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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 | $355K | 0.2%Prev: 0.5% | 1,657 SH | Decreased+105 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $481K | 0.3%Prev: 0.6% | 16,883 SH | Decreased-16,693 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $18.3M | 11.4%Prev: 9.0% | 649,344 SH | Increased+138,602 SH |
| ALPHABET INC | CAP STK CL A | $300K | 0.2%Prev: 0.2% | 960 SH | Decreased |
| AMAZON COM INC | COM | $769K | 0.5%Prev: 0.5% | 3,330 SH | Decreased |
| APPLE INC | COM | $3.4M | 2.1%Prev: 2.3% | 12,467 SH | Decreased+554 SH |
| BLACKROCK ETF TRUST | ISHARES US CARBO | $331K | 0.2% | 4,472 SH | New |
| BROADCOM INC | COM | $260K | 0.2% | 750 SH | New |
| CITIGROUP INC | COM NEW | $245K | 0.2%Prev: 0.2% | 2,100 SH | Decreased |
| COCA COLA CO | COM | $229K | 0.1%Prev: 0.2% | 3,270 SH | Decreased+90 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.7M | 2.9%Prev: 2.9% | 106,848 SH | Decreased+5,035 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $11.1M | 6.9%Prev: 3.3% | 184,610 SH | Increased+88,765 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $549K | 0.3%Prev: 0.4% | 26,426 SH | Decreased-5,534 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $10.0M | 6.2% | 383,280 SH | New |
| GE AEROSPACE | COM NEW | $624K | 0.4% | 2,026 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $7.6M | 4.7% | 117,253 SH | New |
| GLOBAL X FDS | SUPERDIVIDEND | $406K | 0.3%Prev: 0.4% | 16,900 SH | Decreased-11,916 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $256K | 0.2% | 863 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $13.1M | 8.2%Prev: 8.2% | 68,265 SH | Decreased-125 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.2M | 3.3% | 62,941 SH | New |
| ISHARES TR | CORE DIV GRWTH | $11.2M | 7.0%Prev: 6.2% | 161,939 SH | Increased+20,408 SH |
| ISHARES TR | CORE MSCI INTL | $12.2M | 7.6%Prev: 7.0% | 148,396 SH | Increased+12,398 SH |
| ISHARES TR | ESG AWR MSCI USA | $237K | 0.1%Prev: 0.2% | 1,593 SH | Decreased-120 SH |
| ISHARES TR | ESG MSCI KLD 400 | $208K | 0.1% | 1,613 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $7.9M | 4.9% | 57,924 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $576K | 0.4%Prev: 0.4% | 10,068 SH | Decreased-2,223 SH |
| JPMORGAN CHASE & CO. | COM | $297K | 0.2% | 922 SH | New |
| MICROSOFT CORP | COM | $856K | 0.5%Prev: 0.4% | 1,769 SH | Increased+390 SH |
| ONEOK INC NEW | COM | $455K | 0.3%Prev: 0.2% | 6,192 SH | Increased+2,442 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.8% | 1,909 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $38.2M | 23.8% | 1,068,709 SH | New |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.3M | 5.2%Prev: 4.9% | 62,515 SH | Decreased+6,334 SH |
| WALMART INC | COM | $302K | 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 |