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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 | $819K | 0.2%Prev: 0.2% | 6,983 SH | Increased-290 SH |
| ALPHABET INC | CAP STK CL A | $529K | 0.1%Prev: 0.1% | 1,479 SH | Increased+283 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.3%Prev: 0.2% | 3,552 SH | Increased-677 SH |
| ALPS ETF TR | INTL SEC DV DOG | $5.3M | 1.3%Prev: 1.4% | 127,526 SH | Increased-7,389 SH |
| AMAZON COM INC | COM | $1.2M | 0.3%Prev: 0.3% | 5,227 SH | Increased+570 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.3M | 1.4% | 42,827 SH | New |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $21.3M | 5.4%Prev: 4.0% | 466,125 SH | Increased+164,411 SH |
| APPLE INC | COM | $2.9M | 0.7%Prev: 0.6% | 9,990 SH | Increased+54 SH |
| CATERPILLAR INC | COM | $403K | 0.1% | 378 SH | New |
| COCA COLA CO | COM | $207K | 0.1% | 2,550 SH | New |
| COHEN & STEERS ETF TRUST | FUTURE OF ENERGY | $4.0M | 1.0% | 168,195 SH | New |
| EXXON MOBIL CORP | COM | $548K | 0.1%Prev: 0.1% | 4,006 SH | Increased+372 SH |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $393K | 0.1%Prev: 0.1% | 2,813 SH | Increased-40 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.6M | 0.4%Prev: 0.6% | 17,228 SH | Decreased-3,631 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ GLBL DIVID | $5.3M | 1.4% | 165,594 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $739K | 0.2%Prev: 0.2% | 12,875 SH | Increased-525 SH |
| GENUINE PARTS CO | COM | $500K | 0.1%Prev: 0.2% | 4,238 SH | Decreased-439 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $512K | 0.1%Prev: 0.1% | 11,719 SH | Increased+106 SH |
| HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | $2.5M | 0.6%Prev: 1.8% | 65,034 SH | Decreased-82,241 SH |
| HF SINCLAIR CORP | COM | $1.4M | 0.4%Prev: 0.3% | 19,891 SH | Increased-1,755 SH |
| HOME DEPOT INC | COM | $1.3M | 0.3%Prev: 0.5% | 3,655 SH | Decreased-816 SH |
| IBOTTA INC | CLASS A COM SHS | $860K | 0.2%Prev: 0.3% | 25,180 SH | Decreased-5,116 SH |
| INTEL CORP | COM | $493K | 0.1% | 3,531 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.2M | 0.3%Prev: 0.2% | 4,327 SH | Increased+2,225 SH |
| INVESCO QQQ TR | UNIT SER 1 | $356K | 0.1% | 483 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $438K | 0.1%Prev: 0.1% | 4,591 SH | Increased+1,025 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.9M | 1.0%Prev: 1.0% | 50,455 SH | Increased-1,446 SH |
| ISHARES TR | CORE S&P TTL STK | $767K | 0.2%Prev: 0.2% | 4,669 SH | Increased-74 SH |
| ISHARES TR | CORE S&P US GWT | $32.3M | 8.3%Prev: 8.5% | 171,918 SH | Increased-9,158 SH |
| ISHARES TR | CORE S&P US VLU | $32.4M | 8.3%Prev: 8.6% | 294,358 SH | Increased+2,489 SH |
| ISHARES TR | CORE S&P500 ETF | $293K | 0.1%Prev: 0.1% | 391 SH | Increased-23 SH |
| ISHARES TR | INTL EQTY FACTOR | $408K | 0.1%Prev: 0.1% | 9,960 SH | Increased+88 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.0M | 0.3%Prev: 0.3% | 9,337 SH | Increased-105 SH |
| ISHARES TR | PFD AND INCM SEC | $1.0M | 0.3%Prev: 0.7% | 32,917 SH | Decreased-45,465 SH |
| ISHARES TR | RUS 1000 VAL ETF | $210K | 0.1% | 866 SH | New |
| ISHARES TR | S&P 100 ETF | $294K | 0.1%Prev: 0.1% | 804 SH | Increased-160 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $22.0M | 5.6%Prev: 4.9% | 455,739 SH | Increased+130,221 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $11.5M | 2.9%Prev: 1.7% | 139,694 SH | Increased+60,775 SH |
| JABIL INC | COM | $296K | 0.1% | 767 SH | New |
| JOHNSON & JOHNSON | COM | $330K | 0.1% | 1,300 SH | New |
| MARATHON PETE CORP | COM | $2.5M | 0.6%Prev: 0.5% | 9,602 SH | Increased |
| MCKESSON CORP | COM | $376K | 0.1%Prev: 0.1% | 498 SH | Decreased-155 SH |
| MICROSOFT CORP | COM | $866K | 0.2%Prev: 0.3% | 2,320 SH | Decreased+178 SH |
| MOHAWK INDS INC | COM | $261K | 0.1%Prev: 0.1% | 2,150 SH | Increased |
| NVIDIA CORPORATION | COM | $650K | 0.2%Prev: 0.1% | 3,248 SH | Increased+1,010 SH |
| ORACLE CORP | COM | $337K | 0.1%Prev: 0.2% | 2,298 SH | Decreased |
| PROCTER & GAMBLE CO | COM | $1.5M | 0.4% | 10,431 SH | New |
| PROGRESSIVE CORP | COM | $1.6M | 0.4%Prev: 0.6% | 7,548 SH | Decreased |
| PROSHARES TR | RUSS 2000 DIVD | $1.4M | 0.4%Prev: 1.7% | 18,354 SH | Decreased-67,041 SH |
| PROSHARES TR | S&P 500 DV ARIST | $18.3M | 4.7%Prev: 7.7% | 325,163 SH | Decreased+80,031 SH |
| SAP SE | SPON ADR | $468K | 0.1%Prev: 0.3% | 3,039 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $41.1M | 10.5%Prev: 10.0% | 1,297,540 SH | Increased+92,024 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $437K | 0.1%Prev: 0.1% | 12,925 SH | Increased+3,803 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $34.0M | 8.7%Prev: 7.2% | 942,364 SH | Increased+26,247 SH |
| SOUTHERN CO | COM | $1.2M | 0.3%Prev: 0.4% | 13,028 SH | Decreased-586 SH |
| SPDR SERIES TRUST | ST STR P400MID | $246K | 0.1% | 3,636 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $930K | 0.2% | 15,293 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.2M | 1.6% | 8,342 SH | New |
| TD SYNNEX CORPORATION | COM | $215K | 0.1% | 806 SH | New |
| TRAVELERS COMPANIES INC | COM | $450K | 0.1%Prev: 0.1% | 1,362 SH | Increased-108 SH |
| TRUIST FINL CORP | COM | $341K | 0.1%Prev: 0.1% | 6,837 SH | Increased-779 SH |
| UNITED PARCEL SVCS INC | CL B | $1.0M | 0.3% | 9,442 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $353K | 0.1%Prev: 0.1% | 4,272 SH | Increased+3,565 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $25.5M | 6.5%Prev: 6.4% | 332,229 SH | Increased+67,709 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $210K | 0.1% | 2,438 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $15.8M | 4.0%Prev: 3.9% | 196,127 SH | Increased+151,159 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $52.3M | 13.4%Prev: 14.1% | 76,085 SH | Increased-3,289 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.4M | 1.9%Prev: 2.1% | 146,259 SH | Increased+9,554 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $575K | 0.1% | 7,280 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.2M | 0.3%Prev: 0.3% | 9,088 SH | Increased+543 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $268K | 0.1% | 2,204 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $604K | 0.2%Prev: 0.1% | 2,555 SH | Increased+290 SH |
| VISA INC | COM CL A | $3.0M | 0.8%Prev: 1.0% | 8,669 SH | Decreased+18 SH |
| WALMART INC | COM | $684K | 0.2%Prev: 0.2% | 6,043 SH | Increased-100 SH |
| WISDOMTREE TR | BIANCO TOTL RETU | $331K | 0.1% | 13,142 SH | New |
| 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 |