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CIK 0001697740 • 6 13F filings • Apr 16, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $987K | 0.2%Prev: 0.2% | 7,880 SH | Decreased+1 SH |
| ALPHABET INC | CAP STK CL A | $318K | 0.1%Prev: 0.1% | 1,015 SH | Increased |
| AMAZON COM INC | COM | $437K | 0.1%Prev: 0.1% | 1,893 SH | Increased+729 SH |
| APPLE INC | COM | $5.4M | 1.2%Prev: 1.1% | 19,839 SH | Increased+843 SH |
| APPLIED MATLS INC | COM | $285K | 0.1%Prev: 0.1% | 1,110 SH | Increased |
| AUTOMATIC DATA PROCESSING IN | COM | $341K | 0.1%Prev: 0.1% | 1,326 SH | Decreased+7 SH |
| BIO-TECHNE CORP | COM | $1.2M | 0.3%Prev: 0.3% | 20,624 SH | Increased-284 SH |
| BOEING CO | COM | $481K | 0.1%Prev: 0.1% | 2,215 SH | Increased+1,114 SH |
| BROADCOM INC | COM | $369K | 0.1%Prev: 0.1% | 1,067 SH | Increased+1 SH |
| CATERPILLAR INC | COM | $829K | 0.2%Prev: 0.2% | 1,447 SH | Increased+3 SH |
| CSX CORP | COM | $1.8M | 0.4%Prev: 0.4% | 49,653 SH | Increased+1,390 SH |
| EATON CORP PLC | SHS | $300K | 0.1%Prev: 0.1% | 943 SH | Decreased+3 SH |
| EXXON MOBIL CORP | COM | $215K | 0.0% | 1,785 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $22.3M | 4.8%Prev: 3.0% | 321,361 SH | Increased+117,501 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $17.1M | 3.7%Prev: 3.4% | 446,233 SH | Increased+42,676 SH |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $8.2M | 1.7%Prev: 2.2% | 239,373 SH | Decreased-45,759 SH |
| HERSHEY CO | COM | $276K | 0.1%Prev: 0.1% | 1,519 SH | Decreased-280 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.2M | 0.5%Prev: 0.3% | 8,677 SH | Increased+4,068 SH |
| INVESCO QQQ TR | UNIT SER 1 | $28.8M | 6.1%Prev: 6.8% | 46,812 SH | Decreased-4,009 SH |
| ISHARES TR | CORE DIV GRWTH | $352K | 0.1%Prev: 0.1% | 5,071 SH | Increased+162 SH |
| ISHARES TR | CORE S&P500 ETF | $28.7M | 6.1%Prev: 6.3% | 41,863 SH | Increased-613 SH |
| ISHARES TR | MSCI USA MMENTM | $37.9M | 8.1%Prev: 6.6% | 151,553 SH | Increased+34,808 SH |
| ISHARES TR | MSCI USA QLT FCT | $255K | 0.1%Prev: 0.1% | 1,285 SH | Decreased-104 SH |
| ISHARES TR | RUS 1000 GRW ETF | $38.6M | 8.2%Prev: 8.7% | 81,479 SH | Decreased-1,722 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $22.6M | 4.8%Prev: 4.5% | 357,664 SH | Increased+34,504 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $25.4M | 5.4%Prev: 4.0% | 501,817 SH | Increased+143,125 SH |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $39.8M | 8.5%Prev: 8.7% | 498,423 SH | Increased-4,013 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $11.8M | 2.5%Prev: 2.4% | 180,900 SH | Increased+11,511 SH |
| JOHNSON & JOHNSON | COM | $358K | 0.1%Prev: 0.1% | 1,732 SH | Increased+11 SH |
| JPMORGAN CHASE & CO. | COM | $563K | 0.1%Prev: 0.1% | 1,748 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $272K | 0.1% | 561 SH | New |
| LPL FINL HLDGS INC | COM | $612K | 0.1%Prev: 0.1% | 1,713 SH | Increased+22 SH |
| MICROSOFT CORP | COM | $3.3M | 0.7%Prev: 0.7% | 6,753 SH | Increased+695 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.3%Prev: 0.3% | 6,286 SH | Decreased-194 SH |
| PACER FDS TR | US CASH COWS 100 | $12.0M | 2.6%Prev: 5.0% | 198,676 SH | Decreased-195,933 SH |
| PIMCO ETF TR | MULTISECTOR BD | $24.0M | 5.1%Prev: 5.5% | 900,599 SH | Decreased-16,825 SH |
| PROSHARES TR | S&P 500 DV ARIST | $2.0M | 0.4%Prev: 2.6% | 19,492 SH | Decreased-93,862 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $434K | 0.1%Prev: 0.1% | 15,829 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $209K | 0.0%Prev: 0.1% | 528 SH | Decreased-163 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $13.4M | 2.9%Prev: 1.8% | 302,504 SH | Increased+108,256 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $34.3M | 7.3%Prev: 8.1% | 50,291 SH | Decreased-4,148 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $18.5M | 4.0% | 199,467 SH | New |
| THE ALGER ETF TRUST | CONCENTRATED EQT | $7.4M | 1.6% | 215,214 SH | New |
| UNION PAC CORP | COM | $226K | 0.0%Prev: 0.1% | 978 SH | Decreased-50 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $263K | 0.1%Prev: 0.1% | 785 SH | Increased |
| WISDOMTREE TR | BIANCO TOTL RETU | $4.3M | 0.9% | 169,019 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $7.2M | 1.5%Prev: 2.9% | 142,731 SH | Decreased-113,995 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $32.2M | 6.9%Prev: 6.7% | 360,089 SH | Increased+21,080 SH |
| ZACKS TRUST | SMALL/MID CAP | $7.7M | 1.7%Prev: 1.6% | 208,928 SH | Increased+18,380 SH |
| 13F-HR |
| 0001420506-26-001300 |
| $570.7M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001756 | $414.7M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000768 | $462.4M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000777 | $368.2M | View |