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CIK 0001842015 • 6 13F filings • Apr 28, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $17.8M | 12.7% | 731,649 SH | |
| AMAZON COM INC | COM | $672K | 0.5% | 3,530 SH | |
| APPLE INC | COM | $2.8M | 2.0% | 12,745 SH | |
| BLACKROCK ETF TRUST | US CARBON TRANS | $254K | 0.2% | 4,198 SH | |
| COCA COLA CO | COM | $230K | 0.2% | 3,213 SH | |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.5M | 3.2% | 114,526 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BUYWRITE | $280K | 0.2% | 14,854 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $10.2M | 7.3% | 170,575 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $445K | 0.3% | 21,340 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $6.2M | 4.4% | 272,659 SH | |
| GE AEROSPACE | COM NEW | $421K | 0.3% | 2,103 SH | |
| GLOBAL X FDS | DEFENSE TECH ETF | $6.9M | 4.9% | 148,221 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $244K | 0.2% | 981 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $11.4M | 8.2% | 65,899 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $6.3M | 4.5% | 75,788 SH | |
| ISHARES TR | CORE DIV GRWTH | $11.4M | 8.2% | 184,934 SH | |
| ISHARES TR | CORE MSCI INTL | $7.3M | 5.2% | 105,647 SH | |
| ISHARES TR | RUS MD CP GR ETF | $8.3M | 5.9% | 70,745 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $481K | 0.3% | 8,423 SH | |
| JPMORGAN CHASE & CO. | COM | $243K | 0.2% | 990 SH | |
| MICROSOFT CORP | COM | $708K | 0.5% | 1,886 SH | |
| ONEOK INC NEW | COM | $744K | 0.5% | 7,500 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.8% | 1,940 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $7.0M | 5.0% | 279,921 SH | |
| SPDR SER TR | PORTFOLIO CRPORT | $14.9M | 10.6% | 511,705 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $10.7M | 7.7% | 133,567 SH | |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.2M | 5.9% | 72,058 SH | |
| WALMART INC | COM | $238K | 0.2% | 2,714 SH |
| 13F-HR |
| 0002085853-25-000034 |
| $158.6M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000753 | $150.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000352 | $159.9M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000544 | $140.0M | View |