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CIK 0002052590 • 6 13F filings • May 14, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $250K | 0.2% | 713 SH | New |
| ALPHABET INC | CAP STK CL A | $551K | 0.5%Prev: 0.4% | 1,760 SH | Increased |
| ALPHABET INC | CAP STK CL C | $785K | 0.7%Prev: 0.6% | 2,500 SH | Increased |
| AMAZON COM INC | COM | $355K | 0.3%Prev: 0.2% | 1,540 SH | Increased+400 SH |
| APPLE INC | COM | $22.4M | 21.2%Prev: 20.8% | 82,244 SH | Increased-139 SH |
| CATERPILLAR INC | COM | $971K | 0.9%Prev: 0.8% | 1,695 SH | Increased |
| CITIGROUP INC | COM NEW | $1.0M | 1.0%Prev: 0.8% | 8,632 SH | Increased+496 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.6M | 1.5%Prev: 1.8% | 32,543 SH | Decreased-3,905 SH |
| HOME DEPOT INC | COM | $448K | 0.4%Prev: 0.5% | 1,303 SH | Decreased |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | $1.2M | 1.1%Prev: 1.1% | 31,892 SH | Increased+1,849 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $1.2M | 1.2%Prev: 1.1% | 33,566 SH | Increased+1,758 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.2M | 1.1%Prev: 1.1% | 23,394 SH | Increased+1,376 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $1.1M | 1.0%Prev: 1.0% | 30,607 SH | Increased+359 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $254K | 0.2%Prev: 0.2% | 857 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $2.8M | 2.6%Prev: 2.5% | 34,132 SH | Increased-315 SH |
| ISHARES TR | 0-5YR INVT GR CP | $1.6M | 1.5%Prev: 1.7% | 31,674 SH | Decreased-1,126 SH |
| ISHARES TR | CORE S&P TTL STK | $765K | 0.7%Prev: 0.7% | 5,145 SH | Increased+304 SH |
| ISHARES TR | CORE S&P500 ETF | $6.3M | 6.0%Prev: 6.4% | 9,233 SH | Decreased-450 SH |
| ISHARES TR | IBOXX INV CP ETF | $717K | 0.7%Prev: 0.8% | 6,511 SH | Decreased-679 SH |
| ISHARES TR | MSCI EAFE ETF | $530K | 0.5%Prev: 0.6% | 5,517 SH | Decreased-539 SH |
| ISHARES TR | RUS 1000 ETF | $1.3M | 1.2%Prev: 1.2% | 3,439 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $1.0M | 1.0%Prev: 1.0% | 10,549 SH | Decreased-300 SH |
| ISHARES TR | RUSSELL 2000 ETF | $848K | 0.8%Prev: 0.8% | 3,443 SH | Increased-23 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.3M | 1.2%Prev: 1.3% | 10,598 SH | Increased |
| ISHARES TR | TIPS BD ETF | $202K | 0.2%Prev: 0.2% | 1,840 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $3.2M | 3.0%Prev: 3.5% | 62,352 SH | Decreased-6,972 SH |
| JPMORGAN CHASE & CO. | COM | $250K | 0.2%Prev: 0.2% | 777 SH | Increased |
| MCDONALDS CORP | COM | $495K | 0.5%Prev: 0.5% | 1,620 SH | Increased |
| MICROSOFT CORP | COM | $1.6M | 1.5%Prev: 1.7% | 3,334 SH | Decreased |
| NUCOR CORP | COM | $1.2M | 1.2%Prev: 1.0% | 7,526 SH | Increased |
| NVIDIA CORPORATION | COM | $785K | 0.7%Prev: 0.8% | 4,208 SH | Decreased |
| PACER FDS TR | TRENDP US LAR CP | $4.3M | 4.1%Prev: 4.2% | 78,056 SH | Increased+778 SH |
| PACER FDS TR | TRENDPILOT US BD | $631K | 0.6%Prev: 0.6% | 32,519 SH | Decreased-225 SH |
| PACER FDS TR | US CASH COWS 100 | $1.9M | 1.8%Prev: 1.7% | 31,609 SH | Increased+1,390 SH |
| PACER FDS TR | US LRG CP CASH | $1.2M | 1.2%Prev: 1.2% | 35,217 SH | Increased+2,420 SH |
| PACER FDS TR | US SMALL CAP CAS | $280K | 0.3%Prev: 0.4% | 6,314 SH | Decreased-1,990 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $374K | 0.4%Prev: 0.4% | 2,105 SH | Decreased |
| QUANTA SVCS INC | COM | $1.0M | 1.0%Prev: 1.0% | 2,405 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $2.1M | 2.0%Prev: 1.9% | 5,294 SH | Increased-135 SH |
| SPDR S&P 500 ETF TR | PUT | $7K | 0.0% | 20 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 3.8%Prev: 3.8% | 5,792 SH | Increased+9 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $219K | 0.2% | 2,248 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $201K | 0.2% | 6,084 SH | New |
| TEXAS INSTRS INC | COM | $313K | 0.3%Prev: 0.3% | 1,805 SH | Decreased |
| TORTOISE CAPITAL SERIES TRUS | ENERGY FD | $200K | 0.2%Prev: 0.2% | 22,136 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $637K | 0.6%Prev: 0.6% | 6,310 SH | Increased+354 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.0M | 1.9%Prev: 1.9% | 6,940 SH | Increased+446 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.9M | 15.1%Prev: 14.9% | 25,309 SH | Increased+760 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 1.8%Prev: 1.8% | 8,888 SH | Increased+175 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 1.7%Prev: 1.6% | 6,759 SH | Increased+511 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $777K | 0.7%Prev: 0.7% | 2,317 SH | Increased+212 SH |
| VANGUARD INDEX FDS | VALUE ETF | $983K | 0.9%Prev: 1.0% | 5,144 SH | Increased-7 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 1.5%Prev: 1.5% | 29,291 SH | Increased+1,161 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.5M | 2.3%Prev: 2.5% | 32,568 SH | Decreased-1,126 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 1.4%Prev: 1.1% | 22,959 SH | Increased+4,622 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $220K | 0.2%Prev: 0.2% | 1,816 SH | Increased-16 SH |
| VISTRA CORP | COM | $831K | 0.8%Prev: 1.0% | 5,150 SH | Decreased |
| 13F-HR |
| 0002052590-26-000004 |
| $112.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002052590-25-000003 | $94.2M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0002052590-26-000002 | $101.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0002052590-25-000002 | $88.4M | View |