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CIK 0001730293 • 3 13F filings • Apr 28, 2025 – Nov 6, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.0M | 0.6%Prev: 0.4% | 4,286 SH | Decreased-21,079 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.0%Prev: 0.2% | 7,052 SH | Decreased-10,001 SH |
| AMAZON COM INC | COM | $1.4M | 0.8%Prev: 1.0% | 6,391 SH | Decreased-51,734 SH |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | $216K | 0.1%Prev: 0.0% | 2,929 SH | Increased |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $418K | 0.2%Prev: 0.0% | 3,650 SH | Decreased-1,513 SH |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $817K | 0.5%Prev: 0.1% | 9,411 SH | Decreased-1,606 SH |
| APPLE INC | COM | $18.2M | 10.2%Prev: 3.7% | 71,372 SH | Decreased-150,768 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $357K | 0.2%Prev: 0.3% | 711 SH | Decreased-6,057 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $871K | 0.5%Prev: 0.0% | 25,502 SH | Increased+16,537 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $3.0M | 1.7%Prev: 0.2% | 50,979 SH | Increased-1,268 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.3M | 0.7%Prev: 0.1% | 33,078 SH | Increased-236 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.1M | 0.6%Prev: 0.1% | 20,628 SH | Decreased-6,096 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $391K | 0.2%Prev: 0.0% | 7,946 SH | Increased+2,202 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $842K | 0.5%Prev: 0.9% | 20,045 SH | Decreased-256,854 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $750K | 0.4%Prev: 0.1% | 21,959 SH | Decreased-21,512 SH |
| CINTAS CORP | COM | $246K | 0.1%Prev: 0.1% | 1,200 SH | Decreased-1,736 SH |
| COSTCO WHSL CORP NEW | COM | $544K | 0.3%Prev: 0.3% | 588 SH | Decreased-3,701 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $327K | 0.2%Prev: 0.2% | 8,488 SH | Decreased-72,604 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $201K | 0.1%Prev: 0.0% | 6,401 SH | Decreased-1,076 SH |
| ETF SER SOLUTIONS | AAM S&P 500 | $2.8M | 1.6%Prev: 0.2% | 79,724 SH | Increased-1,050 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $375K | 0.2%Prev: 0.1% | 15,143 SH | Decreased-32,600 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $731K | 0.4%Prev: 0.1% | 7,294 SH | Decreased-6,699 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.0M | 1.7%Prev: 0.3% | 12,012 SH | Decreased-4,094 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $3.7M | 2.1%Prev: 0.3% | 30,187 SH | Decreased-4,759 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $4.6M | 2.6%Prev: 0.4% | 80,409 SH | Increased-6,554 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $688K | 0.4%Prev: 0.1% | 5,090 SH | Decreased-8,302 SH |
| INVESCO QQQ TR | UNIT SER 1 | $662K | 0.4%Prev: 0.7% | 1,102 SH | Decreased-15,110 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $332K | 0.2%Prev: 0.0% | 5,113 SH | Decreased-1,774 SH |
| ISHARES GOLD TR | ISHARES NEW | $952K | 0.5%Prev: 0.2% | 13,084 SH | Decreased-17,248 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 1.1%Prev: 1.5% | 29,509 SH | Decreased-278,493 SH |
| ISHARES SILVER TR | ISHARES | $2.4M | 1.4%Prev: 0.3% | 57,484 SH | Decreased-48,163 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.4M | 0.8%Prev: 0.2% | 13,137 SH | Decreased-9,622 SH |
| ISHARES TR | 20 YR TR BD ETF | $902K | 0.5%Prev: 0.3% | 10,091 SH | Decreased-36,321 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.4M | 1.3%Prev: 0.4% | 24,395 SH | Decreased-23,639 SH |
| ISHARES TR | BROAD USD HIGH | $652K | 0.4%Prev: 0.1% | 17,255 SH | Decreased-1,392 SH |
| ISHARES TR | CORE 40/60 MODER | $4.4M | 2.5%Prev: 0.3% | 93,348 SH | Increased+3,893 SH |
| ISHARES TR | CORE 80/20 AGGRE | $6.3M | 3.5%Prev: 0.5% | 71,608 SH | Increased+342 SH |
| ISHARES TR | CORE INTL AGGR | $893K | 0.5%Prev: 0.1% | 17,430 SH | Decreased-7,576 SH |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 3.2%Prev: 1.2% | 8,485 SH | Decreased-14,594 SH |
| ISHARES TR | CORE TOTAL USD | $4.7M | 2.7%Prev: 0.5% | 101,424 SH | Decreased-26,392 SH |
| ISHARES TR | EAFE GRWTH ETF | $616K | 0.3%Prev: 0.1% | 5,406 SH | Decreased-7,158 SH |
| ISHARES TR | EAFE VALUE ETF | $2.5M | 1.4%Prev: 0.2% | 37,332 SH | Decreased-3,114 SH |
| ISHARES TR | GLB INFRASTR ETF | $289K | 0.2%Prev: 0.6% | 5,132 SH | Decreased-109,267 SH |
| ISHARES TR | ISHS 1-5YR INVS | $2.7M | 1.5%Prev: 0.2% | 51,395 SH | Decreased-6,495 SH |
| ISHARES TR | JPMORGAN USD EMG | $390K | 0.2%Prev: 0.0% | 4,099 SH | Decreased-234 SH |
| ISHARES TR | MBS ETF | $1.4M | 0.8%Prev: 1.3% | 15,174 SH | Decreased-150,499 SH |
| ISHARES TR | MSCI EMG MKT ETF | $746K | 0.4%Prev: 0.1% | 13,966 SH | Decreased-6,445 SH |
| ISHARES TR | MSCI INTL QUALTY | $595K | 0.3% | 2,320 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $2.2M | 1.2%Prev: 0.3% | 21,568 SH | Decreased-13,112 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.3M | 1.3%Prev: 1.7% | 12,028 SH | Decreased-100,274 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.9M | 1.7%Prev: 0.4% | 27,564 SH | Decreased-20,500 SH |
| ISHARES TR | RUS 1000 GRW ETF | $225K | 0.1%Prev: 0.1% | 480 SH | Decreased-1,995 SH |
| ISHARES TR | RUS TP200 GR ETF | $381K | 0.2%Prev: 0.0% | 1,394 SH | Decreased-622 SH |
| ISHARES TR | S&P 100 ETF | $2.0M | 1.1%Prev: 0.1% | 6,106 SH | Increased+414 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.0M | 1.7%Prev: 1.4% | 24,989 SH | Decreased-135,930 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.1M | 1.2%Prev: 0.9% | 10,181 SH | Decreased-49,173 SH |
| ISHARES TR | U.S. TECH ETF | $800K | 0.4%Prev: 0.2% | 4,084 SH | Decreased-6,699 SH |
| ISHARES TR | US AER DEF ETF | $4.2M | 2.4%Prev: 0.3% | 19,979 SH | Increased-375 SH |
| ISHARES TR | US TREAS BD ETF | $299K | 0.2%Prev: 1.8% | 12,930 SH | Decreased-932,716 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $3.9M | 2.2%Prev: 1.2% | 41,414 SH | Decreased-130,981 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | $215K | 0.1%Prev: 0.4% | 4,314 SH | Decreased-90,710 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $799K | 0.4%Prev: 0.1% | 12,294 SH | Increased+1,382 SH |
| MARATHON PETE CORP | COM | $229K | 0.1%Prev: 0.0% | 1,190 SH | Decreased-647 SH |
| MASTERCARD INCORPORATED | CL A | $212K | 0.1%Prev: 0.1% | 373 SH | Decreased-1,719 SH |
| META PLATFORMS INC | CL A | $1.7M | 1.0%Prev: 0.4% | 2,343 SH | Decreased-4,699 SH |
| MICROSOFT CORP | COM | $2.4M | 1.3%Prev: 2.1% | 4,562 SH | Decreased-48,206 SH |
| NETFLIX INC | COM | $261K | 0.1%Prev: 0.2% | 218 SH | Decreased-1,584 SH |
| NVIDIA CORPORATION | COM | $1.5M | 0.9%Prev: 3.1% | 8,160 SH | Decreased-235,258 SH |
| ORACLE CORP | COM | $249K | 0.1%Prev: 0.1% | 887 SH | Decreased-4,389 SH |
| PACER FDS TR | TRENDP US LAR CP | $4.5M | 2.5%Prev: 0.4% | 82,362 SH | Decreased-25,182 SH |
| PACER FDS TR | US CASH COWS 100 | $1.3M | 0.7%Prev: 0.6% | 22,885 SH | Decreased-101,898 SH |
| PACER FDS TR | US LRG CP CASH | $284K | 0.2%Prev: 0.2% | 7,810 SH | Decreased-52,307 SH |
| PACER FDS TR | US SMALL CAP CAS | $775K | 0.4%Prev: 0.1% | 17,700 SH | Decreased-27,857 SH |
| PIMCO ETF TR | 25YR+ ZERO U S | $1.5M | 0.9% | 22,499 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.0M | 3.4%Prev: 0.6% | 59,889 SH | Decreased-13,184 SH |
| PIMCO ETF TR | MULTISECTOR BD | $258K | 0.1%Prev: 0.0% | 9,625 SH | Decreased-2,410 SH |
| PULTE GROUP INC | COM | $232K | 0.1% | 1,754 SH | New |
| RTX CORPORATION | COM | $234K | 0.1%Prev: 0.1% | 1,397 SH | Decreased-4,717 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $440K | 0.2%Prev: 0.2% | 13,794 SH | Decreased-69,016 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $253K | 0.1%Prev: 0.1% | 9,595 SH | Decreased-59,476 SH |
| SELECT SECTOR SPDR TR | ENERGY | $307K | 0.2%Prev: 0.3% | 3,431 SH | Decreased-34,549 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $420K | 0.2%Prev: 0.1% | 5,357 SH | Decreased-3,178 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.0M | 0.6%Prev: 0.2% | 7,519 SH | Decreased-8,421 SH |
| SPDR GOLD TR | GOLD SHS | $7.8M | 4.4%Prev: 1.4% | 21,837 SH | Decreased-32,721 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 2.2%Prev: 3.5% | 5,931 SH | Decreased-63,527 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $1.7M | 0.9%Prev: 0.1% | 105,499 SH | Increased+2,700 SH |
| TESLA INC | COM | $814K | 0.5%Prev: 1.1% | 1,830 SH | Decreased-40,407 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.3M | 0.7%Prev: 0.1% | 16,749 SH | Decreased-8,177 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $265K | 0.1%Prev: 0.3% | 3,358 SH | Decreased-50,479 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.7M | 2.1%Prev: 0.9% | 49,253 SH | Decreased-94,852 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $203K | 0.1%Prev: 0.2% | 691 SH | Decreased-8,645 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 0.7%Prev: 0.1% | 14,009 SH | Increased+3,805 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $794K | 0.4%Prev: 0.2% | 1,296 SH | Decreased-4,004 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.6%Prev: 0.4% | 4,100 SH | Decreased-14,261 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 2.3%Prev: 2.4% | 12,358 SH | Decreased-82,738 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $716K | 0.4%Prev: 0.1% | 10,030 SH | Decreased-5,378 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $717K | 0.4%Prev: 0.2% | 13,239 SH | Decreased-35,789 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $507K | 0.3%Prev: 0.1% | 2,350 SH | Decreased-2,692 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 0.6%Prev: 0.1% | 14,356 SH | Decreased-1,074 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.2M | 0.7%Prev: 0.2% | 8,265 SH | Decreased-5,942 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $958K | 0.5%Prev: 0.1% | 2,381 SH | Decreased-1,049 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $3.1M | 1.7%Prev: 0.3% | 16,395 SH | Decreased-1,325 SH |
| VISA INC | COM CL A | $489K | 0.3%Prev: 0.4% | 1,431 SH | Decreased-13,676 SH |
| WISDOMTREE TR | INTL QULTY DIV | $289K | 0.2%Prev: 0.7% | 7,256 SH | Decreased-208,365 SH |
| 13F-HR |
| 0001730293-25-000003 |
| $1.43B |
| View |