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CIK 0002140428 • 2 13F filings • Jun 12, 2026 – Jul 27, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $672K | 0.4%Prev: 0.4% | 1,880 SH | Increased-149 SH |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.7% | 4,837 SH | Increased-169 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.3M | 3.9%Prev: 3.8% | 49,473 SH | Increased+361 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.7M | 5.3%Prev: 4.4% | 95,843 SH | Increased+15,699 SH |
| APPLE INC | COM | $5.4M | 3.3%Prev: 3.3% | 18,523 SH | Increased-534 SH |
| AT&T INC | COM | $210K | 0.1%Prev: 0.2% | 10,125 SH | Decreased-181 SH |
| BARRICK MNG CORP | COM SHS | $269K | 0.2%Prev: 0.2% | 7,331 SH | Decreased-815 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $679K | 0.4%Prev: 0.5% | 1,357 SH | Increased-29 SH |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | $3.9M | 2.4%Prev: 2.1% | 86,420 SH | Increased+19,175 SH |
| BNY MELLON ETF TRUST II | ENHANCED DIVID | $546K | 0.3% | 18,834 SH | New |
| BONDBLOXX ETF TRUST | BBB RATED 1 5 YE | $3.2M | 1.9%Prev: 2.1% | 62,030 SH | Increased+1,637 SH |
| BONDBLOXX ETF TRUST | BBB RATED 5 10 Y | $803K | 0.5%Prev: 0.2% | 15,623 SH | Increased+11,049 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG FVE YR | $2.2M | 1.4%Prev: 1.3% | 46,165 SH | Increased+7,026 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | $4.8M | 2.9%Prev: 3.3% | 97,673 SH | Decreased+287 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $3.1M | 1.9%Prev: 2.2% | 62,586 SH | Decreased-1,690 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $923K | 0.6%Prev: 0.5% | 20,255 SH | Increased+3,285 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | $538K | 0.3%Prev: 0.4% | 10,980 SH | Decreased-537 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TWO YR | $2.4M | 1.4%Prev: 1.6% | 48,429 SH | Increased+1,019 SH |
| BONDBLOXX ETF TRUST | PRIVA CR CLO ETF | $843K | 0.5% | 16,902 SH | New |
| BP PLC | SPONSORED ADR | $231K | 0.1%Prev: 0.2% | 6,262 SH | Decreased+45 SH |
| CATERPILLAR INC | COM | $319K | 0.2%Prev: 0.1% | 300 SH | Increased |
| CISCO SYS INC | COM | $498K | 0.3%Prev: 0.2% | 4,239 SH | Increased+8 SH |
| COPART INC | COM | $2.1M | 1.3%Prev: 1.7% | 76,208 SH | Decreased |
| CORNING INC | COM | $211K | 0.1% | 825 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $1.8M | 1.1%Prev: 1.3% | 1,906 SH | Decreased-37 SH |
| DOMINION ENERGY INC | COM | $261K | 0.2%Prev: 0.2% | 3,829 SH | Increased-369 SH |
| ELI LILLY & CO | COM | $510K | 0.3%Prev: 0.3% | 425 SH | Increased |
| EVERGY INC | COM | $774K | 0.5%Prev: 0.5% | 8,952 SH | Increased-189 SH |
| EXXON MOBIL CORP | COM | $293K | 0.2%Prev: 0.2% | 2,142 SH | Decreased+4 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $273K | 0.2% | 6,811 SH | New |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $2.7M | 1.6%Prev: 1.7% | 44,655 SH | Increased+941 SH |
| FIRST FINL BANKSHARES INC | COM | $413K | 0.3%Prev: 0.2% | 11,950 SH | Increased |
| GE AEROSPACE | COM NEW | $303K | 0.2%Prev: 0.2% | 812 SH | Increased+1 SH |
| GE VERNOVA INC | COM | $230K | 0.1% | 196 SH | New |
| INTEL CORP | COM | $296K | 0.2% | 2,120 SH | New |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $461K | 0.3%Prev: 0.3% | 2,608 SH | Increased-43 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | $207K | 0.1% | 6,243 SH | New |
| ISHARES TR | 0-5YR HI YL CP | $11.9M | 7.3%Prev: 8.0% | 280,282 SH | Increased+5,497 SH |
| ISHARES TR | CORE HIGH DV ETF | $2.1M | 1.3%Prev: 1.2% | 78,203 SH | Increased+65,181 SH |
| ISHARES TR | CORE S&P500 ETF | $336K | 0.2%Prev: 0.2% | 449 SH | Increased |
| ISHARES TR | FLTG RATE NT ETF | $264K | 0.2%Prev: 0.2% | 5,174 SH | Increased+51 SH |
| ISHARES TR | IBOXX INV CP ETF | $427K | 0.3%Prev: 0.3% | 3,914 SH | Increased+3 SH |
| ISHARES TR | ISHARES SEMICDTR | $4.3M | 2.6%Prev: 1.5% | 6,642 SH | Increased-121 SH |
| ISHARES TR | NATIONAL MUN ETF | $317K | 0.2%Prev: 0.2% | 2,945 SH | Increased+556 SH |
| ISHARES TR | S&P 500 GRWT ETF | $338K | 0.2%Prev: 0.2% | 2,459 SH | Increased-1 SH |
| ISHARES TR | S&P 500 VAL ETF | $433K | 0.3%Prev: 0.3% | 1,908 SH | Increased+123 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 0.7%Prev: 0.6% | 7,647 SH | Increased+1,593 SH |
| ISHARES TR | U.S. TECH ETF | $6.5M | 4.0%Prev: 3.6% | 25,761 SH | Increased-3,297 SH |
| ISHARES TR | U.S. UTILITS ETF | $522K | 0.3%Prev: 0.4% | 4,553 SH | Decreased-272 SH |
| ISHARES TR | US CONSM STAPLES | $1.5M | 0.9%Prev: 1.0% | 20,173 SH | Increased-710 SH |
| ISHARES TR | US CONSUM DISCRE | $3.1M | 1.9%Prev: 2.4% | 30,645 SH | Decreased-4,883 SH |
| ISHARES TR | US INFRASTRUC | $1.4M | 0.9%Prev: 0.8% | 22,137 SH | Increased+1,394 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.3M | 3.3%Prev: 2.5% | 94,713 SH | Increased+30,598 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $2.3M | 1.4%Prev: 1.1% | 50,490 SH | Increased+14,810 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $4.7M | 2.9%Prev: 2.5% | 76,042 SH | Increased+11,401 SH |
| KINDER MORGAN INC DEL | COM | $306K | 0.2%Prev: 0.2% | 9,585 SH | Decreased+82 SH |
| META PLATFORMS INC | CL A | $772K | 0.5%Prev: 0.6% | 1,370 SH | Decreased-138 SH |
| MICROSOFT CORP | COM | $1.0M | 0.6%Prev: 0.7% | 2,752 SH | Decreased-55 SH |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | $768K | 0.5%Prev: 0.2% | 15,410 SH | Increased+10,474 SH |
| NVIDIA CORPORATION | COM | $350K | 0.2%Prev: 0.3% | 1,750 SH | Decreased-401 SH |
| ORACLE CORP | COM | $246K | 0.2%Prev: 0.2% | 1,678 SH | Decreased |
| PIMCO ETF TR | MULTISECTOR BD | $1.5M | 0.9%Prev: 0.9% | 54,851 SH | Increased+5,180 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $829K | 0.5%Prev: 0.5% | 26,129 SH | Increased+86 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.8M | 5.4%Prev: 5.2% | 260,171 SH | Increased+1,780 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $843K | 0.5%Prev: 0.5% | 28,643 SH | Increased+123 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $1.2M | 0.7% | 7,395 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $447K | 0.3% | 8,408 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $419K | 0.3% | 5,046 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $379K | 0.2% | 1,991 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $602K | 0.4% | 13,274 SH | New |
| SPDR GOLD TR | GOLD SHS | $502K | 0.3%Prev: 0.4% | 1,363 SH | Decreased-48 SH |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $11.3M | 6.9% | 483,315 SH | New |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $4.7M | 2.9% | 117,121 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $279K | 0.2%Prev: 0.2% | 396 SH | Increased-14 SH |
| TESLA INC | COM | $443K | 0.3%Prev: 0.3% | 1,054 SH | Increased-30 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 1.2%Prev: 1.3% | 2,884 SH | Increased-319 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $619K | 0.4%Prev: 0.5% | 1,672 SH | Decreased-449 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2M | 1.3%Prev: 1.3% | 30,222 SH | Increased+263 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $247K | 0.2%Prev: 0.2% | 1,565 SH | Increased+1 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $204K | 0.1%Prev: 0.1% | 1,107 SH | Decreased-78 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $661K | 0.4%Prev: 0.5% | 1,666 SH | Decreased-303 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.6M | 1.0%Prev: 1.1% | 7,097 SH | Increased+170 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $2.1M | 1.3%Prev: 1.4% | 7,022 SH | Decreased-723 SH |
| VANGUARD WORLD FD | INF TECH ETF | $9.8M | 6.0%Prev: 5.1% | 82,055 SH | Increased+71,385 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $275K | 0.2%Prev: 0.2% | 1,406 SH | Decreased+10 SH |
| VERIZON COMMUNICATIONS INC | COM | $324K | 0.2%Prev: 0.3% | 7,664 SH | Decreased+110 SH |
| WALMART INC | COM | $1.1M | 0.6%Prev: 0.5% | 9,317 SH | Increased+3,821 SH |
| WELLTOWER INC | COM | $1.5M | 0.9%Prev: 0.9% | 6,768 SH | Increased-199 SH |