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CIK 0001842015 • 6 13F filings • Apr 28, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $268K | 0.2% | 1,657 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $267K | 0.2% | 9,548 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $18.2M | 11.5%Prev: 13.0% | 660,112 SH | Decreased-91,192 SH |
| ALPHABET INC | CAP STK CL A | $233K | 0.1% | 960 SH | New |
| AMAZON COM INC | COM | $753K | 0.5%Prev: 0.5% | 3,430 SH | Increased |
| APPLE INC | COM | $3.2M | 2.0%Prev: 1.7% | 12,719 SH | Increased+174 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $331K | 0.2%Prev: 0.2% | 4,559 SH | Increased |
| BROADCOM INC | COM | $247K | 0.2%Prev: 0.2% | 750 SH | Decreased-300 SH |
| CITIGROUP INC | COM NEW | $213K | 0.1% | 2,100 SH | New |
| COCA COLA CO | COM | $217K | 0.1%Prev: 0.2% | 3,270 SH | Decreased |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.8M | 3.0%Prev: 3.1% | 108,804 SH | Increased-2,824 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $10.9M | 6.9%Prev: 7.1% | 182,696 SH | Increased+4,678 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $440K | 0.3%Prev: 0.3% | 22,007 SH | Decreased-650 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $9.7M | 6.1%Prev: 4.3% | 380,535 SH | Increased+113,226 SH |
| GE AEROSPACE | COM NEW | $633K | 0.4%Prev: 0.4% | 2,103 SH | Increased |
| GLOBAL X FDS | DEFENSE TECH ETF | $8.1M | 5.1%Prev: 4.9% | 115,933 SH | Increased-7,178 SH |
| GLOBAL X FDS | SUPERDIVIDEND | $338K | 0.2%Prev: 0.2% | 14,080 SH | Increased-253 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $277K | 0.2%Prev: 0.2% | 981 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $13.0M | 8.2%Prev: 8.3% | 68,515 SH | Increased+426 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.2M | 3.3%Prev: 4.5% | 62,332 SH | Decreased-19,153 SH |
| ISHARES TR | CORE DIV GRWTH | $11.1M | 7.0%Prev: 7.8% | 163,402 SH | Decreased-20,533 SH |
| ISHARES TR | CORE MSCI INTL | $11.9M | 7.5%Prev: 5.3% | 148,033 SH | Increased+43,676 SH |
| ISHARES TR | ESG AWR MSCI USA | $241K | 0.2% | 1,658 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $211K | 0.1% | 1,674 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $8.2M | 5.2%Prev: 6.1% | 57,820 SH | Decreased-7,934 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $484K | 0.3%Prev: 0.3% | 8,471 SH | Decreased-361 SH |
| JPMORGAN CHASE & CO. | COM | $319K | 0.2%Prev: 0.2% | 1,010 SH | Increased |
| MICROSOFT CORP | COM | $940K | 0.6%Prev: 0.6% | 1,814 SH | Decreased-85 SH |
| ONEOK INC NEW | COM | $452K | 0.3%Prev: 0.3% | 6,192 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.8%Prev: 0.8% | 1,940 SH | Increased |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $8.3M | 5.2%Prev: 4.8% | 322,349 SH | Increased+42,510 SH |
| SPDR SERIES TRUST | PORTFOLIO CRPORT | $18.3M | 11.5%Prev: 10.5% | 617,319 SH | Increased+78,394 SH |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $11.2M | 7.0%Prev: 8.2% | 106,713 SH | Decreased-22,273 SH |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.0M | 5.0%Prev: 5.6% | 62,714 SH | Decreased-7,997 SH |
| WALMART INC | COM | $280K | 0.2%Prev: 0.2% | 2,714 SH | Increased |
| 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 |