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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 | $506K | 0.5%Prev: 0.3% | 1,760 SH | Increased+45 SH |
| ALPHABET INC | CAP STK CL C | $379K | 0.4%Prev: 0.5% | 1,320 SH | Decreased-1,380 SH |
| AMAZON COM INC | COM | $321K | 0.3%Prev: 0.3% | 1,542 SH | Increased-38 SH |
| APPLE INC | COM | $20.9M | 20.5%Prev: 20.8% | 82,244 SH | Increased-555 SH |
| CATERPILLAR INC | COM | $1.2M | 1.2%Prev: 0.6% | 1,695 SH | Increased |
| CITIGROUP INC | COM NEW | $1.0M | 1.0%Prev: 0.7% | 9,121 SH | Increased+985 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.6M | 1.5%Prev: 1.8% | 31,868 SH | Decreased-366 SH |
| HOME DEPOT INC | COM | $429K | 0.4%Prev: 0.6% | 1,303 SH | Decreased-75 SH |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | $1.1M | 1.1%Prev: 1.1% | 31,840 SH | Increased+1,500 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $1.2M | 1.2%Prev: 1.1% | 33,529 SH | Increased+1,568 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.2M | 1.1%Prev: 1.1% | 23,390 SH | Increased+1,286 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $1.1M | 1.0%Prev: 1.1% | 30,597 SH | Increased+245 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $208K | 0.2%Prev: 0.2% | 857 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $3.0M | 2.9%Prev: 2.4% | 33,728 SH | Increased-1,689 SH |
| ISHARES TR | 0-5YR INVT GR CP | $1.6M | 1.6%Prev: 1.9% | 31,590 SH | Decreased-2,617 SH |
| ISHARES TR | CORE S&P TTL STK | $780K | 0.8%Prev: 0.6% | 5,479 SH | Increased+905 SH |
| ISHARES TR | CORE S&P500 ETF | $6.0M | 5.9%Prev: 6.2% | 9,233 SH | Increased-470 SH |
| ISHARES TR | IBOXX INV CP ETF | $710K | 0.7%Prev: 0.9% | 6,511 SH | Decreased-827 SH |
| ISHARES TR | MSCI EAFE ETF | $536K | 0.5%Prev: 0.6% | 5,517 SH | Increased-706 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 1.2%Prev: 1.2% | 3,439 SH | Increased-25 SH |
| ISHARES TR | RUS MID CAP ETF | $1.0M | 1.0%Prev: 1.1% | 10,549 SH | Increased-1,142 SH |
| ISHARES TR | RUSSELL 2000 ETF | $846K | 0.8%Prev: 0.8% | 3,413 SH | Increased-342 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 1.2%Prev: 1.3% | 10,598 SH | Increased-1,766 SH |
| ISHARES TR | TIPS BD ETF | $203K | 0.2%Prev: 0.2% | 1,840 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $3.1M | 3.1% | 61,380 SH | New |
| JPMORGAN CHASE & CO | COM | $224K | 0.2% | 763 SH | New |
| MCDONALDS CORP | COM | $503K | 0.5%Prev: 0.6% | 1,620 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $1.4M | 1.3%Prev: 1.4% | 3,702 SH | Increased+404 SH |
| NUCOR CORP | COM | $1.3M | 1.3%Prev: 1.0% | 7,526 SH | Increased |
| NVIDIA CORPORATION | COM | $734K | 0.7%Prev: 0.8% | 4,208 SH | Increased-2,458 SH |
| PACER FDS TR | TRENDP US LAR CP | $4.0M | 3.9%Prev: 4.5% | 76,307 SH | Increased-256 SH |
| PACER FDS TR | TRENDPILOT US BD | $617K | 0.6%Prev: 0.8% | 32,519 SH | Decreased-2,311 SH |
| PACER FDS TR | US CASH COWS 100 | $2.0M | 1.9%Prev: 2.0% | 31,442 SH | Increased-687 SH |
| PACER FDS TR | US LRG CP CASH | $1.2M | 1.2%Prev: 1.2% | 34,914 SH | Increased+1,510 SH |
| PACER FDS TR | US SMALL CAP CAS | $283K | 0.3%Prev: 0.4% | 6,314 SH | Decreased-2,532 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $308K | 0.3% | 2,105 SH | New |
| QUANTA SVCS INC | COM | $1.3M | 1.3%Prev: 0.7% | 2,405 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $2.3M | 2.2%Prev: 1.8% | 5,269 SH | Increased-164 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $215K | 0.2% | 2,248 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $216K | 0.2% | 6,084 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.8M | 3.7% | 5,782 SH | New |
| TEXAS INSTRS INC | COM | $345K | 0.3%Prev: 0.4% | 1,776 SH | Increased-29 SH |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $231K | 0.2% | 22,136 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $643K | 0.6%Prev: 0.6% | 6,310 SH | Increased+243 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.0M | 1.9%Prev: 1.9% | 6,898 SH | Increased+361 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.1M | 14.8%Prev: 13.7% | 25,213 SH | Increased+1,572 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 1.9%Prev: 2.0% | 8,831 SH | Increased-478 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7%Prev: 1.6% | 6,728 SH | Increased+499 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $742K | 0.7%Prev: 0.7% | 2,314 SH | Increased+209 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.0M | 1.0%Prev: 1.1% | 5,144 SH | Increased-232 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 1.6%Prev: 1.5% | 29,249 SH | Increased+719 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.5M | 2.4%Prev: 2.5% | 32,233 SH | Increased-2,829 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 1.4%Prev: 0.9% | 23,017 SH | Increased+7,332 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $204K | 0.2% | 1,816 SH | New |
| VISTRA CORP | COM | $774K | 0.8%Prev: 0.7% | 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 |