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CIK 0002013788 • 6 13F filings • Apr 30, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $359K | 0.3%Prev: 0.2% | 1,148 SH | Increased+88 SH |
| ALPHABET INC | CAP STK CL C | $234K | 0.2% | 747 SH | New |
| AMAZON COM INC | COM | $746K | 0.5%Prev: 0.5% | 3,232 SH | Increased+105 SH |
| APPLE INC | COM | $787K | 0.6%Prev: 0.5% | 2,893 SH | Increased+420 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $1.2M | 0.8% | 35,139 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $11.2M | 8.0%Prev: 7.6% | 183,577 SH | Increased+13,055 SH |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $798K | 0.6%Prev: 0.3% | 30,313 SH | Increased+16,226 SH |
| BROADCOM INC | COM | $424K | 0.3%Prev: 0.2% | 1,225 SH | Increased+238 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $11.2M | 8.0%Prev: 8.2% | 255,710 SH | Increased-5,202 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $11.6M | 8.3%Prev: 10.2% | 336,017 SH | Decreased-60,523 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.8M | 4.8%Prev: 3.9% | 152,766 SH | Increased+33,890 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $394K | 0.3%Prev: 0.3% | 17,420 SH | Increased+555 SH |
| COLUMBIA ETF TR II | EM CORE EX ETF | $250K | 0.2%Prev: 0.2% | 6,507 SH | Increased-94 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $365K | 0.3%Prev: 0.3% | 9,232 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | $211K | 0.2%Prev: 0.2% | 1,858 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | $268K | 0.2%Prev: 0.2% | 3,359 SH | Increased |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $438K | 0.3%Prev: 0.3% | 1,627 SH | Decreased |
| FIRST TR EXCHANGE-TRADED FD | SHS | $446K | 0.3%Prev: 0.3% | 1,937 SH | Increased |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $5.4M | 3.9%Prev: 3.2% | 138,841 SH | Increased+25,049 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $2.1M | 1.5%Prev: 1.5% | 36,476 SH | Increased+1,082 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $215K | 0.2%Prev: 0.2% | 849 SH | Increased-7 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $725K | 0.5%Prev: 0.7% | 9,655 SH | Decreased-2,812 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.5M | 4.7%Prev: 5.1% | 10,653 SH | Decreased-587 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.8M | 1.3% | 22,671 SH | New |
| ISHARES INC | MSCI EMRG CHN | $3.0M | 2.2%Prev: 2.1% | 41,818 SH | Increased+431 SH |
| ISHARES TR | CORE S&P SCP ETF | $735K | 0.5%Prev: 0.6% | 6,113 SH | Decreased-519 SH |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.2%Prev: 1.5% | 2,515 SH | Decreased-431 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.1M | 0.8%Prev: 1.3% | 5,409 SH | Decreased-3,770 SH |
| ISHARES TR | US AER DEF ETF | $1.5M | 1.1% | 7,042 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $19.9M | 14.2%Prev: 16.5% | 394,281 SH | Decreased-39,334 SH |
| JOHNSON & JOHNSON | COM | $214K | 0.2% | 1,035 SH | New |
| JPMORGAN CHASE & CO. | COM | $237K | 0.2% | 736 SH | New |
| LAM RESEARCH CORP | COM NEW | $848K | 0.6%Prev: 0.6% | 4,956 SH | Increased-658 SH |
| MGIC INVT CORP WIS | COM | $1.9M | 1.3%Prev: 1.4% | 63,856 SH | Increased |
| MICROSOFT CORP | COM | $609K | 0.4%Prev: 0.4% | 1,260 SH | Increased+182 SH |
| NORTHROP GRUMMAN CORP | COM | $346K | 0.2%Prev: 0.3% | 607 SH | Decreased |
| NVIDIA CORPORATION | COM | $750K | 0.5%Prev: 0.5% | 4,019 SH | Increased+427 SH |
| PARKER-HANNIFIN CORP | COM | $568K | 0.4%Prev: 0.4% | 646 SH | Increased+2 SH |
| PROCTER AND GAMBLE CO | COM | $614K | 0.4%Prev: 0.6% | 4,284 SH | Decreased-686 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $357K | 0.3%Prev: 0.3% | 13,023 SH | Decreased-1,245 SH |
| SPDR GOLD TR | GOLD SHS | $377K | 0.3% | 951 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $338K | 0.2%Prev: 0.4% | 7,610 SH | Decreased-4,080 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $37.1M | 26.5% | 461,642 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $546K | 0.4% | 13,224 SH | New |
| TESLA INC | COM | $219K | 0.2% | 488 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.9%Prev: 1.0% | 3,876 SH | Increased-70 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $997K | 0.7%Prev: 0.7% | 12,505 SH | Increased+951 SH |
| WALMART INC | COM | $386K | 0.3%Prev: 0.2% | 3,463 SH | Increased+436 SH |
| 13F-HR |
| 0002085853-26-000854 |
| $157.8M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000940 | $121.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000568 | $136.9M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000553 | $101.8M | View |