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CIK 0002106233 • 1 13F filing • Jan 26, 2026 – Jan 26, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $789K | 0.7% | 3,452 SH | |
| AFLAC INC | COM | $653K | 0.6% | 5,926 SH | |
| ALLSTATE CORP | COM | $527K | 0.5% | 2,530 SH | |
| ALPHABET INC | CAP STK CL A | $2.9M | 2.5% | 9,109 SH | |
| AMAZON COM INC | COM | $1.4M | 1.2% | 5,934 SH | |
| AMERICAN BEACON SELECT FUNDS | AHL TREND ETF | $1.2M | 1.0% | 46,018 SH | |
| AMERICAN BEACON SELECT FUNDS | GLG NATURAL RESO | $807K | 0.7% | 18,308 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $3.8M | 3.2% | 49,006 SH | |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $4.1M | 3.5% | 81,546 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.9M | 1.6% | 20,276 SH | |
| AMERICAN CENTY ETF TR | LARGE CAP EQUITY | $3.4M | 3.0% | 43,954 SH | |
| AMERICAN TOWER CORP NEW | COM | $258K | 0.2% | 1,472 SH | |
| AMERIPRISE FINL INC | COM | $404K | 0.3% | 825 SH | |
| APPLE INC | COM | $2.9M | 2.5% | 10,711 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $636K | 0.5% | 6,917 SH | |
| AT&T INC | COM | $774K | 0.7% | 31,143 SH | |
| BARON ETF TR | TECHNOLOGY ETF | $509K | 0.4% | 20,246 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $571K | 0.5% | 1,136 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $483K | 0.4% | 8,955 SH | |
| BROADCOM INC | COM | $433K | 0.4% | 1,250 SH | |
| CHUBB LIMITED | COM | $386K | 0.3% | 1,236 SH | |
| CITIGROUP INC | COM NEW | $872K | 0.7% | 7,476 SH | |
| COCA COLA CO | COM | $665K | 0.6% | 9,508 SH | |
| CONSTELLATION ENERGY CORP | COM | $892K | 0.8% | 2,525 SH | |
| CORNING INC | COM | $872K | 0.7% | 9,962 SH | |
| COSTCO WHSL CORP NEW | COM | $532K | 0.5% | 617 SH | |
| CRANE COMPANY | COMMON STOCK | $512K | 0.4% | 2,776 SH | |
| CSX CORP | COM | $301K | 0.3% | 8,310 SH | |
| DANAHER CORPORATION | COM | $635K | 0.5% | 2,775 SH | |
| DELL TECHNOLOGIES INC | CL C | $763K | 0.7% | 6,065 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $1.9M | 1.6% | 56,390 SH | |
| DISNEY WALT CO | COM | $218K | 0.2% | 1,915 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $630K | 0.5% | 5,379 SH | |
| EA SERIES TRUST | ASTORIA US EQUAL | $728K | 0.6% | 20,636 SH | |
| EA SERIES TRUST | STOCKSNIPS AI PO | $1.0M | 0.9% | 37,139 SH | |
| EA SERIES TRUST | WHITEWOLF PUBLIC | $3.5M | 3.0% | 120,677 SH | |
| EDISON INTL | COM | $559K | 0.5% | 9,316 SH | |
| ELI LILLY & CO | COM | $1.1M | 0.9% | 980 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $171K | 0.1% | 10,392 SH | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.4M | 1.2% | 27,033 SH | |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $2.2M | 1.9% | 108,238 SH | |
| FIRST TR EXCHANGE TRADED FD | INTL DEV STRNGTH | $3.0M | 2.6% | 75,792 SH | |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | $1.4M | 1.2% | 14,856 SH | |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $2.3M | 2.0% | 24,013 SH | |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $5.0M | 4.3% | 46,091 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $672K | 0.6% | 16,163 SH | |
| GE AEROSPACE | COM NEW | $831K | 0.7% | 2,698 SH | |
| GILEAD SCIENCES INC | COM | $715K | 0.6% | 5,826 SH | |
| GOLDMAN SACHS GROUP INC | COM | $490K | 0.4% | 558 SH | |
| HF SINCLAIR CORP | COM | $672K | 0.6% | 14,589 SH | |
| HOLOGIC INC | COM | $686K | 0.6% | 9,206 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $201K | 0.2% | 680 SH | |
| INTERNATIONAL PAPER CO | COM | $312K | 0.3% | 7,932 SH | |
| INVESTMENT MANAGERS SER TR I | ASTORIA REAL | $1.1M | 0.9% | 57,454 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.1M | 1.0% | 22,842 SH | |
| ISHARES INC | CORE MSCI EMKT | $610K | 0.5% | 9,078 SH | |
| ISHARES INC | MSCI MEXICO ETF | $1.2M | 1.0% | 17,582 SH | |
| ISHARES TR | CORE MSCI EAFE | $735K | 0.6% | 8,213 SH | |
| ISHARES TR | MBS ETF | $369K | 0.3% | 3,874 SH | |
| ISHARES TR | USD INV GRDE ETF | $228K | 0.2% | 4,395 SH | |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $1.3M | 1.1% | 15,928 SH | |
| JPMORGAN CHASE & CO. | COM | $1.7M | 1.4% | 5,179 SH | |
| KODIAK GAS SVCS INC | COM | $408K | 0.4% | 10,908 SH | |
| LAM RESEARCH CORP | COM NEW | $669K | 0.6% | 3,911 SH | |
| LAS VEGAS SANDS CORP | COM | $750K | 0.6% | 11,522 SH | |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.9% | 2,176 SH | |
| LYFT INC | CL A COM | $780K | 0.7% | 40,245 SH | |
| MARSH & MCLENNAN COS INC | COM | $225K | 0.2% | 1,210 SH | |
| MCDONALDS CORP | COM | $531K | 0.5% | 1,736 SH | |
| MEDTRONIC PLC | SHS | $443K | 0.4% | 4,607 SH | |
| MERCK & CO INC | COM | $451K | 0.4% | 4,286 SH | |
| META PLATFORMS INC | CL A | $839K | 0.7% | 1,271 SH | |
| MICROSOFT CORP | COM | $3.1M | 2.7% | 6,460 SH | |
| MORGAN STANLEY INDIA INVT FD | COM | $717K | 0.6% | 28,717 SH | |
| MOSAIC CO NEW | COM | $471K | 0.4% | 19,539 SH | |
| NATERA INC | COM | $554K | 0.5% | 2,420 SH | |
| NATIONAL FUEL GAS CO | COM | $556K | 0.5% | 6,947 SH | |
| NETFLIX INC | COM | $603K | 0.5% | 6,430 SH | |
| NEXTERA ENERGY INC | COM | $463K | 0.4% | 5,769 SH | |
| NICE LTD | SPONSORED ADR | $411K | 0.4% | 3,634 SH | |
| NIKE INC | CL B | $380K | 0.3% | 5,968 SH | |
| NORTHROP GRUMMAN CORP | COM | $524K | 0.5% | 919 SH | |
| NVIDIA CORPORATION | COM | $1.9M | 1.7% | 10,341 SH | |
| OMNICOM GROUP INC | COM | $434K | 0.4% | 5,371 SH | |
| OREILLY AUTOMOTIVE INC | COM | $821K | 0.7% | 9,006 SH | |
| PACER FDS TR | US CASH COWS 100 | $1.7M | 1.4% | 27,876 SH | |
| PALO ALTO NETWORKS INC | COM | $591K | 0.5% | 3,208 SH | |
| PARKER-HANNIFIN CORP | COM | $506K | 0.4% | 576 SH | |
| PFIZER INC | COM | $363K | 0.3% | 14,569 SH | |
| REPUBLIC SVCS INC | COM | $498K | 0.4% | 2,348 SH | |
| RTX CORPORATION | COM | $1.1M | 1.0% | 6,178 SH | |
| SALESFORCE INC | COM | $743K | 0.6% | 2,805 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $203K | 0.2% | 7,561 SH | |
| SPDR GOLD TR | GOLD SHS | $1.6M | 1.3% | 3,930 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.5% | 2,600 SH | |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | $431K | 0.4% | 18,115 SH | |
| STRATEGIC TRUST | RUNNING GWTH ETF | $1.7M | 1.4% | 49,752 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $439K | 0.4% | 14,997 SH | |
| TALEN ENERGY CORP | COM | $934K | 0.8% | 2,492 SH | |
| TESLA INC | COM | $341K | 0.3% | 759 SH | |
| THE CIGNA GROUP | COM | $371K | 0.3% | 1,349 SH | |
| TIDAL TRUST I | UNLIMITED HFND | $1.7M | 1.4% | 73,970 SH | |
| TJX COS INC NEW | COM | $1.1M | 0.9% | 6,973 SH | |
| UNIFIED SER TR | BALLAST SMLMD CP | $1.1M | 0.9% | 24,748 SH | |
| UNILEVER PLC | SPON ADR NEW | $593K | 0.5% | 9,072 SH | |
| UNITEDHEALTH GROUP INC | COM | $363K | 0.3% | 1,099 SH | |
| UNIVERSAL INS HLDGS INC | COM | $1.7M | 1.5% | 51,636 SH | |
| UNUM GROUP | COM | $630K | 0.5% | 8,131 SH | |
| VALE S A | SPONSORED ADS | $738K | 0.6% | 56,658 SH | |
| VANECK ETF TRUST | RARE EARTH AND S | $758K | 0.7% | 10,253 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $759K | 0.7% | 1,556 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $446K | 0.4% | 1,538 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $375K | 0.3% | 598 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $288K | 0.2% | 1,506 SH | |
| VICTORY PORTFOLIOS II | USAA MSCI USA SM | $1.5M | 1.3% | 16,837 SH | |
| VISTRA CORP | COM | $683K | 0.6% | 4,232 SH | |
| ZSCALER INC | COM | $525K | 0.5% | 2,335 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Jan 26, 2026 | Q4 2025 | 13F-HR | 0001725547-26-000049 | $116.4M | View |