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CIK 0001846002 • 7 13F filings • May 7, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.3M | 0.8% | 17,696 SH | |
| ABBVIE INC | COM | $3.5M | 1.2% | 16,855 SH | |
| ALLIANT ENERGY CORP | COM | $554K | 0.2% | 8,607 SH | |
| ALPHABET INC | CAP STK CL A | $6.2M | 2.2% | 40,140 SH | |
| ALPHABET INC | CAP STK CL C | $5.9M | 2.1% | 37,527 SH | |
| AMAZON COM INC | COM | $17.9M | 6.3% | 94,223 SH | |
| AMGEN INC | COM | $2.8M | 1.0% | 9,140 SH | |
| APPLE INC | COM | $9.2M | 3.2% | 41,273 SH | |
| ARISTA NETWORKS INC | COM SHS | $1.5M | 0.5% | 18,992 SH | |
| ARK ETF TR | INNOVATION ETF | $213K | 0.1% | 4,487 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $533K | 0.2% | 1,001 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.3M | 0.5% | 21,631 SH | |
| BROADCOM INC | COM | $425K | 0.1% | 2,537 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.7M | 0.6% | 33,450 SH | |
| CHURCH & DWIGHT CO INC | COM | $1.4M | 0.5% | 12,671 SH | |
| CMS ENERGY CORP | COM | $339K | 0.1% | 4,515 SH | |
| COCA COLA CO | COM | $1.3M | 0.5% | 17,975 SH | |
| COMCAST CORP NEW | CL A | $1.3M | 0.5% | 35,622 SH | |
| COSTCO WHSL CORP NEW | COM | $3.5M | 1.2% | 3,741 SH | |
| DISNEY WALT CO | COM | $664K | 0.2% | 6,728 SH | |
| DTE ENERGY CO | COM | $308K | 0.1% | 2,229 SH | |
| ELI LILLY & CO | COM | $5.0M | 1.8% | 6,057 SH | |
| EVERSOURCE ENERGY | COM | $287K | 0.1% | 4,618 SH | |
| FIRST TR VALUE LINE DIVID IN | SHS | $248K | 0.1% | 5,554 SH | |
| GOLDMAN SACHS GROUP INC | COM | $344K | 0.1% | 629 SH | |
| HERSHEY CO | COM | $868K | 0.3% | 5,078 SH | |
| HOME DEPOT INC | COM | $409K | 0.1% | 1,117 SH | |
| IDEXX LABS INC | COM | $706K | 0.2% | 1,682 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $223K | 0.1% | 1,157 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $618K | 0.2% | 16,335 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $31.5M | 11.1% | 67,281 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $23.7M | 8.3% | 506,460 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $325K | 0.1% | 3,173 SH | |
| ISHARES TR | ISHARES BIOTECH | $204K | 0.1% | 1,593 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $665K | 0.2% | 1,841 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $565K | 0.2% | 3,001 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $626K | 0.2% | 6,743 SH | |
| ISHARES TR | S&P 500 VAL ETF | $584K | 0.2% | 3,062 SH | |
| ISHARES TR | S&P MC 400VL ETF | $2.4M | 0.8% | 19,789 SH | |
| ISHARES TR | SP SMCP600VL ETF | $6.6M | 2.3% | 67,658 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.4% | 6,393 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.4% | 4,974 SH | |
| MCDONALDS CORP | COM | $1.9M | 0.7% | 6,213 SH | |
| META PLATFORMS INC | CL A | $14.8M | 5.2% | 25,702 SH | |
| MICROSOFT CORP | COM | $11.8M | 4.1% | 31,393 SH | |
| MICROSTRATEGY INC | CL A NEW | $1.1M | 0.4% | 3,718 SH | |
| NETFLIX INC | COM | $1.3M | 0.5% | 1,422 SH | |
| NORTHROP GRUMMAN CORP | COM | $3.7M | 1.3% | 7,143 SH | |
| NVIDIA CORPORATION | COM | $8.9M | 3.1% | 81,851 SH | |
| ONEOK INC NEW | COM | $4.7M | 1.7% | 47,653 SH | |
| PACER FDS TR | US CASH COWS 100 | $7.8M | 2.7% | 141,961 SH | |
| PACER FDS TR | US SMALL CAP CAS | $677K | 0.2% | 18,051 SH | |
| PALO ALTO NETWORKS INC | COM | $2.5M | 0.9% | 14,940 SH | |
| PEPSICO INC | COM | $2.1M | 0.7% | 14,133 SH | |
| PERMA-FIX ENVIRONMENTAL SVCS | COM NEW | $124K | 0.0% | 17,005 SH | |
| PFIZER INC | COM | $252K | 0.1% | 9,944 SH | |
| PROCTER AND GAMBLE CO | COM | $387K | 0.1% | 2,271 SH | |
| PRUDENTIAL FINL INC | COM | $1.3M | 0.4% | 11,228 SH | |
| RTX CORPORATION | COM | $250K | 0.1% | 1,884 SH | |
| SALESFORCE INC | COM | $986K | 0.3% | 3,673 SH | |
| SELECT SECTOR SPDR TR | INDL | $265K | 0.1% | 2,020 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $735K | 0.3% | 3,724 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $488K | 0.2% | 3,341 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $626K | 0.2% | 3,031 SH | |
| SHAKE SHACK INC | CL A | $227K | 0.1% | 2,573 SH | |
| SPDR GOLD TR | GOLD SHS | $6.7M | 2.4% | 23,397 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $10.6M | 3.7% | 18,981 SH | |
| SPDR SER TR | SPDR S&P 500 ETF | $1.7M | 0.6% | 36,909 SH | |
| STRYKER CORPORATION | COM | $1.8M | 0.6% | 4,836 SH | |
| TESLA INC | COM | $1.0M | 0.4% | 3,970 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $4.9M | 1.7% | 9,884 SH | |
| UNION PAC CORP | COM | $1.1M | 0.4% | 4,665 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $351K | 0.1% | 1,905 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $214K | 0.1% | 577 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $27.1M | 9.5% | 52,733 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $563K | 0.2% | 2,049 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.9M | 1.7% | 25,150 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $495K | 0.2% | 7,978 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $6.9M | 2.4% | 53,329 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $812K | 0.3% | 1,674 SH | |
| VISA INC | COM CL A | $5.3M | 1.9% | 15,251 SH | |
| WISDOMTREE TR | CLOUD COMPUTNG | $315K | 0.1% | 9,701 SH | |
| WISDOMTREE TR | US MIDCAP FUND | $673K | 0.2% | 11,299 SH | |
| WISDOMTREE TR | US SMALLCAP FUND | $706K | 0.2% | 14,460 SH | |
| YUM BRANDS INC | COM | $374K | 0.1% | 2,374 SH |
| 13F-HR |
| 0001172661-25-004542 |
| $343.7M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003014 | $350.0M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003095 | $318.2M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001546 | $319.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001598 | $284.6M | View |