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CIK 0001909664 • 6 13F filings • Apr 11, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $245K | 0.2%Prev: 0.2% | 1,071 SH | Increased+46 SH |
| ALPHABET INC | CAP STK CL A | $2.9M | 2.3%Prev: 2.0% | 9,116 SH | Increased-322 SH |
| ALPHABET INC | CAP STK CL C | $774K | 0.6%Prev: 0.5% | 2,467 SH | Increased+35 SH |
| AMAZON COM INC | COM | $1.9M | 1.6%Prev: 1.6% | 8,354 SH | Increased+42 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $593K | 0.5%Prev: 0.5% | 5,816 SH | Increased+36 SH |
| APPLE INC | COM | $1.7M | 1.4%Prev: 1.3% | 6,073 SH | Increased-74 SH |
| BANK AMERICA CORP | COM | $1.2M | 1.0%Prev: 0.9% | 21,080 SH | Increased-347 SH |
| BLOCK INC | CL A | $263K | 0.2%Prev: 0.2% | 4,038 SH | Decreased+24 SH |
| BOEING CO | COM | $2.5M | 2.1%Prev: 2.1% | 11,564 SH | Increased+65 SH |
| ELI LILLY & CO | COM | $1.6M | 1.3%Prev: 1.0% | 1,501 SH | Increased-49 SH |
| EXXON MOBIL CORP | COM | $1.8M | 1.5%Prev: 1.8% | 14,857 SH | Decreased-3,682 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.7M | 1.4%Prev: 1.4% | 24,029 SH | Increased+240 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $671K | 0.6%Prev: 0.6% | 17,507 SH | Decreased-594 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $4.8M | 4.0%Prev: 4.1% | 134,928 SH | Increased-2,704 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $212K | 0.2%Prev: 0.2% | 6,504 SH | Increased-160 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $1.0M | 0.8%Prev: 0.8% | 24,364 SH | Increased+35 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $497K | 0.4%Prev: 0.4% | 9,720 SH | Increased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.6M | 1.3%Prev: 1.3% | 30,243 SH | Increased+348 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQUIT | $11.0M | 9.1%Prev: 0.3% | 324,694 SH | Increased+315,004 SH |
| FORD MTR CO | COM | $186K | 0.2%Prev: 0.2% | 14,202 SH | Decreased-3,312 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $220K | 0.2%Prev: 0.2% | 765 SH | Increased-11 SH |
| HOME DEPOT INC | COM | $376K | 0.3%Prev: 0.4% | 1,094 SH | Decreased+35 SH |
| INNOVATOR ETFS TRUST | EMERGING MRKT 10 | $454K | 0.4% | 15,818 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRE | $1.3M | 1.1% | 59,641 SH | New |
| INNOVATOR ETFS TRUST | INTL DVLPD 10 BU | $649K | 0.5%Prev: 0.2% | 22,191 SH | Increased+13,191 SH |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $228K | 0.2% | 7,784 SH | New |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $11.9M | 9.8%Prev: 18.1% | 364,329 SH | Decreased-302,503 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $598K | 0.5%Prev: 0.5% | 14,370 SH | Increased-4 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.5M | 1.2%Prev: 1.2% | 29,338 SH | Increased+1,192 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $726K | 0.6%Prev: 0.6% | 2,869 SH | Decreased-93 SH |
| INVESCO QQQ TR | UNIT SER 1 | $685K | 0.6%Prev: 0.6% | 1,115 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $2.7M | 2.3%Prev: 2.3% | 41,655 SH | Increased+238 SH |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 1.3%Prev: 1.2% | 2,230 SH | Increased+67 SH |
| ISHARES TR | MRGSTR MD CP ETF | $1.3M | 1.1%Prev: 1.1% | 16,266 SH | Increased+238 SH |
| ISHARES TR | MSCI EAFE ETF | $16.7M | 13.8%Prev: 13.8% | 174,384 SH | Increased+205 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 1.0%Prev: 1.0% | 4,905 SH | Increased+28 SH |
| JOHNSON & JOHNSON | COM | $4.3M | 3.6%Prev: 3.3% | 20,941 SH | Increased+91 SH |
| JPMORGAN CHASE & CO. | COM | $711K | 0.6%Prev: 0.6% | 2,208 SH | Increased+6 SH |
| LOWES COS INC | COM | $814K | 0.7%Prev: 0.7% | 3,376 SH | Decreased+6 SH |
| MARRIOTT INTL INC NEW | CL A | $711K | 0.6%Prev: 0.5% | 2,293 SH | Increased-27 SH |
| MASTERCARD INCORPORATED | CL A | $283K | 0.2%Prev: 0.2% | 495 SH | Increased+4 SH |
| MEDTRONIC PLC | SHS | $830K | 0.7%Prev: 0.7% | 8,637 SH | Decreased-134 SH |
| META PLATFORMS INC | CL A | $3.7M | 3.0%Prev: 3.4% | 5,544 SH | Decreased+128 SH |
| MICROSOFT CORP | COM | $1.6M | 1.3%Prev: 1.4% | 3,338 SH | Decreased+53 SH |
| MORGAN STANLEY | COM NEW | $243K | 0.2%Prev: 0.2% | 1,369 SH | Increased+2 SH |
| NETFLIX INC | COM | $2.1M | 1.7%Prev: 2.3% | 22,160 SH | Decreased+19,953 SH |
| NEXTERA ENERGY INC | COM | $432K | 0.4%Prev: 0.3% | 5,379 SH | Increased-66 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.8%Prev: 1.9% | 11,464 SH | Decreased-490 SH |
| PAYCHEX INC | COM | $475K | 0.4%Prev: 0.4% | 4,234 SH | Decreased+150 SH |
| PAYPAL HLDGS INC | COM | $579K | 0.5%Prev: 0.6% | 9,924 SH | Decreased+134 SH |
| PROSHARES TR | NASDAQ 100 HIGH | $247K | 0.2%Prev: 0.2% | 5,553 SH | Increased+3 SH |
| PROSHARES TR | S&P 500 HIGH INC | $1.5M | 1.3%Prev: 1.3% | 33,366 SH | Decreased-756 SH |
| QUALCOMM INC | COM | $625K | 0.5%Prev: 0.5% | 3,655 SH | Increased-24 SH |
| ROYAL CARIBBEAN GROUP | COM | $228K | 0.2%Prev: 0.2% | 818 SH | Decreased-25 SH |
| SHERWIN WILLIAMS CO | COM | $233K | 0.2%Prev: 0.2% | 719 SH | Decreased+5 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $314K | 0.3%Prev: 0.3% | 1,950 SH | Increased-160 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.5%Prev: 1.5% | 2,634 SH | Increased-14 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 2.2% | 32,778 SH | New |
| STRYKER CORPORATION | COM | $297K | 0.2%Prev: 0.3% | 844 SH | Decreased |
| TESLA INC | COM | $516K | 0.4%Prev: 0.4% | 1,147 SH | Increased+87 SH |
| UBER TECHNOLOGIES INC | COM | $285K | 0.2% | 3,489 SH | New |
| ULTRALIFE CORP | COM | $117K | 0.1%Prev: 0.1% | 20,443 SH | Decreased+2,462 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $962K | 0.8%Prev: 0.8% | 12,988 SH | Increased+203 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $203K | 0.2%Prev: 0.2% | 787 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.1M | 6.7%Prev: 6.7% | 24,253 SH | Increased+138 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $379K | 0.3%Prev: 0.3% | 7,048 SH | Decreased-193 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.4M | 1.9%Prev: 1.9% | 10,745 SH | Increased+140 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 1.2%Prev: 1.3% | 20,083 SH | Decreased-598 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $279K | 0.2%Prev: 0.2% | 709 SH | Decreased+1 SH |
| VANGUARD WORLD FD | INF TECH ETF | $258K | 0.2%Prev: 0.2% | 342 SH | Increased+25 SH |
| VERIZON COMMUNICATIONS INC | COM | $407K | 0.3%Prev: 0.3% | 9,994 SH | Increased+1,565 SH |
| WALMART INC | COM | $253K | 0.2%Prev: 0.2% | 2,271 SH | Increased |
| 13F-HR |
| 0001951757-26-001247 |
| $137.3M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000845 | $115.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000883 | $123.2M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000334 | $97.5M | View |