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CIK 0002051584 • 6 13F filings • Apr 10, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $412K | 0.3%Prev: 0.1% | 1,312 SH | Increased+432 SH |
| ALPS ETF TR | ALERIAN MLP | $309K | 0.2% | 6,570 SH | New |
| AMAZON COM INC | COM | $436K | 0.3%Prev: 0.1% | 1,890 SH | Decreased+87 SH |
| APPLE INC | COM | $1.1M | 0.6%Prev: 0.5% | 3,882 SH | Decreased-460 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | $448K | 0.3% | 8,999 SH | New |
| BROADCOM INC | COM | $615K | 0.4%Prev: 0.1% | 1,777 SH | Increased+895 SH |
| GRANITESHARES GOLD TR | SHS BEN INT | $2.5M | 1.5% | 58,404 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $229K | 0.1% | 5,211 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $689K | 0.4%Prev: 0.7% | 52,005 SH | Decreased-59,592 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $39.8M | 24.3%Prev: 15.6% | 207,763 SH | Decreased-27,671 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.1M | 0.7%Prev: 0.5% | 22,651 SH | Decreased-10,284 SH |
| ISHARES ETHEREUM TR | SHS | $487K | 0.3%Prev: 0.3% | 21,726 SH | Decreased-20,769 SH |
| ISHARES TR | CORE US AGGBD ET | $1.9M | 1.2%Prev: 0.7% | 19,348 SH | Decreased-2,736 SH |
| ISHARES TR | TIPS BD ETF | $555K | 0.3%Prev: 0.2% | 5,054 SH | Decreased-794 SH |
| LAM RESEARCH CORP | COM NEW | $257K | 0.2% | 1,503 SH | New |
| LISTED FDS TR | ROUNDHILL MAGNIF | $541K | 0.3% | 8,203 SH | New |
| META PLATFORMS INC | CL A | $290K | 0.2%Prev: 0.1% | 440 SH | Decreased+30 SH |
| MICROSOFT CORP | COM | $740K | 0.5%Prev: 0.2% | 1,531 SH | Decreased+44 SH |
| NETFLIX INC | COM | $272K | 0.2% | 2,896 SH | New |
| NEXTERA ENERGY INC | COM | $203K | 0.1% | 2,534 SH | New |
| NVIDIA CORPORATION | COM | $761K | 0.5%Prev: 0.3% | 4,083 SH | Decreased-336 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $743K | 0.5%Prev: 0.2% | 7,981 SH | Increased+1,214 SH |
| REALTY INCOME CORP | COM | $310K | 0.2%Prev: 0.1% | 5,500 SH | Increased-67 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $399K | 0.2%Prev: 0.1% | 14,564 SH | Increased+8,386 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $95.4M | 58.2%Prev: 39.0% | 3,545,168 SH | Decreased-534,087 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.2M | 2.0%Prev: 1.2% | 120,786 SH | Decreased-35,403 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $755K | 0.5% | 16,877 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | $768K | 0.5%Prev: 0.8% | 16,030 SH | Decreased-25,455 SH |
| SOUTHERN CO | COM | $287K | 0.2% | 3,293 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $243K | 0.1% | 1,008 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $513K | 0.3%Prev: 0.8% | 1,425 SH | Decreased-2,655 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $691K | 0.4% | 8,766 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 0.8% | 6,142 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $276K | 0.2% | 824 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $3.1M | 1.9%Prev: 1.2% | 10,307 SH | Decreased-778 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $219K | 0.1% | 995 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 1.0%Prev: 0.7% | 22,353 SH | Decreased-1,731 SH |
| WALMART INC | COM | $517K | 0.3% | 4,639 SH | New |
| 13F-HR |
| 0002085853-25-000191 |
| $160.4M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000764 | $307.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000453 | $248.4M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000403 | $117.5M | View |