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CIK 0002053807 • 7 13F filings • Apr 24, 2025 – Jul 21, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $589K | 0.2%Prev: 0.2% | 1,882 SH | Increased-83 SH |
| AMAZON COM INC | COM | $392K | 0.1%Prev: 0.2% | 1,698 SH | Decreased-285 SH |
| AMERICAN FINL GROUP INC OHIO | COM | $499K | 0.2%Prev: 0.2% | 3,654 SH | Decreased |
| APPLE INC | COM | $800K | 0.3%Prev: 0.3% | 2,943 SH | Increased-84 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $547K | 0.2%Prev: 0.2% | 1,089 SH | Decreased-20 SH |
| BROADCOM INC | COM | $299K | 0.1%Prev: 0.1% | 863 SH | Decreased-56 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $1.7M | 0.6%Prev: 0.6% | 55,829 SH | Increased-1,633 SH |
| DISNEY WALT CO | COM | $343K | 0.1%Prev: 0.1% | 3,011 SH | Decreased |
| EATON VANCE TAX MNGED BUY WR | COM | $1.5M | 0.5%Prev: 0.5% | 100,475 SH | Increased-625 SH |
| EATON VANCE TAX-MANAGED BUY- | COM | $5.6M | 2.0%Prev: 2.0% | 388,911 SH | Decreased-5,310 SH |
| ELI LILLY & CO | COM | $216K | 0.1% | 201 SH | New |
| EXXON MOBIL CORP | COM | $265K | 0.1%Prev: 0.1% | 2,205 SH | Decreased-354 SH |
| GENERAL MTRS CO | COM | $203K | 0.1% | 2,500 SH | New |
| GLOBAL X FDS | NASDAQ 100 COVER | $19.6M | 6.9%Prev: 6.7% | 1,111,105 SH | Increased+20,450 SH |
| GLOBAL X FDS | S&P 500 COVERED | $16.8M | 5.9%Prev: 5.8% | 412,816 SH | Increased+6,200 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $11.9M | 4.2%Prev: 4.2% | 47,149 SH | Increased+10 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.5M | 2.7%Prev: 2.8% | 12,268 SH | Decreased-572 SH |
| ISHARES TR | 20 YR TR BD ETF | $3.5M | 1.2%Prev: 1.1% | 40,225 SH | Increased+6,924 SH |
| ISHARES TR | SP SMCP600VL ETF | $260K | 0.1%Prev: 0.1% | 2,282 SH | Decreased-255 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $13.5M | 4.8%Prev: 4.7% | 321,946 SH | Increased+12,603 SH |
| JPMORGAN CHASE & CO. | COM | $287K | 0.1%Prev: 0.1% | 891 SH | Decreased-84 SH |
| META PLATFORMS INC | CL A | $1.9M | 0.7%Prev: 0.7% | 2,819 SH | Decreased+174 SH |
| MICROSOFT CORP | COM | $669K | 0.2%Prev: 0.3% | 1,384 SH | Decreased-156 SH |
| NUVEEN S&P 500 BUY-WRITE INC | COM | $883K | 0.3%Prev: 0.3% | 60,100 SH | Increased |
| NVIDIA CORPORATION | COM | $1.0M | 0.4%Prev: 0.4% | 5,415 SH | Decreased-471 SH |
| PURSUIT ATTRACTIONS AND HOSP | COM | $1.2M | 0.4%Prev: 0.5% | 36,898 SH | Decreased-712 SH |
| ROYAL CARIBBEAN GROUP | COM | $282K | 0.1%Prev: 0.1% | 1,010 SH | Decreased-20 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $10.0M | 3.5%Prev: 3.6% | 410,843 SH | Increased+4,905 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $17.0M | 6.0%Prev: 6.2% | 619,658 SH | Decreased-5,135 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $92.0M | 32.5%Prev: 32.1% | 3,420,432 SH | Increased+57,063 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $727K | 0.3%Prev: 0.3% | 24,180 SH | Increased-45 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $52.2M | 18.4%Prev: 18.8% | 1,831,359 SH | Increased-26,596 SH |
| SIX FLAGS ENTERTAINMENT CORP | COM | $506K | 0.2% | 33,000 SH | New |
| TESLA INC | COM | $2.6M | 0.9%Prev: 1.0% | 5,878 SH | Increased-66 SH |
| UBER TECHNOLOGIES INC | COM | $3.7M | 1.3%Prev: 1.6% | 45,602 SH | Decreased+1,213 SH |
| UNITEDHEALTH GROUP INC | COM | $727K | 0.3%Prev: 0.2% | 2,201 SH | Increased+483 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.3M | 1.5%Prev: 1.4% | 11,990 SH | Increased-91 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $715K | 0.3%Prev: 0.3% | 9,649 SH | Decreased-487 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 0.8%Prev: 0.8% | 3,548 SH | Decreased-262 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $266K | 0.1%Prev: 0.1% | 1,033 SH | Decreased-53 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $298K | 0.1%Prev: 0.1% | 889 SH | Decreased-103 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.7M | 0.9%Prev: 0.9% | 33,458 SH | Increased+1,309 SH |
| VANGUARD WORLD FD | INF TECH ETF | $532K | 0.2%Prev: 0.2% | 706 SH | Decreased-25 SH |
| Q3 2025 |
| 13F-HR/A |
| 0002053807-26-000002 |
| $276.4M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002053807-26-000005 | $323.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002053807-25-000004 | $248.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002053807-26-000004 | $272.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002053807-25-000002 | $223.7M | View |