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CIK 0001686343 • 7 13F filings • May 12, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM U S LA | $374K | 0.4% | 14,260 SH | |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | $905K | 0.9% | 31,405 SH | |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $2.0M | 1.9% | 61,816 SH | |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | $8.0M | 7.7% | 268,085 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | $626K | 0.6% | 17,825 SH | |
| ALPHABET INC | CAP STK CL A | $213K | 0.2% | 1,378 SH | |
| ALPS ETF TR | ALERIAN MLP | $662K | 0.6% | 12,742 SH | |
| AMAZON COM INC | COM | $309K | 0.3% | 1,625 SH | |
| AMGEN INC | COM | $635K | 0.6% | 2,037 SH | |
| APPLE INC | COM | $2.7M | 2.6% | 12,084 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $363K | 0.3% | 7,187 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $8.4M | 8.0% | 177,581 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $3.5M | 3.3% | 67,157 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $2.9M | 2.8% | 91,533 SH | |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $277K | 0.3% | 6,289 SH | |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $271K | 0.3% | 10,261 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $525K | 0.5% | 14,723 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.8M | 1.7% | 46,480 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $8.4M | 8.0% | 209,271 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $3.4M | 3.3% | 108,294 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $695K | 0.7% | 22,519 SH | |
| INTEL CORP | COM | $307K | 0.3% | 13,503 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $622K | 0.6% | 3,591 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 2.2% | 4,907 SH | |
| ISHARES GOLD TR | ISHARES NEW | $4.5M | 4.3% | 75,989 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $4.0M | 3.9% | 40,123 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.7M | 1.6% | 27,661 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.6M | 2.5% | 34,330 SH | |
| ISHARES TR | ESG ADV TTL USD | $494K | 0.5% | 11,394 SH | |
| ISHARES TR | MSCI USA ESG SLC | $1.0M | 1.0% | 8,774 SH | |
| ISHARES TR | PFD AND INCM SEC | $242K | 0.2% | 7,870 SH | |
| ISHARES TR | TIPS BD ETF | $290K | 0.3% | 2,611 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $5.2M | 5.0% | 103,017 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.2M | 1.2% | 21,148 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $972K | 0.9% | 18,776 SH | |
| LINEAGE CELL THERAPEUTICS IN | COM | $224K | 0.2% | 495,996 SH | |
| META PLATFORMS INC | CL A | $1.4M | 1.4% | 2,475 SH | |
| MICROSOFT CORP | COM | $531K | 0.5% | 1,415 SH | |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $269K | 0.3% | 5,676 SH | |
| NVIDIA CORPORATION | COM | $260K | 0.2% | 2,398 SH | |
| ORACLE CORP | COM | $364K | 0.3% | 2,602 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $671K | 0.6% | 6,571 SH | |
| RBB FD INC | US TREAS 3 MNTH | $962K | 0.9% | 19,228 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $834K | 0.8% | 29,820 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $2.5M | 2.4% | 98,820 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.7M | 1.6% | 25,276 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $3.9M | 3.7% | 47,905 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $6.9M | 6.6% | 134,695 SH | |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $213K | 0.2% | 5,292 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $269K | 0.3% | 1,622 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $711K | 0.7% | 9,684 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.7M | 3.5% | 14,187 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 3.7% | 7,475 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 1.6% | 7,359 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $538K | 0.5% | 1,957 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $226K | 0.2% | 1,753 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $214K | 0.2% | 1,650 SH | |
| WORKDAY INC | CL A | $327K | 0.3% | 1,400 SH |
| 13F-HR |
| 0001754960-25-000718 |
| $118.6M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000658 | $136.0M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000510 | $109.8M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000343 | $121.5M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000289 | $104.5M | View |