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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 | $216K | 0.1%Prev: 0.2% | 1,486 SH | Decreased+9 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $319K | 0.2%Prev: 0.6% | 2,541 SH | Decreased-3,464 SH |
| ALPS ETF TR | ALERIAN MLP | $2.1M | 1.4% | 40,697 SH | New |
| ALX ONCOLOGY HLDGS INC | COM | $46K | 0.0%Prev: 0.0% | 22,900 SH | Increased+1,400 SH |
| AMAZON COM INC | COM | $296K | 0.2%Prev: 0.2% | 1,419 SH | Increased-36 SH |
| AMERICAN EXPRESS CO | COM | $286K | 0.2%Prev: 0.2% | 945 SH | Increased+8 SH |
| AON PLC | SHS CL A | $387K | 0.3%Prev: 0.4% | 1,199 SH | Decreased |
| APPLE INC | COM | $1.4M | 0.9%Prev: 1.0% | 5,557 SH | Increased-346 SH |
| BK OF AMERICA CORP | COM | $405K | 0.3%Prev: 0.3% | 8,317 SH | Increased-1,362 SH |
| CHEVRON CORP NEW | COM | $642K | 0.4%Prev: 0.5% | 3,103 SH | Increased-632 SH |
| Coca Cola Company | COM | $466K | 0.3%Prev: 0.4% | 6,129 SH | Decreased-999 SH |
| CONSTELLATION ENERGY CORP | COM | $202K | 0.1% | 722 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $383K | 0.3%Prev: 0.2% | 5,758 SH | Increased+92 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $327K | 0.2% | 2,809 SH | New |
| EXXON MOBIL CORP | COM | $542K | 0.4%Prev: 0.4% | 3,195 SH | Increased-1,153 SH |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $14.9M | 10.0%Prev: 12.3% | 292,704 SH | Decreased-86,050 SH |
| FREEPORT MCMORAN INC | CL B | $681K | 0.5% | 11,579 SH | New |
| GE AEROSPACE | COM NEW | $319K | 0.2%Prev: 0.3% | 1,125 SH | Decreased-600 SH |
| GE VERNOVA INC | COM | $262K | 0.2% | 300 SH | New |
| GRINDR INC | COM | $3.8M | 2.6%Prev: 3.6% | 315,288 SH | Decreased+47,104 SH |
| HEALTHEQUITY INC | COM | $726K | 0.5%Prev: 0.6% | 8,690 SH | Decreased-190 SH |
| HOME DEPOT INC | COM | $328K | 0.2%Prev: 0.5% | 998 SH | Decreased-709 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $341K | 0.2% | 1,405 SH | New |
| ISHARES INC | ASIA/PAC DIV ETF | $286K | 0.2% | 5,933 SH | New |
| ISHARES TR | GBL COMM SVC ETF | $3.1M | 2.1%Prev: 2.1% | 26,962 SH | Increased-2,107 SH |
| ISHARES TR | INTL SEL DIV ETF | $292K | 0.2% | 6,850 SH | New |
| ISHARES TR | U.S. FINLS ETF | $4.3M | 2.9%Prev: 3.2% | 36,542 SH | Increased-1,376 SH |
| ISHARES TR | U.S. TECH ETF | $16.2M | 10.8%Prev: 8.9% | 89,028 SH | Increased+4,846 SH |
| ISHARES TR | US AER DEF ETF | $219K | 0.1% | 1,000 SH | New |
| ISHARES TR | US HLTHCARE ETF | $4.5M | 3.0%Prev: 3.1% | 72,329 SH | Increased+4,099 SH |
| JPMORGAN CHASE & CO. | COM | $770K | 0.5%Prev: 0.5% | 2,616 SH | Increased-252 SH |
| MICROSOFT CORP | COM | $210K | 0.1%Prev: 0.2% | 568 SH | Decreased-305 SH |
| NEXTERS INC | *W EXP 08/26/202 | $57 | 0.0%Prev: 0.0% | 13,600 SH | Decreased-3,500 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.6% | 6,024 SH | Increased-798 SH |
| PEABODY ENERGY CORP | COM | $298K | 0.2% | 9,048 SH | New |
| PLUG POWER INC | COM NEW | $237K | 0.2%Prev: 0.1% | 105,000 SH | Increased |
| RTX CORPORATION | COM | $892K | 0.6%Prev: 0.6% | 4,623 SH | Increased-1,035 SH |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $1.9M | 1.3%Prev: 0.6% | 77,840 SH | Increased+36,839 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $10.3M | 6.9%Prev: 7.1% | 313,928 SH | Increased-27,892 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $231K | 0.2% | 8,304 SH | New |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $22.4M | 15.0%Prev: 15.1% | 899,471 SH | Increased+87,001 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $546K | 0.4%Prev: 0.3% | 22,506 SH | Increased+5,635 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $256K | 0.2%Prev: 0.2% | 10,188 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.8M | 3.9%Prev: 5.0% | 189,456 SH | Decreased-48,606 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.4M | 5.6%Prev: 3.8% | 287,141 SH | Increased+86,870 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.3M | 2.2%Prev: 2.0% | 106,314 SH | Increased+3,694 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 1.0%Prev: 1.8% | 48,864 SH | Decreased-53,350 SH |
| Schwab US Agg Bond ETF | US AGGREGATE B | $5.3M | 3.5%Prev: 3.2% | 227,649 SH | Increased+40,727 SH |
| SOUTHERN CO | COM | $284K | 0.2%Prev: 0.3% | 2,938 SH | Decreased-1,345 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $583K | 0.4%Prev: 0.3% | 896 SH | Increased+91 SH |
| SPROTT ETF TRUST | GOLD MINERS ETF | $3.1M | 2.1%Prev: 1.4% | 41,603 SH | Increased-6,537 SH |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $2.7M | 1.8%Prev: 1.3% | 75,529 SH | Increased+4,323 SH |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $831K | 0.6%Prev: 0.3% | 53,521 SH | Increased+16,190 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $3.1M | 2.1%Prev: 1.1% | 126,249 SH | Increased+3,648 SH |
| Vanguard Consumer Staples | CONSUM STP ETF | $5.3M | 3.6%Prev: 3.5% | 23,675 SH | Increased+2,306 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 2.5%Prev: 2.4% | 11,426 SH | Increased-397 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $317K | 0.2%Prev: 0.2% | 3,828 SH | Increased |
| WASTE MGMT INC DEL | COM | $256K | 0.2%Prev: 0.2% | 1,112 SH | Decreased |
| WELLS FARGO CO NEW | COM | $288K | 0.2%Prev: 0.2% | 3,611 SH | Increased-388 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $7.4M | 5.0%Prev: 4.6% | 206,534 SH | Increased+12,705 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 |