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CIK 0001910386 • 6 13F filings • Apr 28, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $967K | 0.6%Prev: 0.6% | 4,231 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $366K | 0.2%Prev: 0.2% | 1,365 SH | Increased |
| ADVANCED MICRO DEVICES INC | COM | $601K | 0.4%Prev: 0.3% | 2,804 SH | Increased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $679K | 0.4%Prev: 0.5% | 4,633 SH | Decreased |
| ALLSTATE CORP | COM | $713K | 0.4%Prev: 0.4% | 3,426 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $8.9M | 5.3%Prev: 4.2% | 28,518 SH | Increased |
| ALPHABET INC | CAP STK CL C | $6.7M | 4.0%Prev: 3.2% | 21,496 SH | Increased |
| AMAZON COM INC | COM | $2.5M | 1.5%Prev: 1.4% | 10,754 SH | Increased-9 SH |
| AMETEK INC | COM | $245K | 0.1%Prev: 0.1% | 1,192 SH | Increased |
| ANALOG DEVICES INC | COM | $234K | 0.1%Prev: 0.1% | 862 SH | Increased |
| APPLE INC | COM | $4.4M | 2.6%Prev: 2.5% | 16,315 SH | Increased+91 SH |
| ARISTA NETWORKS INC | COM SHS | $2.5M | 1.5%Prev: 1.7% | 19,385 SH | Decreased |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.3M | 2.0%Prev: 1.8% | 3,117 SH | Increased-2 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $874K | 0.5%Prev: 0.4% | 9,509 SH | Increased |
| BANK AMERICA CORP | COM | $309K | 0.2%Prev: 0.2% | 5,625 SH | Decreased-410 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.7M | 1.6%Prev: 1.6% | 5,389 SH | Decreased |
| BLACKROCK INC | COM | $232K | 0.1%Prev: 0.2% | 217 SH | Decreased |
| BOEING CO | COM | $3.2M | 1.9%Prev: 1.9% | 14,774 SH | Increased+353 SH |
| BOOKING HOLDINGS INC | COM | $428K | 0.3%Prev: 0.3% | 80 SH | Decreased |
| BROADCOM INC | COM | $9.8M | 5.8%Prev: 5.7% | 28,324 SH | Increased-368 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $384K | 0.2%Prev: 0.2% | 8,370 SH | Increased+2,789 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.2M | 1.9%Prev: 2.2% | 10,342 SH | Decreased-47 SH |
| CATERPILLAR INC | COM | $2.6M | 1.5%Prev: 1.3% | 4,549 SH | Increased |
| CHECK POINT SOFTWARE TECH LT | ORD | $912K | 0.5%Prev: 0.6% | 4,913 SH | Decreased-140 SH |
| CORNING INC | COM | $488K | 0.3%Prev: 0.3% | 5,578 SH | Increased+271 SH |
| COSTCO WHSL CORP NEW | COM | $412K | 0.2%Prev: 0.3% | 478 SH | Decreased |
| CRH PLC | ORD | $240K | 0.1%Prev: 0.1% | 1,925 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $5.7M | 3.4%Prev: 3.6% | 12,190 SH | Decreased-45 SH |
| DELTA AIR LINES INC DEL | COM NEW | $1.9M | 1.1%Prev: 0.9% | 27,439 SH | Increased-110 SH |
| DOVER CORP | COM | $648K | 0.4%Prev: 0.3% | 3,320 SH | Increased |
| EATON VANCE ENHANCED EQUITY | COM | $813K | 0.5%Prev: 0.5% | 39,565 SH | Decreased |
| ELECTRONIC ARTS INC | COM | $296K | 0.2%Prev: 0.2% | 1,450 SH | Increased |
| ELI LILLY & CO | COM | $402K | 0.2%Prev: 0.2% | 374 SH | Increased |
| FASTENAL CO | COM | $206K | 0.1%Prev: 0.2% | 5,124 SH | Decreased |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $1.3M | 0.8%Prev: 0.8% | 13,537 SH | Increased+108 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $2.1M | 1.2%Prev: 1.3% | 7,676 SH | Decreased-111 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $328K | 0.2%Prev: 0.2% | 7,128 SH | Decreased-20 SH |
| GENERAL MTRS CO | COM | $877K | 0.5%Prev: 0.4% | 10,781 SH | Increased |
| GILDAN ACTIVEWEAR INC | COM | $230K | 0.1%Prev: 0.1% | 3,690 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $220K | 0.1% | 250 SH | New |
| HONEYWELL INTL INC | COM | $1.3M | 0.7%Prev: 0.8% | 6,442 SH | Decreased-10 SH |
| HUBSPOT INC | COM | $559K | 0.3%Prev: 0.4% | 1,392 SH | Decreased-128 SH |
| HUNTINGTON INGALLS INDS INC | COM | $204K | 0.1% | 599 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $438K | 0.3%Prev: 0.3% | 1,478 SH | Increased-10 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.7%Prev: 0.6% | 2,136 SH | Increased+7 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $501K | 0.3%Prev: 0.3% | 7,013 SH | Decreased |
| ISHARES INC | MSCI EURZONE ETF | $463K | 0.3%Prev: 0.3% | 7,225 SH | Increased+127 SH |
| ISHARES TR | CORE MSCI EAFE | $276K | 0.2%Prev: 0.2% | 3,081 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $352K | 0.2%Prev: 0.2% | 2,525 SH | Increased |
| ISHARES TR | EXPANDED TECH | $3.0M | 1.8%Prev: 1.9% | 28,028 SH | Decreased+2 SH |
| ISHARES TR | MSCI EURO FL ETF | $273K | 0.2%Prev: 0.2% | 7,352 SH | Increased |
| ISHARES TR | MSCI INTL MOMENT | $302K | 0.2%Prev: 0.2% | 6,287 SH | Increased |
| ISHARES TR | MSCI USA MIN VOL | $6.4M | 3.8%Prev: 4.0% | 67,919 SH | Decreased-830 SH |
| ISHARES TR | MSCI USA MMENTM | $4.8M | 2.8%Prev: 3.0% | 19,033 SH | Decreased-154 SH |
| ISHARES TR | MSCI USA QLT FCT | $438K | 0.3%Prev: 0.3% | 2,203 SH | Increased |
| ISHARES TR | MSCI USA VALUE | $502K | 0.3%Prev: 0.3% | 3,671 SH | Increased-119 SH |
| ISHARES TR | RUS 1000 GRW ETF | $556K | 0.3%Prev: 0.3% | 1,174 SH | Decreased-51 SH |
| ISHARES TR | RUS 1000 VAL ETF | $206K | 0.1%Prev: 0.1% | 978 SH | Decreased-49 SH |
| ISHARES TR | S&P MC 400GR ETF | $640K | 0.4%Prev: 0.4% | 6,609 SH | Increased-4 SH |
| ISHARES TR | S&P SML 600 GWT | $845K | 0.5%Prev: 0.5% | 5,986 SH | Decreased-194 SH |
| ISHARES TR | SELECT DIVID ETF | $1.0M | 0.6%Prev: 0.6% | 7,183 SH | Decreased-96 SH |
| ISHARES TR | U.S. MED DVC ETF | $743K | 0.4%Prev: 0.4% | 11,962 SH | Increased |
| ISHARES TR | US AER DEF ETF | $254K | 0.2%Prev: 0.1% | 1,184 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $368K | 0.2%Prev: 0.2% | 7,276 SH | Decreased-500 SH |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | $1.3M | 0.8%Prev: 0.8% | 17,676 SH | Decreased-169 SH |
| JOHNSON & JOHNSON | COM | $368K | 0.2%Prev: 0.2% | 1,776 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $5.9M | 3.5%Prev: 3.5% | 18,165 SH | Increased-21 SH |
| KINSALE CAP GROUP INC | COM | $380K | 0.2%Prev: 0.2% | 971 SH | Decreased |
| LAM RESEARCH CORP | COM NEW | $774K | 0.5%Prev: 0.4% | 4,520 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $1.4M | 0.9%Prev: 0.9% | 2,982 SH | Decreased-32 SH |
| LOWES COS INC | COM | $232K | 0.1%Prev: 0.1% | 962 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $904K | 0.5%Prev: 0.5% | 1,584 SH | Increased |
| MERCK & CO INC | COM | $1.0M | 0.6%Prev: 0.5% | 9,926 SH | Increased |
| META PLATFORMS INC | CL A | $211K | 0.1%Prev: 0.1% | 319 SH | Decreased+3 SH |
| MICROSOFT CORP | COM | $4.5M | 2.7%Prev: 2.9% | 9,330 SH | Decreased-22 SH |
| MORGAN STANLEY | COM NEW | $575K | 0.3%Prev: 0.3% | 3,239 SH | Increased |
| NETEASE INC | SPONSORED ADS | $1.3M | 0.8%Prev: 0.9% | 9,555 SH | Decreased |
| NETFLIX INC | COM | $218K | 0.1%Prev: 0.2% | 2,330 SH | Decreased+2,097 SH |
| NEW YORK TIMES CO | CL A | $460K | 0.3%Prev: 0.2% | 6,624 SH | Increased |
| NEXTERA ENERGY INC | COM | $646K | 0.4%Prev: 0.4% | 8,049 SH | Increased-14 SH |
| NVIDIA CORPORATION | COM | $13.0M | 7.7%Prev: 7.9% | 69,743 SH | Decreased-167 SH |
| ON SEMICONDUCTOR CORP | COM | $582K | 0.3%Prev: 0.3% | 10,757 SH | Increased |
| ORACLE CORP | COM | $262K | 0.2%Prev: 0.2% | 1,342 SH | Decreased |
| PFIZER INC | COM | $219K | 0.1%Prev: 0.1% | 8,783 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $636K | 0.4%Prev: 0.4% | 4,437 SH | Decreased-79 SH |
| REGIONS FINANCIAL CORP NEW | COM | $256K | 0.2%Prev: 0.2% | 9,435 SH | Increased |
| RTX CORPORATION | COM | $524K | 0.3%Prev: 0.3% | 2,859 SH | Increased |
| SALESFORCE INC | COM | $1.5M | 0.9%Prev: 0.8% | 5,679 SH | Increased-99 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.3M | 2.6%Prev: 2.6% | 132,302 SH | Increased-2,759 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.7M | 3.4%Prev: 3.4% | 200,517 SH | Increased-301 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $4.8M | 2.8% | 30,810 SH | New |
| SERVICENOW INC | COM | $1.7M | 1.0%Prev: 1.2% | 11,170 SH | Decreased+8,925 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $284K | 0.2%Prev: 0.2% | 1,763 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $2.5M | 1.5% | 20,872 SH | New |
| STRYKER CORPORATION | COM | $393K | 0.2%Prev: 0.3% | 1,119 SH | Decreased |
| TE CONNECTIVITY PLC | ORD SHS | $427K | 0.3%Prev: 0.2% | 1,879 SH | Increased |
| THE CIGNA GROUP | COM | $383K | 0.2%Prev: 0.2% | 1,390 SH | Decreased-26 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.9M | 1.1%Prev: 1.0% | 3,301 SH | Increased |
| TRANSDIGM GROUP INC | COM | $2.1M | 1.3%Prev: 1.3% | 1,609 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $1.6M | 1.0%Prev: 1.2% | 19,730 SH | Decreased+79 SH |
| UNION PAC CORP | COM | $652K | 0.4%Prev: 0.4% | 2,817 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $263K | 0.2%Prev: 0.2% | 785 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $216K | 0.1%Prev: 0.1% | 985 SH | Increased |
| VERTEX PHARMACEUTICALS INC | COM | $217K | 0.1% | 478 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $475K | 0.3%Prev: 0.3% | 2,930 SH | Increased |
| VISA INC | COM CL A | $2.5M | 1.5%Prev: 1.5% | 7,036 SH | Increased |
| WORKDAY INC | CL A | $231K | 0.1%Prev: 0.2% | 1,076 SH | Decreased |
| XPO INC | COM | $803K | 0.5%Prev: 0.5% | 5,911 SH | Increased |
| ZSCALER INC | COM | $1.1M | 0.7%Prev: 0.9% | 4,999 SH | Decreased-2 SH |
| 13F-HR |
| 0001951757-26-001254 |
| $179.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001061 | $151.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000824 | $161.7M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000463 | $127.5M | View |