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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 A | $316K | 0.2% | 1,099 SH | New |
| ALPHABET INC | CAP STK CL C | $2.8M | 1.6% | 9,703 SH | New |
| AMAZON COM INC | COM | $841K | 0.5%Prev: 0.5% | 4,040 SH | Increased-40 SH |
| APPLE INC | COM | $2.0M | 1.1%Prev: 1.2% | 7,689 SH | Increased-62 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.8M | 2.2%Prev: 2.2% | 75,440 SH | Increased+9,893 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $635K | 0.4%Prev: 0.5% | 13,617 SH | Decreased-6,356 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $10.5M | 6.0%Prev: 6.3% | 44,397 SH | Increased-2,980 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $213K | 0.1% | 1,856 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.8M | 2.2%Prev: 2.1% | 26,508 SH | Increased-105 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.6M | 0.9%Prev: 0.8% | 25,984 SH | Increased+1,808 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.3M | 0.7%Prev: 0.7% | 16,466 SH | Increased+286 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.4M | 4.2%Prev: 4.2% | 12,876 SH | Increased-327 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.2M | 0.7%Prev: 0.5% | 15,111 SH | Increased+5,822 SH |
| ISHARES TR | ISHARES SEMICDTR | $407K | 0.2%Prev: 0.2% | 1,239 SH | Increased-112 SH |
| ISHARES TR | RUS 1000 ETF | $5.3M | 3.0%Prev: 3.1% | 14,805 SH | Increased-164 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.9M | 3.4%Prev: 3.5% | 13,914 SH | Increased-337 SH |
| ISHARES TR | RUS 1000 VAL ETF | $820K | 0.5%Prev: 0.5% | 3,839 SH | Increased-232 SH |
| ISHARES TR | RUS 2000 GRW ETF | $4.3M | 2.4%Prev: 2.8% | 13,607 SH | Increased-2,244 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.3M | 0.7%Prev: 1.0% | 6,744 SH | Decreased-2,847 SH |
| ISHARES TR | RUS MD CP GR ETF | $2.7M | 1.6%Prev: 1.8% | 21,454 SH | Increased-1,168 SH |
| ISHARES TR | RUSSELL 2000 ETF | $988K | 0.6%Prev: 0.7% | 3,984 SH | Increased-794 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.3M | 0.7% | 11,661 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.5M | 2.6%Prev: 3.0% | 79,179 SH | Increased+2,762 SH |
| KLA CORP | COM NEW | $897K | 0.5%Prev: 0.5% | 609 SH | Increased-370 SH |
| META PLATFORMS INC | CL A | $435K | 0.2%Prev: 0.3% | 760 SH | Decreased+2 SH |
| MICROSOFT CORP | COM | $463K | 0.3%Prev: 0.3% | 1,250 SH | Decreased-96 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.7%Prev: 0.4% | 6,891 SH | Increased+858 SH |
| PACER FDS TR | US CASH COWS 100 | $202K | 0.1%Prev: 0.1% | 3,234 SH | Decreased-534 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $490K | 0.3%Prev: 0.2% | 8,037 SH | Increased+4,334 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.5M | 6.0%Prev: 5.9% | 375,907 SH | Increased+12,433 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.7M | 2.1%Prev: 2.1% | 152,404 SH | Increased+27,371 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $3.9M | 2.2%Prev: 2.0% | 166,682 SH | Increased+42,047 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $322K | 0.2%Prev: 0.1% | 10,488 SH | Increased+3,291 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $21.3M | 12.2%Prev: 11.9% | 732,765 SH | Increased+38,107 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $7.0M | 4.0%Prev: 4.0% | 228,772 SH | Increased+9,508 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.6M | 1.5%Prev: 1.5% | 101,652 SH | Increased+51 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.6%Prev: 0.8% | 34,314 SH | Decreased-10,289 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $679K | 0.4%Prev: 0.5% | 23,347 SH | Decreased-9,712 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.1M | 0.7% | 8,610 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $4.0M | 2.3% | 47,851 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.7M | 1.5% | 5,833 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $8.4M | 4.8% | 12,843 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $259K | 0.1% | 421 SH | New |
| TESLA INC | COM | $441K | 0.3%Prev: 0.6% | 1,187 SH | Decreased-2,060 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $6.9M | 4.0%Prev: 2.7% | 18,144 SH | Increased-493 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.2M | 0.7%Prev: 0.7% | 6,118 SH | Increased+337 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $3.1M | 1.8%Prev: 2.0% | 24,854 SH | Increased-1,909 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.9M | 2.8%Prev: 2.2% | 66,393 SH | Increased+22,271 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $4.3M | 2.4%Prev: 1.4% | 85,623 SH | Increased+44,553 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.9M | 1.1%Prev: 1.2% | 7,399 SH | Increased-13 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $355K | 0.2%Prev: 0.2% | 1,926 SH | Increased-265 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $262K | 0.1%Prev: 0.2% | 912 SH | Decreased-485 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.4M | 9.4%Prev: 10.3% | 27,491 SH | Increased-1,753 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 |