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CIK 0002136099 • 3 13F filings • May 22, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $335K | 0.3%Prev: 0.3% | 1,070 SH | Increased+246 SH |
| APPLE INC | COM | $1.2M | 1.2%Prev: 1.2% | 4,353 SH | Decreased-221 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $201K | 0.2% | 6,047 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $229K | 0.2%Prev: 0.2% | 774 SH | Decreased-98 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP INDL | $1.1M | 1.2%Prev: 1.5% | 7,631 SH | Decreased-1,489 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $1.6M | 1.7%Prev: 1.8% | 71,787 SH | Decreased-16,254 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $914K | 1.0%Prev: 1.4% | 41,525 SH | Decreased-29,754 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $1.9M | 2.0%Prev: 1.8% | 80,156 SH | Decreased-7,800 SH |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | $252K | 0.3%Prev: 0.2% | 2,508 SH | Decreased+202 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.4M | 1.5%Prev: 2.0% | 7,502 SH | Decreased-2,757 SH |
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | $313K | 0.3%Prev: 0.7% | 3,972 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $666K | 0.7%Prev: 0.6% | 1,085 SH | Increased+228 SH |
| ISHARES GOLD TR | ISHARES NEW | $3.6M | 3.8%Prev: 3.0% | 44,749 SH | Increased+1,403 SH |
| ISHARES SILVER TR | ISHARES | $2.9M | 3.1%Prev: 2.1% | 45,739 SH | Increased+2,929 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $627K | 0.7% | 6,244 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $3.6M | 3.7%Prev: 5.8% | 43,225 SH | Decreased-34,338 SH |
| ISHARES TR | CORE HIGH DV ETF | $1.4M | 1.5%Prev: 1.5% | 11,598 SH | Decreased-49,851 SH |
| ISHARES TR | CORE MSCI TOTAL | $837K | 0.9%Prev: 1.3% | 9,889 SH | Decreased-4,785 SH |
| ISHARES TR | CORE S&P500 ETF | $236K | 0.2%Prev: 0.3% | 344 SH | Decreased-111 SH |
| ISHARES TR | FLTG RATE NT ETF | $325K | 0.3%Prev: 0.3% | 6,395 SH | Increased+25 SH |
| ISHARES TR | GLOBAL 100 ETF | $877K | 0.9%Prev: 1.0% | 6,920 SH | Decreased-776 SH |
| ISHARES TR | IBOXX HI YD ETF | $300K | 0.3%Prev: 0.2% | 3,718 SH | Increased+1,140 SH |
| ISHARES TR | MORNINGSTAR VALU | $249K | 0.3%Prev: 0.2% | 2,644 SH | Decreased-11 SH |
| ISHARES TR | RUS 1000 ETF | $454K | 0.5%Prev: 0.4% | 1,216 SH | Decreased+10 SH |
| ISHARES TR | RUS 1000 GRW ETF | $328K | 0.3%Prev: 0.3% | 694 SH | Decreased-2,085 SH |
| ISHARES TR | RUS TP200 GR ETF | $351K | 0.4%Prev: 0.3% | 1,267 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $650K | 0.7%Prev: 0.8% | 2,642 SH | Decreased-311 SH |
| ISHARES TR | S&P 500 VAL ETF | $359K | 0.4%Prev: 0.4% | 1,694 SH | Decreased-20 SH |
| ISHARES TR | US AER DEF ETF | $738K | 0.8%Prev: 0.7% | 3,436 SH | Decreased+89 SH |
| J P MORGAN EXCHANGE TRADED F | INTL HDGD EQT LA | $4.2M | 4.4%Prev: 4.6% | 80,765 SH | Decreased-11,927 SH |
| MICROSOFT CORP | COM | $593K | 0.6%Prev: 0.4% | 1,226 SH | Increased-63 SH |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | $4.4M | 4.6%Prev: 4.8% | 89,226 SH | Decreased-16,424 SH |
| PROSHARES TR | S&P 500 DV ARIST | $4.5M | 4.7%Prev: 4.7% | 43,630 SH | Decreased-47,972 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $436K | 0.5%Prev: 0.5% | 15,885 SH | Decreased-112 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $219K | 0.2% | 5,122 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | $5.6M | 5.9%Prev: 6.2% | 175,756 SH | Decreased-29,089 SH |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | $2.4M | 2.5%Prev: 0.9% | 105,848 SH | Increased+60,000 SH |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | $5.6M | 5.9%Prev: 5.6% | 143,271 SH | Decreased-6,343 SH |
| SPDR GOLD TR | GOLD SHS | $10.6M | 11.0%Prev: 8.8% | 26,717 SH | Increased+323 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.8M | 2.9% | 4,041 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $321K | 0.3% | 1,332 SH | New |
| STRATEGY SHS | DAY HAGAN SMART | $3.7M | 3.8%Prev: 3.9% | 75,347 SH | Decreased-1,905 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $1.0M | 1.1% | 26,966 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $549K | 0.6%Prev: 0.4% | 6,402 SH | Increased+303 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $363K | 0.4%Prev: 0.3% | 744 SH | Decreased-3,726 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $626K | 0.7%Prev: 0.6% | 3,527 SH | Decreased-85 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $443K | 0.5%Prev: 0.4% | 1,525 SH | Decreased-4,578 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $232K | 0.2%Prev: 0.3% | 371 SH | Decreased-119 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 1.2%Prev: 1.1% | 5,549 SH | Decreased+536 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $412K | 0.4%Prev: 0.4% | 1,597 SH | Decreased+52 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $348K | 0.4%Prev: 0.3% | 1,038 SH | Decreased+27 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 1.2%Prev: 1.1% | 6,176 SH | Decreased+429 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $491K | 0.5%Prev: 0.5% | 6,673 SH | Decreased-566 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $325K | 0.3%Prev: 0.3% | 6,044 SH | Decreased-431 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.0M | 1.1%Prev: 1.0% | 7,385 SH | Decreased+50 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $289K | 0.3% | 1,314 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $268K | 0.3%Prev: 0.3% | 3,551 SH | Decreased-382 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $208K | 0.2%Prev: 0.2% | 1,450 SH | Decreased-208 SH |
| VANGUARD WORLD FD | INF TECH ETF | $332K | 0.3%Prev: 0.4% | 440 SH | Decreased-2,945 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.3M | 3.4%Prev: 3.3% | 13,085 SH | Decreased-272 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $687K | 0.7%Prev: 0.6% | 4,867 SH | Decreased+496 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.2M | 2.3%Prev: 2.1% | 5,315 SH | Decreased-21,566 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $6.9M | 7.2%Prev: 4.7% | 136,860 SH | Increased+34,077 SH |
| 13F-HR |
| 0002085853-26-000611 |
| $101.8M |
| View |