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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 | $1.1M | 0.8%Prev: 1.8% | 33,356 SH | Decreased-5,423 SH |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $3.0M | 2.2% | 19,495 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $222K | 0.2% | 1,364 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $338K | 0.2% | 1,128 SH | New |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $226K | 0.2%Prev: 0.2% | 5,272 SH | Increased-10 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $613K | 0.4% | 13,688 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $4.4M | 3.2% | 29,123 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $4.3M | 3.1%Prev: 0.4% | 29,394 SH | Increased+25,656 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $200K | 0.1% | 2,453 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 1.4%Prev: 1.7% | 16,559 SH | Decreased+763 SH |
| ISHARES TR | CORE MSCI EAFE | $246K | 0.2%Prev: 0.2% | 2,541 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $2.5M | 1.8%Prev: 2.1% | 34,260 SH | Increased-3,007 SH |
| ISHARES TR | CORE S&P SCP ETF | $216K | 0.2%Prev: 0.2% | 1,589 SH | Decreased-571 SH |
| ISHARES TR | CORE S&P500 ETF | $5.0M | 3.7%Prev: 9.0% | 6,535 SH | Decreased-8,855 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.2M | 1.6%Prev: 1.9% | 21,353 SH | Decreased+692 SH |
| ISHARES TR | RUS TP200 GR ETF | $282K | 0.2%Prev: 0.2% | 957 SH | Increased-42 SH |
| ISHARES TR | ULTRA SHORT DUR | $14.0M | 10.2%Prev: 8.2% | 277,265 SH | Increased+91,932 SH |
| ISHARES TR | US SML CAP EQT | $2.6M | 1.9% | 31,385 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $15.1M | 11.0%Prev: 11.1% | 297,844 SH | Increased+49,062 SH |
| LISTED FDS TR | SWAN HEDGED EQTY | $7.2M | 5.3%Prev: 2.8% | 268,572 SH | Increased+139,714 SH |
| MARRIOTT INTL INC NEW | CL A | $1.5M | 1.1%Prev: 1.0% | 4,267 SH | Increased-140 SH |
| PACER FDS TR | GLOBL CASH ETF | $3.3M | 2.4%Prev: 4.7% | 74,227 SH | Decreased-61,038 SH |
| PACER FDS TR | METAURUS CAP 400 | $1.5M | 1.1%Prev: 3.1% | 33,303 SH | Decreased-51,390 SH |
| PACER FDS TR | TRENDP US LAR CP | $7.3M | 5.3%Prev: 11.3% | 123,036 SH | Decreased-111,249 SH |
| PACER FDS TR | TRENDPILOT 100 | $6.5M | 4.7%Prev: 9.1% | 72,962 SH | Decreased-60,473 SH |
| PROCTER & GAMBLE CO | COM | $244K | 0.2% | 1,678 SH | New |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $455K | 0.3% | 9,743 SH | New |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $3.9M | 2.9% | 137,294 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $678K | 0.5% | 7,551 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $1.5M | 1.1% | 12,460 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $206K | 0.2% | 1,924 SH | New |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $704K | 0.5% | 16,007 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.1M | 2.3% | 5,107 SH | New |
| VANECK ETF TRUST | VANECK SHRT MUNI | $4.5M | 3.3%Prev: 3.9% | 263,475 SH | Increased+10,562 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $278K | 0.2% | 3,082 SH | New |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $292K | 0.2% | 829 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $2.1M | 1.5% | 26,217 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $2.5M | 1.8% | 8,836 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $9.1M | 6.6% | 70,296 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.7M | 2.7% | 52,613 SH | New |
| VANGUARD WELLINGTON FD | US MOMENTUM | $3.8M | 2.8% | 16,746 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $293K | 0.2%Prev: 0.2% | 1,888 SH | Increased-126 SH |
| VANGUARD WORLD FD | INF TECH ETF | $14.0M | 10.2%Prev: 5.7% | 111,506 SH | Increased+102,761 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 |