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CIK 0001919701 • 6 13F filings • May 5, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $776K | 0.5% | 4,080 SH | |
| APPLE INC | COM | $1.7M | 1.2% | 7,751 SH | |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.3M | 2.2% | 65,547 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $727K | 0.5% | 19,973 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $9.1M | 6.3% | 47,377 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.0M | 2.1% | 26,613 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.2M | 0.8% | 24,176 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.0M | 0.7% | 16,180 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.2M | 4.2% | 13,203 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $768K | 0.5% | 9,289 SH | |
| ISHARES TR | 20 YR TR BD ETF | $255K | 0.2% | 2,807 SH | |
| ISHARES TR | ISHARES SEMICDTR | $254K | 0.2% | 1,351 SH | |
| ISHARES TR | RUS 1000 ETF | $4.6M | 3.1% | 14,969 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $5.1M | 3.5% | 14,251 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $766K | 0.5% | 4,071 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $4.1M | 2.8% | 15,851 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $1.4M | 1.0% | 9,591 SH | |
| ISHARES TR | RUS MD CP GR ETF | $2.7M | 1.8% | 22,622 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $953K | 0.7% | 4,778 SH | |
| ISHARES TR | SHORT TREAS BD | $816K | 0.6% | 7,387 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.4M | 3.0% | 76,417 SH | |
| KLA CORP | COM NEW | $666K | 0.5% | 979 SH | |
| META PLATFORMS INC | CL A | $437K | 0.3% | 758 SH | |
| MICROSOFT CORP | COM | $505K | 0.3% | 1,346 SH | |
| NVIDIA CORPORATION | COM | $654K | 0.4% | 6,033 SH | |
| ORACLE CORP | COM | $284K | 0.2% | 2,031 SH | |
| PACER FDS TR | US CASH COWS 100 | $206K | 0.1% | 3,768 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $329K | 0.2% | 3,703 SH | |
| PROSHARES TR | ULTRA FNCLS NEW | $218K | 0.1% | 2,446 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $8.6M | 5.9% | 363,474 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.0M | 2.1% | 125,033 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.9M | 2.0% | 124,635 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $201K | 0.1% | 7,197 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $17.4M | 11.9% | 694,658 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.8M | 4.0% | 219,264 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.2M | 1.5% | 101,601 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.2M | 0.8% | 44,603 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $775K | 0.5% | 33,059 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $869K | 0.6% | 4,208 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.7M | 1.8% | 6,358 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $8.5M | 5.8% | 15,140 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $2.4M | 1.6% | 29,927 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $901K | 0.6% | 17,647 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $271K | 0.2% | 3,259 SH | |
| TESLA INC | COM | $841K | 0.6% | 3,247 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.9M | 2.7% | 18,637 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.1M | 0.7% | 5,781 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $2.9M | 2.0% | 26,763 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $429K | 0.3% | 5,117 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.2M | 2.2% | 44,122 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.0M | 1.4% | 41,070 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.8M | 1.2% | 7,412 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $352K | 0.2% | 2,191 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $361K | 0.2% | 1,397 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.0M | 10.3% | 29,244 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 |