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CIK 0002046033 • 6 13F filings • Apr 25, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $232K | 0.2%Prev: 0.2% | 953 SH | Decreased+57 SH |
| AMAZON COM INC | COM | $678K | 0.5%Prev: 0.5% | 3,090 SH | Decreased-254 SH |
| APPLE INC | COM | $1.4M | 1.0%Prev: 0.9% | 5,624 SH | Decreased+435 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.5M | 1.7%Prev: 1.5% | 4,930 SH | Increased+97 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $713K | 0.5% | 16,236 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $4.5M | 3.2%Prev: 2.8% | 170,498 SH | Decreased-10,036 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.3M | 2.3%Prev: 2.1% | 119,631 SH | Decreased-8,761 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $275K | 0.2%Prev: 0.2% | 6,809 SH | Decreased-1,134 SH |
| DISNEY WALT CO | COM | $285K | 0.2%Prev: 0.1% | 2,486 SH | Increased+98 SH |
| EXXON MOBIL CORP | COM | $518K | 0.4%Prev: 0.3% | 4,592 SH | Decreased+514 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $988K | 0.7%Prev: 0.6% | 14,688 SH | Decreased+1,446 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.2M | 0.8%Prev: 0.6% | 12,564 SH | Increased+1,285 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $744K | 0.5% | 19,563 SH | New |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $7.7M | 5.4%Prev: 5.3% | 136,666 SH | Decreased-16,675 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $207K | 0.1%Prev: 0.2% | 4,080 SH | Decreased-5,619 SH |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | $267K | 0.2% | 6,819 SH | New |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | $385K | 0.3%Prev: 0.2% | 20,144 SH | Increased+2,538 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.6M | 2.5%Prev: 2.7% | 6,041 SH | Decreased-72 SH |
| ISHARES TR | CORE S&P MCP ETF | $700K | 0.5%Prev: 0.5% | 10,734 SH | Decreased+121 SH |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 4.0%Prev: 3.9% | 8,454 SH | Decreased-307 SH |
| ISHARES TR | MORNINGSTR US EQ | $1.0M | 0.7%Prev: 0.7% | 11,198 SH | Decreased+426 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | $7.7M | 5.4%Prev: 5.8% | 153,875 SH | Decreased-7,538 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $4.2M | 3.0%Prev: 2.7% | 90,991 SH | Decreased-5,300 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.7M | 2.6%Prev: 2.1% | 72,782 SH | Increased+3,168 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $2.7M | 1.9%Prev: 1.8% | 42,119 SH | Decreased+1,081 SH |
| LAMB WESTON HLDGS INC | COM | $362K | 0.3% | 6,237 SH | New |
| MERCADOLIBRE INC | COM | $395K | 0.3%Prev: 0.2% | 169 SH | Increased-2 SH |
| META PLATFORMS INC | CL A | $265K | 0.2% | 361 SH | New |
| MICROSOFT CORP | COM | $352K | 0.2%Prev: 0.2% | 680 SH | Increased-24 SH |
| NVIDIA CORPORATION | COM | $1.9M | 1.3%Prev: 2.2% | 10,260 SH | Decreased-8,244 SH |
| PACER FDS TR | SWAN SOS FD OF | $10.4M | 7.3%Prev: 7.6% | 330,229 SH | Decreased-38,885 SH |
| PACER FDS TR | US SMALL CAP CAS | $3.5M | 2.5% | 80,608 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $402K | 0.3%Prev: 0.3% | 3,901 SH | Decreased-3,845 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $378K | 0.3%Prev: 0.2% | 4,428 SH | Decreased+54 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $15.0M | 10.5%Prev: 11.3% | 350,124 SH | Decreased-19,883 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.1M | 2.8%Prev: 2.8% | 149,066 SH | Decreased+3,021 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $350K | 0.2%Prev: 0.2% | 11,818 SH | Decreased+738 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $355K | 0.2%Prev: 0.3% | 12,730 SH | Decreased+892 SH |
| SOFI TECHNOLOGIES INC | COM | $1.4M | 0.9%Prev: 0.6% | 51,332 SH | Increased-382 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $457K | 0.3% | 687 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $14.0M | 9.8% | 178,454 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $250K | 0.2% | 1,879 SH | New |
| TESLA INC | COM | $705K | 0.5%Prev: 0.5% | 1,586 SH | Decreased-274 SH |
| THE ALGER ETF TRUST | MID CAP 40 ETF | $1.3M | 0.9%Prev: 0.9% | 58,225 SH | Decreased-3,923 SH |
| UNION PAC CORP | COM | $1.4M | 1.0%Prev: 0.2% | 6,082 SH | Increased+4,853 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $17.4M | 12.2%Prev: 11.7% | 39,880 SH | Decreased-195,293 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $613K | 0.4%Prev: 0.4% | 2,086 SH | Increased+110 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.5M | 3.1%Prev: 2.7% | 25,658 SH | Decreased+2,753 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $750K | 0.5%Prev: 0.5% | 2,554 SH | Decreased-7,444 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 1.1%Prev: 1.0% | 2,455 SH | Decreased-60 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $504K | 0.4%Prev: 0.4% | 1,981 SH | Decreased+56 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $786K | 0.5%Prev: 0.6% | 2,640 SH | Decreased+123 SH |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $4.4M | 3.0%Prev: 3.0% | 176,357 SH | Decreased-22,501 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 |