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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 | $1.9M | 1.6% | 13,624 SH | New |
| ABBVIE INC | COM | $1.8M | 1.6%Prev: 1.5% | 9,964 SH | Decreased-209 SH |
| AMAZON COM INC | COM | $627K | 0.5%Prev: 0.4% | 2,856 SH | Increased+79 SH |
| APPLE INC | COM | $1.2M | 1.0%Prev: 0.9% | 5,689 SH | Decreased+330 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $366K | 0.3%Prev: 0.2% | 754 SH | Increased+3 SH |
| EATON CORP PLC | SHS | $320K | 0.3%Prev: 0.2% | 896 SH | Decreased |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $299K | 0.3%Prev: 0.4% | 4,770 SH | Decreased-3,555 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $577K | 0.5%Prev: 0.4% | 13,794 SH | Decreased-1,583 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $1.6M | 1.4%Prev: 2.0% | 35,900 SH | Decreased-24,426 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $874K | 0.8% | 24,769 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $900K | 0.8%Prev: 0.9% | 28,314 SH | Decreased-11,244 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $419K | 0.4%Prev: 0.3% | 9,547 SH | Increased+894 SH |
| HOME DEPOT INC | COM | $277K | 0.2%Prev: 0.2% | 755 SH | Increased-6 SH |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $8.8M | 7.6%Prev: 6.9% | 170,065 SH | Decreased-4,508 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $6.9M | 6.0%Prev: 4.2% | 70,715 SH | Increased+11,544 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.7M | 11.9%Prev: 10.1% | 24,850 SH | Decreased-956 SH |
| ISHARES TR | HDG MSCI EAFE | $12.7M | 10.9%Prev: 9.9% | 333,250 SH | Decreased-11,305 SH |
| ISHARES TR | MSCI EAFE SMCP | $3.1M | 2.6%Prev: 3.1% | 85,976 SH | Decreased-29,472 SH |
| ISHARES TR | S&P 500 VAL ETF | $403K | 0.3% | 2,060 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $759K | 0.7%Prev: 0.1% | 14,979 SH | Increased+10,927 SH |
| MICROSOFT CORP | COM | $1.2M | 1.0%Prev: 0.6% | 2,337 SH | Increased+123 SH |
| NETFLIX INC | COM | $662K | 0.6% | 494 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 1.3%Prev: 1.2% | 9,819 SH | Decreased+12 SH |
| PACER FDS TR | GLOBL CASH ETF | $4.2M | 3.6%Prev: 5.8% | 110,346 SH | Decreased-72,893 SH |
| PACER FDS TR | US CASH COWS 100 | $10.5M | 9.1%Prev: 7.2% | 190,704 SH | Decreased+22,440 SH |
| PACER FDS TR | US LRG CP CASH | $1.0M | 0.9%Prev: 1.6% | 29,652 SH | Decreased-40,942 SH |
| RBB FUND TRUST | FIRST EAGLE GBL | $1.0M | 0.9%Prev: 1.5% | 25,820 SH | Decreased-20,176 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $10.3M | 8.9%Prev: 8.3% | 344,735 SH | Decreased-46,926 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $12.8M | 11.1%Prev: 9.5% | 483,152 SH | Decreased+27,706 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.4M | 3.8%Prev: 5.2% | 158,858 SH | Decreased-91,277 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $347K | 0.3%Prev: 0.2% | 14,202 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.8M | 3.3%Prev: 2.9% | 149,392 SH | Decreased+2,286 SH |
| SELECT SECTOR SPDR TR | ENERGY | $466K | 0.4% | 5,493 SH | New |
| T ROWE PRICE ETF INC | CAPITAL APPRECIA | $619K | 0.5% | 25,057 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $1.3M | 1.1%Prev: 1.3% | 28,213 SH | Decreased-14,882 SH |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $889K | 0.8%Prev: 1.1% | 20,974 SH | Decreased-16,787 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 1.0%Prev: 0.8% | 15,589 SH | Increased+464 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $816K | 0.7%Prev: 0.5% | 10,363 SH | Increased+424 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $886K | 0.8%Prev: 0.6% | 4,044 SH | Decreased+62 SH |
| WALMART INC | COM | $241K | 0.2%Prev: 0.6% | 2,464 SH | Decreased-4,873 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 |