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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 | $668K | 0.5%Prev: 0.5% | 3,046 SH | Decreased-316 SH |
| APPLE INC | COM | $1.2M | 0.9%Prev: 1.0% | 5,617 SH | Decreased+25 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.8%Prev: 1.6% | 4,808 SH | Decreased-238 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $653K | 0.5%Prev: 0.4% | 16,056 SH | Increased+943 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $4.3M | 3.2%Prev: 3.1% | 162,251 SH | Decreased-14,470 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.1M | 2.4%Prev: 2.3% | 113,482 SH | Decreased-11,383 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $246K | 0.2%Prev: 0.2% | 6,698 SH | Decreased-1,031 SH |
| DISNEY WALT CO | COM | $309K | 0.2%Prev: 0.2% | 2,493 SH | Increased+82 SH |
| EXXON MOBIL CORP | COM | $495K | 0.4%Prev: 0.5% | 4,589 SH | Decreased-21 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $929K | 0.7%Prev: 0.6% | 14,806 SH | Increased+1,311 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.2M | 0.9%Prev: 0.7% | 13,044 SH | Increased+1,423 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $675K | 0.5% | 19,132 SH | New |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $7.1M | 5.4%Prev: 5.6% | 131,534 SH | Decreased-18,779 SH |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | $350K | 0.3%Prev: 0.3% | 18,713 SH | Decreased-3,570 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.4M | 2.6%Prev: 2.4% | 6,085 SH | Decreased-142 SH |
| ISHARES TR | CORE S&P MCP ETF | $666K | 0.5%Prev: 0.5% | 10,732 SH | Decreased+30 SH |
| ISHARES TR | CORE S&P500 ETF | $5.3M | 4.1%Prev: 3.8% | 8,595 SH | Decreased-80 SH |
| ISHARES TR | MORNINGSTR US EQ | $965K | 0.7%Prev: 0.7% | 11,247 SH | Decreased+176 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | $6.9M | 5.2%Prev: 5.7% | 150,714 SH | Decreased-10,590 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $4.0M | 3.1%Prev: 3.0% | 87,289 SH | Decreased-9,105 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.5M | 2.7%Prev: 2.6% | 69,577 SH | Decreased-6,739 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $2.7M | 2.0%Prev: 1.9% | 43,635 SH | Decreased+1,367 SH |
| LAMB WESTON HLDGS INC | COM | $432K | 0.3% | 8,327 SH | New |
| MERCADOLIBRE INC | COM | $444K | 0.3%Prev: 0.2% | 170 SH | Increased-1 SH |
| META PLATFORMS INC | CL A | $258K | 0.2%Prev: 0.2% | 350 SH | Increased-54 SH |
| MICROSOFT CORP | COM | $333K | 0.3%Prev: 0.2% | 669 SH | Increased-84 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.2%Prev: 1.2% | 10,140 SH | Decreased+130 SH |
| PACER FDS TR | SWAN SOS FD OF | $9.8M | 7.4%Prev: 7.8% | 320,844 SH | Decreased-39,472 SH |
| PACER FDS TR | US SMALL CAP CAS | $3.1M | 2.3%Prev: 2.5% | 77,630 SH | Decreased-5,738 SH |
| PROSHARES TR | S&P 500 DV ARIST | $390K | 0.3%Prev: 0.3% | 3,875 SH | Decreased |
| PROSHARES TR | S&P MDCP 400 DIV | $379K | 0.3%Prev: 0.2% | 4,644 SH | Increased+457 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $13.7M | 10.4%Prev: 11.6% | 341,241 SH | Decreased-30,083 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.0M | 3.1%Prev: 3.0% | 152,176 SH | Decreased+6,082 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $331K | 0.3%Prev: 0.2% | 11,794 SH | Decreased+728 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $329K | 0.2%Prev: 0.2% | 12,986 SH | Decreased+1,150 SH |
| SOFI TECHNOLOGIES INC | COM | $953K | 0.7%Prev: 0.6% | 52,332 SH | Increased+131 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $424K | 0.3% | 686 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $12.7M | 9.7% | 175,002 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $242K | 0.2% | 1,878 SH | New |
| TESLA INC | COM | $504K | 0.4%Prev: 0.4% | 1,586 SH | Decreased-92 SH |
| THE ALGER ETF TRUST | MID CAP 40 ETF | $1.1M | 0.8%Prev: 0.8% | 56,628 SH | Decreased-3,647 SH |
| UNION PAC CORP | COM | $1.4M | 1.1%Prev: 1.0% | 6,181 SH | Decreased+293 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $15.8M | 12.0%Prev: 11.0% | 39,932 SH | Decreased-320 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $608K | 0.5%Prev: 0.3% | 2,138 SH | Increased+168 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.2M | 3.2%Prev: 3.3% | 25,254 SH | Decreased-1,131 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $712K | 0.5%Prev: 0.5% | 2,543 SH | Decreased+7 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.9%Prev: 1.0% | 2,096 SH | Decreased-329 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $214K | 0.2% | 1,100 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $469K | 0.4%Prev: 0.3% | 1,977 SH | Decreased+23 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $705K | 0.5%Prev: 0.5% | 2,545 SH | Decreased-96 SH |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $4.3M | 3.2%Prev: 3.1% | 170,156 SH | Decreased-21,046 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 |