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CIK 0002018909 • 1 13F filing • May 1, 2025 – May 1, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCURAY INC | COM | $20K | 0.0% | 11,005 SH | |
| ALPHABET INC | CAP STK CL C | $302K | 0.2% | 1,934 SH | |
| ALTRIA GROUP INC | COM | $358K | 0.2% | 5,963 SH | |
| AMAZON COM INC | COM | $690K | 0.4% | 3,628 SH | |
| AMGEN INC | COM | $487K | 0.3% | 1,563 SH | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $585K | 0.3% | 14,360 SH | |
| APPLE INC | COM | $3.7M | 2.0% | 16,836 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $865K | 0.5% | 2,831 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $264K | 0.1% | 496 SH | |
| BLACKROCK INC | COM | $285K | 0.2% | 302 SH | |
| BROADCOM INC | COM | $282K | 0.2% | 1,682 SH | |
| CANADIAN NAT RES LTD | COM | $251K | 0.1% | 8,149 SH | |
| CHEVRON CORP NEW | COM | $477K | 0.3% | 2,851 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $413K | 0.2% | 7,728 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.0M | 3.3% | 153,257 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 0.6% | 35,848 SH | |
| ELI LILLY & CO | COM | $2.1M | 1.1% | 2,537 SH | |
| EXXON MOBIL CORP | COM | $471K | 0.3% | 3,961 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $954K | 0.5% | 14,023 SH | |
| FIGS INC | CL A | $98K | 0.1% | 21,405 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $2.3M | 1.2% | 81,202 SH | |
| FIRST TR EXCHNG TRADED FD VI | VEST LADDERED SM | $238K | 0.1% | 11,752 SH | |
| GOLDMAN SACHS GROUP INC | COM | $366K | 0.2% | 670 SH | |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $59K | 0.0% | 13,052 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $468K | 0.3% | 3,779 SH | |
| HERSHEY CO | COM | $241K | 0.1% | 1,411 SH | |
| HOME DEPOT INC | COM | $329K | 0.2% | 898 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $492K | 0.3% | 2,550 SH | |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $507K | 0.3% | 4,500 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $491K | 0.3% | 2,835 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $859K | 0.5% | 1,832 SH | |
| ISHARES GOLD TR | ISHARES NEW | $569K | 0.3% | 9,647 SH | |
| ISHARES INC | CORE MSCI EMKT | $804K | 0.4% | 14,897 SH | |
| ISHARES INC | MSCI EMRG CHN | $2.3M | 1.3% | 42,150 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $744K | 0.4% | 7,168 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $474K | 0.3% | 6,192 SH | |
| ISHARES TR | CORE DIV GRWTH | $526K | 0.3% | 8,512 SH | |
| ISHARES TR | CORE HIGH DV ETF | $2.3M | 1.3% | 19,289 SH | |
| ISHARES TR | CORE MSCI EAFE | $6.0M | 3.2% | 79,434 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.5M | 0.8% | 21,396 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 0.9% | 27,833 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.9% | 15,362 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 1.3% | 4,401 SH | |
| ISHARES TR | EAFE GRWTH ETF | $6.0M | 3.3% | 60,440 SH | |
| ISHARES TR | EXPONENTIAL TECH | $511K | 0.3% | 8,883 SH | |
| ISHARES TR | GLOBAL 100 ETF | $352K | 0.2% | 3,656 SH | |
| ISHARES TR | IBOXX INV CP ETF | $620K | 0.3% | 5,706 SH | |
| ISHARES TR | MSCI EAFE ETF | $3.4M | 1.8% | 41,476 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $384K | 0.2% | 8,782 SH | |
| ISHARES TR | PFD AND INCM SEC | $225K | 0.1% | 7,326 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $2.1M | 1.1% | 8,049 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $2.3M | 1.2% | 24,255 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.7M | 1.4% | 13,913 SH | |
| ISHARES TR | SELECT DIVID ETF | $274K | 0.1% | 2,040 SH | |
| ISHARES TR | SP SMCP600VL ETF | $400K | 0.2% | 4,100 SH | |
| ISHARES TR | U.S. TECH ETF | $2.3M | 1.3% | 16,514 SH | |
| ISHARES TR | US INFRASTRUC | $294K | 0.2% | 6,527 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $364K | 0.2% | 6,369 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $4.3M | 2.3% | 84,630 SH | |
| JOHNSON & JOHNSON | COM | $661K | 0.4% | 3,985 SH | |
| JPMORGAN CHASE & CO. | COM | $648K | 0.3% | 2,640 SH | |
| KROGER CO | COM | $356K | 0.2% | 5,257 SH | |
| LOWES COS INC | COM | $410K | 0.2% | 1,756 SH | |
| MCDONALDS CORP | COM | $326K | 0.2% | 1,045 SH | |
| MERCK & CO INC | COM | $432K | 0.2% | 4,811 SH | |
| META PLATFORMS INC | CL A | $254K | 0.1% | 441 SH | |
| MICROSOFT CORP | COM | $4.7M | 2.5% | 12,420 SH | |
| MORGAN STANLEY | COM NEW | $313K | 0.2% | 2,680 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 0.8% | 12,942 SH | |
| PACER FDS TR | GLOBL CASH ETF | $1.3M | 0.7% | 34,566 SH | |
| PACER FDS TR | US CASH COWS 100 | $4.0M | 2.2% | 73,481 SH | |
| PACER FDS TR | US LRG CP CASH | $328K | 0.2% | 10,651 SH | |
| PACER FDS TR | US SMALL CAP CAS | $2.4M | 1.3% | 63,531 SH | |
| PEPSICO INC | COM | $333K | 0.2% | 2,221 SH | |
| PERPETUA RESOURCES CORP | COM | $176K | 0.1% | 16,487 SH | |
| PROCTER AND GAMBLE CO | COM | $2.9M | 1.6% | 17,107 SH | |
| REGIONS FINANCIAL CORP NEW | COM | $278K | 0.1% | 12,771 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.7% | 54,021 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $612K | 0.3% | 21,875 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $11.5M | 6.2% | 521,086 SH | |
| SNAP ON INC | COM | $314K | 0.2% | 933 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $873K | 0.5% | 2,079 SH | |
| SPDR GOLD TR | GOLD SHS | $279K | 0.2% | 970 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $5.1M | 2.8% | 64,860 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $287K | 0.2% | 7,286 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $11.1M | 6.0% | 19,765 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $349K | 0.2% | 653 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $12.7M | 6.9% | 158,500 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $1.2M | 0.6% | 14,121 SH | |
| TESLA INC | COM | $442K | 0.2% | 1,706 SH | |
| TEXAS INSTRS INC | COM | $305K | 0.2% | 1,698 SH | |
| UNITED PARCEL SERVICE INC | CL B | $269K | 0.1% | 2,449 SH | |
| UNUM GROUP | COM | $408K | 0.2% | 5,013 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $377K | 0.2% | 1,126 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $5.7M | 3.1% | 31,202 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 0.8% | 4,107 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $556K | 0.3% | 2,273 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.8M | 1.5% | 10,916 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $910K | 0.5% | 1,770 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $568K | 0.3% | 3,051 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.6% | 13,683 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $634K | 0.3% | 2,519 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.2M | 8.2% | 55,309 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.0% | 10,971 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 0.6% | 19,072 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $323K | 0.2% | 6,511 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $378K | 0.2% | 1,950 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $244K | 0.1% | 3,923 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $6.0M | 3.2% | 46,450 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $570K | 0.3% | 1,845 SH | |
| VERIZON COMMUNICATIONS INC | COM | $406K | 0.2% | 8,948 SH | |
| VISA INC | COM CL A | $897K | 0.5% | 2,558 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $526K | 0.3% | 6,588 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 1, 2025 | Q1 2025 | 13F-HR | 0002018909-25-000003 | $185.5M | View |