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CIK 0001963794 • 1 13F filing • May 14, 2025 – May 14, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $270K | 0.4% | 1,287 SH | |
| ADVANCED MICRO DEVICES INC | COM | $301K | 0.5% | 2,927 SH | |
| AFLAC INC | COM | $211K | 0.3% | 1,902 SH | |
| ALPHABET INC | CAP STK CL A | $1.6M | 2.5% | 10,400 SH | |
| ALPHABET INC | CAP STK CL C | $226K | 0.3% | 1,448 SH | |
| AMAZON COM INC | COM | $1.9M | 2.8% | 9,781 SH | |
| APPLE INC | COM | $2.7M | 4.1% | 12,237 SH | |
| AT&T INC | COM | $250K | 0.4% | 8,842 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.7M | 7.1% | 8,747 SH | |
| BROADCOM INC | COM | $653K | 1.0% | 3,899 SH | |
| CISCO SYS INC | COM | $239K | 0.4% | 3,873 SH | |
| CONMED CORP | COM | $204K | 0.3% | 3,375 SH | |
| COSTCO WHSL CORP NEW | COM | $380K | 0.6% | 402 SH | |
| ELI LILLY & CO | COM | $477K | 0.7% | 578 SH | |
| EXXON MOBIL CORP | COM | $1.2M | 1.8% | 10,193 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $273K | 0.4% | 4,671 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $466K | 0.7% | 15,648 SH | |
| GOLDMAN SACHS GROUP INC | COM | $371K | 0.6% | 679 SH | |
| HOME DEPOT INC | COM | $267K | 0.4% | 728 SH | |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | $269K | 0.4% | 10,625 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $2.6M | 4.0% | 74,111 SH | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $705K | 1.1% | 20,375 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $282K | 0.4% | 7,055 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $894K | 1.4% | 4,631 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.9M | 6.0% | 8,344 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $394K | 0.6% | 4,767 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $497K | 0.8% | 5,212 SH | |
| ISHARES TR | CORE S&P MCP ETF | $248K | 0.4% | 4,246 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.9M | 9.1% | 10,575 SH | |
| ISHARES TR | CORE TOTAL USD | $1.0M | 1.5% | 21,948 SH | |
| ISHARES TR | CORE US AGGBD ET | $211K | 0.3% | 2,131 SH | |
| ISHARES TR | IBOXX HI YD ETF | $242K | 0.4% | 3,067 SH | |
| ISHARES TR | MBS ETF | $216K | 0.3% | 2,307 SH | |
| ISHARES TR | SHORT TREAS BD | $1.0M | 1.6% | 9,342 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $756K | 1.2% | 7,163 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $876K | 1.3% | 17,306 SH | |
| JPMORGAN CHASE & CO. | COM | $657K | 1.0% | 2,679 SH | |
| META PLATFORMS INC | CL A | $1.3M | 2.0% | 2,310 SH | |
| MICROSOFT CORP | COM | $2.0M | 3.0% | 5,268 SH | |
| NETFLIX INC | COM | $275K | 0.4% | 295 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 4.7% | 28,624 SH | |
| ORACLE CORP | COM | $371K | 0.6% | 2,652 SH | |
| ROCKWELL AUTOMATION INC | COM | $800K | 1.2% | 3,097 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 2.0% | 55,294 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $383K | 0.6% | 17,787 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $374K | 0.6% | 14,937 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $393K | 0.6% | 15,007 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $209K | 0.3% | 2,654 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $699K | 1.1% | 3,385 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.8M | 4.3% | 6,740 SH | |
| SPDR GOLD TR | GOLD SHS | $8.0M | 12.2% | 27,733 SH | |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $230K | 0.4% | 3,679 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $239K | 0.4% | 428 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $1.5M | 2.3% | 16,356 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $754K | 1.1% | 11,460 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $388K | 0.6% | 2,335 SH | |
| TESLA INC | COM | $233K | 0.4% | 898 SH | |
| UNITEDHEALTH GROUP INC | COM | $416K | 0.6% | 795 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $309K | 0.5% | 601 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $759K | 1.2% | 12,932 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $208K | 0.3% | 1,613 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $280K | 0.4% | 516 SH | |
| VISA INC | COM CL A | $277K | 0.4% | 791 SH | |
| ZACKS TRUST | EARNGS CONSTANT | $549K | 0.8% | 18,232 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 14, 2025 | Q1 2025 | 13F-HR | 0001963794-25-000003 | $65.6M | View |