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CIK 0002115370 • 3 13F filings • May 11, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $313K | 0.3%Prev: 0.0% | 2,501 SH | Increased+2,153 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $332K | 0.4%Prev: 0.2% | 1,239 SH | Increased-448 SH |
| ALPHABET INC | CAP STK CL A | $417K | 0.4%Prev: 0.4% | 1,331 SH | Decreased-7 SH |
| ALTRIA GROUP INC | COM | $329K | 0.4%Prev: 0.3% | 5,707 SH | Decreased+741 SH |
| AMPLIFY ETF TR | CEF HIGH INCOME | $578K | 0.6%Prev: 0.6% | 50,221 SH | Decreased-9,629 SH |
| APPLE INC | COM | $234K | 0.3%Prev: 0.2% | 862 SH | Decreased-85 SH |
| APPLOVIN CORP | COM CL A | $446K | 0.5%Prev: 0.4% | 662 SH | Increased-155 SH |
| AVERY DENNISON CORP | COM | $333K | 0.4%Prev: 0.3% | 1,829 SH | Decreased-251 SH |
| BROADCOM INC | COM | $414K | 0.4%Prev: 0.4% | 1,196 SH | Decreased-60 SH |
| CBOE GLOBAL MKTS INC | COM | $331K | 0.4%Prev: 0.2% | 1,320 SH | Increased+172 SH |
| CF INDS HLDGS INC | COM | $321K | 0.3%Prev: 0.3% | 4,156 SH | Decreased+1,141 SH |
| CHARTER COMMUNICATIONS INC N | CL A | $340K | 0.4%Prev: 0.0% | 1,629 SH | Increased+1,545 SH |
| CHENIERE ENERGY INC | COM NEW | $268K | 0.3%Prev: 0.2% | 1,377 SH | Decreased+134 SH |
| CHEWY INC | CL A | $305K | 0.3%Prev: 0.3% | 9,236 SH | Decreased-6,409 SH |
| CME GROUP INC | COM | $334K | 0.4%Prev: 0.2% | 1,225 SH | Increased-93 SH |
| COLGATE PALMOLIVE CO | COM | $327K | 0.3%Prev: 0.3% | 4,144 SH | Decreased+300 SH |
| COMCAST CORP NEW | CL A | $345K | 0.4%Prev: 0.3% | 11,557 SH | Increased-1,313 SH |
| CONAGRA BRANDS INC | COM | $299K | 0.3% | 17,253 SH | New |
| COSTCO WHSL CORP NEW | COM | $623K | 0.7%Prev: 0.4% | 723 SH | Increased+183 SH |
| DECKERS OUTDOOR CORP | COM | $363K | 0.4%Prev: 0.0% | 3,502 SH | Increased+3,171 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.6M | 3.9%Prev: 5.1% | 49,130 SH | Decreased-25,016 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.4M | 2.6%Prev: 2.7% | 34,747 SH | Decreased-4,426 SH |
| ELANCO ANIMAL HEALTH INC | COM | $316K | 0.3%Prev: 0.3% | 13,974 SH | Decreased-1,784 SH |
| EOG RES INC | COM | $306K | 0.3%Prev: 0.3% | 2,918 SH | Decreased+535 SH |
| EXELIXIS INC | COM | $321K | 0.3%Prev: 0.3% | 7,325 SH | Decreased-258 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $523K | 0.6%Prev: 0.1% | 11,816 SH | Increased+9,934 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.8M | 5.1%Prev: 3.8% | 94,798 SH | Increased+7,277 SH |
| FLEX LTD | ORD | $372K | 0.4%Prev: 0.5% | 6,153 SH | Decreased+2,346 SH |
| FLEXSHARES TR | HIG YLD VL ETF | $384K | 0.4%Prev: 0.4% | 9,425 SH | Decreased-1,821 SH |
| FOX CORP | CL A COM | $374K | 0.4%Prev: 0.0% | 5,113 SH | Increased+4,787 SH |
| GENERAL MLS INC | COM | $312K | 0.3%Prev: 0.3% | 6,704 SH | Decreased-2,643 SH |
| GILEAD SCIENCES INC | COM | $335K | 0.4%Prev: 0.3% | 2,731 SH | Increased+92 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $683K | 0.7%Prev: 0.7% | 38,659 SH | Decreased-5,466 SH |
| GLOBAL X FDS | RUSSELL 2000 | $486K | 0.5%Prev: 0.7% | 31,742 SH | Decreased-21,892 SH |
| GLOBAL X FDS | S&P 500 COVERED | $579K | 0.6%Prev: 0.6% | 14,250 SH | Decreased-2,420 SH |
| HIMS & HERS HEALTH INC | COM CL A | $259K | 0.3%Prev: 0.0% | 7,984 SH | Increased+6,873 SH |
| ILLINOIS TOOL WKS INC | COM | $333K | 0.4%Prev: 0.3% | 1,354 SH | Decreased-7 SH |
| INSULET CORP | COM | $321K | 0.3%Prev: 0.3% | 1,130 SH | Decreased-1,453 SH |
| INVESCO EXCH TRADED FD TR II | KBW HIG DV YLD | $191K | 0.2%Prev: 0.1% | 13,990 SH | Increased+503 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.3M | 1.4%Prev: 0.4% | 17,898 SH | Increased+11,062 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.6M | 3.8%Prev: 1.4% | 18,781 SH | Increased+10,979 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.2M | 3.5%Prev: 3.5% | 5,280 SH | Decreased-450 SH |
| ISHARES INC | EM MKTS DIV ETF | $297K | 0.3%Prev: 0.3% | 9,524 SH | Decreased-549 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $906K | 1.0%Prev: 0.6% | 8,849 SH | Increased+1,698 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.3M | 1.3%Prev: 0.9% | 29,160 SH | Increased+4,046 SH |
| ISHARES TR | CORE DIV GRWTH | $445K | 0.5%Prev: 0.5% | 6,410 SH | Decreased-1,371 SH |
| ISHARES TR | CORE HIGH DV ETF | $433K | 0.5%Prev: 0.5% | 3,564 SH | Decreased-17,367 SH |
| ISHARES TR | CORE S&P SCP ETF | $223K | 0.2%Prev: 0.2% | 1,855 SH | Decreased+33 SH |
| ISHARES TR | FLTG RATE NT ETF | $737K | 0.8%Prev: 0.6% | 14,487 SH | Increased+944 SH |
| ISHARES TR | INTL SEL DIV ETF | $374K | 0.4%Prev: 0.3% | 9,475 SH | Decreased-334 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 1.3%Prev: 0.4% | 13,413 SH | Increased+8,696 SH |
| ISHARES TR | PFD AND INCM SEC | $580K | 0.6%Prev: 0.8% | 18,745 SH | Decreased-11,036 SH |
| ISHARES TR | ULTRA SHORT DUR | $2.4M | 2.6%Prev: 3.4% | 47,521 SH | Decreased-33,285 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $518K | 0.6%Prev: 0.4% | 9,052 SH | Decreased-396 SH |
| JOHNSON & JOHNSON | COM | $346K | 0.4%Prev: 0.3% | 1,670 SH | Decreased+105 SH |
| KIMBERLY-CLARK CORP | COM | $301K | 0.3%Prev: 0.3% | 2,984 SH | Decreased-435 SH |
| KRAFT HEINZ CO | COM | $309K | 0.3%Prev: 0.3% | 12,739 SH | Decreased-1,284 SH |
| MERCK & CO INC | COM | $345K | 0.4%Prev: 0.3% | 3,280 SH | Decreased+275 SH |
| MERIT MED SYS INC | COM | $350K | 0.4%Prev: 0.3% | 3,975 SH | Decreased-1,768 SH |
| MICRON TECHNOLOGY INC | COM | $392K | 0.4%Prev: 0.6% | 1,374 SH | Decreased+794 SH |
| MICROSOFT CORP | COM | $506K | 0.5%Prev: 0.4% | 1,046 SH | Increased-208 SH |
| MONOLITHIC PWR SYS INC | COM | $341K | 0.4%Prev: 0.3% | 376 SH | Decreased+79 SH |
| NEUROCRINE BIOSCIENCES INC | COM | $333K | 0.4%Prev: 0.4% | 2,350 SH | Decreased-289 SH |
| NVIDIA CORPORATION | COM | $486K | 0.5%Prev: 0.5% | 2,604 SH | Decreased-346 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $321K | 0.3%Prev: 0.2% | 1,808 SH | Increased-109 SH |
| PALO ALTO NETWORKS INC | COM | $334K | 0.4%Prev: 0.1% | 1,814 SH | Increased+1,632 SH |
| PEPSICO INC | COM | $309K | 0.3%Prev: 0.3% | 2,150 SH | Decreased-147 SH |
| PINTEREST INC | CL A | $302K | 0.3% | 11,666 SH | New |
| PRICE T ROWE GROUP INC | COM | $319K | 0.3%Prev: 0.3% | 3,115 SH | Decreased-36 SH |
| PROCTER AND GAMBLE CO | COM | $330K | 0.4%Prev: 0.3% | 2,301 SH | Decreased-189 SH |
| PULTE GROUP INC | COM | $295K | 0.3%Prev: 0.0% | 2,519 SH | Increased+2,236 SH |
| RALPH LAUREN CORP | CL A | $312K | 0.3%Prev: 0.3% | 882 SH | Decreased-141 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $562K | 0.6%Prev: 0.6% | 20,504 SH | Decreased-2,827 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $746K | 0.8%Prev: 0.5% | 6,334 SH | Increased+381 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $785K | 0.8%Prev: 0.9% | 10,106 SH | Decreased-136 SH |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $728K | 0.8% | 16,064 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $716K | 0.8%Prev: 0.6% | 17,740 SH | Increased+1,832 SH |
| SNAP ON INC | COM | $338K | 0.4%Prev: 0.3% | 980 SH | Decreased+52 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $388K | 0.4%Prev: 0.4% | 568 SH | Decreased-4 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.5M | 2.7%Prev: 2.9% | 26,871 SH | Decreased-14,276 SH |
| TENET HEALTHCARE CORP | COM NEW | $298K | 0.3%Prev: 0.3% | 1,500 SH | Decreased-656 SH |
| TESLA INC | COM | $376K | 0.4%Prev: 0.3% | 837 SH | Increased-5 SH |
| UBS AG | ENTRACS GOLD SHS | $798K | 0.9%Prev: 0.5% | 4,592 SH | Increased+632 SH |
| UNITED THERAPEUTICS CORP DEL | COM | $324K | 0.3%Prev: 0.3% | 664 SH | Decreased-36 SH |
| US BANCORP DEL | COM NEW | $340K | 0.4%Prev: 0.0% | 6,379 SH | Increased+6,213 SH |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $515K | 0.5%Prev: 0.8% | 10,077 SH | Decreased-8,353 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 1.3%Prev: 1.0% | 15,125 SH | Decreased-830 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 1.7%Prev: 1.4% | 21,528 SH | Decreased-1,195 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $915K | 1.0%Prev: 0.7% | 18,934 SH | Increased+2,175 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $681K | 0.7%Prev: 0.8% | 2,346 SH | Decreased-9,774 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $657K | 0.7%Prev: 0.8% | 7,423 SH | Decreased-2,427 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.9M | 12.7%Prev: 12.6% | 18,961 SH | Decreased-2,877 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $683K | 0.7%Prev: 0.8% | 2,647 SH | Decreased-688 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.7M | 2.9%Prev: 3.5% | 50,802 SH | Decreased-19,213 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.3M | 2.5%Prev: 1.9% | 27,418 SH | Decreased-512 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.1M | 1.2%Prev: 1.0% | 18,724 SH | Decreased-1,727 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.2M | 1.3%Prev: 0.9% | 21,098 SH | Increased+1,416 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.4M | 1.5%Prev: 1.4% | 29,173 SH | Decreased-6,989 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $842K | 0.9%Prev: 0.8% | 14,334 SH | Decreased-1,674 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.0M | 1.1%Prev: 0.8% | 12,625 SH | Increased+297 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.9%Prev: 2.0% | 7,899 SH | Decreased-2,345 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 3.5%Prev: 4.0% | 53,066 SH | Decreased-14,162 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $924K | 1.0%Prev: 0.9% | 6,438 SH | Decreased-551 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $309K | 0.3%Prev: 0.3% | 3,382 SH | Decreased-812 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $275K | 0.3%Prev: 0.3% | 3,056 SH | Decreased-481 SH |
| VERIZON COMMUNICATIONS INC | COM | $339K | 0.4%Prev: 0.3% | 8,312 SH | Increased+984 SH |
| VICI PPTYS INC | COM | $321K | 0.3%Prev: 0.3% | 11,412 SH | Increased-534 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $598K | 0.6%Prev: 0.6% | 7,001 SH | Decreased-2,192 SH |
| ZOOM COMMUNICATIONS INC | CL A | $357K | 0.4%Prev: 0.3% | 4,137 SH | Increased+17 SH |
| 13F-HR |
| 0002085853-26-000586 |
| $98.2M |
| View |