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CIK 0001819695 • 6 13F filings • Apr 14, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $268K | 0.1%Prev: 0.1% | 857 SH | Increased-9 SH |
| APPLE INC | COM | $960K | 0.3%Prev: 0.3% | 3,531 SH | Increased+159 SH |
| APPLIED MATLS INC | COM | $1.0M | 0.3%Prev: 0.3% | 4,033 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $473K | 0.1%Prev: 0.1% | 941 SH | Increased |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | $236K | 0.1%Prev: 0.1% | 9,229 SH | Increased+136 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $8.8M | 2.6%Prev: 2.7% | 263,590 SH | Increased+15,857 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $24.6M | 7.4%Prev: 7.2% | 405,003 SH | Increased+6,474 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $8.5M | 2.6%Prev: 2.5% | 221,121 SH | Increased+2,107 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $5.4M | 1.6%Prev: 1.7% | 102,956 SH | Increased+673 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $944K | 0.3%Prev: 0.4% | 19,398 SH | Decreased-4,001 SH |
| CATERPILLAR INC | COM | $281K | 0.1% | 491 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $287K | 0.1%Prev: 0.1% | 7,482 SH | Decreased-1,024 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $4.3M | 1.3%Prev: 1.3% | 66,828 SH | Increased+3,469 SH |
| HOME DEPOT INC | COM | $288K | 0.1%Prev: 0.1% | 836 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $315K | 0.1%Prev: 0.1% | 513 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $8.3M | 2.5%Prev: 2.5% | 102,160 SH | Increased-4,062 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 0.7%Prev: 0.6% | 33,226 SH | Increased+4,277 SH |
| ISHARES INC | MSCI EMRG CHN | $415K | 0.1%Prev: 0.1% | 5,715 SH | Decreased-346 SH |
| ISHARES TR | 1 3 YR TREAS BD | $315K | 0.1%Prev: 0.1% | 3,809 SH | Increased+604 SH |
| ISHARES TR | 10-20 YR TRS ETF | $7.6M | 2.3%Prev: 3.2% | 74,889 SH | Decreased-26,174 SH |
| ISHARES TR | 20 YR TR BD ETF | $1.1M | 0.3%Prev: 0.2% | 12,338 SH | Increased+4,002 SH |
| ISHARES TR | CORE DIV GRWTH | $646K | 0.2%Prev: 0.2% | 9,301 SH | Increased+57 SH |
| ISHARES TR | CORE INTL AGGR | $261K | 0.1%Prev: 0.1% | 5,219 SH | Decreased+8 SH |
| ISHARES TR | CORE S&P TTL STK | $303K | 0.1%Prev: 0.1% | 2,038 SH | Increased-18 SH |
| ISHARES TR | CORE S&P500 ETF | $27.2M | 8.2%Prev: 8.0% | 39,640 SH | Increased+223 SH |
| ISHARES TR | CORE UNIVRSL USD | $31.5M | 9.5% | 677,341 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.3M | 0.7%Prev: 0.8% | 19,983 SH | Decreased-1,923 SH |
| ISHARES TR | EAFE VALUE ETF | $14.5M | 4.4%Prev: 4.8% | 203,560 SH | Decreased-30,205 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.6M | 0.8%Prev: 0.8% | 17,119 SH | Increased-215 SH |
| ISHARES TR | EUROPE ETF | $538K | 0.2%Prev: 0.2% | 7,844 SH | Increased-163 SH |
| ISHARES TR | ISHS 1-5YR INVS | $401K | 0.1%Prev: 0.1% | 7,583 SH | Increased+1,072 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.3M | 0.7%Prev: 0.7% | 23,956 SH | Increased+111 SH |
| ISHARES TR | MBS ETF | $571K | 0.2%Prev: 0.2% | 5,998 SH | Decreased-19 SH |
| ISHARES TR | MORNINGSTAR VALU | $290K | 0.1%Prev: 0.1% | 3,069 SH | Increased-29 SH |
| ISHARES TR | MSCI ACWI ETF | $532K | 0.2%Prev: 0.2% | 3,763 SH | Increased |
| ISHARES TR | MSCI INTL VLU FT | $2.7M | 0.8%Prev: 0.8% | 70,754 SH | Increased-893 SH |
| ISHARES TR | MSCI USA MIN VOL | $658K | 0.2%Prev: 0.2% | 6,991 SH | Decreased-849 SH |
| ISHARES TR | MSCI USA MMENTM | $8.8M | 2.7%Prev: 1.6% | 35,334 SH | Increased+14,626 SH |
| ISHARES TR | MSCI USA QLT FCT | $11.9M | 3.6%Prev: 6.0% | 60,077 SH | Decreased-41,441 SH |
| ISHARES TR | MSCI USA VALUE | $349K | 0.1%Prev: 0.1% | 2,554 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $5.6M | 1.7%Prev: 1.6% | 52,020 SH | Increased+4,232 SH |
| ISHARES TR | RUS 1000 ETF | $947K | 0.3%Prev: 0.3% | 2,535 SH | Increased-7 SH |
| ISHARES TR | S&P 100 ETF | $19.3M | 5.8%Prev: 5.7% | 56,345 SH | Increased+619 SH |
| ISHARES TR | S&P 500 GRWT ETF | $20.2M | 6.1%Prev: 6.0% | 163,907 SH | Increased+1,316 SH |
| ISHARES TR | S&P 500 VAL ETF | $22.2M | 6.7%Prev: 4.7% | 104,564 SH | Increased+29,114 SH |
| ISHARES TR | SYSTEMATIC BD ET | $645K | 0.2% | 7,190 SH | New |
| ISHARES TR | TRS FLT RT BD | $202K | 0.1% | 4,011 SH | New |
| ISHARES TR | U.S. TECH ETF | $2.6M | 0.8%Prev: 0.9% | 13,234 SH | Decreased-1,186 SH |
| ISHARES TR | US AER DEF ETF | $299K | 0.1%Prev: 0.1% | 1,394 SH | Increased+109 SH |
| ISHARES TR | US TREAS BD ETF | $718K | 0.2%Prev: 0.2% | 31,167 SH | Increased+2,745 SH |
| ISHARES U S ETF TR | INT RT HDG C B | $226K | 0.1% | 2,419 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $323K | 0.1%Prev: 0.1% | 5,562 SH | Increased |
| LOAR HOLDINGS INC | COM SHS | $19.9M | 6.0%Prev: 7.2% | 293,319 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $207K | 0.1% | 428 SH | New |
| MICROSOFT CORP | COM | $657K | 0.2%Prev: 0.2% | 1,359 SH | Increased+81 SH |
| NVIDIA CORPORATION | COM | $11.0M | 3.3%Prev: 3.4% | 58,855 SH | Decreased+35 SH |
| QUALCOMM INC | COM | $274K | 0.1%Prev: 0.1% | 1,600 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $416K | 0.1%Prev: 0.1% | 17,304 SH | Increased+3,796 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $450K | 0.1%Prev: 0.1% | 19,258 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $218K | 0.1%Prev: 0.1% | 6,674 SH | Decreased-2,064 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $353K | 0.1% | 13,109 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $211K | 0.1% | 7,414 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $15.8M | 4.8%Prev: 4.0% | 337,936 SH | Increased+59,747 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.4%Prev: 0.4% | 1,768 SH | Increased+5 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $578K | 0.2%Prev: 0.2% | 12,259 SH | Decreased-275 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $339K | 0.1%Prev: 0.1% | 4,575 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.2M | 1.6%Prev: 1.6% | 108,461 SH | Decreased+1,219 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $243K | 0.1%Prev: 0.1% | 387 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.4M | 2.2%Prev: 2.3% | 146,798 SH | Decreased-1,619 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $7.7M | 2.3%Prev: 2.4% | 164,419 SH | Decreased-116 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $483K | 0.1%Prev: 0.2% | 2,197 SH | Decreased-328 SH |
| WALMART INC | COM | $527K | 0.2%Prev: 0.1% | 4,733 SH | Increased+162 SH |
| 13F-HR |
| 0001819695-26-000009 |
| $367.4M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004169 | $299.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001819695-26-000005 | $324.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002074 | $234.1M | View |