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CIK 0001842015 • 6 13F filings • Apr 28, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FD | COM | $276K | 0.2% | 12,598 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $337K | 0.2% | 1,657 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $709K | 0.4% | 25,681 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $14.2M | 8.9%Prev: 12.7% | 518,639 SH | Decreased-213,010 SH |
| ALPHABET INC | CAP STK CL A | $276K | 0.2% | 960 SH | New |
| AMAZON COM INC | COM | $694K | 0.4%Prev: 0.5% | 3,330 SH | Increased-200 SH |
| APPLE INC | COM | $3.2M | 2.0%Prev: 2.0% | 12,513 SH | Increased-232 SH |
| BLACKROCK ETF TRUST | ISHARES US CARBO | $280K | 0.2% | 3,986 SH | New |
| BROADCOM INC | COM | $232K | 0.1% | 750 SH | New |
| CATERPILLAR INC | COM | $223K | 0.1% | 315 SH | New |
| CITIGROUP INC | COM NEW | $238K | 0.1% | 2,100 SH | New |
| COCA COLA CO | COM | $242K | 0.2%Prev: 0.2% | 3,180 SH | Increased-33 SH |
| EXXON MOBIL CORP | COM | $257K | 0.2% | 1,513 SH | New |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.7M | 3.0%Prev: 3.2% | 105,784 SH | Increased-8,742 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $11.4M | 7.1%Prev: 7.3% | 190,997 SH | Increased+20,422 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $696K | 0.4%Prev: 0.3% | 32,066 SH | Increased+10,726 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $9.0M | 5.6%Prev: 4.4% | 342,177 SH | Increased+69,518 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $7.6M | 4.8%Prev: 4.9% | 107,682 SH | Increased-40,539 SH |
| GLOBAL X FDS | SUPERDIVIDEND | $729K | 0.5% | 28,872 SH | New |
| GLOBAL X FDS | U S ELECTRIFICAT | $4.4M | 2.7% | 135,793 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $209K | 0.1%Prev: 0.2% | 863 SH | Decreased-118 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $10.6M | 6.6%Prev: 8.2% | 55,335 SH | Decreased-10,564 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.2M | 3.3%Prev: 4.5% | 63,035 SH | Decreased-12,753 SH |
| ISHARES TR | CORE DIV GRWTH | $9.9M | 6.2%Prev: 8.2% | 141,477 SH | Decreased-43,457 SH |
| ISHARES TR | CORE MSCI INTL | $11.1M | 6.9%Prev: 5.2% | 132,269 SH | Increased+26,622 SH |
| ISHARES TR | ESG AWR MSCI USA | $209K | 0.1% | 1,477 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $7.5M | 4.7%Prev: 5.9% | 58,718 SH | Decreased-12,027 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $699K | 0.4%Prev: 0.3% | 12,330 SH | Increased+3,907 SH |
| JPMORGAN CHASE & CO | COM | $212K | 0.1% | 722 SH | New |
| MICROSOFT CORP | COM | $510K | 0.3%Prev: 0.5% | 1,379 SH | Decreased-507 SH |
| ONEOK INC NEW | COM | $339K | 0.2%Prev: 0.5% | 3,750 SH | Decreased-3,750 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $37.4M | 23.4% | 1,112,973 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.8% | 1,882 SH | New |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.0M | 5.0%Prev: 5.9% | 59,117 SH | Decreased-12,941 SH |
| WALMART INC | COM | $337K | 0.2%Prev: 0.2% | 2,714 SH | Increased |
| WISDOMTREE TR | TRUE EMERGING MK | $6.5M | 4.1% | 209,878 SH | New |
| XPO INC | COM | $232K | 0.1% | 1,195 SH | New |
| 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 |