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CIK 0001561383 • 7 13F filings • Apr 14, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMPLIFY ETF TR | CWP ENHANCED DIV | $13.5M | 7.6%Prev: 7.4% | 302,840 SH | Decreased-6,289 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $696K | 0.4%Prev: 2.8% | 11,439 SH | Decreased-65,741 SH |
| EDISON INTL | COM | $867K | 0.5%Prev: 0.1% | 14,447 SH | Increased+9,846 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $534K | 0.3%Prev: 0.3% | 12,997 SH | Decreased-2,173 SH |
| FIDELITY ETHEREUM FD | SHS | $1.4M | 0.8%Prev: 0.8% | 46,655 SH | Decreased-8,408 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $2.4M | 1.3%Prev: 1.1% | 30,948 SH | Increased+1,932 SH |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $4.4M | 2.5%Prev: 2.3% | 131,897 SH | Increased+6,833 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $14.1M | 8.0%Prev: 8.1% | 231,450 SH | Decreased+4,652 SH |
| ISHARES SILVER TR | ISHARES | $650K | 0.4%Prev: 0.3% | 10,095 SH | Increased-382 SH |
| ISHARES TR | CORE MSCI TOTAL | $13.4M | 7.6%Prev: 7.6% | 158,026 SH | Decreased+2,335 SH |
| ISHARES TR | CORE S&P TTL STK | $42.1M | 23.8%Prev: 24.1% | 283,163 SH | Decreased+2,095 SH |
| ISHARES TR | CORE US AGGBD ET | $27.2M | 15.4%Prev: 14.5% | 272,350 SH | Decreased-26,432 SH |
| LISTED FDS TR | SWAN HEDGED EQTY | $13.8M | 7.8%Prev: 8.5% | 546,153 SH | Decreased-69,770 SH |
| PACER FDS TR | LUNT LRGCP MULTI | $644K | 0.4% | 12,331 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $595K | 0.3%Prev: 0.3% | 11,361 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.7M | 1.5%Prev: 1.3% | 115,109 SH | Increased-1,602 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.1M | 1.7%Prev: 2.1% | 117,106 SH | Decreased-22,412 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.3M | 1.9%Prev: 0.5% | 119,581 SH | Increased+88,268 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $381K | 0.2%Prev: 0.2% | 14,172 SH | Increased+2,132 SH |
| STRATEGIC TRUST | RUNNING GWTH ETF | $9.6M | 5.4% | 287,120 SH | New |
| THORNBURG ETF TR | INTL EQUITY ETF | $8.8M | 5.0%Prev: 5.3% | 279,903 SH | Decreased-14,552 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $3.6M | 2.1% | 146,965 SH | New |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $8.9M | 5.1% | 226,911 SH | New |
| 13F-HR |
| 0001561383-25-000005 |
| $172.7M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001561383-26-000005 | $186.6M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003893 | $163.1M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001561383-26-000003 | $179.6M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002084 | $143.6M | View |