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CIK 0001801876 • 6 13F filings • Apr 29, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5.3M | 1.7%Prev: 1.5% | 16,844 SH | Increased-1,866 SH |
| AMAZON COM INC | COM | $3.7M | 1.2%Prev: 1.2% | 15,933 SH | Increased+220 SH |
| APPLE INC | COM | $5.1M | 1.7%Prev: 1.8% | 18,884 SH | Decreased-2,406 SH |
| BANK AMERICA CORP | COM | $206K | 0.1% | 3,748 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $23.1M | 7.6%Prev: 7.6% | 380,143 SH | Increased+3,464 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $32.0M | 10.6%Prev: 10.7% | 606,810 SH | Increased+15,520 SH |
| BOEING CO | COM | $397K | 0.1%Prev: 0.1% | 1,830 SH | Increased |
| BONDBLOXX ETF TRUST | BLOOMBERG FVE YR | $4.5M | 1.5%Prev: 1.5% | 91,047 SH | Increased+2,071 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $27.8M | 9.2%Prev: 9.0% | 637,867 SH | Increased+6,505 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $9.8M | 3.2%Prev: 3.3% | 281,527 SH | Increased-3,252 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $12.1M | 4.0%Prev: 3.9% | 443,171 SH | Increased+18,465 SH |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $2.8M | 0.9%Prev: 0.9% | 106,509 SH | Increased+2,863 SH |
| CISCO SYS INC | COM | $235K | 0.1%Prev: 0.1% | 3,050 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $21.9M | 7.2%Prev: 7.0% | 294,606 SH | Increased+8,113 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $8.7M | 2.9%Prev: 2.7% | 118,083 SH | Increased+8,574 SH |
| ELI LILLY & CO | COM | $498K | 0.2%Prev: 0.1% | 463 SH | Increased-70 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $407K | 0.1%Prev: 0.1% | 12,686 SH | Increased |
| ETFIS SER TR I | VIRTUS REAVES UT | $3.7M | 1.2%Prev: 1.4% | 46,543 SH | Decreased-3,122 SH |
| EXXON MOBIL CORP | COM | $1.0M | 0.3%Prev: 0.4% | 8,390 SH | Decreased-960 SH |
| GLOBAL X FDS | US INFR DEV ETF | $1.9M | 0.6%Prev: 0.7% | 39,813 SH | Decreased-1,462 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $9.2M | 3.0%Prev: 3.1% | 69,625 SH | Increased+582 SH |
| GOLDMAN SACHS ETF TR | HEDGE IND ETF | $1.8M | 0.6% | 11,396 SH | New |
| GOLDMAN SACHS ETF TR | MSCI WORLD PRIV | $1.8M | 0.6% | 34,379 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.4M | 0.5%Prev: 1.2% | 28,880 SH | Decreased-25,287 SH |
| ISHARES INC | MSCI JAPAN ETF | $229K | 0.1% | 2,831 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $4.4M | 1.5%Prev: 1.5% | 43,118 SH | Increased+1,318 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.4M | 1.5%Prev: 1.4% | 36,926 SH | Increased+2,859 SH |
| ISHARES TR | CORE DIV GRWTH | $372K | 0.1%Prev: 0.1% | 5,354 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $16.1M | 5.3%Prev: 5.4% | 179,765 SH | Increased-2,072 SH |
| ISHARES TR | MSCI USA MMENTM | $287K | 0.1%Prev: 0.1% | 1,146 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $9.0M | 3.0%Prev: 3.0% | 45,154 SH | Increased+302 SH |
| ISHARES TR | RUS 1000 GRW ETF | $644K | 0.2%Prev: 0.2% | 1,360 SH | Decreased-63 SH |
| ISHARES TR | RUS MID CAP ETF | $284K | 0.1%Prev: 0.1% | 2,948 SH | Decreased-39 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $9.1M | 3.0%Prev: 3.0% | 167,825 SH | Increased+3,138 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $28.4M | 9.4%Prev: 9.6% | 600,032 SH | Increased+2,745 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $8.9M | 3.0%Prev: 3.0% | 193,138 SH | Increased+5,214 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $654K | 0.2%Prev: 0.2% | 12,936 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $4.1M | 1.4%Prev: 1.4% | 12,852 SH | Decreased-522 SH |
| MCDONALDS CORP | COM | $1.2M | 0.4%Prev: 0.4% | 3,944 SH | Decreased-96 SH |
| MICROSOFT CORP | COM | $5.9M | 1.9%Prev: 2.0% | 12,098 SH | Decreased+450 SH |
| MPLX LP | COM UNIT REP LTD | $277K | 0.1%Prev: 0.1% | 5,195 SH | Increased |
| NEWSMAX INC | COM SHS CLASS B | $105K | 0.0%Prev: 0.1% | 13,530 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.9M | 0.6%Prev: 0.9% | 10,216 SH | Decreased-3,893 SH |
| ONEOK INC NEW | COM | $233K | 0.1%Prev: 0.1% | 3,168 SH | Decreased-177 SH |
| ORACLE CORP | COM | $662K | 0.2%Prev: 0.3% | 3,394 SH | Decreased |
| QUANTA SVCS INC | COM | $338K | 0.1%Prev: 0.2% | 800 SH | Decreased-800 SH |
| SLB LIMITED | COM STK | $233K | 0.1% | 6,075 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $19.0M | 6.3% | 230,105 SH | New |
| WALMART INC | COM | $430K | 0.1%Prev: 0.1% | 3,863 SH | Increased |
| WISDOMTREE TR | US QUALITY GROW | $238K | 0.1%Prev: 0.1% | 4,050 SH | Decreased-488 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $5.8M | 1.9%Prev: 1.7% | 67,891 SH | Increased+880 SH |
| 13F-HR |
| 0001801876-26-000005 |
| $322.7M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004707 | $273.6M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001801876-26-000004 | $295.4M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002420 | $258.2M | View |