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CIK 0001844922 • 7 13F filings • May 6, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $1.2M | 0.4%Prev: 0.3% | 17,908 SH | Increased-2,349 SH |
| ALPHABET INC | CAP STK CL A | $1.4M | 0.5%Prev: 0.4% | 4,521 SH | Increased+49 SH |
| ALPHABET INC | CAP STK CL C | $742K | 0.3%Prev: 0.2% | 2,365 SH | Increased |
| AMAZON COM INC | COM | $644K | 0.2%Prev: 0.2% | 2,792 SH | Increased-36 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $13.0M | 4.7%Prev: 3.7% | 169,224 SH | Increased+37,238 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $24.1M | 8.7%Prev: 7.2% | 318,044 SH | Increased+48,148 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $380K | 0.1%Prev: 0.1% | 17,000 SH | Increased |
| APPLE INC | COM | $7.2M | 2.6%Prev: 2.4% | 26,313 SH | Increased+350 SH |
| AT&T INC | COM | $223K | 0.1%Prev: 0.1% | 8,980 SH | Decreased+42 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.6%Prev: 0.6% | 3,144 SH | Increased+5 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $6.3M | 2.3%Prev: 2.7% | 189,893 SH | Decreased-26,232 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $19.7M | 7.1%Prev: 6.8% | 324,101 SH | Increased+11,681 SH |
| BLACKROCK ETF TRUST | ISHARES US LARG | $1.2M | 0.4% | 36,403 SH | New |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $8.1M | 2.9%Prev: 2.8% | 209,033 SH | Increased+6,666 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.6M | 1.6%Prev: 1.7% | 86,813 SH | Decreased-1,658 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $750K | 0.3%Prev: 0.3% | 33,732 SH | Increased+3,339 SH |
| BLACKROCK INC | COM | $319K | 0.1%Prev: 0.1% | 298 SH | Decreased |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $2.9M | 1.0%Prev: 1.0% | 59,685 SH | Increased+3,994 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $376K | 0.1%Prev: 0.1% | 2,874 SH | Increased-11 SH |
| CHEVRON CORP NEW | COM | $505K | 0.2%Prev: 0.1% | 3,311 SH | Increased+1,282 SH |
| CONSOLIDATED EDISON INC | COM | $317K | 0.1%Prev: 0.1% | 3,186 SH | Decreased+27 SH |
| EA SERIES TRUST | ARS FOCUSED OPPO | $556K | 0.2%Prev: 0.2% | 16,171 SH | Increased-223 SH |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | $239K | 0.1% | 3,912 SH | New |
| FIDELITY COVINGTON TRUST | INTL MULTIFACTOR | $256K | 0.1% | 7,396 SH | New |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | $244K | 0.1% | 2,906 SH | New |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | $221K | 0.1% | 2,925 SH | New |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR SE | $227K | 0.1% | 5,151 SH | New |
| FIRST SOLAR INC | COM | $218K | 0.1% | 834 SH | New |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $388K | 0.1%Prev: 0.1% | 7,582 SH | Increased+342 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $2.4M | 0.9%Prev: 0.8% | 49,860 SH | Increased+4,319 SH |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $1.6M | 0.6%Prev: 0.6% | 34,598 SH | Increased+341 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $1.8M | 0.6%Prev: 0.7% | 71,995 SH | Decreased-3,845 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $2.9M | 1.0%Prev: 1.3% | 44,178 SH | Decreased-6,088 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $3.8M | 1.4%Prev: 1.5% | 97,664 SH | Decreased+19,215 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $214K | 0.1%Prev: 0.1% | 721 SH | Increased+2 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $819K | 0.3%Prev: 0.3% | 35,320 SH | Increased+2,323 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $13.7M | 4.9%Prev: 4.8% | 231,285 SH | Increased+5,455 SH |
| ISHARES GOLD TR | ISHARES NEW | $5.4M | 1.9%Prev: 1.8% | 66,488 SH | Increased-924 SH |
| ISHARES INC | CORE MSCI EMKT | $284K | 0.1%Prev: 0.1% | 4,217 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $1.2M | 0.4%Prev: 0.4% | 16,237 SH | Decreased-1,489 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.8M | 0.6%Prev: 0.7% | 17,617 SH | Increased+235 SH |
| ISHARES TR | 20 YR TR BD ETF | $8.7M | 3.1%Prev: 3.7% | 99,546 SH | Decreased-13,566 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.7M | 0.6%Prev: 0.6% | 17,972 SH | Increased+778 SH |
| ISHARES TR | A RATE CP BD ETF | $2.7M | 1.0%Prev: 1.4% | 56,157 SH | Decreased-22,627 SH |
| ISHARES TR | CORE DIV GRWTH | $1.8M | 0.7%Prev: 0.6% | 26,239 SH | Increased+474 SH |
| ISHARES TR | CORE INTL AGGR | $377K | 0.1%Prev: 0.2% | 7,535 SH | Decreased-767 SH |
| ISHARES TR | CORE MSCI EAFE | $226K | 0.1%Prev: 0.1% | 2,530 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $3.6M | 1.3%Prev: 1.3% | 24,210 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $276K | 0.1%Prev: 0.1% | 403 SH | Increased-8 SH |
| ISHARES TR | EAFE GRWTH ETF | $3.6M | 1.3%Prev: 1.3% | 31,312 SH | Increased+136 SH |
| ISHARES TR | EAFE VALUE ETF | $6.9M | 2.5%Prev: 2.8% | 97,287 SH | Decreased-14,162 SH |
| ISHARES TR | EUROPE ETF | $2.1M | 0.8%Prev: 0.8% | 30,722 SH | Increased-355 SH |
| ISHARES TR | HIGH YLD CORP BD | $1.2M | 0.4%Prev: 0.4% | 41,330 SH | Increased+2,998 SH |
| ISHARES TR | HIGH YLD SYSTM B | $331K | 0.1%Prev: 0.2% | 6,997 SH | Decreased-2,445 SH |
| ISHARES TR | IBOXX HI YD ETF | $1.1M | 0.4%Prev: 0.4% | 13,341 SH | Decreased-12 SH |
| ISHARES TR | IBOXX INV CP ETF | $1.3M | 0.5%Prev: 0.5% | 11,510 SH | Decreased-574 SH |
| ISHARES TR | INTL DIV GRWTH | $650K | 0.2%Prev: 0.5% | 7,853 SH | Decreased-9,525 SH |
| ISHARES TR | INVESTMENT GRADE | $1.4M | 0.5%Prev: 0.5% | 29,995 SH | Increased+1,450 SH |
| ISHARES TR | JPMORGAN USD EMG | $747K | 0.3%Prev: 0.3% | 7,757 SH | Decreased-398 SH |
| ISHARES TR | MBS ETF | $2.1M | 0.8%Prev: 0.8% | 21,961 SH | Decreased-970 SH |
| ISHARES TR | MSCI EMG MKT ETF | $592K | 0.2%Prev: 0.2% | 10,828 SH | Increased |
| ISHARES TR | MSCI INTL VLU FT | $5.1M | 1.8%Prev: 1.8% | 134,740 SH | Increased+542 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 0.5%Prev: 0.4% | 13,544 SH | Increased+760 SH |
| ISHARES TR | MSCI USA MMENTM | $5.6M | 2.0%Prev: 1.3% | 22,539 SH | Increased+9,276 SH |
| ISHARES TR | MSCI USA QLT FCT | $7.5M | 2.7%Prev: 4.6% | 37,899 SH | Decreased-26,500 SH |
| ISHARES TR | RUS 1000 ETF | $903K | 0.3%Prev: 0.3% | 2,417 SH | Increased-7 SH |
| ISHARES TR | RUS 1000 VAL ETF | $386K | 0.1%Prev: 0.1% | 1,836 SH | Increased |
| ISHARES TR | RUS TOP 200 ETF | $6.5M | 2.3%Prev: 2.4% | 38,310 SH | Increased-42 SH |
| ISHARES TR | S&P 100 ETF | $2.8M | 1.0%Prev: 1.0% | 8,256 SH | Increased+3 SH |
| ISHARES TR | S&P 500 GRWT ETF | $32.4M | 11.6%Prev: 11.4% | 262,906 SH | Increased+7,515 SH |
| ISHARES TR | S&P 500 VAL ETF | $435K | 0.2%Prev: 0.1% | 2,053 SH | Increased+186 SH |
| ISHARES TR | S&P SML 600 GWT | $297K | 0.1%Prev: 0.1% | 2,103 SH | Decreased-156 SH |
| ISHARES TR | SYSTEMATIC BD ET | $287K | 0.1% | 3,194 SH | New |
| ISHARES TR | U S EQUITY FACTR | $5.4M | 1.9%Prev: 2.0% | 77,074 SH | Decreased-1,484 SH |
| ISHARES TR | U.S. TECH ETF | $1.8M | 0.6% | 8,985 SH | New |
| ISHARES TR | USD INV GRDE ETF | $282K | 0.1%Prev: 0.1% | 5,446 SH | Decreased-23 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $2.4M | 0.9%Prev: 0.6% | 46,925 SH | Increased+15,046 SH |
| JPMORGAN CHASE & CO. | COM | $505K | 0.2%Prev: 0.2% | 1,567 SH | Increased+44 SH |
| MARRIOTT INTL INC NEW | CL A | $217K | 0.1% | 701 SH | New |
| META PLATFORMS INC | CL A | $209K | 0.1%Prev: 0.1% | 315 SH | Increased+40 SH |
| MICROSOFT CORP | COM | $1.2M | 0.4%Prev: 0.7% | 2,492 SH | Decreased-1,350 SH |
| MORGAN STANLEY | COM NEW | $252K | 0.1%Prev: 0.1% | 1,420 SH | Increased |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.4% | 5,816 SH | Increased+114 SH |
| PHILIP MORRIS INTL INC | COM | $384K | 0.1%Prev: 0.1% | 2,396 SH | Decreased |
| ROBLOX CORP | CL A | $542K | 0.2%Prev: 0.3% | 6,695 SH | Decreased |
| ROYAL CARIBBEAN GROUP | COM | $203K | 0.1%Prev: 0.1% | 726 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.2M | 0.4%Prev: 0.4% | 24,832 SH | Increased+859 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.6M | 3.1% | 88,280 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $482K | 0.2% | 11,691 SH | New |
| VANECK ETF TRUST | JP MRGAN EM LOC | $841K | 0.3% | 32,580 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $259K | 0.1%Prev: 0.1% | 773 SH | Increased+128 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $744K | 0.3%Prev: 0.3% | 14,802 SH | Decreased-388 SH |
| VERIZON COMMUNICATIONS INC | COM | $656K | 0.2%Prev: 0.3% | 16,114 SH | Decreased+36 SH |
| VERTIV HOLDINGS CO | COM CL A | $1.8M | 0.6%Prev: 1.2% | 10,858 SH | Decreased-11,200 SH |
| VISA INC | COM CL A | $213K | 0.1%Prev: 0.1% | 607 SH | Increased+16 SH |
| WISDOMTREE TR | GLOBAL EX US QUA | $6.9M | 2.5% | 166,377 SH | New |
| WISDOMTREE TR | ITL HIGH DIV FD | $1.4M | 0.5%Prev: 0.6% | 28,096 SH | Decreased-5,323 SH |
| WISDOMTREE TR | US HIGH DIVIDEND | $1.3M | 0.5%Prev: 0.4% | 12,492 SH | Increased+635 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $644K | 0.2%Prev: 0.2% | 7,316 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $465K | 0.2%Prev: 0.2% | 5,450 SH | Increased |
| 13F-HR |
| 0001172661-25-004401 |
| $270.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002613 | $317.9M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002774 | $244.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001824 | $278.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001586 | $208.8M | View |