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CIK 0002051783 • 5 13F filings • Aug 28, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $935K | 3.5%Prev: 1.0% | 2,980 SH | Decreased-4,144 SH |
| AMAZON COM INC | COM | $398K | 1.5%Prev: 1.0% | 1,723 SH | Decreased-4,649 SH |
| APPLE INC | COM | $1.1M | 4.0%Prev: 2.0% | 3,943 SH | Decreased-6,643 SH |
| ARK ETF TR | INNOVATION ETF | $203K | 0.8%Prev: 0.3% | 2,642 SH | Decreased-4,962 SH |
| AT&T INC | COM | $363K | 1.4%Prev: 0.2% | 14,595 SH | Increased+1,647 SH |
| BOEING CO | COM | $548K | 2.1%Prev: 0.7% | 2,523 SH | Decreased-2,525 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $334K | 1.3% | 2,322 SH | New |
| EA SERIES TRUST | STRIVE US ENERGY | $265K | 1.0%Prev: 0.3% | 9,285 SH | Decreased-4,617 SH |
| FLEXSHARES TR | QLT DIV DEF IDX | $240K | 0.9%Prev: 0.5% | 2,970 SH | Decreased-6,110 SH |
| FOX CORP | CL A COM | $328K | 1.2%Prev: 0.3% | 4,486 SH | Decreased-4,672 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $209K | 0.8%Prev: 0.3% | 1,513 SH | Decreased-1,657 SH |
| INVESCO QQQ TR | UNIT SER 1 | $206K | 0.8%Prev: 0.2% | 336 SH | Decreased-132 SH |
| ISHARES TR | CORE S&P TTL STK | $201K | 0.8% | 1,353 SH | New |
| ISHARES TR | CORE S&P500 ETF | $232K | 0.9% | 338 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $211K | 0.8% | 1,666 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $264K | 1.0% | 1,328 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $911K | 3.4% | 18,003 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $993K | 3.7% | 19,502 SH | New |
| JOHNSON & JOHNSON | COM | $217K | 0.8%Prev: 0.3% | 1,050 SH | Decreased-1,525 SH |
| META PLATFORMS INC | CL A | $315K | 1.2%Prev: 0.9% | 477 SH | Decreased-1,553 SH |
| MICROSOFT CORP | COM | $337K | 1.3%Prev: 1.0% | 697 SH | Decreased-2,576 SH |
| NVIDIA CORPORATION | COM | $503K | 1.9%Prev: 1.4% | 2,696 SH | Decreased-11,396 SH |
| PACER FDS TR | TRENDPILOT 100 | $342K | 1.3%Prev: 0.5% | 4,350 SH | Decreased-4,350 SH |
| PACER FDS TR | US CASH COWS 100 | $246K | 0.9%Prev: 0.4% | 4,088 SH | Decreased-4,728 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $781K | 2.9%Prev: 0.5% | 4,392 SH | Increased-4,490 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $474K | 1.8%Prev: 0.5% | 4,724 SH | Decreased-2,712 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $895K | 3.4%Prev: 13.5% | 27,424 SH | Decreased-628,155 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $636K | 2.4%Prev: 12.0% | 21,468 SH | Decreased-603,357 SH |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $6.8M | 25.5%Prev: 2.5% | 159,466 SH | Increased+65,150 SH |
| SEI EXCHANGE TRADED FUNDS | SELECT EMERGING | $969K | 3.6% | 31,126 SH | New |
| SEI EXCHANGE TRADED FUNDS | SELECT INTL EQUI | $2.1M | 8.0%Prev: 0.3% | 65,586 SH | Increased+45,936 SH |
| SEI EXCHANGE TRADED FUNDS | SELECT SMALL CAP | $957K | 3.6%Prev: 0.2% | 34,235 SH | Increased+25,511 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $275K | 1.0% | 2,680 SH | New |
| TCW ETF TRUST | TRANSFRM 500 ETF | $279K | 1.0%Prev: 0.2% | 3,480 SH | Decreased-1,120 SH |
| TESLA INC | COM | $538K | 2.0%Prev: 0.9% | 1,196 SH | Decreased-1,798 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 4.3%Prev: 3.1% | 2,361 SH | Decreased-7,731 SH |
| VANGUARD INDEX FDS | VALUE ETF | $263K | 1.0%Prev: 4.1% | 1,378 SH | Decreased-31,443 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $239K | 0.9%Prev: 0.2% | 1,086 SH | Increased+5 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $376K | 1.4%Prev: 0.5% | 910 SH | Decreased-1,096 SH |
| 13F-HR |
| 0002085853-26-000271 |
| $21.8M |
| View |
| Aug 28, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001240 | $69.9M | View |
| Jul 7, 2026 | Q1 2025 | 13F-HR | 0002085853-26-000645 | $9.7M | View |