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CIK 0001111797 • 2 13F filings • May 2, 2025 – Aug 12, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B10 APR | $204K | 0.1% | 5,514 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 DEC | $456K | 0.2% | 14,691 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 FEB | $11.8M | 4.8% | 362,342 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 JAN | $2.6M | 1.1% | 74,137 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 FEB | $3.4M | 1.4% | 111,559 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JAN | $2.5M | 1.0% | 75,754 SH | |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.4% | 6,732 SH | |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.4% | 6,860 SH | |
| AMAZON COM INC | COM | $434K | 0.2% | 2,281 SH | |
| AMGEN INC | COM | $316K | 0.1% | 1,013 SH | |
| APPLE INC | COM | $4.0M | 1.6% | 17,929 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 0.7% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.8M | 2.0% | 8,977 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $577K | 0.2% | 21,788 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.0M | 0.4% | 26,306 SH | |
| ELI LILLY & CO | COM | $575K | 0.2% | 696 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $10.6M | 4.3% | 402,568 SH | |
| FIRST TR VALUE LINE DIVID IN | SHS | $12.6M | 5.2% | 283,225 SH | |
| HORMEL FOODS CORP | COM | $371K | 0.2% | 12,000 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.5M | 1.8% | 23,055 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $2.0M | 0.8% | 87,108 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $3.0M | 1.2% | 141,153 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $10.0M | 4.1% | 614,332 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | $4.5M | 1.8% | 220,689 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $12.3M | 5.0% | 594,563 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.8M | 0.7% | 93,533 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | $5.6M | 2.3% | 266,808 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $246K | 0.1% | 11,365 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $5.5M | 2.2% | 329,415 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $213K | 0.1% | 9,206 SH | |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $20.6M | 8.4% | 1,080,470 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $19.1M | 7.8% | 40,782 SH | |
| ISHARES TR | CORE S&P500 ETF | $39.1M | 16.0% | 69,646 SH | |
| ISHARES TR | GLOBAL 100 ETF | $17.3M | 7.1% | 179,576 SH | |
| META PLATFORMS INC | CL A | $361K | 0.1% | 626 SH | |
| MICROSOFT CORP | COM | $602K | 0.2% | 1,604 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $253K | 0.1% | 3,000 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $226K | 0.1% | 1,092 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $408K | 0.2% | 729 SH | |
| TESLA INC | COM | $263K | 0.1% | 1,016 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.4% | 3,847 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $29.8M | 12.2% | 172,736 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.3M | 2.6% | 101,857 SH |