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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 | $296K | 0.2%Prev: 0.2% | 944 SH | Increased-9 SH |
| ALPHABET INC | CAP STK CL C | $281K | 0.2% | 896 SH | New |
| AMAZON COM INC | COM | $716K | 0.5%Prev: 0.5% | 3,104 SH | Increased+14 SH |
| APPLE INC | COM | $1.5M | 1.1%Prev: 1.0% | 5,675 SH | Increased+51 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.6M | 1.8%Prev: 1.7% | 5,165 SH | Increased+235 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $737K | 0.5%Prev: 0.5% | 16,572 SH | Increased+336 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $4.6M | 3.2%Prev: 3.2% | 174,665 SH | Increased+4,167 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.4M | 2.3%Prev: 2.3% | 122,741 SH | Increased+3,110 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $302K | 0.2%Prev: 0.2% | 7,402 SH | Increased+593 SH |
| DISNEY WALT CO | COM | $283K | 0.2%Prev: 0.2% | 2,486 SH | Decreased |
| EXXON MOBIL CORP | COM | $553K | 0.4%Prev: 0.4% | 4,596 SH | Increased+4 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $999K | 0.7%Prev: 0.7% | 14,376 SH | Increased-312 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.1M | 0.7%Prev: 0.8% | 11,704 SH | Decreased-860 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $759K | 0.5%Prev: 0.5% | 19,815 SH | Increased+252 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $7.9M | 5.4%Prev: 5.4% | 141,060 SH | Increased+4,394 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $200K | 0.1%Prev: 0.1% | 5,175 SH | Decreased+1,095 SH |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | $330K | 0.2%Prev: 0.2% | 11,758 SH | Increased+4,939 SH |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | $399K | 0.3%Prev: 0.3% | 20,813 SH | Increased+669 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.7M | 2.5%Prev: 2.5% | 6,078 SH | Increased+37 SH |
| ISHARES TR | CORE S&P MCP ETF | $709K | 0.5%Prev: 0.5% | 10,736 SH | Increased+2 SH |
| ISHARES TR | CORE S&P500 ETF | $5.8M | 4.0%Prev: 4.0% | 8,468 SH | Increased+14 SH |
| ISHARES TR | MORNINGSTR US EQ | $1.0M | 0.7%Prev: 0.7% | 11,100 SH | Increased-98 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | $7.8M | 5.3%Prev: 5.4% | 156,573 SH | Increased+2,698 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $4.3M | 2.9%Prev: 3.0% | 93,174 SH | Increased+2,183 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.8M | 2.6%Prev: 2.6% | 74,482 SH | Increased+1,700 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $2.8M | 1.9%Prev: 1.9% | 42,123 SH | Increased+4 SH |
| MARRIOTT INTL INC NEW | CL A | $210K | 0.1% | 677 SH | New |
| MERCADOLIBRE INC | COM | $340K | 0.2%Prev: 0.3% | 169 SH | Decreased |
| META PLATFORMS INC | CL A | $259K | 0.2%Prev: 0.2% | 392 SH | Decreased+31 SH |
| MICROSOFT CORP | COM | $332K | 0.2%Prev: 0.2% | 686 SH | Decreased+6 SH |
| NVIDIA CORPORATION | COM | $1.8M | 1.2%Prev: 1.3% | 9,731 SH | Decreased-529 SH |
| PACER FDS TR | SWAN SOS FD OF | $10.9M | 7.4%Prev: 7.3% | 337,465 SH | Increased+7,236 SH |
| PACER FDS TR | US SMALL CAP CAS | $3.6M | 2.5%Prev: 2.5% | 82,220 SH | Increased+1,612 SH |
| PROSHARES TR | S&P 500 DV ARIST | $408K | 0.3%Prev: 0.3% | 3,916 SH | Increased+15 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $383K | 0.3%Prev: 0.3% | 4,553 SH | Increased+125 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $16.2M | 11.0%Prev: 10.5% | 355,400 SH | Increased+5,276 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.0M | 2.8%Prev: 2.8% | 147,611 SH | Decreased-1,455 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $332K | 0.2%Prev: 0.2% | 11,053 SH | Decreased-765 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $341K | 0.2%Prev: 0.2% | 11,980 SH | Decreased-750 SH |
| SOFI TECHNOLOGIES INC | COM | $1.4M | 0.9%Prev: 0.9% | 51,601 SH | Decreased+269 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $391K | 0.3%Prev: 0.3% | 574 SH | Decreased-113 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $14.7M | 10.0% | 181,948 SH | New |
| TESLA INC | COM | $713K | 0.5%Prev: 0.5% | 1,586 SH | Increased |
| THE ALGER ETF TRUST | MID CAP 40 ETF | $1.2M | 0.8%Prev: 0.9% | 58,768 SH | Decreased+543 SH |
| UNION PAC CORP | COM | $1.4M | 1.0%Prev: 1.0% | 6,082 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $17.6M | 12.0%Prev: 12.2% | 39,563 SH | Increased-317 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $569K | 0.4%Prev: 0.4% | 2,038 SH | Decreased-48 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.6M | 3.2%Prev: 3.1% | 26,161 SH | Increased+503 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $741K | 0.5%Prev: 0.5% | 2,552 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 1.0%Prev: 1.1% | 2,440 SH | Increased-15 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $513K | 0.3%Prev: 0.4% | 1,988 SH | Increased+7 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $803K | 0.5%Prev: 0.5% | 2,659 SH | Increased+19 SH |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $4.4M | 3.0%Prev: 3.0% | 181,145 SH | Increased+4,788 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 |