2,541 SH |
| 13F-HR |
| 0001951757-26-001068 |
| $186.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001069 | $148.0M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000542 | $159.6M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000366 | $134.0M | View |