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CIK 0002080427 • 3 13F filings • Feb 13, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $375K | 0.2% | 1,478 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $460K | 0.3% | 14,204 SH | |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $6.2M | 4.0% | 123,585 SH | |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $680K | 0.4% | 17,081 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $4.7M | 3.0% | 93,712 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $5.3M | 3.4% | 47,022 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $4.4M | 2.8% | 79,824 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $1.3M | 0.9% | 37,488 SH | |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $2.7M | 1.7% | 20,950 SH | |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $2.0M | 1.3% | 40,534 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.4M | 2.2% | 23,460 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $2.2M | 1.4% | 29,102 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $2.4M | 1.5% | 31,301 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $8.0M | 5.2% | 13,781 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.1M | 1.4% | 25,944 SH | |
| ISHARES TR | CORE S&P MCP ETF | $8.6M | 5.6% | 127,731 SH | |
| ISHARES TR | CORE S&P SCP ETF | $5.8M | 3.8% | 46,604 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 3.7% | 8,801 SH | |
| ISHARES TR | HDG MSCI EAFE | $11.1M | 7.2% | 261,821 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $2.1M | 1.4% | 40,590 SH | |
| ISHARES TR | MSCI INTL QUALTY | $357K | 0.2% | 7,724 SH | |
| ISHARES TR | RUS TP200 GR ETF | $2.1M | 1.4% | 8,630 SH | |
| ISHARES TR | S&P 500 VAL ETF | $230K | 0.1% | 1,087 SH | |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $2.9M | 1.9% | 71,955 SH | |
| LEGG MASON ETF INVT | FRANKLIN US LOW | $2.9M | 1.9% | 68,552 SH | |
| MICROSOFT CORP | COM | $237K | 0.2% | 639 SH | |
| NVIDIA CORPORATION | COM | $611K | 0.4% | 3,504 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $4.3M | 2.8% | 42,487 SH | |
| PNC FINL SVCS GROUP INC | COM | $1.6M | 1.0% | 7,769 SH | |
| PROSHARES TR | S&P MDCP 400 DIV | $862K | 0.6% | 9,981 SH | |
| RBB FD INC | US TREAS 3 YR NT | $201K | 0.1% | 4,065 SH | |
| RBB FD INC | US TREASRY 12 MT | $329K | 0.2% | 6,562 SH | |
| RBB FD INC | US TREASY 2 YR | $242K | 0.2% | 5,004 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $6.4M | 4.2% | 168,281 SH | |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.7M | 1.1% | 53,955 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $953K | 0.6% | 38,503 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.4M | 1.5% | 77,367 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $249K | 0.2% | 9,693 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $631K | 0.4% | 15,973 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $13.3M | 8.7% | 456,060 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $22.5M | 14.6% | 34,583 SH | |
| TESLA INC | COM | $450K | 0.3% | 1,211 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $2.1M | 1.3% | 72,283 SH | |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $342K | 0.2% | 15,083 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $699K | 0.5% | 12,936 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 1.2% | 28,212 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $327K | 0.2% | 2,211 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.2M | 0.8% | 13,857 SH | |
| WISDOMTREE TR | ITL HDG QTLY DIV | $1.6M | 1.0% | 33,143 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $933K | 0.6% | 10,616 SH |
| 13F-HR |
| 0001986152-26-000074 |
| $154.2M |
| View |