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CIK 0002148716 • 2 13F filings • Aug 7, 2026 – Oct 21, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS I | COM | $213K | 0.2%Prev: 0.2% | 764 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $685 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| ALPS ETF TR | ALERIAN MLP | $948K | 0.9%Prev: 0.9% | 18,281 SH | Increased+403 SH |
| AMAZON COM INC | COM | $1.3M | 1.2%Prev: 1.5% | 5,077 SH | Decreased-1,618 SH |
| APPLE INC | COM | $2.5M | 2.5%Prev: 2.4% | 7,617 SH | Decreased-1,324 SH |
| BROADCOM INC | COM | $906K | 0.9%Prev: 0.9% | 2,580 SH | Decreased+127 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.4M | 3.3%Prev: 3.1% | 129,526 SH | Decreased+5,135 SH |
| CITIGROUP INC | COM NEW | $958K | 0.9%Prev: 0.9% | 7,400 SH | Decreased+222 SH |
| EATON CORP PLC | SHS | $1.0M | 1.0%Prev: 0.9% | 2,358 SH | Increased+119 SH |
| ENPHASE ENERGY INC | COM | $3K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $2.1M | 2.1%Prev: 2.2% | 43,069 SH | Decreased-1,267 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $9.8M | 9.6%Prev: 9.1% | 225,540 SH | Decreased+9,978 SH |
| FIRST SOLAR INC | COM | $35K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| FIRSTENERGY CORP | COM | $389K | 0.4%Prev: 0.2% | 8,989 SH | Increased+4,462 SH |
| GE AEROSPACE | COM NEW | $892K | 0.9%Prev: 1.0% | 2,855 SH | Decreased+99 SH |
| GE VERNOVA INC | COM | $985K | 1.0%Prev: 1.1% | 1,036 SH | Decreased+7 SH |
| HUBBELL INC | COM | $26K | 0.0%Prev: 0.0% | 57 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $362K | 0.4%Prev: 1.4% | 2,388 SH | Decreased-6,976 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $840K | 0.8% | 5,432 SH | New |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $1.2M | 1.1% | 15,135 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.4M | 3.3%Prev: 3.1% | 16,395 SH | Increased+566 SH |
| ISHARES TR | BROAD USD HIGH | $6K | 0.0%Prev: 1.4% | 162 SH | Decreased-39,337 SH |
| ISHARES TR | CONV BD ETF | $2.3M | 2.2% | 19,983 SH | New |
| ISHARES TR | CORE 30 70 ETF | $86K | 0.1%Prev: 0.1% | 2,141 SH | Decreased+6 SH |
| ISHARES TR | CORE 40 MODE ETF | $168K | 0.2%Prev: 0.2% | 3,443 SH | Decreased-48 SH |
| ISHARES TR | CORE 60 BALA ETF | $335K | 0.3%Prev: 0.3% | 4,891 SH | Decreased-99 SH |
| ISHARES TR | CORE 80 20 ETF | $560K | 0.5%Prev: 0.5% | 5,754 SH | Increased+49 SH |
| ISHARES TR | CORE MSCI EAFE | $6.9M | 6.8%Prev: 6.3% | 71,301 SH | Increased+819 SH |
| ISHARES TR | CORE S&P500 ETF | $10.7M | 10.5%Prev: 10.1% | 13,921 SH | Decreased-706 SH |
| ISHARES TR | GL CLEAN ENE ETF | $862K | 0.8%Prev: 0.7% | 50,704 SH | Increased+13,932 SH |
| ISHARES TR | IBDS DEC28 ETF | $800K | 0.8%Prev: 0.7% | 32,059 SH | Increased+990 SH |
| ISHARES TR | IBONDS 26 TRM TS | $788K | 0.8%Prev: 0.7% | 34,454 SH | Increased+315 SH |
| ISHARES TR | IBONDS 27 ETF | $797K | 0.8%Prev: 0.7% | 33,033 SH | Increased+1,001 SH |
| ISHARES TR | IBONDS DEC 29 | $790K | 0.8%Prev: 0.7% | 34,815 SH | Increased+886 SH |
| ISHARES TR | IBONDS DEC2026 | $788K | 0.8%Prev: 0.7% | 32,518 SH | Increased+337 SH |
| ISHARES TR | ISHARES SEMICDTR | $1.0M | 1.0%Prev: 1.0% | 1,827 SH | Increased+223 SH |
| ISHARES TR | ISHS 1-5YR INVS | $902K | 0.9%Prev: 0.8% | 17,609 SH | Decreased+108 SH |
| ISHARES TR | RUS 1000 ETF | $38K | 0.0%Prev: 0.3% | 91 SH | Decreased-702 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.4M | 1.3%Prev: 1.3% | 4,872 SH | Decreased+116 SH |
| ISHARES TR | U.S. PHARMA ETF | $982K | 1.0%Prev: 0.9% | 9,770 SH | Decreased-248 SH |
| ISHARES TR | U.S. TECH ETF | $1.0M | 1.0%Prev: 0.9% | 3,959 SH | Increased+38 SH |
| ISHARES TR | US AER DEF ETF | $879K | 0.9%Prev: 0.9% | 4,245 SH | Decreased+278 SH |
| ISHARES TR | US BR DEL SE ETF | $903K | 0.9%Prev: 0.8% | 5,128 SH | Increased+149 SH |
| ISHARES TR | US INDUSTRIALS | $902K | 0.9%Prev: 0.9% | 5,883 SH | Decreased+72 SH |
| MICRON TECHNOLOGY INC | COM | $1.0M | 1.0% | 977 SH | New |
| MICROSOFT CORP | COM | $1.3M | 1.3%Prev: 1.1% | 2,551 SH | Increased-614 SH |
| MONSTER BEVERAGE CORP NEW | COM | $839K | 0.8%Prev: 0.8% | 20,166 SH | Decreased+11,057 SH |
| NEXTERA ENERGY INC | COM | $9K | 0.0%Prev: 0.0% | 116 SH | Decreased+1 SH |
| NVIDIA CORPORATION | COM | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased-105 SH |
| PIMCO ETF TR | MULTISECTOR BD | $3.2M | 3.1%Prev: 3.0% | 126,312 SH | Decreased+5,251 SH |
| RTX CORPORATION | COM | $855K | 0.8%Prev: 0.8% | 4,607 SH | Increased+179 SH |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $1.2M | 1.2%Prev: 1.1% | 7,034 SH | Decreased+404 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $3K | 0.0% | 20 SH | New |
| STEEL DYNAMICS INC | COM | $1.5M | 1.4%Prev: 0.7% | 6,558 SH | Increased+3,131 SH |
| SYSCO CORP | COM | $20K | 0.0%Prev: 0.0% | 252 SH | Decreased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.4M | 1.4%Prev: 1.6% | 3,070 SH | Decreased-486 SH |
| TESLA INC | COM | $48K | 0.0%Prev: 0.1% | 135 SH | Decreased |
| TJX COS INC NEW | COM | $705K | 0.7%Prev: 0.7% | 5,325 SH | Decreased+263 SH |
| TOTALENERGIES SE | ACT | $873K | 0.9% | 10,211 SH | New |
| UNION PAC CORP | COM | $920K | 0.9%Prev: 1.1% | 3,382 SH | Decreased-1,053 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.0M | 2.0%Prev: 2.1% | 3,323 SH | Decreased-126 SH |
| VANECK ETF TRUST | STEEL ETF | $934K | 0.9%Prev: 0.8% | 9,138 SH | Increased+311 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.3M | 9.1%Prev: 8.6% | 132,072 SH | Decreased+4,825 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $12K | 0.0%Prev: 2.8% | 249 SH | Decreased-61,376 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.0M | 6.8%Prev: 6.4% | 98,695 SH | Increased+1,432 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.8M | 3.7%Prev: 3.6% | 24,573 SH | Decreased-63 SH |