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CIK 0001919701 • 6 13F filings • May 5, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $1.4M | 0.8%Prev: 0.2% | 4,440 SH | Increased+3,293 SH |
| AMAZON COM INC | COM | $937K | 0.5%Prev: 0.5% | 4,060 SH | Increased-20 SH |
| APPLE INC | COM | $2.1M | 1.2%Prev: 1.1% | 7,688 SH | Increased-28 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.7M | 2.1%Prev: 2.0% | 74,451 SH | Increased+5,384 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $687K | 0.4%Prev: 0.4% | 13,505 SH | Decreased-780 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $11.2M | 6.3%Prev: 6.6% | 44,110 SH | Decreased-1,831 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $212K | 0.1%Prev: 0.1% | 1,849 SH | Increased+6 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.6M | 2.0%Prev: 2.0% | 25,689 SH | Increased+215 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.5M | 0.8%Prev: 0.8% | 25,670 SH | Increased+303 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.2M | 0.7%Prev: 0.7% | 16,165 SH | Increased+467 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.9M | 4.5%Prev: 4.5% | 12,910 SH | Increased-88 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.1M | 0.6%Prev: 0.6% | 13,255 SH | Increased+1,422 SH |
| ISHARES TR | ISHARES SEMICDTR | $403K | 0.2%Prev: 0.2% | 1,338 SH | Increased-18 SH |
| ISHARES TR | RUS 1000 ETF | $5.6M | 3.1%Prev: 3.1% | 14,923 SH | Increased+41 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.6M | 3.7%Prev: 3.8% | 13,929 SH | Increased-73 SH |
| ISHARES TR | RUS 1000 VAL ETF | $804K | 0.5%Prev: 0.4% | 3,824 SH | Increased+18 SH |
| ISHARES TR | RUS 2000 GRW ETF | $4.4M | 2.5%Prev: 2.8% | 13,753 SH | Decreased-1,179 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.2M | 0.7%Prev: 0.8% | 6,827 SH | Decreased-1,139 SH |
| ISHARES TR | RUS MD CP GR ETF | $2.9M | 1.7%Prev: 1.8% | 21,526 SH | Decreased-50 SH |
| ISHARES TR | RUSSELL 2000 ETF | $984K | 0.6%Prev: 0.7% | 3,997 SH | Decreased-988 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.1M | 0.6% | 10,390 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.4M | 2.5%Prev: 2.5% | 76,652 SH | Increased+1,609 SH |
| KLA CORP | COM NEW | $983K | 0.6%Prev: 0.6% | 809 SH | Increased-100 SH |
| META PLATFORMS INC | CL A | $501K | 0.3%Prev: 0.3% | 760 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $604K | 0.3%Prev: 0.4% | 1,249 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.7%Prev: 0.7% | 6,791 SH | Increased+138 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $233K | 0.1%Prev: 0.1% | 1,310 SH | Decreased |
| PROSHARES TR | PSHS ULTRA QQQ | $554K | 0.3%Prev: 0.3% | 7,875 SH | Increased+4,036 SH |
| PROSHARES TR | ULTRA FNCLS NEW | $247K | 0.1%Prev: 0.1% | 2,687 SH | Increased+223 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.0M | 5.6%Prev: 5.6% | 366,970 SH | Increased-4,895 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.3M | 1.9%Prev: 1.8% | 136,538 SH | Increased+8,050 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $3.6M | 2.0%Prev: 1.9% | 152,568 SH | Increased+15,718 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $259K | 0.1%Prev: 0.1% | 9,452 SH | Increased+492 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $23.2M | 13.1%Prev: 13.2% | 710,912 SH | Increased-3,286 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $6.6M | 3.7%Prev: 3.8% | 221,889 SH | Increased-1,807 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.6M | 1.5%Prev: 1.4% | 97,559 SH | Increased+3,600 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.0M | 0.6%Prev: 0.6% | 34,030 SH | Increased+844 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $613K | 0.3%Prev: 0.3% | 21,517 SH | Increased+865 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.2M | 0.7% | 8,335 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.8M | 1.6%Prev: 1.7% | 5,855 SH | Decreased-355 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $9.1M | 5.1%Prev: 5.3% | 13,350 SH | Increased-298 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $253K | 0.1%Prev: 0.2% | 419 SH | Decreased-49 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 2.4% | 48,726 SH | New |
| TESLA INC | COM | $534K | 0.3%Prev: 0.6% | 1,187 SH | Decreased-1,000 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $6.5M | 3.7%Prev: 3.4% | 18,003 SH | Increased+83 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.2M | 0.7%Prev: 0.7% | 6,090 SH | Increased+28 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $3.0M | 1.7%Prev: 1.7% | 24,534 SH | Increased+192 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.6M | 2.6%Prev: 2.3% | 62,551 SH | Increased+8,074 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $3.8M | 2.1%Prev: 2.0% | 75,503 SH | Increased+4,828 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.0M | 1.2%Prev: 1.2% | 7,304 SH | Decreased+105 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $340K | 0.2%Prev: 0.2% | 1,915 SH | Increased+19 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $278K | 0.2%Prev: 0.3% | 959 SH | Decreased-592 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.5M | 9.9%Prev: 10.0% | 27,877 SH | Increased-275 SH |
| 13F-HR |
| 0001951757-26-001074 |
| $204.7M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000896 | $156.2M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000843 | $174.9M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000505 | $146.2M | View |