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CIK 0002151928 • 2 13F filings • Sep 8, 2026 – Oct 21, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $370K | 0.3%Prev: 0.3% | 604 SH | Increased |
| ALPHABET INC | CAP STK CL A | $907K | 0.8%Prev: 0.9% | 2,636 SH | Decreased-32 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 1.1%Prev: 1.2% | 3,624 SH | Decreased-9 SH |
| ALPS ETF TR | SECTR DIV DOGS | $318K | 0.3%Prev: 0.3% | 4,661 SH | Increased+42 SH |
| AMAZON COM INC | COM | $1.5M | 1.4%Prev: 1.4% | 6,134 SH | Increased+217 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.4M | 2.2%Prev: 2.2% | 25,272 SH | Increased+1,163 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $883K | 0.8%Prev: 0.6% | 6,893 SH | Increased+1,900 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.3M | 1.2%Prev: 1.2% | 14,823 SH | Increased+942 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.7M | 2.5%Prev: 2.7% | 22,933 SH | Decreased+667 SH |
| APPLE INC | COM | $4.2M | 3.8%Prev: 3.5% | 12,609 SH | Increased+14 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $968K | 0.9%Prev: 0.9% | 1,944 SH | Decreased+6 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $1.7M | 1.6%Prev: 1.7% | 43,078 SH | Decreased+674 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREAT UNIT | $1.2M | 1.1%Prev: 1.1% | 33,680 SH | Increased+1,997 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $1.1M | 1.0%Prev: 1.1% | 41,729 SH | Decreased+809 SH |
| CAPITAL ONE FINL CORP | COM | $276K | 0.3%Prev: 0.3% | 1,431 SH | Decreased+6 SH |
| CATERPILLAR INC | COM | $3.4M | 3.1%Prev: 4.3% | 4,232 SH | Decreased |
| COSTCO WHOLESALE CORPORATION | COM | $517K | 0.5%Prev: 0.5% | 567 SH | Decreased+3 SH |
| CVS HEALTH CORP | COM | $201K | 0.2% | 2,349 SH | New |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | $316K | 0.3% | 7,546 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $513K | 0.5%Prev: 0.5% | 6,235 SH | Decreased-286 SH |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | $231K | 0.2%Prev: 0.2% | 1,922 SH | Decreased-77 SH |
| ELI LILLY & CO | COM | $566K | 0.5%Prev: 0.6% | 489 SH | Decreased+10 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $264K | 0.2% | 1,625 SH | New |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $338K | 0.3% | 1,517 SH | New |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | $1.5M | 1.4%Prev: 1.4% | 9,413 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $207K | 0.2%Prev: 0.2% | 4,429 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $14.7M | 13.4%Prev: 13.5% | 48,334 SH | Increased+1,873 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.5M | 2.3%Prev: 2.5% | 16,261 SH | Decreased-6 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 1.0%Prev: 1.0% | 5,097 SH | Decreased-10 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.9M | 1.7%Prev: 1.8% | 2,535 SH | Increased+1 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $4.8M | 4.4%Prev: 3.1% | 100,974 SH | Increased+3,456 SH |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | $1.2M | 1.1% | 28,968 SH | New |
| ISHARES TR | CORE MSCI INTL | $222K | 0.2%Prev: 0.2% | 2,476 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $1.6M | 1.4%Prev: 1.6% | 16,672 SH | Decreased-334 SH |
| ISHARES TR | CORE S&P MCP ETF | $292K | 0.3% | 4,056 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $597K | 0.5%Prev: 0.6% | 4,389 SH | Decreased-18 SH |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 3.1%Prev: 3.1% | 4,450 SH | Increased+165 SH |
| ISHARES TR | ISHARES SEMICDTR | $738K | 0.7%Prev: 0.8% | 1,298 SH | Decreased+8 SH |
| ISHARES TR | ISHS 5-10YR INVT | $373K | 0.3% | 7,402 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $421K | 0.4%Prev: 0.4% | 3,365 SH | Decreased-57 SH |
| ISHARES TR | RUSSELL 2000 ETF | $217K | 0.2%Prev: 0.2% | 779 SH | Decreased+2 SH |
| ISHARES U S ETF TR | SHOR DURA BD ETF | $382K | 0.3%Prev: 0.4% | 7,666 SH | Increased+436 SH |
| JPMORGAN CHASE & CO | COM | $330K | 0.3%Prev: 0.3% | 997 SH | Increased+64 SH |
| MADRIGAL PHARMACEUTICALS INC | COM | $403K | 0.4%Prev: 0.4% | 800 SH | Decreased |
| META PLATFORMS INC | CL A | $254K | 0.2% | 350 SH | New |
| MICRON TECHNOLOGY INC | COM | $202K | 0.2%Prev: 0.2% | 189 SH | Decreased+3 SH |
| MICROSOFT CORP | COM | $643K | 0.6%Prev: 0.5% | 1,253 SH | Increased-76 SH |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $27K | 0.0% | 20,000 SH | New |
| NVIDIA CORPORATION | COM | $4.1M | 3.7%Prev: 3.4% | 17,847 SH | Increased-4 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.2M | 1.1%Prev: 1.0% | 12,330 SH | Increased+2,291 SH |
| PROSHARES TR | ULTRAPRO QQQ | $257K | 0.2%Prev: 0.2% | 3,294 SH | Increased+124 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $537K | 0.5%Prev: 0.5% | 16,495 SH | Increased+1,610 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $469K | 0.4% | 3,109 SH | New |
| SPDR GOLD TR | GOLD SHS | $2.5M | 2.2%Prev: 2.3% | 6,436 SH | Increased-152 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $1.4M | 1.2%Prev: 1.3% | 15,247 SH | Increased+267 SH |
| STRATEGY INC | CL A NEW | $287K | 0.3% | 1,873 SH | New |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $390K | 0.4%Prev: 0.4% | 9,227 SH | Increased+183 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $510K | 0.5%Prev: 0.5% | 1,118 SH | Decreased+14 SH |
| TESLA INC | COM | $1.3M | 1.2%Prev: 1.4% | 3,786 SH | Decreased+240 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $263K | 0.2% | 2,919 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $241K | 0.2% | 3,071 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $860K | 0.8% | 3,025 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $8.3M | 7.6% | 22,170 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $708K | 0.6% | 3,279 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.2M | 7.5%Prev: 7.7% | 11,684 SH | Increased-38 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $213K | 0.2%Prev: 0.2% | 4,497 SH | Decreased+38 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $860K | 0.8%Prev: 0.8% | 6,674 SH | Increased-26 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.6M | 5.1%Prev: 5.4% | 23,833 SH | Decreased-109 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $554K | 0.5%Prev: 0.5% | 7,849 SH | Decreased-36 SH |
| VANGUARD WORLD FD | ENERGY ETF | $255K | 0.2%Prev: 0.2% | 1,480 SH | Increased+8 SH |
| VANGUARD WORLD FD | INF TECH ETF | $5.0M | 4.5%Prev: 4.6% | 39,509 SH | Increased-491 SH |
| XCEL ENERGY INC | COM | $236K | 0.2% | 3,342 SH | New |