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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 C | $515K | 0.5%Prev: 0.5% | 1,458 SH | Increased-1,242 SH |
| AMAZON COM INC | COM | $372K | 0.3%Prev: 0.4% | 1,562 SH | Decreased-158 SH |
| APPLE INC | COM | $24.0M | 21.3%Prev: 18.0% | 83,046 SH | Increased+301 SH |
| CATERPILLAR INC | COM | $1.8M | 1.6%Prev: 0.7% | 1,695 SH | Increased |
| CISCO SYS INC | COM | $280K | 0.2% | 2,385 SH | New |
| CITIGROUP INC | COM NEW | $1.3M | 1.1%Prev: 0.7% | 9,142 SH | Increased+1,006 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.5M | 1.3%Prev: 1.8% | 29,294 SH | Decreased-4,721 SH |
| HOME DEPOT INC | COM | $460K | 0.4%Prev: 0.5% | 1,303 SH | Decreased-75 SH |
| INNOVATOR ETFS TRUST | BUFF STEP UP ETF | $1.2M | 1.0% | 29,332 SH | New |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $1.2M | 1.1%Prev: 1.2% | 30,766 SH | Increased-1,596 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.1M | 1.0%Prev: 1.1% | 21,512 SH | Increased-884 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $1.0M | 0.9%Prev: 1.1% | 28,088 SH | Increased-2,735 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $241K | 0.2%Prev: 0.3% | 857 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $2.4M | 2.1%Prev: 2.3% | 31,727 SH | Increased-3,639 SH |
| ISHARES TR | 0-5YR INVT GR CP | $1.6M | 1.4%Prev: 1.8% | 31,339 SH | Decreased-1,714 SH |
| ISHARES TR | CORE S&P TTL STK | $917K | 0.8%Prev: 0.7% | 5,584 SH | Increased+901 SH |
| ISHARES TR | CORE S&P500 ETF | $6.9M | 6.1%Prev: 6.4% | 9,233 SH | Increased-470 SH |
| ISHARES TR | IBOXX INV CP ETF | $675K | 0.6%Prev: 0.9% | 6,186 SH | Decreased-1,152 SH |
| ISHARES TR | MSCI EAFE ETF | $573K | 0.5%Prev: 0.6% | 5,517 SH | Increased-626 SH |
| ISHARES TR | RUS 1000 ETF | $1.4M | 1.2%Prev: 1.2% | 3,381 SH | Increased-83 SH |
| ISHARES TR | RUS MID CAP ETF | $1.2M | 1.0%Prev: 1.1% | 10,549 SH | Increased-1,142 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.0M | 0.9%Prev: 0.9% | 3,413 SH | Increased-342 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 1.3%Prev: 1.2% | 10,233 SH | Increased-365 SH |
| ISHARES TR | TIPS BD ETF | $201K | 0.2%Prev: 0.2% | 1,840 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $2.8M | 2.5%Prev: 4.4% | 55,471 SH | Decreased-25,803 SH |
| JPMORGAN CHASE & CO | COM | $250K | 0.2% | 765 SH | New |
| MCDONALDS CORP | COM | $438K | 0.4%Prev: 0.5% | 1,620 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $1.6M | 1.4%Prev: 1.8% | 4,169 SH | Decreased+835 SH |
| NUCOR CORP | COM | $1.7M | 1.5%Prev: 1.0% | 7,526 SH | Increased |
| NVIDIA CORPORATION | COM | $869K | 0.8%Prev: 1.2% | 4,343 SH | Decreased-2,664 SH |
| PACER FDS TR | TRENDP US LAR CP | $4.2M | 3.7%Prev: 4.2% | 72,368 SH | Increased-5,643 SH |
| PACER FDS TR | TRENDPILOT US BD | $578K | 0.5%Prev: 0.7% | 30,149 SH | Decreased-3,621 SH |
| PACER FDS TR | US CASH COWS 100 | $1.9M | 1.7%Prev: 1.9% | 30,730 SH | Increased-1,676 SH |
| PACER FDS TR | US LRG CP CASH | $1.4M | 1.3%Prev: 1.2% | 35,750 SH | Increased+2,288 SH |
| PACER FDS TR | US SM CAP CA ETF | $320K | 0.3% | 6,314 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $296K | 0.3%Prev: 0.3% | 2,535 SH | Increased+430 SH |
| PALO ALTO NETWORKS INC | COM | $202K | 0.2% | 592 SH | New |
| QUANTA SVCS INC | COM | $1.7M | 1.5%Prev: 1.0% | 2,405 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $1.9M | 1.7%Prev: 1.8% | 5,221 SH | Increased-208 SH |
| STARBUCKS CORP | COM | $219K | 0.2% | 2,144 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.3M | 3.8% | 5,772 SH | New |
| TEXAS INSTRS INC | COM | $528K | 0.5%Prev: 0.4% | 1,773 SH | Increased-32 SH |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $215K | 0.2% | 22,136 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $564K | 0.5%Prev: 0.6% | 4,946 SH | Decreased-1,088 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.4M | 2.1%Prev: 2.0% | 29,432 SH | Increased+22,782 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.3M | 15.4%Prev: 14.7% | 25,191 SH | Increased+796 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.0M | 1.8%Prev: 1.9% | 8,152 SH | Increased-1,117 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.2M | 1.9%Prev: 1.6% | 7,188 SH | Increased+852 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $876K | 0.8%Prev: 0.7% | 2,367 SH | Increased+262 SH |
| VANGUARD INDEX FDS | VALUE ETF | $992K | 0.9%Prev: 1.0% | 4,552 SH | Increased-836 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 1.5%Prev: 1.5% | 29,120 SH | Increased+166 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.8M | 2.5%Prev: 2.6% | 33,116 SH | Increased-2,383 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 1.6%Prev: 1.1% | 24,958 SH | Increased+7,358 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $240K | 0.2%Prev: 0.2% | 1,816 SH | Increased-16 SH |
| VISTRA CORP | COM | $817K | 0.7%Prev: 1.1% | 5,150 SH | Decreased |
| WISDOMTREE TR | JAPN HEDGE EQT | $201K | 0.2% | 1,160 SH | New |
| 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 |