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CIK 0002052590 • 6 13F filings • May 14, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $310K | 0.3%Prev: 0.5% | 1,760 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $479K | 0.5%Prev: 0.4% | 2,700 SH | Increased+1,380 SH |
| AMAZON COM INC | COM | $377K | 0.4%Prev: 0.3% | 1,720 SH | Increased+178 SH |
| APPLE INC | COM | $17.0M | 18.0%Prev: 20.5% | 82,745 SH | Decreased+501 SH |
| CATERPILLAR INC | COM | $658K | 0.7%Prev: 1.2% | 1,695 SH | Decreased |
| CITIGROUP INC | COM NEW | $693K | 0.7%Prev: 1.0% | 8,136 SH | Decreased-985 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.7M | 1.8%Prev: 1.5% | 34,015 SH | Increased+2,147 SH |
| HOME DEPOT INC | COM | $505K | 0.5%Prev: 0.4% | 1,378 SH | Increased+75 SH |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | $1.1M | 1.1%Prev: 1.1% | 30,532 SH | Decreased-1,308 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $1.1M | 1.2%Prev: 1.2% | 32,362 SH | Decreased-1,167 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.1M | 1.1%Prev: 1.1% | 22,396 SH | Decreased-994 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $1.0M | 1.1%Prev: 1.0% | 30,823 SH | Decreased+226 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $253K | 0.3%Prev: 0.2% | 857 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $2.2M | 2.3%Prev: 2.9% | 35,366 SH | Decreased+1,638 SH |
| ISHARES TR | 0-5YR INVT GR CP | $1.7M | 1.8%Prev: 1.6% | 33,053 SH | Increased+1,463 SH |
| ISHARES TR | CORE S&P TTL STK | $632K | 0.7%Prev: 0.8% | 4,683 SH | Decreased-796 SH |
| ISHARES TR | CORE S&P500 ETF | $6.0M | 6.4%Prev: 5.9% | 9,703 SH | Decreased+470 SH |
| ISHARES TR | IBOXX INV CP ETF | $804K | 0.9%Prev: 0.7% | 7,338 SH | Increased+827 SH |
| ISHARES TR | MSCI EAFE ETF | $549K | 0.6%Prev: 0.5% | 6,143 SH | Increased+626 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 1.2%Prev: 1.2% | 3,464 SH | Decreased+25 SH |
| ISHARES TR | RUS MID CAP ETF | $1.1M | 1.1%Prev: 1.0% | 11,691 SH | Increased+1,142 SH |
| ISHARES TR | RUSSELL 2000 ETF | $810K | 0.9%Prev: 0.8% | 3,755 SH | Decreased+342 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 1.2%Prev: 1.2% | 10,598 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $202K | 0.2%Prev: 0.2% | 1,840 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $4.1M | 4.4%Prev: 3.1% | 81,274 SH | Increased+19,894 SH |
| JPMORGAN CHASE & CO. | COM | $228K | 0.2% | 788 SH | New |
| MCDONALDS CORP | COM | $482K | 0.5%Prev: 0.5% | 1,650 SH | Decreased+30 SH |
| MICROSOFT CORP | COM | $1.7M | 1.8%Prev: 1.3% | 3,334 SH | Increased-368 SH |
| NUCOR CORP | COM | $975K | 1.0%Prev: 1.3% | 7,526 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.1M | 1.2%Prev: 0.7% | 7,007 SH | Increased+2,799 SH |
| PACER FDS TR | TRENDP US LAR CP | $4.0M | 4.2%Prev: 3.9% | 78,011 SH | Decreased+1,704 SH |
| PACER FDS TR | TRENDPILOT US BD | $667K | 0.7%Prev: 0.6% | 33,770 SH | Increased+1,251 SH |
| PACER FDS TR | US CASH COWS 100 | $1.8M | 1.9%Prev: 1.9% | 32,406 SH | Decreased+964 SH |
| PACER FDS TR | US LRG CP CASH | $1.2M | 1.2%Prev: 1.2% | 33,462 SH | Decreased-1,452 SH |
| PACER FDS TR | US SMALL CAP CAS | $338K | 0.4%Prev: 0.3% | 8,484 SH | Increased+2,170 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $287K | 0.3%Prev: 0.3% | 2,105 SH | Decreased |
| QUANTA SVCS INC | COM | $909K | 1.0%Prev: 1.3% | 2,405 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $1.7M | 1.8%Prev: 2.2% | 5,429 SH | Decreased+160 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.9M | 4.1% | 6,236 SH | New |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | $241K | 0.3% | 2,478 SH | New |
| TEXAS INSTRS INC | COM | $375K | 0.4%Prev: 0.3% | 1,805 SH | Increased+29 SH |
| TORTOISE CAPITAL SERIES TRUS | ENERGY FD | $203K | 0.2% | 22,136 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $576K | 0.6%Prev: 0.6% | 6,034 SH | Decreased-276 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.9M | 2.0%Prev: 1.9% | 6,650 SH | Decreased-248 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.9M | 14.7%Prev: 14.8% | 24,395 SH | Decreased-818 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.8M | 1.9%Prev: 1.9% | 9,269 SH | Decreased+438 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.6%Prev: 1.7% | 6,336 SH | Decreased-392 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $640K | 0.7%Prev: 0.7% | 2,105 SH | Decreased-209 SH |
| VANGUARD INDEX FDS | VALUE ETF | $952K | 1.0%Prev: 1.0% | 5,388 SH | Decreased+244 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 1.5%Prev: 1.6% | 28,954 SH | Decreased-295 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $202K | 0.2% | 4,353 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.5M | 2.6%Prev: 2.4% | 35,499 SH | Decreased+3,266 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 1.1%Prev: 1.4% | 17,600 SH | Decreased-5,417 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $216K | 0.2% | 1,624 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $201K | 0.2%Prev: 0.2% | 1,832 SH | Decreased+16 SH |
| VISTRA CORP | COM | $998K | 1.1%Prev: 0.8% | 5,150 SH | Increased |
| 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 |