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CIK 0002027836 • 8 13F filings • Apr 8, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | $1.6M | 1.0% | 33,484 SH | |
| AMAZON COM INC | COM | $392K | 0.2% | 1,787 SH | |
| APPLE INC | COM | $2.5M | 1.5% | 9,933 SH | |
| CHEVRON CORP NEW | COM | $221K | 0.1% | 1,528 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.6M | 2.8% | 111,287 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.3M | 0.8% | 49,640 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $432K | 0.3% | 10,675 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.0M | 1.2% | 69,476 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $608K | 0.4% | 23,531 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $688K | 0.4% | 14,675 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.6M | 3.4% | 138,941 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.4M | 1.4% | 68,414 SH | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $8.2M | 5.0% | 131,113 SH | |
| EXXON MOBIL CORP | COM | $3.7M | 2.3% | 34,834 SH | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $2.5M | 1.5% | 48,037 SH | |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | $10.3M | 6.3% | 431,861 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $8.9M | 5.4% | 472,732 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $6.1M | 3.7% | 200,541 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $20.1M | 12.1% | 570,284 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $7.5M | 4.5% | 179,427 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $3.7M | 2.2% | 49,391 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | $7.4M | 4.5% | 252,006 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $2.5M | 1.5% | 101,907 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $203K | 0.1% | 8,097 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $245K | 0.1% | 9,750 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $13.0M | 7.9% | 487,901 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $4.1M | 2.5% | 137,154 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $272K | 0.2% | 9,823 SH | |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $11.2M | 6.8% | 384,419 SH | |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $4.9M | 2.9% | 148,656 SH | |
| INNOVATOR ETFS TRUST | UNCAPPED ACCLRTD | $468K | 0.3% | 11,647 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $1.7M | 1.0% | 39,759 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.5M | 1.5% | 62,205 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $914K | 0.6% | 1,788 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $726K | 0.4% | 8,853 SH | |
| ISHARES TR | CORE US AGGBD ET | $496K | 0.3% | 5,123 SH | |
| ISHARES TR | US TREAS BD ETF | $767K | 0.5% | 33,362 SH | |
| MANAGED PORTFOLIO SERIES | KENSINGTON HEDGE | $3.8M | 2.3% | 148,602 SH | |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | $11.6M | 7.0% | 352,225 SH | |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $1.4M | 0.9% | 61,407 SH | |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $281K | 0.2% | 9,687 SH | |
| NVIDIA CORPORATION | COM | $270K | 0.2% | 2,007 SH | |
| PROLOGIS INC. | COM | $636K | 0.4% | 6,019 SH | |
| SPDR GOLD TR | GOLD SHS | $270K | 0.2% | 1,114 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $804K | 0.5% | 1,372 SH | |
| TESLA INC | COM | $240K | 0.1% | 594 SH | |
| TIMOTHY PLAN | US LRGMD CP CORE | $204K | 0.1% | 4,773 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $802K | 0.5% | 1,953 SH |
| 13F-HR/A |
| 0001214659-25-016505 |
| $184.0M |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010014 | $99.4M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010176 | $164.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004981 | $181.7M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005567 | $165.1M | View |