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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 | $324K | 0.2% | 12,609 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $949K | 0.5%Prev: 0.2% | 1,552 SH | Increased-105 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM INTL | $9.3M | 5.4% | 364,418 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $1.0M | 0.6%Prev: 0.2% | 33,576 SH | Increased+24,028 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $15.6M | 9.0%Prev: 11.5% | 510,742 SH | Decreased-149,370 SH |
| ALPHABET INC | CAP STK CL A | $330K | 0.2%Prev: 0.1% | 960 SH | Increased |
| AMAZON COM INC | COM | $830K | 0.5%Prev: 0.5% | 3,330 SH | Increased-100 SH |
| APPLE INC | COM | $4.0M | 2.3%Prev: 2.0% | 11,913 SH | Increased-806 SH |
| BLACKROCK ETF TRUST | ISHA US AWAR ETF | $306K | 0.2% | 3,752 SH | New |
| CATERPILLAR INC | COM | $255K | 0.1% | 315 SH | New |
| CITIGROUP INC | COM NEW | $272K | 0.2%Prev: 0.1% | 2,100 SH | Increased |
| COCA COLA CO | COM | $274K | 0.2%Prev: 0.1% | 3,180 SH | Increased-90 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $5.0M | 2.9%Prev: 3.0% | 101,813 SH | Increased-6,991 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $5.7M | 3.3%Prev: 6.9% | 95,845 SH | Decreased-86,851 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | $671K | 0.4%Prev: 0.3% | 31,960 SH | Increased+9,953 SH |
| GLOBAL X FDS | SUPERDIVIDEND | $673K | 0.4%Prev: 0.2% | 28,816 SH | Increased+14,736 SH |
| GLOBAL X FDS | U S ELECT ETF | $4.8M | 2.8% | 156,150 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.2M | 8.2%Prev: 8.2% | 68,390 SH | Increased-125 SH |
| ISHARES TR | CORE DIV GRWTH | $10.7M | 6.2%Prev: 7.0% | 141,531 SH | Decreased-21,871 SH |
| ISHARES TR | CORE MSCI INTL | $12.2M | 7.0%Prev: 7.5% | 135,998 SH | Increased-12,035 SH |
| ISHARES TR | ESG AWR MSCI USA | $286K | 0.2%Prev: 0.2% | 1,713 SH | Increased+55 SH |
| ISHARES TR | ESG MSCI KLD ETF | $228K | 0.1% | 1,561 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $11.2M | 6.5% | 218,372 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $691K | 0.4%Prev: 0.3% | 12,291 SH | Increased+3,820 SH |
| JPMORGAN CHASE & CO | COM | $239K | 0.1% | 722 SH | New |
| MICROSOFT CORP | COM | $707K | 0.4%Prev: 0.6% | 1,379 SH | Decreased-435 SH |
| ONEOK INC NEW | COM | $320K | 0.2%Prev: 0.3% | 3,750 SH | Decreased-2,442 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $7.0M | 4.1% | 206,954 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $7.1M | 4.1% | 87,938 SH | New |
| SPDR SERIES TRUST | ST STR CORPO ETF | $20.9M | 12.1% | 760,411 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $10.2M | 5.9% | 82,600 SH | New |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $9.1M | 5.3% | 374,878 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.4M | 0.8% | 1,827 SH | New |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $8.5M | 4.9%Prev: 5.0% | 56,181 SH | Increased-6,533 SH |
| WALMART INC | COM | $282K | 0.2%Prev: 0.2% | 2,714 SH | Increased |
| WISDOMTREE TR | TRUE EMERGING MK | $7.2M | 4.2% | 235,789 SH | New |
| XPO INC | COM | $210K | 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 |