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CIK 0002042810 • 7 13F filings • Apr 22, 2025 – Oct 13, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.8M | 1.7% | 13,630 SH | |
| ABBVIE INC | COM | $2.1M | 1.9% | 9,962 SH | |
| AMAZON COM INC | COM | $541K | 0.5% | 2,843 SH | |
| APPLE INC | COM | $1.3M | 1.2% | 5,790 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $417K | 0.4% | 783 SH | |
| EATON CORP PLC | SHS | $244K | 0.2% | 896 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $279K | 0.3% | 4,770 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $571K | 0.5% | 13,902 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $875K | 0.8% | 26,124 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $840K | 0.8% | 28,284 SH | |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | $487K | 0.4% | 11,109 SH | |
| FIRST TR VALUE LINE DIVID IN | SHS | $1.0M | 0.9% | 22,953 SH | |
| HOME DEPOT INC | COM | $280K | 0.3% | 764 SH | |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $8.5M | 7.8% | 172,394 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $7.0M | 6.4% | 75,957 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $12.7M | 11.6% | 27,095 SH | |
| ISHARES TR | HDG MSCI EAFE | $12.4M | 11.4% | 341,560 SH | |
| ISHARES TR | MSCI EAFE SMCP | $3.0M | 2.7% | 92,206 SH | |
| ISHARES TR | S&P 500 VAL ETF | $441K | 0.4% | 2,316 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $599K | 0.5% | 11,833 SH | |
| MICROSOFT CORP | COM | $843K | 0.8% | 2,246 SH | |
| NETFLIX INC | COM | $461K | 0.4% | 494 SH | |
| NVIDIA CORPORATION | COM | $1.2M | 1.1% | 11,022 SH | |
| PACER FDS TR | GLOBL CASH ETF | $3.4M | 3.1% | 91,188 SH | |
| PACER FDS TR | US CASH COWS 100 | $10.7M | 9.8% | 195,391 SH | |
| PACER FDS TR | US LRG CP CASH | $301K | 0.3% | 9,762 SH | |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $9.2M | 8.5% | 343,601 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $14.5M | 13.3% | 518,389 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.2M | 3.9% | 159,192 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $314K | 0.3% | 14,202 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.7M | 3.4% | 156,206 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $523K | 0.5% | 5,601 SH | |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $1.0M | 1.0% | 27,237 SH | |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $233K | 0.2% | 5,760 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 1.1% | 16,039 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $877K | 0.8% | 11,199 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $860K | 0.8% | 3,929 SH | |
| WALMART INC | COM | $216K | 0.2% | 2,464 SH |
| 13F-HR |
| 0002042810-25-000007 |
| $123.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002042810-26-000003 | $161.0M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0002042810-25-000006 | $115.5M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002042810-26-000002 | $147.2M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0002042810-25-000003 | $109.1M | View |