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CIK 0002060772 • 6 13F filings • Apr 21, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $229K | 0.2%Prev: 0.2% | 1,004 SH | Decreased-423 SH |
| AGF INVTS TR | US MARKET NETRL | $997K | 0.7%Prev: 0.4% | 69,311 SH | Increased+34,472 SH |
| ALPHABET INC | CAP STK CL A | $210K | 0.1% | 670 SH | New |
| ALPHABET INC | CAP STK CL C | $237K | 0.2%Prev: 0.1% | 755 SH | Increased-104 SH |
| AMAZON COM INC | COM | $431K | 0.3%Prev: 0.3% | 1,868 SH | Decreased-116 SH |
| AMERICAN ELEC PWR CO INC | COM | $255K | 0.2%Prev: 0.2% | 2,209 SH | Decreased-390 SH |
| AMERICAN EXPRESS CO | COM | $339K | 0.2%Prev: 0.2% | 916 SH | Increased |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $5.0M | 3.3%Prev: 3.5% | 112,603 SH | Decreased-2,624 SH |
| APPLE INC | COM | $2.0M | 1.3%Prev: 1.3% | 7,366 SH | Increased-109 SH |
| AT&T INC | COM | $203K | 0.1%Prev: 0.2% | 8,180 SH | Decreased-1,892 SH |
| BECTON DICKINSON & CO | COM | $312K | 0.2%Prev: 0.2% | 1,607 SH | Decreased-68 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $232K | 0.2%Prev: 0.2% | 4,296 SH | Decreased-2,088 SH |
| BROADCOM INC | COM | $835K | 0.6%Prev: 0.6% | 2,414 SH | Decreased-247 SH |
| CATERPILLAR INC | COM | $557K | 0.4%Prev: 0.3% | 972 SH | Increased-45 SH |
| CHEVRON CORP NEW | COM | $306K | 0.2%Prev: 0.3% | 2,010 SH | Decreased-678 SH |
| CLOUDFLARE INC | CL A COM | $239K | 0.2% | 1,212 SH | New |
| DEERE & CO | COM | $765K | 0.5%Prev: 0.5% | 1,643 SH | Decreased-41 SH |
| DUKE ENERGY CORP NEW | COM NEW | $346K | 0.2%Prev: 0.3% | 2,949 SH | Decreased-591 SH |
| EATON CORP PLC | SHS | $294K | 0.2%Prev: 0.3% | 923 SH | Decreased-84 SH |
| ELI LILLY & CO | COM | $378K | 0.2%Prev: 0.2% | 352 SH | Increased-18 SH |
| EXXON MOBIL CORP | COM | $2.3M | 1.5%Prev: 1.5% | 18,995 SH | Increased-269 SH |
| GE AEROSPACE | COM NEW | $289K | 0.2%Prev: 0.2% | 937 SH | Increased |
| GLOBAL X FDS | X EMERGING MKT | $7.9M | 5.2%Prev: 4.6% | 330,166 SH | Increased+48,086 SH |
| GOLDMAN SACHS GROUP INC | COM | $300K | 0.2%Prev: 0.2% | 341 SH | Decreased-44 SH |
| HOME DEPOT INC | COM | $280K | 0.2%Prev: 0.3% | 815 SH | Decreased-92 SH |
| ILLINOIS TOOL WKS INC | COM | $377K | 0.2%Prev: 0.3% | 1,531 SH | Decreased-38 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $275K | 0.2%Prev: 0.2% | 929 SH | Decreased-71 SH |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $4.5M | 2.9%Prev: 2.8% | 218,798 SH | Increased+28,604 SH |
| ISHARES INC | CORE MSCI EMKT | $3.0M | 2.0%Prev: 1.8% | 45,315 SH | Increased+5,564 SH |
| ISHARES SILVER TR | ISHARES | $676K | 0.4%Prev: 1.3% | 10,491 SH | Decreased-34,880 SH |
| ISHARES TR | 7-10 YR TRSY BD | $5.1M | 3.3%Prev: 3.6% | 52,531 SH | Decreased-1,130 SH |
| ISHARES TR | CORE MSCI EAFE | $4.9M | 3.3%Prev: 2.8% | 55,240 SH | Increased+8,166 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.2M | 2.1%Prev: 1.6% | 29,313 SH | Increased+8,111 SH |
| JOHNSON & JOHNSON | COM | $276K | 0.2%Prev: 0.2% | 1,332 SH | Decreased-259 SH |
| JPMORGAN CHASE & CO. | COM | $418K | 0.3%Prev: 0.3% | 1,298 SH | Decreased-161 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.3M | 1.5%Prev: 0.3% | 81,615 SH | Increased+64,569 SH |
| MARATHON PETE CORP | COM | $204K | 0.1%Prev: 0.1% | 1,253 SH | Decreased+153 SH |
| MCDONALDS CORP | COM | $232K | 0.2%Prev: 0.2% | 759 SH | Decreased-164 SH |
| MERCK & CO INC | COM | $553K | 0.4%Prev: 0.3% | 5,251 SH | Increased-89 SH |
| MICROSOFT CORP | COM | $1.8M | 1.2%Prev: 1.4% | 3,642 SH | Decreased-181 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI MERGER ARBI | $444K | 0.3%Prev: 0.3% | 12,396 SH | Increased+341 SH |
| NEXTERA ENERGY INC | COM | $1.7M | 1.1%Prev: 1.1% | 20,712 SH | Increased-947 SH |
| NVIDIA CORPORATION | COM | $411K | 0.3%Prev: 0.3% | 2,206 SH | Decreased-130 SH |
| ORACLE CORP | COM | $318K | 0.2%Prev: 0.4% | 1,629 SH | Decreased-328 SH |
| PARKER-HANNIFIN CORP | COM | $210K | 0.1% | 239 SH | New |
| PFIZER INC | COM | $239K | 0.2%Prev: 0.2% | 9,596 SH | Decreased-1,982 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $13.5M | 8.9%Prev: 8.8% | 271,950 SH | Increased+16,817 SH |
| PNC FINL SVCS GROUP INC | COM | $248K | 0.2%Prev: 0.2% | 1,186 SH | Decreased-387 SH |
| PROCTER AND GAMBLE CO | COM | $330K | 0.2%Prev: 0.3% | 2,302 SH | Decreased-533 SH |
| RTX CORPORATION | COM | $353K | 0.2%Prev: 0.2% | 1,924 SH | Decreased-203 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $4.5M | 3.0% | 216,475 SH | New |
| SCM TRUST | SHELTON EQT PRE | $10.8M | 7.1%Prev: 7.0% | 410,337 SH | Increased+12,836 SH |
| SOUTHERN CO | COM | $312K | 0.2%Prev: 0.3% | 3,575 SH | Decreased-601 SH |
| SPDR GOLD TR | GOLD SHS | $2.4M | 1.6%Prev: 1.8% | 5,976 SH | Decreased-1,546 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.2M | 1.5%Prev: 1.4% | 3,225 SH | Increased+164 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $278K | 0.2% | 1,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $290K | 0.2%Prev: 0.2% | 954 SH | Decreased-86 SH |
| UNION PAC CORP | COM | $1.8M | 1.2%Prev: 1.3% | 7,802 SH | Decreased-333 SH |
| VALERO ENERGY CORP | COM | $332K | 0.2%Prev: 0.2% | 2,040 SH | Decreased-21 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $10.5M | 7.0%Prev: 7.2% | 596,481 SH | Increased+13,115 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.2M | 1.5%Prev: 1.3% | 27,982 SH | Increased+3,777 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.9M | 3.3%Prev: 3.2% | 66,670 SH | Increased+5,088 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.5M | 2.3%Prev: 2.1% | 12,044 SH | Increased+1,797 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 5.8%Prev: 5.3% | 13,933 SH | Increased+1,522 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $13.7M | 9.0%Prev: 9.0% | 40,769 SH | Increased+1,121 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.2M | 2.8%Prev: 2.6% | 53,004 SH | Increased+6,000 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.1M | 2.0%Prev: 1.9% | 30,855 SH | Increased+3,291 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.5M | 3.7%Prev: 3.6% | 73,332 SH | Increased+1,500 SH |
| WALMART INC | COM | $1.2M | 0.8%Prev: 0.8% | 10,999 SH | Increased+294 SH |
| WILLIAMS COS INC | COM | $238K | 0.2%Prev: 0.2% | 3,959 SH | Decreased-1,409 SH |
| 13F-HR |
| 0001765380-26-000260 |
| $165.6M |
| View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000242 | $127.6M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001765380-26-000135 | $155.5M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001765380-25-000147 | $109.9M | View |