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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 | $393K | 0.2% | 1,099 SH | New |
| ALPHABET INC | CAP STK CL C | $3.4M | 1.7%Prev: 0.1% | 9,677 SH | Increased+8,531 SH |
| AMAZON COM INC | COM | $939K | 0.5%Prev: 0.6% | 3,940 SH | Increased-140 SH |
| APPLE INC | COM | $2.1M | 1.0%Prev: 1.0% | 7,226 SH | Increased-527 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.7M | 1.8%Prev: 2.0% | 74,205 SH | Increased+11,730 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $920K | 0.4%Prev: 0.4% | 14,017 SH | Increased+45 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $13.0M | 6.4%Prev: 6.5% | 43,021 SH | Increased-1,641 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $310K | 0.2% | 1,921 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $238K | 0.1% | 1,862 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $4.6M | 2.2%Prev: 2.0% | 27,017 SH | Increased+2,875 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.8M | 0.9%Prev: 0.8% | 26,088 SH | Increased+1,776 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.6M | 0.8%Prev: 0.7% | 17,299 SH | Increased+2,298 SH |
| INVESCO QQQ TR | UNIT SER 1 | $9.3M | 4.5%Prev: 4.6% | 12,634 SH | Increased-353 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.3M | 0.6%Prev: 0.6% | 15,377 SH | Increased+4,735 SH |
| ISHARES TR | ISHARES SEMICDTR | $794K | 0.4%Prev: 0.2% | 1,240 SH | Increased-114 SH |
| ISHARES TR | RUS 1000 ETF | $6.1M | 3.0%Prev: 3.3% | 14,833 SH | Increased-172 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.3M | 3.1%Prev: 3.9% | 50,685 SH | Increased+36,420 SH |
| ISHARES TR | RUS 1000 VAL ETF | $934K | 0.5%Prev: 0.5% | 3,851 SH | Increased-238 SH |
| ISHARES TR | RUS 2000 GRW ETF | $5.3M | 2.6%Prev: 2.8% | 13,472 SH | Increased-1,744 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 0.7%Prev: 0.9% | 6,666 SH | Increased-2,622 SH |
| ISHARES TR | RUS MD CP GR ETF | $3.1M | 1.5%Prev: 1.9% | 21,378 SH | Increased-381 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.6%Prev: 0.7% | 3,933 SH | Increased-1,058 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.4M | 0.7% | 12,428 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.5M | 2.2%Prev: 2.5% | 80,090 SH | Increased+10,259 SH |
| KLA CORP | COM NEW | $1.8M | 0.9%Prev: 0.5% | 6,090 SH | Increased+5,181 SH |
| META PLATFORMS INC | CL A | $428K | 0.2%Prev: 0.4% | 761 SH | Decreased+2 SH |
| MICROSOFT CORP | COM | $467K | 0.2%Prev: 0.4% | 1,252 SH | Decreased+6 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.7%Prev: 0.7% | 6,896 SH | Increased+243 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $759K | 0.4%Prev: 0.3% | 7,842 SH | Increased+4,008 SH |
| PROSHARES TR | ULTRA FNCLS NEW | $277K | 0.1%Prev: 0.2% | 3,242 SH | Increased+789 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.5M | 5.6%Prev: 5.5% | 368,588 SH | Increased+17,319 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.9M | 1.9%Prev: 1.9% | 161,394 SH | Increased+39,162 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $3.7M | 1.8%Prev: 1.8% | 159,791 SH | Increased+35,997 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $348K | 0.2%Prev: 0.1% | 10,974 SH | Increased+3,207 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $25.0M | 12.2%Prev: 12.8% | 737,508 SH | Increased+54,814 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $8.1M | 3.9%Prev: 3.8% | 231,838 SH | Increased+14,989 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.2M | 1.6%Prev: 1.5% | 109,537 SH | Increased+15,160 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.3M | 0.6%Prev: 0.6% | 34,048 SH | Increased+2,251 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $816K | 0.4%Prev: 0.3% | 22,594 SH | Increased+5,305 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $1.5M | 0.7% | 7,998 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $3.2M | 1.6% | 26,700 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $993K | 0.5% | 16,340 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $428K | 0.2% | 3,596 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $3.0M | 1.5% | 5,712 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $9.1M | 4.4% | 12,193 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $296K | 0.1% | 422 SH | New |
| TESLA INC | COM | $398K | 0.2%Prev: 0.5% | 947 SH | Decreased-1,740 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $11.7M | 5.7%Prev: 3.0% | 17,895 SH | Increased+1,146 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.3M | 0.6%Prev: 0.7% | 6,043 SH | Increased+359 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $3.9M | 1.9%Prev: 1.7% | 25,110 SH | Increased+1,865 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $239K | 0.1% | 2,040 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.3M | 2.1%Prev: 2.2% | 58,095 SH | Increased+10,730 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $5.2M | 2.5%Prev: 1.7% | 103,799 SH | Increased+51,851 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.3M | 1.1%Prev: 1.3% | 7,445 SH | Increased+348 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $382K | 0.2%Prev: 0.2% | 1,935 SH | Increased+49 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $216K | 0.1%Prev: 0.3% | 2,677 SH | Decreased+1,111 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $18.8M | 9.2%Prev: 10.0% | 27,302 SH | Increased-277 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 |