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CIK 0001739485 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $615K | 0.5% | 5,990 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.2% | 8,824 SH | |
| AMAZON COM INC | COM | $947K | 0.8% | 4,980 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $459K | 0.4% | 5,281 SH | |
| AMERICAN TOWER CORP NEW | COM | $264K | 0.2% | 1,211 SH | |
| AMPLIFY ETF TR | BLACKSWAN GRWT | $4.1M | 3.6% | 143,266 SH | |
| APPLE INC | COM | $525K | 0.5% | 2,364 SH | |
| AT&T INC | COM | $641K | 0.6% | 22,660 SH | |
| AUTODESK INC | COM | $1.0M | 0.9% | 3,979 SH | |
| BECTON DICKINSON & CO | COM | $480K | 0.4% | 2,097 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $355K | 0.3% | 667 SH | |
| BORGWARNER INC | COM | $993K | 0.9% | 34,668 SH | |
| CAPITAL ONE FINL CORP | COM | $210K | 0.2% | 1,174 SH | |
| CATERPILLAR INC | COM | $290K | 0.3% | 879 SH | |
| CITIGROUP INC | COM NEW | $985K | 0.9% | 13,871 SH | |
| CME GROUP INC | COM | $464K | 0.4% | 1,749 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $536K | 0.5% | 7,005 SH | |
| COMCAST CORP NEW | CL A | $1.3M | 1.2% | 36,031 SH | |
| CONSTELLATION BRANDS INC | CL A | $657K | 0.6% | 3,581 SH | |
| CORNING INC | COM | $208K | 0.2% | 4,543 SH | |
| CORTEVA INC | COM | $887K | 0.8% | 14,092 SH | |
| CROWN CASTLE INC | COM | $233K | 0.2% | 2,231 SH | |
| CVS HEALTH CORP | COM | $1.3M | 1.1% | 18,994 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.2M | 1.0% | 9,530 SH | |
| EMERSON ELEC CO | COM | $750K | 0.7% | 6,839 SH | |
| EQUIFAX INC | COM | $281K | 0.2% | 1,154 SH | |
| EXPEDIA GROUP INC | COM NEW | $426K | 0.4% | 2,532 SH | |
| EXXON MOBIL CORP | COM | $722K | 0.6% | 6,067 SH | |
| FIDELITY NATL INFORMATION SV | COM | $363K | 0.3% | 4,861 SH | |
| GENERAL DYNAMICS CORP | COM | $432K | 0.4% | 1,585 SH | |
| GILEAD SCIENCES INC | COM | $768K | 0.7% | 6,855 SH | |
| HASBRO INC | COM | $378K | 0.3% | 6,146 SH | |
| HORMEL FOODS CORP | COM | $429K | 0.4% | 13,875 SH | |
| ISHARES GOLD TR | ISHARES NEW | $10.4M | 9.1% | 176,273 SH | |
| ISHARES TR | CORE 40/60 MODER | $1.7M | 1.5% | 37,980 SH | |
| ISHARES TR | CORE DIV GRWTH | $754K | 0.7% | 12,201 SH | |
| ISHARES TR | GNMA BOND ETF | $2.1M | 1.8% | 47,518 SH | |
| ISHARES TR | IBDS DEC28 ETF | $2.6M | 2.3% | 103,545 SH | |
| ISHARES TR | IBONDS 27 ETF | $2.6M | 2.3% | 107,861 SH | |
| ISHARES TR | IBONDS DEC 2030 | $1.3M | 1.2% | 62,077 SH | |
| ISHARES TR | IBONDS DEC 29 | $2.6M | 2.3% | 113,263 SH | |
| ISHARES TR | IBONDS DEC2026 | $2.6M | 2.3% | 107,623 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $1.3M | 1.1% | 52,301 SH | |
| JOHNSON & JOHNSON | COM | $663K | 0.6% | 3,996 SH | |
| JOHNSON CTLS INTL PLC | SHS | $375K | 0.3% | 4,683 SH | |
| KENVUE INC | COM | $335K | 0.3% | 13,981 SH | |
| KRAFT HEINZ CO | COM | $979K | 0.9% | 32,173 SH | |
| LOCKHEED MARTIN CORP | COM | $340K | 0.3% | 760 SH | |
| MASCO CORP | COM | $447K | 0.4% | 6,427 SH | |
| MCDONALDS CORP | COM | $970K | 0.8% | 3,105 SH | |
| MEDTRONIC PLC | SHS | $2.0M | 1.8% | 22,779 SH | |
| MICROSOFT CORP | COM | $2.1M | 1.8% | 5,494 SH | |
| MONDELEZ INTL INC | CL A | $333K | 0.3% | 4,907 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $459K | 0.4% | 1,048 SH | |
| NIKE INC | CL B | $869K | 0.8% | 13,690 SH | |
| NXP SEMICONDUCTORS N V | COM | $798K | 0.7% | 4,198 SH | |
| PALO ALTO NETWORKS INC | COM | $1.2M | 1.0% | 6,859 SH | |
| PAYPAL HLDGS INC | COM | $1.5M | 1.3% | 23,072 SH | |
| PFIZER INC | COM | $335K | 0.3% | 13,229 SH | |
| QUALCOMM INC | COM | $385K | 0.3% | 2,508 SH | |
| RTX CORPORATION | COM | $1.1M | 0.9% | 8,009 SH | |
| SALESFORCE INC | COM | $2.2M | 1.9% | 8,294 SH | |
| SCHLUMBERGER LTD | COM STK | $971K | 0.8% | 23,227 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.0M | 0.9% | 41,689 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $669K | 0.6% | 23,929 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $750K | 0.7% | 33,963 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $544K | 0.5% | 20,758 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $679K | 0.6% | 28,984 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $2.5M | 2.2% | 26,900 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $8.0M | 7.0% | 97,887 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $5.1M | 4.5% | 59,661 SH | |
| SKYWORKS SOLUTIONS INC | COM | $232K | 0.2% | 3,594 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $7.6M | 6.7% | 94,999 SH | |
| TERADYNE INC | COM | $547K | 0.5% | 6,628 SH | |
| THE CIGNA GROUP | COM | $234K | 0.2% | 713 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $352K | 0.3% | 708 SH | |
| TRUIST FINL CORP | COM | $253K | 0.2% | 6,159 SH | |
| TYSON FOODS INC | CL A | $418K | 0.4% | 6,544 SH | |
| US BANCORP DEL | COM NEW | $1.3M | 1.2% | 31,740 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $965K | 0.8% | 3,733 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $515K | 0.4% | 8,492 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.2M | 3.7% | 70,888 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.1M | 1.8% | 45,235 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.0M | 0.9% | 12,845 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.4M | 1.2% | 4,520 SH | |
| VENTAS INC | COM | $821K | 0.7% | 11,933 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.1M | 1.0% | 24,744 SH | |
| WALMART INC | COM | $1.0M | 0.9% | 11,794 SH | |
| WELLS FARGO CO NEW | COM | $253K | 0.2% | 3,520 SH |
| 13F-HR |
| 0001739485-25-000006 |
| $126.2M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001739485-26-000004 | $142.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001739485-25-000003 | $120.7M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001739485-26-000002 | $135.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001739485-25-000002 | $114.7M | View |