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CIK 0002146839 • 1 13F filing • Sep 2, 2026 – Sep 2, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $298K | 0.1% | 1,184 SH | |
| ALPHABET INC | CAP STK CL C | $246K | 0.1% | 695 SH | |
| AMAZON COM INC | COM | $257K | 0.1% | 1,077 SH | |
| APPLE INC | COM | $967K | 0.5% | 3,341 SH | |
| BROADCOM INC | COM | $209K | 0.1% | 553 SH | |
| DEERE & CO | COM | $220K | 0.1% | 347 SH | |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $396K | 0.2% | 8,926 SH | |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $356K | 0.2% | 4,350 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.2M | 0.6% | 14,950 SH | |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $748K | 0.4% | 17,340 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $460K | 0.2% | 9,244 SH | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $249K | 0.1% | 5,555 SH | |
| GE AEROSPACE | COM NEW | $687K | 0.3% | 1,838 SH | |
| GE VERNOVA INC | COM | $502K | 0.2% | 427 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $18.0M | 8.5% | 59,367 SH | |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $843K | 0.4% | 30,246 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $2.2M | 1.1% | 17,530 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $2.5M | 1.2% | 41,089 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $791K | 0.4% | 35,397 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $3.3M | 1.5% | 176,303 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $3.2M | 1.5% | 153,011 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $1.3M | 0.6% | 78,680 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $3.1M | 1.5% | 120,413 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | $379K | 0.2% | 18,084 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | $258K | 0.1% | 10,279 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $541K | 0.3% | 27,578 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $1.5M | 0.7% | 64,087 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | $2.1M | 1.0% | 90,507 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | $1.9M | 0.9% | 80,405 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $1.2M | 0.6% | 53,773 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $4.0M | 1.9% | 182,767 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $3.4M | 1.6% | 206,013 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $3.5M | 1.6% | 170,776 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $6.6M | 3.1% | 70,247 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 1.0% | 2,808 SH | |
| ISHARES TR | 0-5YR HI YL CP | $454K | 0.2% | 10,716 SH | |
| ISHARES TR | CORE DIV GRWTH | $50.6M | 23.9% | 668,090 SH | |
| ISHARES TR | CORE S&P SCP ETF | $503K | 0.2% | 3,388 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.3M | 1.1% | 3,007 SH | |
| ISHARES TR | INTL DIV GRWTH | $203K | 0.1% | 2,308 SH | |
| ISHARES TR | MSCI INTL QUALTY | $11.3M | 5.3% | 227,789 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $230K | 0.1% | 1,850 SH | |
| ISHARES TR | RUS TP200 GR ETF | $203K | 0.1% | 699 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $3.4M | 1.6% | 24,747 SH | |
| MASTERBRAND INC | COMMON STOCK | $107K | 0.1% | 10,387 SH | |
| MORGAN STANLEY ETF TRUST | EATO VA DURA ETF | $571K | 0.3% | 11,226 SH | |
| PROCTER & GAMBLE CO | COM | $241K | 0.1% | 1,643 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $844K | 0.4% | 24,947 SH | |
| SPDR SERIES TRUST | ST STR SP DIV | $442K | 0.2% | 2,902 SH | |
| SPDR SERIES TRUST | ST STR SP400GRW | $958K | 0.5% | 8,544 SH | |
| SPDR SERIES TRUST | ST STR SP600GRWO | $2.4M | 1.1% | 20,144 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $852K | 0.4% | 1,141 SH | |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $302K | 0.1% | 7,360 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $378K | 0.2% | 12,925 SH | |
| VANECK ETF TRUST | MORN SMID MO ETF | $245K | 0.1% | 6,295 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.3M | 0.6% | 12,418 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $347K | 0.2% | 2,261 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $296K | 0.1% | 430 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.6M | 4.0% | 35,241 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $262K | 0.1% | 864 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 1.1% | 6,416 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $213K | 0.1% | 976 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $52.4M | 24.7% | 409,654 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $480K | 0.2% | 3,036 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Sep 2, 2026 | Q2 2026 | 13F-HR | 0002085853-26-001093 | $212.1M | View |