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CIK 0001827845 • 7 13F filings • May 6, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BENTLEY SYS INC | COM CL B | $1.5M | 1.3%Prev: 0.8% | 38,779 SH | Increased+5,423 SH |
| DBX ETF TR | XTRACK MUN INFRA | $2.3M | 2.0% | 93,752 SH | New |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $209K | 0.2%Prev: 0.2% | 5,282 SH | Decreased+10 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $548K | 0.5%Prev: 3.1% | 3,960 SH | Decreased-25,434 SH |
| ISHARES TR | 20 YR TR BD ETF | $520K | 0.5% | 5,967 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 1.6%Prev: 1.4% | 15,756 SH | Increased-803 SH |
| ISHARES TR | 7-10 YR TRSY BD | $4.4M | 3.8% | 45,757 SH | New |
| ISHARES TR | CORE MSCI EAFE | $227K | 0.2%Prev: 0.2% | 2,541 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $2.3M | 2.0%Prev: 1.8% | 35,537 SH | Decreased+1,277 SH |
| ISHARES TR | CORE S&P SCP ETF | $260K | 0.2%Prev: 0.2% | 2,160 SH | Increased+571 SH |
| ISHARES TR | CORE S&P500 ETF | $10.1M | 8.8%Prev: 3.7% | 14,777 SH | Increased+8,242 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 1.6%Prev: 1.6% | 17,182 SH | Decreased-4,171 SH |
| ISHARES TR | RUS TP200 GR ETF | $277K | 0.2%Prev: 0.2% | 999 SH | Decreased+42 SH |
| ISHARES TR | ULTRA SHORT DUR | $9.3M | 8.1%Prev: 10.2% | 184,351 SH | Decreased-92,914 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $6.1M | 5.3%Prev: 11.0% | 118,875 SH | Decreased-178,969 SH |
| LISTED FDS TR | SWAN HEDGED EQTY | $9.7M | 8.4%Prev: 5.3% | 384,483 SH | Increased+115,911 SH |
| MARRIOTT INTL INC NEW | CL A | $1.4M | 1.2%Prev: 1.1% | 4,407 SH | Decreased+140 SH |
| PACER FDS TR | GLOBL CASH ETF | $5.3M | 4.6%Prev: 2.4% | 128,212 SH | Increased+53,985 SH |
| PACER FDS TR | METAURUS CAP 400 | $3.7M | 3.2%Prev: 1.1% | 86,053 SH | Increased+52,750 SH |
| PACER FDS TR | TRENDP US LAR CP | $12.1M | 10.6%Prev: 5.3% | 218,593 SH | Increased+95,557 SH |
| PACER FDS TR | TRENDPILOT 100 | $10.1M | 8.8%Prev: 4.7% | 128,858 SH | Increased+55,896 SH |
| PROCTER AND GAMBLE CO | COM | $240K | 0.2% | 1,678 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $10.2M | 8.9% | 318,773 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $209K | 0.2% | 7,108 SH | New |
| VANECK ETF TRUST | VANECK SHRT MUNI | $3.7M | 3.2%Prev: 3.3% | 212,012 SH | Decreased-51,463 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $279K | 0.2% | 571 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $365K | 0.3% | 1,161 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.6% | 14,311 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.4M | 3.8% | 17,052 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $241K | 0.2%Prev: 6.6% | 1,981 SH | Decreased-68,315 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $247K | 0.2%Prev: 2.7% | 3,950 SH | Decreased-48,663 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $289K | 0.3%Prev: 0.2% | 2,014 SH | Decreased+126 SH |
| VANGUARD WORLD FD | INF TECH ETF | $6.4M | 5.6%Prev: 10.2% | 8,480 SH | Decreased-103,026 SH |
| 13F-HR |
| 0001827845-25-000002 |
| $114.0M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001174 | $142.0M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003794 | $104.4M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001827845-26-000002 | $103.3M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002659 | $103.4M | View |