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CIK 0001841633 • 6 13F filings • Apr 15, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $808K | 0.3% | 7,263 SH | |
| ALPHABET INC | CAP STK CL C | $722K | 0.2% | 4,624 SH | |
| ALPS ETF TR | INTL SEC DV DOG | $3.9M | 1.3% | 124,483 SH | |
| AMAZON COM INC | COM | $892K | 0.3% | 4,687 SH | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $5.8M | 2.0% | 143,309 SH | |
| APPLE INC | COM | $2.2M | 0.7% | 9,911 SH | |
| CHEVRON CORP NEW | COM | $250K | 0.1% | 1,492 SH | |
| COCA COLA CO | COM | $301K | 0.1% | 4,197 SH | |
| DOCGO INC | COM | $713K | 0.2% | 269,887 SH | |
| EXXON MOBIL CORP | COM | $432K | 0.1% | 3,634 SH | |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | $3.5M | 1.2% | 146,238 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $2.0M | 0.7% | 22,087 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $622K | 0.2% | 13,400 SH | |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | $318K | 0.1% | 3,103 SH | |
| GENUINE PARTS CO | COM | $557K | 0.2% | 4,677 SH | |
| HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | $7.9M | 2.6% | 202,324 SH | |
| HF SINCLAIR CORP | COM | $712K | 0.2% | 21,646 SH | |
| HOME DEPOT INC | COM | $2.1M | 0.7% | 5,853 SH | |
| IBOTTA INC | CLASS A COM SHS | $1.5M | 0.5% | 34,596 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $212K | 0.1% | 851 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | $2.3M | 0.8% | 31,678 SH | |
| ISHARES TR | CORE MSCI TOTAL | $206K | 0.1% | 2,956 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.0M | 1.0% | 51,039 SH | |
| ISHARES TR | CORE S&P TTL STK | $578K | 0.2% | 4,741 SH | |
| ISHARES TR | CORE S&P US GWT | $22.2M | 7.4% | 174,753 SH | |
| ISHARES TR | CORE S&P US VLU | $26.4M | 8.8% | 285,937 SH | |
| ISHARES TR | INTL EQTY FACTOR | $304K | 0.1% | 9,872 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 0.5% | 14,740 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.7M | 0.9% | 88,754 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $226K | 0.1% | 1,133 SH | |
| ISHARES TR | S&P 100 ETF | $261K | 0.1% | 964 SH | |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $14.5M | 4.9% | 303,646 SH | |
| JOHNSON & JOHNSON | COM | $210K | 0.1% | 1,266 SH | |
| KIMBERLY-CLARK CORP | COM | $202K | 0.1% | 1,418 SH | |
| MARATHON PETE CORP | COM | $1.5M | 0.5% | 10,302 SH | |
| MCDONALDS CORP | COM | $243K | 0.1% | 777 SH | |
| MCKESSON CORP | COM | $371K | 0.1% | 551 SH | |
| MICROSOFT CORP | COM | $804K | 0.3% | 2,142 SH | |
| MOHAWK INDS INC | COM | $245K | 0.1% | 2,150 SH | |
| NVIDIA CORPORATION | COM | $243K | 0.1% | 2,238 SH | |
| ORACLE CORP | COM | $321K | 0.1% | 2,298 SH | |
| PROCTER AND GAMBLE CO | COM | $1.8M | 0.6% | 10,761 SH | |
| PROGRESSIVE CORP | COM | $2.1M | 0.7% | 7,548 SH | |
| PROSHARES TR | RUSS 2000 DIVD | $4.5M | 1.5% | 68,559 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $34.9M | 11.7% | 342,040 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $29.6M | 9.9% | 1,059,480 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $228K | 0.1% | 9,122 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $19.7M | 6.6% | 838,818 SH | |
| SOUTHERN CO | COM | $1.3M | 0.4% | 13,875 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 1.6% | 8,444 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $212K | 0.1% | 4,149 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $663K | 0.2% | 12,974 SH | |
| TRAVELERS COMPANIES INC | COM | $409K | 0.1% | 1,546 SH | |
| TRUIST FINL CORP | COM | $313K | 0.1% | 7,614 SH | |
| UNITED PARCEL SERVICE INC | CL B | $1.0M | 0.3% | 9,442 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $236K | 0.1% | 707 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $21.0M | 7.0% | 273,928 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $10.7M | 3.6% | 41,552 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $39.3M | 13.2% | 76,499 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.4M | 2.5% | 149,160 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $750K | 0.3% | 8,077 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $439K | 0.1% | 2,265 SH | |
| VISA INC | COM CL A | $3.0M | 1.0% | 8,651 SH | |
| WALMART INC | COM | $537K | 0.2% | 6,119 SH |
| 13F-HR |
| 0001951757-26-001151 |
| $390.9M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000975 | $320.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000827 | $352.5M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000372 | $298.9M | View |