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CIK 0001888831 • 7 13F filings • May 6, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.0M | 0.6% | 4,895 SH | |
| AGNC INVT CORP | COM | $667K | 0.4% | 69,666 SH | |
| ALPHABET INC | CAP STK CL C | $244K | 0.2% | 1,559 SH | |
| AMAZON COM INC | COM | $603K | 0.4% | 3,170 SH | |
| APPLE INC | COM | $2.2M | 1.4% | 9,942 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $244K | 0.2% | 800 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $384K | 0.2% | 721 SH | |
| BROADCOM INC | COM | $257K | 0.2% | 1,537 SH | |
| CHEVRON CORP NEW | COM | $223K | 0.1% | 1,331 SH | |
| CHUBB LIMITED | COM | $201K | 0.1% | 665 SH | |
| CONSOLIDATED EDISON INC | COM | $238K | 0.1% | 2,153 SH | |
| CONSTELLATION ENERGY CORP | COM | $206K | 0.1% | 1,020 SH | |
| COSTCO WHSL CORP NEW | COM | $238K | 0.1% | 252 SH | |
| DIREXION SHS ETF TR | 7 10YR TRES BULL | $332K | 0.2% | 13,078 SH | |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $346K | 0.2% | 7,852 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $7.0M | 4.3% | 62,964 SH | |
| EA SERIES TRUST | US QUAN MOMENTUM | $237K | 0.1% | 3,994 SH | |
| EA SERIES TRUST | US QUAN VALUE | $229K | 0.1% | 5,361 SH | |
| ELI LILLY & CO | COM | $879K | 0.5% | 1,064 SH | |
| EXXON MOBIL CORP | COM | $893K | 0.6% | 7,507 SH | |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $21K | 0.0% | 27,400 SH | |
| GSK PLC | SPONSORED ADR | $351K | 0.2% | 9,062 SH | |
| HOME DEPOT INC | COM | $382K | 0.2% | 1,042 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $894K | 0.6% | 65,573 SH | |
| INVESCO DB COMMDY INDX TRCK | UNIT | $273K | 0.2% | 12,141 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 VAL | $398K | 0.2% | 4,028 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $833K | 0.5% | 1,776 SH | |
| ISHARES INC | MSCI JPN ETF NEW | $632K | 0.4% | 9,212 SH | |
| ISHARES SILVER TR | ISHARES | $215K | 0.1% | 6,935 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $31.5M | 19.5% | 380,718 SH | |
| ISHARES TR | 20 YR TR BD ETF | $386K | 0.2% | 4,239 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $9.3M | 5.8% | 97,475 SH | |
| ISHARES TR | COHEN STEER REIT | $873K | 0.5% | 14,182 SH | |
| ISHARES TR | CORE S&P500 ETF | $621K | 0.4% | 1,106 SH | |
| ISHARES TR | CORE US AGGBD ET | $6.6M | 4.1% | 66,900 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.2M | 0.8% | 14,887 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $692K | 0.4% | 15,825 SH | |
| ISHARES TR | NATIONAL MUN ETF | $308K | 0.2% | 2,920 SH | |
| ISHARES TR | SHORT TREAS BD | $663K | 0.4% | 6,001 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $3.4M | 2.1% | 66,811 SH | |
| JOHNSON & JOHNSON | COM | $477K | 0.3% | 2,874 SH | |
| JPMORGAN CHASE & CO. | COM | $433K | 0.3% | 1,764 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $768K | 0.5% | 30,386 SH | |
| LOCKHEED MARTIN CORP | COM | $243K | 0.2% | 543 SH | |
| LOWES COS INC | COM | $303K | 0.2% | 1,300 SH | |
| MAIN STR CAP CORP | COM | $472K | 0.3% | 8,337 SH | |
| MASTERCARD INCORPORATED | CL A | $242K | 0.2% | 442 SH | |
| MCDONALDS CORP | COM | $261K | 0.2% | 834 SH | |
| MEDTRONIC PLC | SHS | $209K | 0.1% | 2,325 SH | |
| META PLATFORMS INC | CL A | $243K | 0.2% | 422 SH | |
| MICROSOFT CORP | COM | $2.2M | 1.4% | 5,847 SH | |
| NVIDIA CORPORATION | COM | $509K | 0.3% | 4,695 SH | |
| PEPSICO INC | COM | $473K | 0.3% | 3,157 SH | |
| PROCTER AND GAMBLE CO | COM | $743K | 0.5% | 4,361 SH | |
| PROSHARES TR | PSHS ULT S&P 500 | $2.1M | 1.3% | 25,896 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $707K | 0.4% | 7,960 SH | |
| PROSHARES TR | ULTRAPRO QQQ | $503K | 0.3% | 8,787 SH | |
| PROSHARES TR | ULTRPRO DOW30 | $479K | 0.3% | 5,450 SH | |
| PROSHARES TR II | ULTRA GOLD | $502K | 0.3% | 3,903 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $288K | 0.2% | 3,500 SH | |
| QUALCOMM INC | COM | $317K | 0.2% | 2,062 SH | |
| RTX CORPORATION | COM | $204K | 0.1% | 1,543 SH | |
| S&P GLOBAL INC | COM | $208K | 0.1% | 409 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $4.9M | 3.0% | 50,873 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $4.9M | 3.1% | 52,922 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $5.0M | 3.1% | 100,945 SH | |
| SELECT SECTOR SPDR TR | INDL | $4.9M | 3.0% | 37,254 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $5.2M | 3.3% | 66,554 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $279K | 0.2% | 1,349 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $375K | 0.2% | 894 SH | |
| SPDR GOLD TR | GOLD SHS | $9.2M | 5.7% | 32,050 SH | |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | $2.6M | 1.6% | 105,267 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.6M | 1.6% | 4,713 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $3.1M | 1.9% | 33,614 SH | |
| STRATEGY SHS | NEWFOUND RESLV | $1.8M | 1.1% | 57,890 SH | |
| TESLA INC | COM | $237K | 0.1% | 913 SH | |
| TIDAL TR II | RETURN STACKED B | $504K | 0.3% | 29,591 SH | |
| TIDAL TR II | RETURN STACKED U | $1.6M | 1.0% | 89,662 SH | |
| TIDAL TR II | RETURN STCKD US | $3.4M | 2.1% | 152,244 SH | |
| TIDAL TR II | RTN STACKED BD | $2.5M | 1.5% | 147,367 SH | |
| UNITEDHEALTH GROUP INC | COM | $467K | 0.3% | 892 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $260K | 0.2% | 5,075 SH | |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $389K | 0.2% | 17,276 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $336K | 0.2% | 6,886 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $344K | 0.2% | 1,996 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $299K | 0.2% | 806 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.5M | 1.5% | 4,808 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 1.2% | 7,063 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $392K | 0.2% | 2,269 SH | |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $631K | 0.4% | 8,359 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $541K | 0.3% | 8,922 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 1.4% | 50,358 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.5M | 0.9% | 21,406 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $245K | 0.2% | 4,176 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.7M | 1.7% | 13,951 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2M | 1.4% | 43,345 SH | |
| VISA INC | COM CL A | $366K | 0.2% | 1,043 SH | |
| WALMART INC | COM | $343K | 0.2% | 3,906 SH | |
| WILLIAMS COS INC | COM | $265K | 0.2% | 4,440 SH | |
| WISDOMTREE TR | US EFFICIENT COR | $1.1M | 0.7% | 24,022 SH |
| 13F-HR |
| 0001888831-25-000007 |
| $185.2M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001888831-26-000003 | $244.4M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001888831-25-000004 | $170.2M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001888831-26-000002 | $211.3M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001888831-25-000003 | $161.4M | View |