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CIK 0002009646 • 2 13F filings • Apr 14, 2025 – Jul 25, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $261K | 0.2%Prev: 0.2% | 1,715 SH | Decreased-482 SH |
| ABBVIE INC | COM | $543K | 0.5%Prev: 0.4% | 2,923 SH | Decreased-363 SH |
| ADAMS DIVERSIFIED EQUITY FD | COM | $3.2M | 2.8%Prev: 2.1% | 149,363 SH | Decreased-31,907 SH |
| ALPHABET INC | CAP STK CL C | $647K | 0.6%Prev: 0.4% | 3,648 SH | Increased-377 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $886K | 0.8%Prev: 0.8% | 9,728 SH | Decreased-5,632 SH |
| APPLE INC | COM | $663K | 0.6%Prev: 0.9% | 3,230 SH | Decreased-3,193 SH |
| ARK ETF TR | NEXT GNRTN INTER | $5.9M | 5.1%Prev: 7.6% | 39,852 SH | Decreased-89,545 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.4M | 4.6%Prev: 3.8% | 11,048 SH | Decreased-250 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.5M | 1.3%Prev: 8.1% | 27,992 SH | Decreased-221,248 SH |
| BOSTON SCIENTIFIC CORP | COM | $240K | 0.2%Prev: 0.2% | 2,231 SH | Decreased-749 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.8M | 1.6%Prev: 0.8% | 80,988 SH | Increased+22,800 SH |
| CISCO SYS INC | COM | $389K | 0.3%Prev: 0.2% | 5,600 SH | Increased+730 SH |
| DAVIS FUNDAMENTAL ETF TR | SELECT US EQTY | $7.7M | 6.7%Prev: 3.3% | 166,315 SH | Increased+42,325 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.1M | 0.9%Prev: 0.6% | 34,400 SH | Increased+4,100 SH |
| FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | $1.1M | 0.9%Prev: 0.7% | 39,775 SH | Decreased-2,450 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $7.5M | 6.5% | 218,695 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $972K | 0.8% | 8,459 SH | New |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $684K | 0.6%Prev: 0.4% | 7,531 SH | Decreased-300 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $961K | 0.8%Prev: 0.3% | 19,500 SH | Increased+9,800 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $989K | 0.9% | 23,612 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $4.9M | 4.3%Prev: 2.2% | 139,377 SH | Increased+34,405 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $2.1M | 1.8%Prev: 1.2% | 21,661 SH | Increased+831 SH |
| ISHARES TR | CORE 1 5 YR USD | $297K | 0.3%Prev: 0.2% | 6,115 SH | Increased |
| ISHARES TR | CORE DIV GRWTH | $903K | 0.8%Prev: 0.8% | 14,128 SH | Decreased-7,120 SH |
| ISHARES TR | CORE S&P500 ETF | $482K | 0.4%Prev: 0.3% | 776 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $670K | 0.6%Prev: 0.4% | 6,088 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $400K | 0.3%Prev: 0.3% | 2,045 SH | Decreased-462 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $2.1M | 1.8%Prev: 1.4% | 32,577 SH | Decreased-1,936 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.1M | 0.9%Prev: 0.3% | 20,946 SH | Increased+11,566 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $205K | 0.2% | 3,353 SH | New |
| MICROSOFT CORP | COM | $246K | 0.2%Prev: 0.6% | 494 SH | Decreased-1,960 SH |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $1.6M | 1.4%Prev: 0.5% | 37,665 SH | Increased+12,640 SH |
| NVIDIA CORPORATION | COM | $203K | 0.2%Prev: 0.5% | 1,284 SH | Decreased-5,748 SH |
| PGIM ETF TR | AAA CLO ETF | $803K | 0.7%Prev: 0.7% | 15,610 SH | Decreased-7,385 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $6.2M | 5.3%Prev: 2.9% | 123,100 SH | Increased+29,100 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $2.5M | 2.2%Prev: 1.8% | 76,863 SH | Decreased-18,668 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 1.2%Prev: 0.9% | 2,242 SH | Decreased-310 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $328K | 0.3% | 3,580 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | $3.4M | 2.9% | 33,732 SH | New |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | $313K | 0.3% | 12,000 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.3M | 1.1% | 17,655 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $788K | 0.7% | 30,774 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $28.8M | 24.9% | 395,949 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $3.6M | 3.1% | 37,594 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.6M | 1.4% | 30,077 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $575K | 0.5%Prev: 0.4% | 16,300 SH | Increased-1,500 SH |
| TESLA INC | COM | $320K | 0.3%Prev: 0.2% | 1,006 SH | Increased-98 SH |
| TRI CONTL CORP | COM | $240K | 0.2%Prev: 0.2% | 7,577 SH | Decreased-1,549 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $349K | 0.3%Prev: 0.3% | 614 SH | Decreased-352 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 2.6%Prev: 1.8% | 9,951 SH | Increased-787 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $511K | 0.4%Prev: 0.3% | 2,495 SH | Increased |
| WISDOMTREE TR | INTL QULTY DIV | $1.4M | 1.2%Prev: 0.9% | 36,300 SH | Decreased-6,250 SH |
| WISDOMTREE TR | ITL HIGH DIV FD | $449K | 0.4% | 9,700 SH | New |