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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 LABORATORIES | COM | $1.4M | 1.0% | 13,624 SH | New |
| ABBVIE INC | COM | $2.2M | 1.5%Prev: 1.9% | 10,173 SH | Increased+211 SH |
| AMAZON COM INC | COM | $578K | 0.4%Prev: 0.5% | 2,777 SH | Increased-66 SH |
| APPLE INC | COM | $1.4M | 0.9%Prev: 1.2% | 5,359 SH | Increased-431 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $360K | 0.2%Prev: 0.4% | 751 SH | Decreased-32 SH |
| EATON CORP PLC | SHS | $320K | 0.2%Prev: 0.2% | 896 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $568K | 0.4%Prev: 0.3% | 8,325 SH | Increased+3,555 SH |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $811K | 0.6% | 20,576 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | $624K | 0.4%Prev: 0.5% | 15,377 SH | Increased+1,475 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $3.0M | 2.0% | 60,326 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.3M | 0.9%Prev: 0.8% | 39,558 SH | Increased+11,274 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $377K | 0.3% | 8,653 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $225K | 0.2% | 4,271 SH | New |
| HOME DEPOT INC | COM | $250K | 0.2%Prev: 0.3% | 761 SH | Decreased-3 SH |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $10.1M | 6.9%Prev: 7.8% | 174,573 SH | Increased+2,179 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $6.1M | 4.2%Prev: 6.4% | 59,171 SH | Decreased-16,786 SH |
| INVESCO QQQ TR | UNIT SER 1 | $14.9M | 10.1%Prev: 11.6% | 25,806 SH | Increased-1,289 SH |
| ISHARES TR | HDG MSCI EAFE | $14.6M | 9.9%Prev: 11.4% | 344,555 SH | Increased+2,995 SH |
| ISHARES TR | MSCI EAFE SMCP | $4.6M | 3.1%Prev: 2.7% | 115,448 SH | Increased+23,242 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $205K | 0.1%Prev: 0.5% | 4,052 SH | Decreased-7,781 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $679K | 0.5% | 22,524 SH | New |
| MICROSOFT CORP | COM | $820K | 0.6%Prev: 0.8% | 2,214 SH | Decreased-32 SH |
| NETFLIX INC. | COM | $447K | 0.3% | 4,648 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 1.2%Prev: 1.1% | 9,807 SH | Increased-1,215 SH |
| PACER FDS TR | GLOBL CASH ETF | $8.5M | 5.8%Prev: 3.1% | 183,239 SH | Increased+92,051 SH |
| PACER FDS TR | US CASH COWS 100 | $10.5M | 7.2%Prev: 9.8% | 168,264 SH | Decreased-27,127 SH |
| PACER FDS TR | US LRG CP CASH | $2.4M | 1.6%Prev: 0.3% | 70,594 SH | Increased+60,832 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $8.5M | 5.7% | 159,964 SH | New |
| RBB FUND TRUST | FIRST EAGLE GBL | $2.2M | 1.5% | 45,996 SH | New |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $12.3M | 8.3%Prev: 8.5% | 391,661 SH | Increased+48,060 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.0M | 0.7% | 41,478 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $14.0M | 9.5%Prev: 13.3% | 455,446 SH | Decreased-62,943 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $7.6M | 5.2%Prev: 3.9% | 250,135 SH | Increased+90,943 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $364K | 0.2%Prev: 0.3% | 14,202 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.3M | 2.9%Prev: 3.4% | 147,106 SH | Increased-9,100 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $682K | 0.5% | 11,139 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $1.9M | 1.3%Prev: 1.0% | 43,095 SH | Increased+15,858 SH |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $1.7M | 1.1%Prev: 0.2% | 37,761 SH | Increased+32,001 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 0.8%Prev: 1.1% | 15,125 SH | Decreased-914 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $779K | 0.5%Prev: 0.8% | 9,939 SH | Decreased-1,260 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $894K | 0.6%Prev: 0.8% | 3,982 SH | Increased+53 SH |
| WALMART INC | COM | $912K | 0.6%Prev: 0.2% | 7,337 SH | Increased+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 |