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CIK 0002046033 • 6 13F filings • Apr 25, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $595K | 0.5% | 3,128 SH | |
| APPLE INC | COM | $1.3M | 1.1% | 5,754 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.6M | 2.2% | 4,826 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $491K | 0.4% | 14,328 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $4.0M | 3.4% | 152,888 SH | |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.0M | 2.5% | 108,697 SH | |
| EXXON MOBIL CORP | COM | $480K | 0.4% | 4,035 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $863K | 0.7% | 14,743 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.2M | 1.1% | 13,892 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $616K | 0.5% | 18,376 SH | |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $6.6M | 5.6% | 125,137 SH | |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | $276K | 0.2% | 14,409 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.8M | 2.4% | 5,958 SH | |
| ISHARES TR | CORE S&P MCP ETF | $623K | 0.5% | 10,681 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.7M | 4.0% | 8,438 SH | |
| ISHARES TR | MORNINGSTR US EQ | $869K | 0.7% | 11,245 SH | |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | $6.2M | 5.3% | 143,175 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $3.8M | 3.2% | 81,933 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.4M | 2.8% | 66,433 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $2.6M | 2.2% | 44,859 SH | |
| LAMB WESTON HLDGS INC | COM | $497K | 0.4% | 9,327 SH | |
| MERCADOLIBRE INC | COM | $285K | 0.2% | 146 SH | |
| MICROSOFT CORP | COM | $239K | 0.2% | 637 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 1.0% | 10,425 SH | |
| PACER FDS TR | SWAN SOS FD OF | $8.7M | 7.4% | 305,114 SH | |
| PACER FDS TR | US SMALL CAP CAS | $2.7M | 2.3% | 72,986 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $502K | 0.4% | 4,910 SH | |
| PROSHARES TR | S&P MDCP 400 DIV | $283K | 0.2% | 3,510 SH | |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $12.4M | 10.5% | 325,530 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.5M | 3.8% | 159,612 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $276K | 0.2% | 10,524 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $269K | 0.2% | 11,493 SH | |
| SOFI TECHNOLOGIES INC | COM | $580K | 0.5% | 49,902 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $366K | 0.3% | 655 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $11.1M | 9.4% | 169,472 SH | |
| TESLA INC | COM | $411K | 0.3% | 1,584 SH | |
| THE ALGER ETF TRUST | MID CAP 40 ETF | $865K | 0.7% | 54,289 SH | |
| UNION PAC CORP | COM | $1.5M | 1.2% | 6,161 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $13.1M | 11.1% | 39,170 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $540K | 0.5% | 2,207 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.9M | 3.3% | 24,483 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $704K | 0.6% | 2,721 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.9% | 2,075 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $205K | 0.2% | 1,102 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $488K | 0.4% | 2,199 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $632K | 0.5% | 2,508 SH | |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $3.8M | 3.2% | 161,166 SH |
| 13F-HR |
| 0001951757-26-001041 |
| $166.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001096 | $131.6M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000664 | $148.7M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000459 | $118.1M | View |