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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 | $230K | 0.2%Prev: 0.1% | 1,480 SH | Decreased-11 SH |
| AGNICO EAGLE MINES LTD | COM | $201K | 0.1% | 1,190 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $454K | 0.3%Prev: 0.2% | 2,541 SH | Increased-348 SH |
| ALPS ETF TR | ALERIAN MLP | $2.0M | 1.4%Prev: 1.4% | 43,206 SH | Decreased+244 SH |
| ALX ONCOLOGY HLDGS INC | COM | $40K | 0.0%Prev: 0.0% | 21,850 SH | Decreased-1,050 SH |
| AMAZON COM INC | COM | $322K | 0.2%Prev: 0.2% | 1,466 SH | Decreased+39 SH |
| AMERICAN EXPRESS CO | COM | $312K | 0.2%Prev: 0.2% | 939 SH | Decreased-7 SH |
| AON PLC | SHS CL A | $428K | 0.3%Prev: 0.2% | 1,199 SH | Increased |
| APPLE INC | COM | $1.5M | 1.0%Prev: 0.9% | 5,815 SH | Increased+862 SH |
| BK OF AMERICA CORP | COM | $411K | 0.3%Prev: 0.3% | 7,972 SH | Decreased-90 SH |
| CHEVRON CORP NEW | COM | $535K | 0.4%Prev: 0.3% | 3,446 SH | Increased+349 SH |
| Coca Cola Company | COM | $403K | 0.3%Prev: 0.3% | 6,083 SH | Decreased-330 SH |
| CONSTELLATION ENERGY CORP | COM | $238K | 0.2% | 722 SH | New |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $254K | 0.2% | 3,913 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $453K | 0.3%Prev: 0.3% | 7,987 SH | Decreased+2,844 SH |
| EXXON MOBIL CORP | COM | $417K | 0.3%Prev: 0.3% | 3,695 SH | Decreased+247 SH |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $12.9M | 9.1%Prev: 8.9% | 298,306 SH | Decreased-3,211 SH |
| GE AEROSPACE | COM NEW | $489K | 0.3%Prev: 0.3% | 1,625 SH | Increased+500 SH |
| GE VERNOVA INC | COM | $231K | 0.2%Prev: 0.2% | 375 SH | Decreased+75 SH |
| GRINDR INC | COM | $3.9M | 2.8%Prev: 2.8% | 260,821 SH | Decreased-55,267 SH |
| HEALTHEQUITY INC | COM | $842K | 0.6%Prev: 0.5% | 8,880 SH | Increased+190 SH |
| HOME DEPOT INC | COM | $576K | 0.4%Prev: 0.2% | 1,422 SH | Increased+414 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $392K | 0.3%Prev: 0.2% | 1,390 SH | Decreased-15 SH |
| ISHARES INC | ASIA/PAC DIV ETF | $293K | 0.2%Prev: 0.2% | 6,968 SH | Increased+1,035 SH |
| ISHARES TR | GBL COMM SVC ETF | $3.2M | 2.3%Prev: 1.8% | 25,948 SH | Increased-1,011 SH |
| ISHARES TR | INTL SEL DIV ETF | $288K | 0.2%Prev: 0.2% | 7,870 SH | Decreased-1,730 SH |
| ISHARES TR | U.S. FINLS ETF | $4.6M | 3.2%Prev: 2.9% | 36,032 SH | Decreased-1,088 SH |
| ISHARES TR | U.S. TECH ETF | $16.2M | 11.4%Prev: 13.3% | 82,494 SH | Decreased-4,559 SH |
| ISHARES TR | US AER DEF ETF | $209K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| ISHARES TR | US HLTHCARE ETF | $4.4M | 3.1%Prev: 2.8% | 74,464 SH | Decreased+4,884 SH |
| JPMORGAN CHASE & CO. | COM | $841K | 0.6%Prev: 0.5% | 2,667 SH | Decreased+34 SH |
| MICROSOFT CORP | COM | $335K | 0.2%Prev: 0.1% | 646 SH | Increased+91 SH |
| NEW GOLD INC CDA | COM | $243K | 0.2% | 33,800 SH | New |
| NEXTERS INC | *W EXP 08/26/202 | $397 | 0.0%Prev: 0.0% | 17,100 SH | Increased+3,500 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.9%Prev: 0.7% | 7,168 SH | Increased+1,188 SH |
| PEABODY ENERGY CORP | COM | $244K | 0.2%Prev: 0.1% | 9,216 SH | Increased-606 SH |
| PLUG POWER INC | COM NEW | $245K | 0.2%Prev: 0.2% | 105,000 SH | Decreased |
| RTX CORPORATION | COM | $821K | 0.6%Prev: 0.5% | 4,908 SH | Decreased+285 SH |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $1.9M | 1.3%Prev: 1.5% | 80,896 SH | Decreased-6,549 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $11.0M | 7.7%Prev: 7.2% | 329,906 SH | Decreased+1,588 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $218K | 0.2%Prev: 0.2% | 8,304 SH | Decreased |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $20.9M | 14.7%Prev: 13.5% | 830,664 SH | Decreased-68,729 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $482K | 0.3%Prev: 0.3% | 19,756 SH | Decreased-3,955 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $262K | 0.2%Prev: 0.2% | 10,188 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.9M | 3.4%Prev: 4.0% | 178,457 SH | Decreased-28,054 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.3M | 5.2%Prev: 6.2% | 229,793 SH | Decreased-69,662 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.2M | 2.3%Prev: 2.6% | 108,397 SH | Decreased-6,217 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 1.0%Prev: 1.1% | 52,815 SH | Decreased+801 SH |
| Schwab US Agg Bond ETF | US AGGREGATE B | $4.4M | 3.1%Prev: 3.5% | 185,418 SH | Decreased-65,387 SH |
| SOUTHERN CO | COM | $378K | 0.3%Prev: 0.2% | 3,988 SH | Increased+1,050 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $533K | 0.4%Prev: 0.4% | 800 SH | Decreased+20 SH |
| SPROTT ETF TRUST | GOLD MINERS ETF | $3.0M | 2.1%Prev: 1.6% | 48,117 SH | Increased+4,926 SH |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $2.1M | 1.5%Prev: 1.5% | 70,878 SH | Decreased-10,788 SH |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $538K | 0.4%Prev: 0.5% | 39,648 SH | Decreased-23,592 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $3.0M | 2.1%Prev: 1.5% | 193,522 SH | Increased+62,180 SH |
| Vanguard Consumer Staples | CONSUM STP ETF | $4.6M | 3.2%Prev: 3.3% | 21,461 SH | Decreased-2,822 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 2.6%Prev: 2.5% | 11,415 SH | Decreased+85 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $322K | 0.2%Prev: 0.2% | 3,828 SH | Increased |
| WASTE MGMT INC DEL | COM | $246K | 0.2%Prev: 0.2% | 1,112 SH | Decreased |
| WELLS FARGO CO NEW | COM | $275K | 0.2%Prev: 0.2% | 3,285 SH | Decreased-216 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $6.8M | 4.8%Prev: 5.1% | 203,344 SH | Decreased-2,993 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 |