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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 | $203K | 0.1%Prev: 1.6% | 1,146 SH | Decreased-8,557 SH |
| AMAZON COM INC | COM | $895K | 0.6%Prev: 0.5% | 4,080 SH | Increased+40 SH |
| APPLE INC | COM | $1.6M | 1.0%Prev: 1.1% | 7,753 SH | Decreased+64 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.1M | 2.0%Prev: 2.2% | 62,475 SH | Decreased-12,965 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $610K | 0.4%Prev: 0.4% | 13,972 SH | Decreased+355 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $10.1M | 6.5%Prev: 6.0% | 44,662 SH | Decreased+265 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.1M | 2.0%Prev: 2.2% | 24,142 SH | Decreased-2,366 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 0.8%Prev: 0.9% | 24,312 SH | Decreased-1,672 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.0M | 0.7%Prev: 0.7% | 15,001 SH | Decreased-1,465 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.2M | 4.6%Prev: 4.2% | 12,987 SH | Decreased+111 SH |
| ISHARES TR | 1 3 YR TREAS BD | $882K | 0.6%Prev: 0.7% | 10,642 SH | Decreased-4,469 SH |
| ISHARES TR | ISHARES SEMICDTR | $323K | 0.2%Prev: 0.2% | 1,354 SH | Decreased+115 SH |
| ISHARES TR | RUS 1000 ETF | $5.1M | 3.3%Prev: 3.0% | 15,005 SH | Decreased+200 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.1M | 3.9%Prev: 3.4% | 14,265 SH | Increased+351 SH |
| ISHARES TR | RUS 1000 VAL ETF | $794K | 0.5%Prev: 0.5% | 4,089 SH | Decreased+250 SH |
| ISHARES TR | RUS 2000 GRW ETF | $4.3M | 2.8%Prev: 2.4% | 15,216 SH | Increased+1,609 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 0.9%Prev: 0.7% | 9,288 SH | Increased+2,544 SH |
| ISHARES TR | RUS MD CP GR ETF | $3.0M | 1.9%Prev: 1.6% | 21,759 SH | Increased+305 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.7%Prev: 0.6% | 4,991 SH | Increased+1,007 SH |
| ISHARES TR | SHORT TREAS BD | $981K | 0.6% | 8,888 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.0M | 2.5%Prev: 2.6% | 69,831 SH | Decreased-9,348 SH |
| KLA CORP | COM NEW | $814K | 0.5%Prev: 0.5% | 909 SH | Decreased+300 SH |
| META PLATFORMS INC | CL A | $560K | 0.4%Prev: 0.2% | 759 SH | Increased-1 SH |
| MICROSOFT CORP | COM | $620K | 0.4%Prev: 0.3% | 1,246 SH | Increased-4 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.7% | 6,653 SH | Decreased-238 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $451K | 0.3%Prev: 0.3% | 3,834 SH | Decreased-4,203 SH |
| PROSHARES TR | ULTRA FNCLS NEW | $234K | 0.2% | 2,453 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $8.6M | 5.5%Prev: 6.0% | 351,269 SH | Decreased-24,638 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.0M | 1.9%Prev: 2.1% | 122,232 SH | Decreased-30,172 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.9M | 1.8%Prev: 2.2% | 123,794 SH | Decreased-42,888 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $206K | 0.1%Prev: 0.2% | 7,767 SH | Decreased-2,721 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $19.9M | 12.8%Prev: 12.2% | 682,694 SH | Decreased-50,071 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $6.0M | 3.8%Prev: 4.0% | 216,849 SH | Decreased-11,923 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.3M | 1.5%Prev: 1.5% | 94,377 SH | Decreased-7,275 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $892K | 0.6%Prev: 0.6% | 31,797 SH | Decreased-2,517 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $437K | 0.3%Prev: 0.4% | 17,289 SH | Decreased-6,058 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.1M | 0.7% | 4,204 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.7M | 1.8% | 6,215 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $9.3M | 6.0% | 15,100 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $208K | 0.1% | 367 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $2.8M | 1.8% | 29,673 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $804K | 0.5% | 15,367 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $317K | 0.2% | 3,569 SH | New |
| TESLA INC | COM | $854K | 0.5%Prev: 0.3% | 2,687 SH | Increased+1,500 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.7M | 3.0%Prev: 4.0% | 16,749 SH | Decreased-1,395 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.1M | 0.7%Prev: 0.7% | 5,684 SH | Decreased-434 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $2.7M | 1.7%Prev: 1.8% | 23,245 SH | Decreased-1,609 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.5M | 2.2%Prev: 2.8% | 47,365 SH | Decreased-19,028 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.6M | 1.7%Prev: 2.4% | 51,948 SH | Decreased-33,675 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.0M | 1.3%Prev: 1.1% | 7,097 SH | Increased-302 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $310K | 0.2%Prev: 0.2% | 1,886 SH | Decreased-40 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $438K | 0.3%Prev: 0.1% | 1,566 SH | Increased+654 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.7M | 10.0%Prev: 9.4% | 27,579 SH | Decreased+88 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 |