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CIK 0002052904 • 6 13F filings • Apr 9, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | SHORT DURATION H | $614K | 0.5%Prev: 0.5% | 17,100 SH | Decreased |
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | $4.2M | 3.0%Prev: 3.0% | 82,424 SH | Increased+4,871 SH |
| AB ACTIVE ETFS INC | US LARGE CAP STR | $348K | 0.3%Prev: 0.3% | 4,475 SH | Increased |
| ALPHABET INC | CAP STK CL A | $252K | 0.2% | 806 SH | New |
| AMAZON COM INC | COM | $599K | 0.4%Prev: 0.4% | 2,593 SH | Increased+86 SH |
| AMERICAN EXPRESS CO | COM | $252K | 0.2%Prev: 0.2% | 681 SH | Increased+31 SH |
| APPLE INC | COM | $772K | 0.6%Prev: 0.5% | 2,840 SH | Increased+46 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $1.1M | 0.8%Prev: 0.9% | 15,468 SH | Decreased |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.2M | 0.9%Prev: 0.9% | 16,763 SH | Increased |
| FIRST TR EXCHANGE-TRADED FD | SHS | $4.3M | 3.1%Prev: 3.0% | 95,534 SH | Increased+5,706 SH |
| FIRST TR EXCHNG TRADED FD | FT VEST LADDERED | $9.1M | 6.7% | 266,958 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $4.4M | 3.2%Prev: 3.3% | 92,007 SH | Increased+1,421 SH |
| INVESCO EXCH TRADED FD TR | S&P500 LOW VOL | $916K | 0.7% | 12,824 SH | New |
| INVESCO EXCHANGE TRADED FD | DIVID ACHIEVEV | $334K | 0.2% | 6,485 SH | New |
| INVESCO EXCHANGE TRADED FD | DORSEY WRIGHT MO | $1.1M | 0.8% | 9,845 SH | New |
| INVESCO EXCHANGE TRADED FD | S&P 500 TOP 50 | $13.7M | 10.1% | 231,510 SH | New |
| INVESCO EXCHANGE TRADED FD | S&P500 EQL WGT | $6.7M | 4.9% | 35,222 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $2.3M | 1.7%Prev: 1.7% | 27,722 SH | Increased+200 SH |
| ISHARES TR | CORE HIGH DV ETF | $553K | 0.4%Prev: 0.4% | 4,550 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $4.6M | 3.4%Prev: 3.4% | 51,410 SH | Increased+1,174 SH |
| ISHARES TR | CORE S&P US GWT | $652K | 0.5%Prev: 0.5% | 3,885 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 2.5%Prev: 2.5% | 4,939 SH | Increased |
| ISHARES TR | CORE UNIVRSL USD | $220K | 0.2% | 4,728 SH | New |
| ISHARES TR | CORE US AGGBD ET | $649K | 0.5%Prev: 0.5% | 6,500 SH | Decreased |
| ISHARES TR | MSCI INTL VLU FT | $3.5M | 2.6%Prev: 2.4% | 91,900 SH | Increased+5,377 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.1M | 0.8%Prev: 0.8% | 11,558 SH | Decreased+100 SH |
| ISHARES TR | MSCI USA QLT FCT | $8.6M | 6.3%Prev: 6.4% | 43,448 SH | Increased+313 SH |
| ISHARES TR | MSCI USA VALUE | $273K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| ISHARES TR | S&P 100 ETF | $9.3M | 6.8%Prev: 6.7% | 26,981 SH | Increased+471 SH |
| ISHARES TR | SELECT DIVID ETF | $410K | 0.3%Prev: 0.3% | 2,908 SH | Increased+200 SH |
| JOHN HANCOCK EXCHANGE | MLTFCTR LRG CAP | $3.5M | 2.6% | 44,173 SH | New |
| JPMORGAN CHASE & CO. | COM | $326K | 0.2%Prev: 0.2% | 1,013 SH | Increased+88 SH |
| META PLATFORMS INC | CL A | $213K | 0.2%Prev: 0.2% | 323 SH | Decreased-82 SH |
| MICROSOFT CORP | COM | $2.0M | 1.4%Prev: 1.6% | 4,049 SH | Decreased+37 SH |
| MONDELEZ INTL INC | CL A | $279K | 0.2%Prev: 0.2% | 5,177 SH | Decreased+25 SH |
| NVIDIA CORPORATION | COM | $552K | 0.4%Prev: 0.4% | 2,959 SH | Increased+30 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $8.1M | 5.9%Prev: 5.8% | 80,402 SH | Increased+3,893 SH |
| PRINCIPAL EXCHANGE TRADED | US MEGA CP ETF | $2.3M | 1.7% | 33,438 SH | New |
| PROSHARES TR | S&P MDCP 400 DIV | $2.1M | 1.5%Prev: 1.5% | 24,681 SH | Increased+1,020 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.1M | 0.8% | 7,333 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $376K | 0.3% | 8,800 SH | New |
| SPDR GOLD TR | GOLD SHS | $304K | 0.2%Prev: 0.2% | 768 SH | Increased-25 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $267K | 0.2%Prev: 0.2% | 392 SH | Increased+4 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.8M | 1.3% | 22,272 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $238K | 0.2% | 12,461 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $4.8M | 3.5% | 118,606 SH | New |
| THE ALGER ETF TRUST | AI ENABLERS ADOP | $629K | 0.5% | 17,424 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $520K | 0.4%Prev: 0.4% | 6,593 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $455K | 0.3%Prev: 0.2% | 726 SH | Increased+205 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $231K | 0.2%Prev: 0.2% | 688 SH | Increased+59 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.6M | 7.1%Prev: 7.0% | 43,862 SH | Increased+925 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $264K | 0.2%Prev: 0.2% | 3,000 SH | Increased |
| WISDOMTREE TR | US QTLY DIV GRT | $7.5M | 5.5%Prev: 5.4% | 84,208 SH | Increased+4,897 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $3.6M | 2.6%Prev: 2.5% | 38,556 SH | Increased+2,440 SH |
| 13F-HR |
| 0001214659-26-009603 |
| $161.7M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010490 | $121.2M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004768 | $138.7M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005623 | $94.2M | View |