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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 | $279K | 0.2%Prev: 1.7% | 1,147 SH | Decreased-8,530 SH |
| AMAZON COM INC | COM | $896K | 0.5%Prev: 0.5% | 4,080 SH | Decreased+140 SH |
| APPLE INC | COM | $2.0M | 1.1%Prev: 1.0% | 7,716 SH | Decreased+490 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.5M | 2.0%Prev: 1.8% | 69,067 SH | Decreased-5,138 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $706K | 0.4%Prev: 0.4% | 14,285 SH | Decreased+268 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $11.4M | 6.6%Prev: 6.4% | 45,941 SH | Decreased+2,920 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $204K | 0.1%Prev: 0.1% | 1,843 SH | Decreased-19 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.4M | 2.0%Prev: 2.2% | 25,474 SH | Decreased-1,543 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.4M | 0.8%Prev: 0.9% | 25,367 SH | Decreased-721 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.2M | 0.7%Prev: 0.8% | 15,698 SH | Decreased-1,601 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.8M | 4.5%Prev: 4.5% | 12,998 SH | Decreased+364 SH |
| ISHARES TR | 1 3 YR TREAS BD | $982K | 0.6%Prev: 0.6% | 11,833 SH | Decreased-3,544 SH |
| ISHARES TR | ISHARES SEMICDTR | $368K | 0.2%Prev: 0.4% | 1,356 SH | Decreased+116 SH |
| ISHARES TR | RUS 1000 ETF | $5.4M | 3.1%Prev: 3.0% | 14,882 SH | Decreased+49 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.6M | 3.8%Prev: 3.1% | 14,002 SH | Increased-36,683 SH |
| ISHARES TR | RUS 1000 VAL ETF | $775K | 0.4%Prev: 0.5% | 3,806 SH | Decreased-45 SH |
| ISHARES TR | RUS 2000 GRW ETF | $4.8M | 2.8%Prev: 2.6% | 14,932 SH | Decreased+1,460 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.4M | 0.8%Prev: 0.7% | 7,966 SH | Decreased+1,300 SH |
| ISHARES TR | RUS MD CP GR ETF | $3.1M | 1.8%Prev: 1.5% | 21,576 SH | Decreased+198 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.7%Prev: 0.6% | 4,985 SH | Increased+1,052 SH |
| ISHARES TR | SHORT TREAS BD | $1.1M | 0.6% | 9,673 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.3M | 2.5%Prev: 2.2% | 75,043 SH | Decreased-5,047 SH |
| KLA CORP | COM NEW | $980K | 0.6%Prev: 0.9% | 909 SH | Decreased-5,181 SH |
| META PLATFORMS INC | CL A | $557K | 0.3%Prev: 0.2% | 759 SH | Increased-2 SH |
| MICROSOFT CORP | COM | $646K | 0.4%Prev: 0.2% | 1,247 SH | Increased-5 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.7%Prev: 0.7% | 6,653 SH | Decreased-243 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $239K | 0.1% | 1,310 SH | New |
| PROSHARES TR | PSHS ULTRA QQQ | $527K | 0.3%Prev: 0.4% | 3,839 SH | Decreased-4,003 SH |
| PROSHARES TR | ULTRA FNCLS NEW | $245K | 0.1%Prev: 0.1% | 2,464 SH | Decreased-778 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $9.8M | 5.6%Prev: 5.6% | 371,865 SH | Decreased+3,277 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.1M | 1.8%Prev: 1.9% | 128,488 SH | Decreased-32,906 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $3.2M | 1.9%Prev: 1.8% | 136,850 SH | Decreased-22,941 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $245K | 0.1%Prev: 0.2% | 8,960 SH | Decreased-2,014 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $22.8M | 13.2%Prev: 12.2% | 714,198 SH | Decreased-23,310 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $6.5M | 3.8%Prev: 3.9% | 223,696 SH | Decreased-8,142 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.5M | 1.4%Prev: 1.6% | 93,959 SH | Decreased-15,578 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $984K | 0.6%Prev: 0.6% | 33,186 SH | Decreased-862 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $576K | 0.3%Prev: 0.4% | 20,652 SH | Decreased-1,942 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.2M | 0.7% | 4,144 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.9M | 1.7% | 6,210 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $9.1M | 5.3% | 13,648 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $279K | 0.2% | 468 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $3.1M | 1.8% | 29,402 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $821K | 0.5% | 14,837 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $337K | 0.2% | 3,578 SH | New |
| TESLA INC | COM | $973K | 0.6%Prev: 0.2% | 2,187 SH | Increased+1,240 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $5.8M | 3.4%Prev: 5.7% | 17,920 SH | Decreased+25 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.2M | 0.7%Prev: 0.6% | 6,062 SH | Decreased+19 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $3.0M | 1.7%Prev: 1.9% | 24,342 SH | Decreased-768 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.1M | 2.3%Prev: 2.1% | 54,477 SH | Decreased-3,618 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $3.5M | 2.0%Prev: 2.5% | 70,675 SH | Decreased-33,124 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.1M | 1.2%Prev: 1.1% | 7,199 SH | Decreased-246 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $331K | 0.2%Prev: 0.2% | 1,896 SH | Decreased-39 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $456K | 0.3%Prev: 0.1% | 1,551 SH | Increased-1,126 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.2M | 10.0%Prev: 9.2% | 28,152 SH | Decreased+850 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 |