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CIK 0001776821 • 6 13F filings • May 15, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.9M | 0.7% | 6,207 SH | New |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.7% | 5,752 SH | New |
| AMAZON COM | COM | $2.0M | 0.7% | 8,590 SH | New |
| APPLE INC | COM | $8.6M | 3.2% | 31,698 SH | New |
| APPLIED MATERIALS | COM | $270K | 0.1% | 1,050 SH | New |
| AXON ENTERPRISE | COM | $250K | 0.1% | 440 SH | New |
| BROADCOM INC | COM | $494K | 0.2% | 1,429 SH | New |
| COLUMBIA RESEARCH | RESH ENHNC COR | $33.3M | 12.3% | 816,228 SH | New |
| COSTCO WHOLESALE | COM | $443K | 0.2% | 513 SH | New |
| FIRST TRUST | CAP STRENGTH ETF | $531K | 0.2% | 5,742 SH | New |
| FIRST TRUST | HLTH CARE ALPH | $657K | 0.2% | 5,769 SH | New |
| FIRST TRUST | NASDAQ CYB ETF | $2.9M | 1.1% | 40,531 SH | New |
| FIRST TRUST | RISNG DIVD ACHIV | $37.2M | 13.7% | 535,049 SH | New |
| FIRST TRUST | SHS | $2.7M | 1.0% | 59,942 SH | New |
| FIRST TRUST | SMID RISNG ETF | $19.8M | 7.3% | 516,444 SH | New |
| FIRST TRUST | SMITH UNCONSTRAI | $2.8M | 1.0% | 111,945 SH | New |
| FIRST TRUST | US EQTY OPPT ETF | $1.9M | 0.7% | 11,622 SH | New |
| INTL BUSINESS | COM | $296K | 0.1% | 1,000 SH | New |
| INVESCO NASDAQ | NASDAQ 100 ETF | $12.4M | 4.5% | 48,913 SH | New |
| INVESCO QQQ | UNIT SER 1 | $16.0M | 5.9% | 26,083 SH | New |
| INVESCO S&P | S&P 500 GARP ETF | $1.7M | 0.6% | 14,670 SH | New |
| INVESCO S&P | S&P MDCP MOMNTUM | $3.0M | 1.1% | 21,759 SH | New |
| INVESCO S&P | S&P MDCP QUALITY | $6.0M | 2.2% | 58,180 SH | New |
| INVESCO S&P | S&P MIDCP LOW | $521K | 0.2% | 8,356 SH | New |
| ISHARES MSCI | MSCI USA MMENTM | $603K | 0.2% | 2,411 SH | New |
| ISHARES S&P | CORE S&P US GWT | $8.1M | 3.0% | 48,493 SH | New |
| ISHARES SILVER | ISHARES | $1.1M | 0.4% | 16,372 SH | New |
| JANUS HENDERSON | HENDRSN SHRT ETF | $221K | 0.1% | 4,496 SH | New |
| JANUS HENDERSON | HENDRSON AAA CL | $219K | 0.1% | 4,329 SH | New |
| JOHN HANCOCK | MULTI INTL ETF | $10.3M | 3.8% | 247,252 SH | New |
| JPMORGAN | INTL BD OPP ETF | $639K | 0.2% | 13,118 SH | New |
| JPMORGAN CHASE | COM | $234K | 0.1% | 726 SH | New |
| JPMORGAN US | US QUALTY FCTR | $33.5M | 12.3% | 529,822 SH | New |
| META PLATFORMS | CL A | $284K | 0.1% | 430 SH | New |
| MFS ACTIVE | INTERNATINL ETF | $9.7M | 3.6% | 319,738 SH | New |
| MICROSOFT CORP | COM | $1.8M | 0.7% | 3,738 SH | New |
| NEXTERA ENERGY | COM | $417K | 0.2% | 5,200 SH | New |
| NVIDIA CORP | COM | $1.2M | 0.4% | 6,213 SH | New |
| PALANTIR TECHNOLOGIES | CL A | $737K | 0.3% | 4,149 SH | New |
| PROSHARES ULTRA | PSHS ULTRA QQQ | $589K | 0.2% | 8,360 SH | New |
| PUBLIC SERVICE | COM | $209K | 0.1% | 2,604 SH | New |
| SOUTHERN COMPANY | COM | $315K | 0.1% | 3,617 SH | New |
| SPDR GOLD | GOLD SHS | $791K | 0.3% | 1,996 SH | New |
| SPDR S&P | TR UNIT | $3.1M | 1.1% | 4,478 SH | New |
| STATE STREER | STATE STREET SPD | $442K | 0.2% | 1,830 SH | New |
| STATE STREET | STATE STREET SPD | $15.8M | 5.8% | 436,827 SH | New |
| TCW FLEXIBLE | FLEXIBLE INCOME | $15.0M | 5.5% | 377,660 SH | New |
| TESLA INC | COM | $612K | 0.2% | 1,361 SH | New |
| VANGUARD INFORMATION | INF TECH ETF | $293K | 0.1% | 389 SH | New |
| VANGUARD S&P | S&P 500 ETF SHS | $1.7M | 0.6% | 2,666 SH | New |
| VANGUARD TOTAL | TOTAL STK MKT | $267K | 0.1% | 795 SH | New |
| WALT DISNEY | COM | $683K | 0.3% | 6,002 SH | New |
| WISDOMTREE EMERGING | EMG MKTS SMCAP | $5.5M | 2.0% | 96,956 SH | New |
| WISDOMTREE US | US QTLY DIV GRT | $346K | 0.1% | 3,872 SH | New |
| 13F-HR |
| 0001776821-26-000003 |
| $351.1M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001776821-25-000003 | $215.0M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001776821-26-000002 | $268.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002115 | $208.4M | View |