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CIK 0002109204 • 3 13F filings • Feb 5, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $500K | 0.4%Prev: 0.4% | 1,839 SH | Decreased+40 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 1.9%Prev: 1.6% | 3 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.3M | 4.5%Prev: 3.6% | 10,589 SH | Increased+543 SH |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $637K | 0.5% | 12,625 SH | New |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $5.4M | 4.6%Prev: 3.9% | 141,574 SH | Decreased+19,593 SH |
| CHEVRON CORP NEW | COM | $371K | 0.3% | 2,432 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.0M | 2.5%Prev: 2.3% | 49,689 SH | Decreased+3,056 SH |
| DIREXION SHS ETF TR | NAS100 EQL WGT | $215K | 0.2% | 2,099 SH | New |
| ELI LILLY & CO | COM | $520K | 0.4%Prev: 0.4% | 484 SH | Decreased |
| EXXON MOBIL CORP | COM | $753K | 0.6%Prev: 0.6% | 6,258 SH | Decreased+60 SH |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $4.4M | 3.7% | 122,195 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $650K | 0.5%Prev: 0.4% | 8,526 SH | Increased-3,234 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $3.7M | 3.1% | 97,767 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $492K | 0.4%Prev: 0.3% | 12,319 SH | Increased+1,921 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $919K | 0.8% | 21,375 SH | New |
| ISHARES TR | MSCI EAFE ETF | $444K | 0.4%Prev: 0.3% | 4,628 SH | Decreased |
| ISHARES TR | MSCI USA MIN VOL | $6.4M | 5.4% | 67,742 SH | New |
| ISHARES TR | MSCI USA MMENTM | $6.2M | 5.2%Prev: 6.3% | 24,890 SH | Decreased-931 SH |
| ISHARES TR | S&P 100 ETF | $449K | 0.4%Prev: 0.3% | 1,308 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $201K | 0.2% | 1,825 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $784K | 0.7%Prev: 1.7% | 15,392 SH | Decreased-30,670 SH |
| MICROSOFT CORP | COM | $1.2M | 1.0%Prev: 0.6% | 2,435 SH | Increased+80 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $5.8M | 4.9%Prev: 1.8% | 68,556 SH | Increased+42,409 SH |
| PFIZER INC | COM | $359K | 0.3%Prev: 0.2% | 14,437 SH | Increased+228 SH |
| PROCTER AND GAMBLE CO | COM | $257K | 0.2% | 1,796 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $17.4M | 14.6%Prev: 13.5% | 385,611 SH | Decreased+26,277 SH |
| SOUTHERN CO | COM | $268K | 0.2%Prev: 0.2% | 3,079 SH | Decreased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $317K | 0.3% | 526 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $21.9M | 18.4% | 239,342 SH | New |
| TESLA INC | COM | $202K | 0.2% | 450 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $24.4M | 20.5%Prev: 19.9% | 72,864 SH | Decreased-2,756 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $735K | 0.6%Prev: 0.5% | 5,123 SH | Increased+743 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $2.5M | 2.1%Prev: 1.8% | 28,178 SH | Decreased+1,245 SH |
| 13F-HR |
| 0001951757-26-000770 |
| $123.1M |
| View |