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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 | $241K | 0.1%Prev: 0.2% | 1,491 SH | Increased+12 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $277K | 0.2%Prev: 0.2% | 2,889 SH | Decreased+348 SH |
| ALPS ETF TR | ALERIAN MLP | $2.2M | 1.4%Prev: 1.2% | 42,962 SH | Increased+7,483 SH |
| ALX ONCOLOGY HLDGS INC | COM | $47K | 0.0%Prev: 0.0% | 22,900 SH | Increased+2,400 SH |
| AMAZON COM INC | COM | $340K | 0.2%Prev: 0.2% | 1,427 SH | Increased-79 SH |
| AMERICAN EXPRESS CO | COM | $320K | 0.2%Prev: 0.2% | 946 SH | Increased+9 SH |
| AON PLC | SHS CL A | $398K | 0.2%Prev: 0.3% | 1,199 SH | Decreased |
| APPLE INC | COM | $1.4M | 0.9%Prev: 0.8% | 4,953 SH | Increased-872 SH |
| BK OF AMERICA CORP | COM | $459K | 0.3%Prev: 0.3% | 8,062 SH | Increased+90 SH |
| BOEING CO | COM | $308K | 0.2% | 1,425 SH | New |
| CHEVRON CORP NEW | COM | $513K | 0.3%Prev: 0.3% | 3,097 SH | Increased-348 SH |
| Coca Cola Company | COM | $521K | 0.3%Prev: 0.3% | 6,413 SH | Increased+356 SH |
| DELTA AIR LINES INC DEL | COM NEW | $482K | 0.3%Prev: 0.3% | 5,143 SH | Increased-2,829 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $329K | 0.2% | 2,810 SH | New |
| EXXON MOBIL CORP | COM | $472K | 0.3%Prev: 0.3% | 3,448 SH | Increased-234 SH |
| FIRST TR MORNINGSTAR DIV LEA | SHS | $14.7M | 8.9%Prev: 11.2% | 301,517 SH | Decreased-78,672 SH |
| FREEPORT MCMORAN INC | CL B | $868K | 0.5% | 13,800 SH | New |
| GE AEROSPACE | COM NEW | $420K | 0.3%Prev: 0.3% | 1,125 SH | Increased-500 SH |
| GE VERNOVA INC | COM | $352K | 0.2% | 300 SH | New |
| GRINDR INC | COM | $4.5M | 2.8%Prev: 4.0% | 316,088 SH | Decreased+65,431 SH |
| HEALTHEQUITY INC | COM | $785K | 0.5%Prev: 0.7% | 8,690 SH | Decreased-190 SH |
| HOME DEPOT INC | COM | $356K | 0.2%Prev: 0.4% | 1,008 SH | Decreased-514 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $395K | 0.2%Prev: 0.3% | 1,405 SH | Decreased+55 SH |
| ISHARES INC | ASIA/PAC DIV ETF | $281K | 0.2%Prev: 0.2% | 5,933 SH | Increased-1,035 SH |
| ISHARES TR | GBL COMM SVC ETF | $3.0M | 1.8%Prev: 2.2% | 26,959 SH | Decreased-1,030 SH |
| ISHARES TR | INTL SEL DIV ETF | $398K | 0.2%Prev: 0.2% | 9,600 SH | Increased+1,730 SH |
| ISHARES TR | U.S. FINLS ETF | $4.7M | 2.9%Prev: 3.2% | 37,120 SH | Increased-337 SH |
| ISHARES TR | U.S. TECH ETF | $22.0M | 13.3%Prev: 10.0% | 87,053 SH | Increased+5,579 SH |
| ISHARES TR | US AER DEF ETF | $242K | 0.1% | 1,000 SH | New |
| ISHARES TR | US HLTHCARE ETF | $4.7M | 2.8%Prev: 2.8% | 69,580 SH | Increased-677 SH |
| JPMORGAN CHASE & CO. | COM | $862K | 0.5%Prev: 0.5% | 2,633 SH | Increased-28 SH |
| MERCK & CO INC | COM | $210K | 0.1% | 1,635 SH | New |
| MICROSOFT CORP | COM | $207K | 0.1%Prev: 0.2% | 555 SH | Decreased-91 SH |
| NEXTERS INC | *W EXP 08/26/202 | $56 | 0.0%Prev: 0.0% | 13,600 SH | Decreased-3,500 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.7%Prev: 0.8% | 5,980 SH | Increased-1,093 SH |
| PEABODY ENERGY CORP | COM | $227K | 0.1%Prev: 0.5% | 9,822 SH | Decreased-43,609 SH |
| PLUG POWER INC | COM NEW | $285K | 0.2%Prev: 0.1% | 105,000 SH | Increased |
| RTX CORPORATION | COM | $877K | 0.5%Prev: 0.5% | 4,623 SH | Increased-285 SH |
| Schwab Int'l Equity ETF | INTL EQTY ETF | $2.4M | 1.5%Prev: 0.6% | 87,445 SH | Increased+46,122 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $11.9M | 7.2%Prev: 7.2% | 328,318 SH | Increased-8,483 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $258K | 0.2%Prev: 0.1% | 8,304 SH | Increased |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | $22.2M | 13.5%Prev: 14.4% | 899,393 SH | Increased+85,784 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $572K | 0.3%Prev: 0.3% | 23,711 SH | Increased+6,195 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $295K | 0.2%Prev: 0.2% | 10,188 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.5M | 4.0%Prev: 4.4% | 206,511 SH | Increased-27,609 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $10.1M | 6.2%Prev: 4.0% | 299,455 SH | Increased+103,428 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.2M | 2.6%Prev: 2.0% | 114,614 SH | Increased+12,770 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.9M | 1.1%Prev: 1.8% | 52,014 SH | Decreased-50,134 SH |
| Schwab US Agg Bond ETF | US AGGREGATE B | $5.8M | 3.5%Prev: 3.1% | 250,805 SH | Increased+62,073 SH |
| SOUTHERN CO | COM | $281K | 0.2%Prev: 0.3% | 2,938 SH | Decreased-1,050 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $583K | 0.4%Prev: 0.4% | 780 SH | Increased-25 SH |
| SPROTT ETF TRUST | GOLD MINERS ETF | $2.7M | 1.6%Prev: 1.5% | 43,191 SH | Increased-4,115 SH |
| SPROTT PHYSICAL GOLD TRUST | UNIT | $2.5M | 1.5%Prev: 1.3% | 81,666 SH | Increased+10,460 SH |
| SPROTT PHYSICAL PLAT PALLAD | UNIT | $787K | 0.5%Prev: 0.3% | 63,240 SH | Increased+24,543 SH |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $2.5M | 1.5%Prev: 1.7% | 131,342 SH | Increased-62,130 SH |
| TEXAS INSTRS INC | COM | $342K | 0.2% | 1,148 SH | New |
| Vanguard Consumer Staples | CONSUM STP ETF | $5.5M | 3.3%Prev: 3.3% | 24,283 SH | Increased+3,037 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.2M | 2.5%Prev: 2.6% | 11,330 SH | Increased-784 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $316K | 0.2%Prev: 0.2% | 3,828 SH | Decreased |
| WASTE MGMT INC DEL | COM | $248K | 0.2%Prev: 0.2% | 1,112 SH | Decreased |
| WELLS FARGO CO NEW | COM | $289K | 0.2%Prev: 0.2% | 3,501 SH | Increased+217 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $8.4M | 5.1%Prev: 4.4% | 206,337 SH | Increased+8,033 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 |