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CIK 0001803295 • 6 13F filings • May 14, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $237K | 0.2%Prev: 0.2% | 1,482 SH | Increased+2 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $372K | 0.3%Prev: 0.3% | 2,541 SH | Decreased |
| ALPS ETF TR | ALERIAN MLP | $1.9M | 1.3%Prev: 1.4% | 40,358 SH | Decreased-2,848 SH |
| ALX ONCOLOGY HLDGS INC | COM | $27K | 0.0%Prev: 0.0% | 23,900 SH | Decreased+2,050 SH |
| AMAZON COM INC | COM | $333K | 0.2%Prev: 0.2% | 1,443 SH | Increased-23 SH |
| AMERICAN EXPRESS CO | COM | $351K | 0.2%Prev: 0.2% | 948 SH | Increased+9 SH |
| AON PLC | SHS CL A | $423K | 0.3%Prev: 0.3% | 1,199 SH | Decreased |
| APPLE INC | COM | $1.5M | 1.0%Prev: 1.0% | 5,553 SH | Increased-262 SH |
| BARON ETF TR | TECHNOLOGY ETF | $227K | 0.2% | 9,023 SH | New |
| BK OF AMERICA CORP | COM | $438K | 0.3%Prev: 0.3% | 7,972 SH | Increased |
| CHEVRON CORP NEW | COM | $528K | 0.4%Prev: 0.4% | 3,462 SH | Decreased+16 SH |
| Coca Cola Company | COM | $430K | 0.3%Prev: 0.3% | 6,144 SH | Increased+61 SH |
| CONSTELLATION ENERGY CORP | COM | $255K | 0.2%Prev: 0.2% | 722 SH | Increased |
| DELTA AIR LINES INC DEL | COM NEW | $399K | 0.3%Prev: 0.3% | 5,746 SH | Decreased-2,241 SH |
| EXXON MOBIL CORP | COM | $446K | 0.3%Prev: 0.3% | 3,709 SH | Increased+14 SH |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $13.4M | 9.2%Prev: 9.1% | 301,109 SH | Increased+2,803 SH |
| GE AEROSPACE | COM NEW | $501K | 0.3%Prev: 0.3% | 1,625 SH | Increased |
| GE VERNOVA INC | COM | $245K | 0.2%Prev: 0.2% | 375 SH | Increased |
| GRINDR INC | COM | $3.7M | 2.6%Prev: 2.8% | 275,439 SH | Decreased+14,618 SH |
| HEALTHEQUITY INC | COM | $813K | 0.6%Prev: 0.6% | 8,880 SH | Decreased |
| HOME DEPOT INC | COM | $324K | 0.2%Prev: 0.4% | 941 SH | Decreased-481 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $370K | 0.3%Prev: 0.3% | 1,250 SH | Decreased-140 SH |
| ISHARES INC | ASIA/PAC DIV ETF | $309K | 0.2%Prev: 0.2% | 6,968 SH | Increased |
| ISHARES TR | GBL COMM SVC ETF | $3.1M | 2.2%Prev: 2.3% | 25,645 SH | Decreased-303 SH |
| ISHARES TR | INTL SEL DIV ETF | $310K | 0.2%Prev: 0.2% | 7,870 SH | Increased |
| ISHARES TR | U.S. FINLS ETF | $4.6M | 3.2%Prev: 3.2% | 36,048 SH | Increased+16 SH |
| ISHARES TR | U.S. TECH ETF | $16.6M | 11.5%Prev: 11.4% | 82,998 SH | Increased+504 SH |
| ISHARES TR | US AER DEF ETF | $215K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| ISHARES TR | US HLTHCARE ETF | $4.8M | 3.3%Prev: 3.1% | 73,544 SH | Increased-920 SH |
| JPMORGAN CHASE & CO. | COM | $863K | 0.6%Prev: 0.6% | 2,677 SH | Increased+10 SH |
| MICROSOFT CORP | COM | $310K | 0.2%Prev: 0.2% | 641 SH | Decreased-5 SH |
| NEW GOLD INC CDA | COM | $181K | 0.1%Prev: 0.2% | 20,800 SH | Decreased-13,000 SH |
| NEXTERS INC | *W EXP 08/26/202 | $243 | 0.0%Prev: 0.0% | 13,600 SH | Decreased-3,500 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.9%Prev: 0.9% | 7,082 SH | Decreased-86 SH |
| PEABODY ENERGY CORP | COM | $244K | 0.2%Prev: 0.2% | 8,229 SH | Decreased-987 SH |
| PLUG POWER INC | COM NEW | $207K | 0.1%Prev: 0.2% | 105,000 SH | Decreased |
| RTX CORPORATION | COM | $900K | 0.6%Prev: 0.6% | 4,908 SH | Increased |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $1.9M | 1.3%Prev: 1.3% | 79,471 SH | Increased-1,425 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $10.6M | 7.3%Prev: 7.7% | 323,731 SH | Decreased-6,175 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $226K | 0.2%Prev: 0.2% | 8,304 SH | Increased |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $21.5M | 14.9%Prev: 14.7% | 857,670 SH | Increased+27,006 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $479K | 0.3%Prev: 0.3% | 19,661 SH | Decreased-95 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $267K | 0.2%Prev: 0.2% | 10,188 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.9M | 3.4%Prev: 3.4% | 178,715 SH | Increased+258 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.3M | 5.7%Prev: 5.2% | 253,826 SH | Increased+24,033 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.2M | 2.2%Prev: 2.3% | 107,145 SH | Increased-1,252 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3M | 0.9%Prev: 1.0% | 47,000 SH | Decreased-5,815 SH |
| Schwab US Agg Bond ETF | US AGGREGATE B | $4.6M | 3.2%Prev: 3.1% | 195,678 SH | Increased+10,260 SH |
| SOUTHERN CO | COM | $256K | 0.2%Prev: 0.3% | 2,938 SH | Decreased-1,050 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $546K | 0.4%Prev: 0.4% | 800 SH | Increased |
| SPROTT ETF TRUST | GOLD MINERS ETF | $2.9M | 2.0%Prev: 2.1% | 41,000 SH | Decreased-7,117 SH |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $2.4M | 1.6%Prev: 1.5% | 71,503 SH | Increased+625 SH |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $763K | 0.5%Prev: 0.4% | 45,299 SH | Increased+5,651 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $3.4M | 2.4%Prev: 2.1% | 144,942 SH | Increased-48,580 SH |
| Vanguard Consumer Staples | CONSUM STP ETF | $4.3M | 3.0%Prev: 3.2% | 20,270 SH | Decreased-1,191 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.8M | 2.6%Prev: 2.6% | 11,416 SH | Increased+1 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $321K | 0.2%Prev: 0.2% | 3,828 SH | Decreased |
| WASTE MGMT INC DEL | COM | $244K | 0.2%Prev: 0.2% | 1,112 SH | Decreased |
| WELLS FARGO CO NEW | COM | $306K | 0.2%Prev: 0.2% | 3,285 SH | Increased |
| WISDOMTREE TR | US SMALLCAP DIVD | $6.9M | 4.7%Prev: 4.8% | 204,939 SH | Increased+1,595 SH |
| 13F-HR |
| 0001803295-26-000003 |
| $164.7M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001803295-25-000003 | $141.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001803295-26-000002 | $149.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001803295-25-000002 | $133.5M | View |