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CIK 0002132204 • 1 13F filing • May 6, 2026 – May 6, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $28K | 0.0% | 194 SH | |
| ABBOTT LABORATORIES | COM | $43K | 0.0% | 419 SH | |
| ABBVIE INC | COM | $57K | 0.0% | 264 SH | |
| ADVANCED ENERGY INDS | COM | $2K | 0.0% | 5 SH | |
| ADVANCED MICRO DEVICES INC | COM | $16K | 0.0% | 79 SH | |
| ALLSTATE CORP | COM | $4K | 0.0% | 18 SH | |
| ALPHABET INC | CAP STK CL A | $314K | 0.2% | 1,091 SH | |
| ALPHABET INC | CAP STK CL C | $40K | 0.0% | 141 SH | |
| ALTRIA GROUP INC | COM | $552K | 0.3% | 8,362 SH | |
| AMAZON COM INC | COM | $239K | 0.1% | 1,147 SH | |
| AMEREN CORP | COM | $7K | 0.0% | 62 SH | |
| APPLE INC | COM | $7.1M | 3.9% | 27,821 SH | |
| ARCHER AVIATION INC | COM CL A | $101K | 0.1% | 19,571 SH | |
| ARISTA NETWORKS INC | COM SHS | $126K | 0.1% | 1,023 SH | |
| ARM HOLDINGS PLC | SPONSORED ADS | $5K | 0.0% | 30 SH | |
| AT&T INC | COM | $84K | 0.0% | 2,901 SH | |
| ATYR PHARMA INC | COM NEW | $5K | 0.0% | 7,000 SH | |
| BANK AMERICA CORP | COM | $261K | 0.1% | 5,356 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $113K | 0.1% | 236 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $6K | 0.0% | 150 SH | |
| BITWISE ETHEREUM ETF | SHS | $4K | 0.0% | 265 SH | |
| BLOCK INC | CL A | $2K | 0.0% | 25 SH | |
| BOEING CO | COM | $13K | 0.0% | 67 SH | |
| BROADCOM INC | COM | $231K | 0.1% | 745 SH | |
| CAPITAL ONE FINL CORP | COM | $3K | 0.0% | 14 SH | |
| CARNIVAL CORP | COMMON STOCK | $5K | 0.0% | 209 SH | |
| CHEVRON CORPORATION | COM | $308K | 0.2% | 1,488 SH | |
| CISCO SYS INC | COM | $50K | 0.0% | 643 SH | |
| CLEAN ENERGY FUELS CORP | COM | $24K | 0.0% | 9,855 SH | |
| CLEVELAND-CLIFFS INC NEW | COM | $423 | 0.0% | 50 SH | |
| CLOROX CO DEL | COM | $33K | 0.0% | 318 SH | |
| COCA COLA CO | COM | $49K | 0.0% | 647 SH | |
| CONOCOPHILLIPS | COM | $1.1M | 0.6% | 8,094 SH | |
| CONSTELLATION ENERGY CORP | COM | $6K | 0.0% | 21 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $133K | 0.1% | 134 SH | |
| CVS HEALTH CORP | COM | $354K | 0.2% | 4,934 SH | |
| DELL TECHNOLOGIES INC | CL C | $24K | 0.0% | 146 SH | |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | $4K | 0.0% | 100 SH | |
| DISNEY WALT CO | COM | $4K | 0.0% | 38 SH | |
| ELI LILLY & CO | COM | $203K | 0.1% | 221 SH | |
| ENPHASE ENERGY INC | COM | $756 | 0.0% | 20 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $32K | 0.0% | 850 SH | |
| EXXON MOBIL CORP | COM | $83K | 0.0% | 491 SH | |
| FEDEX CORP | COM | $37K | 0.0% | 104 SH | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $18K | 0.0% | 250 SH | |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | $18K | 0.0% | 202 SH | |
| FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | $12K | 0.0% | 399 SH | |
| FIRST TR EXCH TRD ALPHDX FD | EUROPE ALPHADEX | $17K | 0.0% | 311 SH | |
| FIRST TR EXCH TRD ALPHDX FD | JAPAN ALPHADEX | $12K | 0.0% | 166 SH | |
| FIRST TR EXCHANGE TRAD FD VI | ALT ABSLT STRG | $20K | 0.0% | 607 SH | |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | $11.5M | 6.4% | 401,156 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $54K | 0.0% | 572 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BK ETF | $11K | 0.0% | 310 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $2.5M | 1.4% | 36,285 SH | |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $8.2M | 4.5% | 208,576 SH | |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $25K | 0.0% | 267 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $20K | 0.0% | 218 SH | |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | $54K | 0.0% | 2,567 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $13K | 0.0% | 56 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $24K | 0.0% | 481 SH | |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | $45K | 0.0% | 1,324 SH | |
| FIRST TR EXCHANGE-TRADED FD | INTERMEDIATE DUR | $36K | 0.0% | 1,716 SH | |
| FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | $24K | 0.0% | 1,260 SH | |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | $36K | 0.0% | 1,661 SH | |
| FIRST TR EXCHANGE-TRADED FD | MNGD FUTRS STRGY | $37K | 0.0% | 740 SH | |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | $11K | 0.0% | 55 SH | |
| FIRST TR EXCHANGE-TRADED FD | SHS | $30K | 0.0% | 632 SH | |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | $20K | 0.0% | 520 SH | |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $51K | 0.0% | 1,159 SH | |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | $5.9M | 3.3% | 238,296 SH | |
| FORD MTR CO | COM | $587K | 0.3% | 50,844 SH | |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $35K | 0.0% | 887 SH | |
| GENERAL MTRS CO | COM | $2K | 0.0% | 25 SH | |
| GLOBAL X FDS | RBTCS ARTFL INTE | $1K | 0.0% | 30 SH | |
| GUARDANT HEALTH INC | COM | $5K | 0.0% | 50 SH | |
| HALLIBURTON CO | COM | $6K | 0.0% | 156 SH | |
| HIMS & HERS HEALTH INC | COM CL A | $8K | 0.0% | 400 SH | |
| HOME DEPOT INC | COM | $27K | 0.0% | 82 SH | |
| HONDA MOTOR CO LTD | ADR ECH CNV IN 3 | $851 | 0.0% | 35 SH | |
| INTEL CORP | COM | $25K | 0.0% | 571 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1K | 0.0% | 5 SH | |
| INVESCO DB COMMDY INDX TRCK | UNIT | $700K | 0.4% | 24,194 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $9K | 0.0% | 37 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $6K | 0.0% | 30 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $8K | 0.0% | 100 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $29K | 0.0% | 50 SH | |
| IONQ INC | COM | $1K | 0.0% | 35 SH | |
| ISHARES INC | MSCI EMRG CHN | $23K | 0.0% | 289 SH | |
| ISHARES TR | CALIF MUN BD ETF | $564K | 0.3% | 9,917 SH | |
| ISHARES TR | CORE 40/60 MODER | $28K | 0.0% | 597 SH | |
| ISHARES TR | CORE 60/40 BALAN | $67K | 0.0% | 1,043 SH | |
| ISHARES TR | CRE U S REIT ETF | $2.5M | 1.4% | 42,157 SH | |
| ISHARES TR | EAFE GRWTH ETF | $11.2M | 6.2% | 100,918 SH | |
| ISHARES TR | FUTURE AI & TECH | $41K | 0.0% | 882 SH | |
| ISHARES TR | MSCI EAFE ETF | $1K | 0.0% | 15 SH | |
| ISHARES TR | MSCI POLAND ETF | $2.8M | 1.6% | 77,579 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $7K | 0.0% | 120 SH | |
| JOHNSON & JOHNSON | COM | $29K | 0.0% | 117 SH | |
| JPMORGAN CHASE & CO | COM | $51K | 0.0% | 173 SH | |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $74K | 0.0% | 1,050 SH | |
| LOCKHEED MARTIN CORP | COM | $171K | 0.1% | 283 SH | |
| MASTERCARD INCORPORATED | CL A | $12K | 0.0% | 25 SH | |
| MERCK & CO INC | COM | $2K | 0.0% | 16 SH | |
| META PLATFORMS INC | CL A | $60K | 0.0% | 106 SH | |
| MICROSOFT CORP | COM | $689K | 0.4% | 1,849 SH | |
| MORGAN STANLEY | COM NEW | $9K | 0.0% | 56 SH | |
| NETFLIX INC. | COM | $62K | 0.0% | 650 SH | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $5K | 0.0% | 250 SH | |
| NVIDIA CORPORATION | COM | $478K | 0.3% | 2,742 SH | |
| OCCIDENTAL PETE CORP | COM | $3K | 0.0% | 50 SH | |
| OKLO INC | COM CL A | $148K | 0.1% | 2,981 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $124K | 0.1% | 851 SH | |
| PALO ALTO NETWORKS INC | COM | $79K | 0.0% | 490 SH | |
| PFIZER INC | COM | $558K | 0.3% | 19,887 SH | |
| PHILIP MORRIS INTL INC | COM | $508K | 0.3% | 3,074 SH | |
| PNC FINL SVCS GROUP INC | COM | $1K | 0.0% | 5 SH | |
| PROSHARES TR | ETHER ETF | $35K | 0.0% | 1,333 SH | |
| PROSHARES TR | ULTRAPRO QQQ | $71K | 0.0% | 1,704 SH | |
| QUALCOMM INC | COM | $1.0M | 0.6% | 7,979 SH | |
| REALTY INCOME CORP | COM | $8K | 0.0% | 129 SH | |
| ROBINHOOD MKTS INC | COM CL A | $3K | 0.0% | 50 SH | |
| ROKU INC | COM CL A | $1K | 0.0% | 12 SH | |
| RYDER SYS INC | COM | $554K | 0.3% | 2,708 SH | |
| SALESFORCE INC | COM | $2K | 0.0% | 10 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $90K | 0.0% | 677 SH | |
| SOFI TECHNOLOGIES INC | COM | $201K | 0.1% | 12,673 SH | |
| SOUTHERN CO | COM | $455K | 0.3% | 4,714 SH | |
| SPDR GOLD TR | GOLD SHS | $13K | 0.0% | 30 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $8.9M | 4.9% | 189,600 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $80.2M | 44.3% | 2,149,725 SH | |
| STARBUCKS CORP | COM | $29K | 0.0% | 327 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $171K | 0.1% | 263 SH | |
| STRATEGY INC | CL A NEW | $83K | 0.0% | 668 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $3K | 0.0% | 113 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $7K | 0.0% | 20 SH | |
| TARGET CORP | COM | $10K | 0.0% | 87 SH | |
| TESLA INC | COM | $85K | 0.0% | 229 SH | |
| TIDAL TRUST II | NICHOLAS DEFENSE | $434 | 0.0% | 10 SH | |
| UBS GROUP AG | SHS | $464K | 0.3% | 11,877 SH | |
| UNITEDHEALTH GROUP INC | COM | $38K | 0.0% | 141 SH | |
| VANECK MERK GOLD ETF | GOLD SHS | $2.7M | 1.5% | 59,075 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $256 | 0.0% | 1 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $84K | 0.0% | 942 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15K | 0.0% | 25 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $188K | 0.1% | 586 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.6% | 14,034 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $15K | 0.0% | 300 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.2% | 26,544 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $21K | 0.0% | 266 SH | |
| VERTIV HOLDINGS CO | COM CL A | $443K | 0.2% | 1,767 SH | |
| VICI PPTYS INC | COM | $683 | 0.0% | 25 SH | |
| VISA INC | COM CL A | $38K | 0.0% | 125 SH | |
| VISTRA CORP | COM | $23K | 0.0% | 151 SH | |
| WALMART INC | COM | $6K | 0.0% | 50 SH | |
| WELLS FARGO & CO | COM | $17K | 0.0% | 212 SH | |
| WELLTOWER INC | COM | $593 | 0.0% | 3 SH | |
| WILLIAMS COS INC | COM | $1K | 0.0% | 20 SH | |
| WISDOMTREE TR | EFFICIENT GLD PL | $6K | 0.0% | 60 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $18.8M | 10.4% | 203,402 SH | |
| WP CAREY INC | COM | $511K | 0.3% | 7,515 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 6, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000362 | $180.8M | View |