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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 | $225K | 0.2%Prev: 0.1% | 1,479 SH | Increased-7 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $288K | 0.2%Prev: 0.2% | 2,541 SH | Decreased |
| ALPS ETF TR | ALERIAN MLP | $1.7M | 1.2%Prev: 1.4% | 35,479 SH | Decreased-5,218 SH |
| ALX ONCOLOGY HLDGS INC | COM | $9K | 0.0%Prev: 0.0% | 20,500 SH | Decreased-2,400 SH |
| AMAZON COM INC | COM | $330K | 0.2%Prev: 0.2% | 1,506 SH | Increased+87 SH |
| AMERICAN EXPRESS CO | COM | $299K | 0.2%Prev: 0.2% | 937 SH | Increased-8 SH |
| AON PLC | SHS CL A | $428K | 0.3%Prev: 0.3% | 1,199 SH | Increased |
| APPLE INC | COM | $1.2M | 0.8%Prev: 0.9% | 5,825 SH | Decreased+268 SH |
| BK OF AMERICA CORP | COM | $377K | 0.3%Prev: 0.3% | 7,972 SH | Decreased-345 SH |
| CHEVRON CORP NEW | COM | $493K | 0.3%Prev: 0.4% | 3,445 SH | Decreased+342 SH |
| Coca Cola Company | COM | $429K | 0.3%Prev: 0.3% | 6,057 SH | Decreased-72 SH |
| CONSTELLATION ENERGY CORP | COM | $233K | 0.2%Prev: 0.1% | 721 SH | Increased-1 SH |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $205K | 0.1% | 4,218 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $392K | 0.3%Prev: 0.3% | 7,972 SH | Increased+2,214 SH |
| EXXON MOBIL CORP | COM | $397K | 0.3%Prev: 0.4% | 3,682 SH | Decreased+487 SH |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $15.9M | 11.2%Prev: 10.0% | 380,189 SH | Increased+87,485 SH |
| GE AEROSPACE | COM NEW | $418K | 0.3%Prev: 0.2% | 1,625 SH | Increased+500 SH |
| GRINDR INC | COM | $5.7M | 4.0%Prev: 2.6% | 250,657 SH | Increased-64,631 SH |
| HEALTHEQUITY INC | COM | $930K | 0.7%Prev: 0.5% | 8,880 SH | Increased+190 SH |
| HOME DEPOT INC | COM | $558K | 0.4%Prev: 0.2% | 1,522 SH | Increased+524 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $398K | 0.3%Prev: 0.2% | 1,350 SH | Increased-55 SH |
| ISHARES INC | ASIA/PAC DIV ETF | $268K | 0.2%Prev: 0.2% | 6,968 SH | Decreased+1,035 SH |
| ISHARES TR | GBL COMM SVC ETF | $3.1M | 2.2%Prev: 2.1% | 27,989 SH | Increased+1,027 SH |
| ISHARES TR | INTL SEL DIV ETF | $272K | 0.2%Prev: 0.2% | 7,870 SH | Decreased+1,020 SH |
| ISHARES TR | U.S. FINLS ETF | $4.5M | 3.2%Prev: 2.9% | 37,457 SH | Increased+915 SH |
| ISHARES TR | U.S. TECH ETF | $14.1M | 10.0%Prev: 10.8% | 81,474 SH | Decreased-7,554 SH |
| ISHARES TR | US HLTHCARE ETF | $4.0M | 2.8%Prev: 3.0% | 70,257 SH | Decreased-2,072 SH |
| JPMORGAN CHASE & CO. | COM | $772K | 0.5%Prev: 0.5% | 2,661 SH | Increased+45 SH |
| MICROSOFT CORP | COM | $322K | 0.2%Prev: 0.1% | 646 SH | Increased+78 SH |
| NEW GOLD INC CDA | COM | $167K | 0.1% | 33,800 SH | New |
| NEXTERS INC | *W EXP 08/26/202 | $224 | 0.0%Prev: 0.0% | 17,100 SH | Increased+3,500 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.8%Prev: 0.7% | 7,073 SH | Increased+1,049 SH |
| PEABODY ENERGY CORP | COM | $717K | 0.5%Prev: 0.2% | 53,431 SH | Increased+44,383 SH |
| PLUG POWER INC | COM NEW | $156K | 0.1%Prev: 0.2% | 105,000 SH | Decreased |
| PROSHARES TR | ULTRPRO S&P500 | $245K | 0.2% | 2,681 SH | New |
| RTX CORPORATION | COM | $717K | 0.5%Prev: 0.6% | 4,908 SH | Decreased+285 SH |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $913K | 0.6%Prev: 1.3% | 41,323 SH | Decreased-36,517 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $10.2M | 7.2%Prev: 6.9% | 336,801 SH | Decreased+22,873 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $204K | 0.1%Prev: 0.2% | 8,304 SH | Decreased |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $20.4M | 14.4%Prev: 15.0% | 813,609 SH | Decreased-85,862 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $427K | 0.3%Prev: 0.4% | 17,516 SH | Decreased-4,990 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $243K | 0.2%Prev: 0.2% | 10,188 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.2M | 4.4%Prev: 3.9% | 234,120 SH | Increased+44,664 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.7M | 4.0%Prev: 5.6% | 196,027 SH | Decreased-91,114 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.9M | 2.0%Prev: 2.2% | 101,844 SH | Decreased-4,470 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.6M | 1.8%Prev: 1.0% | 102,148 SH | Increased+53,284 SH |
| Schwab US Agg Bond ETF | US AGGREGATE B | $4.4M | 3.1%Prev: 3.5% | 188,732 SH | Decreased-38,917 SH |
| SOUTHERN CO | COM | $366K | 0.3%Prev: 0.2% | 3,988 SH | Increased+1,050 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $497K | 0.4%Prev: 0.4% | 805 SH | Decreased-91 SH |
| SPROTT ETF TRUST | GOLD MINERS ETF | $2.1M | 1.5%Prev: 2.1% | 47,306 SH | Decreased+5,703 SH |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $1.8M | 1.3%Prev: 1.8% | 71,206 SH | Decreased-4,323 SH |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $454K | 0.3%Prev: 0.6% | 38,697 SH | Decreased-14,824 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $2.4M | 1.7%Prev: 2.1% | 193,472 SH | Decreased+67,223 SH |
| Vanguard Consumer Staples | CONSUM STP ETF | $4.7M | 3.3%Prev: 3.6% | 21,246 SH | Decreased-2,429 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 2.6%Prev: 2.5% | 12,114 SH | Increased+688 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $317K | 0.2%Prev: 0.2% | 3,828 SH | Increased |
| VANGUARD WORLD FDS | ENERGY ETF | $3.0M | 2.1% | 24,887 SH | New |
| WASTE MGMT INC DEL | COM | $254K | 0.2%Prev: 0.2% | 1,112 SH | Decreased |
| WELLS FARGO CO NEW | COM | $263K | 0.2%Prev: 0.2% | 3,284 SH | Decreased-327 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $6.3M | 4.4%Prev: 5.0% | 198,304 SH | Decreased-8,230 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 |