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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 | $291K | 0.2%Prev: 0.3% | 1,186 SH | Decreased-1,171 SH |
| ALPS ETF TR | ALERIAN MLP | $456K | 0.3% | 9,727 SH | New |
| AMAZON COM INC | COM | $390K | 0.2%Prev: 0.3% | 1,766 SH | Decreased-1,708 SH |
| APPLE INC | COM | $969K | 0.6%Prev: 0.5% | 3,795 SH | Decreased-1,649 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | $444K | 0.3%Prev: 0.5% | 8,908 SH | Decreased-22,526 SH |
| BROADCOM INC | COM | $559K | 0.3%Prev: 0.4% | 1,676 SH | Decreased-1,978 SH |
| GRANITESHARES GOLD TR | SHS BEN INT | $2.2M | 1.4%Prev: 1.6% | 57,814 SH | Decreased-66,673 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $223K | 0.1%Prev: 0.2% | 5,158 SH | Decreased-9,214 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $690K | 0.4%Prev: 1.0% | 51,479 SH | Decreased-135,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $34.2M | 21.3%Prev: 15.7% | 180,128 SH | Decreased-47,559 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.5M | 0.9% | 22,423 SH | New |
| ISHARES ETHEREUM TR | SHS | $705K | 0.4% | 21,506 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.0%Prev: 0.6% | 16,812 SH | Decreased-1,206 SH |
| ISHARES TR | SELECT DIVID ETF | $516K | 0.3% | 3,623 SH | New |
| ISHARES TR | TIPS BD ETF | $495K | 0.3%Prev: 0.2% | 4,448 SH | Decreased-439 SH |
| ISHARES TR | U.S. UTILITS ETF | $556K | 0.3% | 4,974 SH | New |
| LAM RESEARCH CORP | COM NEW | $210K | 0.1% | 1,469 SH | New |
| LISTED FDS TR | ROUNDHILL MAGNIF | $530K | 0.3% | 8,121 SH | New |
| META PLATFORMS INC | CL A | $287K | 0.2%Prev: 0.1% | 400 SH | Decreased-159 SH |
| MICROSOFT CORP | COM | $719K | 0.4%Prev: 0.2% | 1,384 SH | Increased-18 SH |
| NETFLIX INC | COM | $329K | 0.2% | 281 SH | New |
| NVIDIA CORPORATION | COM | $680K | 0.4%Prev: 0.6% | 3,630 SH | Decreased-5,844 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $747K | 0.5%Prev: 0.2% | 8,021 SH | Increased+1,325 SH |
| REALTY INCOME CORP | COM | $331K | 0.2%Prev: 0.1% | 5,475 SH | Decreased-40 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $689K | 0.4% | 25,033 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $96.9M | 60.4%Prev: 38.8% | 3,664,859 SH | Decreased-393,237 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.1M | 2.0%Prev: 0.4% | 116,470 SH | Increased+71,447 SH |
| SELECT SECTOR SPDR TR | ENERGY | $746K | 0.5% | 8,353 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | $759K | 0.5%Prev: 0.4% | 15,868 SH | Decreased-14,554 SH |
| SOUTHERN CO | COM | $308K | 0.2%Prev: 0.1% | 3,246 SH | Decreased-1,283 SH |
| SPDR SERIES TRUST | AEROSPACE DEF | $236K | 0.1% | 997 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $471K | 0.3%Prev: 0.5% | 1,410 SH | Decreased-1,155 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $689K | 0.4%Prev: 0.2% | 8,743 SH | Decreased-805 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 0.8%Prev: 0.1% | 6,137 SH | Increased+5,300 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $270K | 0.2%Prev: 0.1% | 821 SH | Decreased-8 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $2.7M | 1.7%Prev: 1.1% | 9,125 SH | Decreased-874 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $215K | 0.1% | 991 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 0.9%Prev: 0.6% | 19,718 SH | Decreased-1,941 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $355K | 0.2% | 2,514 SH | New |
| WALMART INC | COM | $462K | 0.3%Prev: 0.3% | 4,527 SH | Decreased-4,035 SH |
| 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 |