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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 | $19.6M | 13.0%Prev: 8.9% | 751,304 SH | Increased+232,665 SH |
| AMAZON COM INC | COM | $753K | 0.5%Prev: 0.4% | 3,430 SH | Increased+100 SH |
| APPLE INC | COM | $2.6M | 1.7%Prev: 2.0% | 12,545 SH | Decreased+32 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $307K | 0.2% | 4,559 SH | New |
| BROADCOM INC | COM | $289K | 0.2%Prev: 0.1% | 1,050 SH | Increased+300 SH |
| COCA COLA CO | COM | $231K | 0.2%Prev: 0.2% | 3,270 SH | Decreased+90 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.6M | 3.1%Prev: 3.0% | 111,628 SH | Decreased+5,844 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $10.7M | 7.1%Prev: 7.1% | 178,018 SH | Decreased-12,979 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $451K | 0.3%Prev: 0.4% | 22,657 SH | Decreased-9,409 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $6.5M | 4.3%Prev: 5.6% | 267,309 SH | Decreased-74,868 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTER EQ | $233K | 0.2% | 9,133 SH | New |
| GE AEROSPACE | COM NEW | $541K | 0.4% | 2,103 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $7.4M | 4.9%Prev: 4.8% | 123,111 SH | Decreased+15,429 SH |
| GLOBAL X FDS | SUPERDIVIDEND | $323K | 0.2%Prev: 0.5% | 14,333 SH | Decreased-14,539 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $289K | 0.2%Prev: 0.1% | 981 SH | Increased+118 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $12.4M | 8.3%Prev: 6.6% | 68,089 SH | Increased+12,754 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.8M | 4.5%Prev: 3.3% | 81,485 SH | Increased+18,450 SH |
| ISHARES TR | CORE DIV GRWTH | $11.8M | 7.8%Prev: 6.2% | 183,935 SH | Increased+42,458 SH |
| ISHARES TR | CORE MSCI INTL | $7.9M | 5.3%Prev: 6.9% | 104,357 SH | Decreased-27,912 SH |
| ISHARES TR | RUS MD CP GR ETF | $9.1M | 6.1%Prev: 4.7% | 65,754 SH | Increased+7,036 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $502K | 0.3%Prev: 0.4% | 8,832 SH | Decreased-3,498 SH |
| JPMORGAN CHASE & CO. | COM | $293K | 0.2% | 1,010 SH | New |
| MICROSOFT CORP | COM | $945K | 0.6%Prev: 0.3% | 1,899 SH | Increased+520 SH |
| ONEOK INC NEW | COM | $505K | 0.3%Prev: 0.2% | 6,192 SH | Increased+2,442 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.8% | 1,940 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $7.1M | 4.8% | 279,839 SH | New |
| SPDR SERIES TRUST | PORTFOLIO CRPORT | $15.7M | 10.5% | 538,925 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $12.3M | 8.2% | 128,986 SH | New |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.4M | 5.6%Prev: 5.0% | 70,711 SH | Increased+11,594 SH |
| WALMART INC | COM | $265K | 0.2%Prev: 0.2% | 2,714 SH | Decreased |
| 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 |