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CIK 0001806226 • 6 13F filings • Apr 16, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | $1K | 0.0%Prev: 0.0% | 109,775 SH | Decreased-6,334 SH |
| ALTRIA GROUP INC | COM | $664 | 0.0%Prev: 0.0% | 11,523 SH | Decreased+84 SH |
| APPLE INC | COM | $27K | 0.0%Prev: 0.0% | 98,655 SH | Increased-3,125 SH |
| AT&T INC | COM | $261 | 0.0%Prev: 0.0% | 10,499 SH | Decreased-70 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $33K | 0.0%Prev: 0.0% | 596,795 SH | Increased+24,288 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $22K | 0.0%Prev: 0.0% | 648,068 SH | Increased+21,757 SH |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $422 | 0.0% | 11,609 SH | New |
| HARBOR ETF TRUST | HARBOR COMMODITY | $14K | 0.0%Prev: 0.0% | 562,550 SH | Increased+56,772 SH |
| ISHARES GOLD TR | ISHARES NEW | $32K | 0.0%Prev: 0.0% | 396,517 SH | Increased-10,093 SH |
| ISHARES TR | CORE DIV GRWTH | $2K | 0.0%Prev: 0.0% | 30,966 SH | Increased-14 SH |
| ISHARES TR | CORE HIGH DV ETF | $3K | 0.0%Prev: 0.0% | 21,847 SH | Decreased-816 SH |
| ISHARES TR | CORE S&P TTL STK | $2K | 0.0%Prev: 0.0% | 16,637 SH | Increased-97 SH |
| ISHARES TR | EM MKTS DIV ETF | $362 | 0.0% | 11,617 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $1K | 0.0% | 10,003 SH | New |
| ISHARES TR | NORTH AMERN NAT | $1K | 0.0%Prev: 0.0% | 28,933 SH | Decreased-3,142 SH |
| ISHARES TR | PFD AND INCM SEC | $2K | 0.0%Prev: 0.0% | 54,049 SH | Decreased-2,559 SH |
| ISHARES TR | US HLTHCARE ETF | $4K | 0.0%Prev: 0.0% | 58,191 SH | Decreased-10,285 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $659 | 0.0% | 13,017 SH | New |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | $796 | 0.0%Prev: 0.0% | 21,520 SH | Decreased-3,254 SH |
| NVIDIA CORPORATION | COM | $6K | 0.0% | 33,449 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $26K | 0.0%Prev: 0.0% | 571,015 SH | Increased+22,742 SH |
| ROLLINS INC | COM | $3K | 0.0% | 54,628 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $498 | 0.0% | 15,814 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $645 | 0.0% | 15,117 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1K | 0.0% | 23,017 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $458 | 0.0%Prev: 0.0% | 11,232 SH | Decreased+89 SH |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $482 | 0.0%Prev: 0.0% | 12,240 SH | Increased+4 SH |
| VISA INC | COM CL A | $4K | 0.0%Prev: 0.0% | 12,118 SH | Increased-180 SH |
| WISDOMTREE TR | GLOBAL EX US QUA | $697 | 0.0% | 16,906 SH | New |
| WISDOMTREE TR | INDIA ERNGS FD | $649 | 0.0%Prev: 0.0% | 14,013 SH | Increased-429 SH |
| 13F-HR |
| 0001806226-26-000003 |
| $214.5M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001806226-25-000004 | $160.2M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001806226-26-000002 | $201.8M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001806226-25-000002 | $152.3M | View |