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CIK 0001766005 • 6 13F filings • May 7, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $433K | 0.1%Prev: 0.1% | 3,458 SH | Decreased |
| ABBVIE INC | COM | $814K | 0.2%Prev: 0.2% | 3,562 SH | Decreased+9 SH |
| ALLSTATE CORP | COM | $208K | 0.0%Prev: 0.1% | 1,000 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $229K | 0.1% | 733 SH | New |
| ALPHABET INC | CAP STK CL C | $537K | 0.1%Prev: 0.1% | 1,712 SH | Increased+135 SH |
| AMAZON COM INC | COM | $11.0M | 2.5%Prev: 2.6% | 47,764 SH | Increased-88 SH |
| AMERICAN EXPRESS CO | COM | $472K | 0.1%Prev: 0.1% | 1,277 SH | Increased |
| APPLE INC | COM | $2.8M | 0.7%Prev: 0.7% | 10,427 SH | Increased-167 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $443K | 0.1%Prev: 0.1% | 414 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $557K | 0.1%Prev: 0.2% | 1,109 SH | Decreased-326 SH |
| COSTCO WHSL CORP NEW | COM | $428K | 0.1%Prev: 0.1% | 496 SH | Decreased-45 SH |
| ELI LILLY & CO | COM | $867K | 0.2%Prev: 0.1% | 807 SH | Increased+61 SH |
| ENSIGN GROUP INC | COM | $249K | 0.1%Prev: 0.1% | 1,428 SH | Increased |
| EXXON MOBIL CORP | COM | $1.5M | 0.3%Prev: 0.2% | 12,092 SH | Increased+5,626 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $60.5M | 13.9%Prev: 12.2% | 1,314,388 SH | Increased+240,988 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $11.1M | 2.5%Prev: 2.8% | 217,750 SH | Decreased-16,497 SH |
| GLOBAL X FDS | X EMERGING MKT | $50.7M | 11.6%Prev: 10.5% | 2,112,367 SH | Increased+312,746 SH |
| GOLDMAN SACHS GROUP INC | COM | $339K | 0.1%Prev: 0.1% | 386 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $238K | 0.1% | 421 SH | New |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | $345K | 0.1%Prev: 0.1% | 18,523 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $25.5M | 5.8%Prev: 6.2% | 41,480 SH | Increased-960 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $10.6M | 2.4%Prev: 2.3% | 105,614 SH | Increased+12,636 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.3M | 0.3% | 30,548 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $40.2M | 9.2%Prev: 8.4% | 418,241 SH | Increased+63,340 SH |
| ISHARES TR | CORE INTL AGGR | $39.7M | 9.1%Prev: 8.5% | 793,484 SH | Increased+117,581 SH |
| ISHARES TR | CORE MSCI EAFE | $222K | 0.1% | 2,486 SH | New |
| ISHARES TR | CORE MSCI INTL | $28.7M | 6.6%Prev: 5.1% | 347,466 SH | Increased+87,006 SH |
| ISHARES TR | CORE S&P TTL STK | $360K | 0.1%Prev: 0.1% | 2,421 SH | Increased-43 SH |
| ISHARES TR | CORE S&P US VLU | $582K | 0.1%Prev: 0.1% | 5,673 SH | Increased+96 SH |
| ISHARES TR | CORE S&P500 ETF | $520K | 0.1%Prev: 0.1% | 759 SH | Increased+181 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.9M | 0.4%Prev: 0.4% | 19,522 SH | Increased+1,713 SH |
| ISHARES TR | MSCI USA MMENTM | $17.3M | 4.0%Prev: 4.6% | 69,312 SH | Decreased-4,486 SH |
| ISHARES TR | RUS 1000 ETF | $226K | 0.1%Prev: 0.1% | 605 SH | Increased |
| ISHARES TR | U.S. FINLS ETF | $310K | 0.1%Prev: 0.1% | 2,408 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $746K | 0.2%Prev: 0.2% | 3,736 SH | Increased-15 SH |
| ISHARES TR | US TREAS BD ETF | $309K | 0.1%Prev: 0.1% | 13,431 SH | Decreased |
| JOHNSON & JOHNSON | COM | $255K | 0.1%Prev: 0.1% | 1,231 SH | Increased-115 SH |
| JPMORGAN CHASE & CO. | COM | $851K | 0.2%Prev: 0.2% | 2,642 SH | Increased+69 SH |
| META PLATFORMS INC | CL A | $204K | 0.0%Prev: 0.1% | 309 SH | Decreased+3 SH |
| MICROCHIP TECHNOLOGY INC. | NOTE 1.625% 2/1 | $17K | 0.0% | 10,000 SH | New |
| MICROSOFT CORP | COM | $9.3M | 2.1%Prev: 2.5% | 19,293 SH | Decreased-547 SH |
| NORFOLK SOUTHN CORP | COM | $300K | 0.1%Prev: 0.2% | 1,039 SH | Decreased-1,677 SH |
| NVIDIA CORPORATION | COM | $680K | 0.2%Prev: 0.1% | 3,646 SH | Increased+385 SH |
| ORACLE CORP | COM | $310K | 0.1%Prev: 0.1% | 1,593 SH | Decreased-208 SH |
| PACER FDS TR | US CASH COWS 100 | $1.3M | 0.3%Prev: 4.2% | 21,522 SH | Decreased-277,539 SH |
| PALO ALTO NETWORKS INC | COM | $665K | 0.2%Prev: 0.2% | 3,612 SH | Decreased |
| PIMCO ETF TR | ACTIVE BD ETF | $2.2M | 0.5%Prev: 0.8% | 23,970 SH | Decreased-9,331 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $221K | 0.1%Prev: 0.1% | 6,754 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $260K | 0.1%Prev: 0.1% | 10,822 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.1M | 0.2%Prev: 0.2% | 32,584 SH | Increased+6,980 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $459K | 0.1%Prev: 0.1% | 15,518 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $9.5M | 2.2% | 122,448 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $16.1M | 3.7% | 359,154 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $27.4M | 6.3% | 500,022 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $10.6M | 2.4% | 68,793 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $7.8M | 1.8% | 182,924 SH | New |
| SPDR GOLD TR | GOLD SHS | $324K | 0.1%Prev: 0.1% | 818 SH | Increased+84 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $213K | 0.0%Prev: 0.1% | 313 SH | Decreased-8 SH |
| TESLA INC | COM | $1.0M | 0.2%Prev: 0.4% | 2,257 SH | Decreased-1,056 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $483K | 0.1%Prev: 0.1% | 991 SH | Increased+119 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $267K | 0.1%Prev: 0.1% | 1,503 SH | Increased+93 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $20.3M | 4.7%Prev: 5.7% | 69,837 SH | Decreased-9,562 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $571K | 0.1% | 911 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $228K | 0.1%Prev: 0.1% | 1,075 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $635K | 0.1%Prev: 0.1% | 1,893 SH | Increased+1,044 SH |
| VANGUARD INDEX FDS | VALUE ETF | $425K | 0.1%Prev: 0.1% | 2,225 SH | Increased+172 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.7M | 1.8% | 143,195 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $356K | 0.1%Prev: 0.1% | 5,692 SH | Increased+1,280 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $317K | 0.1%Prev: 0.1% | 1,100 SH | Increased-15 SH |
| VISA INC | COM CL A | $484K | 0.1%Prev: 0.1% | 1,381 SH | Increased |
| WABTEC | COM | $228K | 0.1%Prev: 0.1% | 1,068 SH | Increased |
| WALMART INC | COM | $263K | 0.1%Prev: 0.1% | 2,360 SH | Increased-19 SH |
| WELLS FARGO CO NEW | COM | $211K | 0.0% | 2,269 SH | New |
| 13F-HR |
| 0001986152-26-000129 |
| $516.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001986152-25-000063 | $0K | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000081 | $459.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001986152-25-000042 | $213.6M | View |