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CIK 0001813454 • 3 13F filings • Feb 24, 2026 – Jul 16, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $475K | 0.4%Prev: 0.7% | 2,217 SH | Decreased+460 SH |
| ADVISORSHARES TR | ADVISORSHS ETF | $2.3M | 2.1%Prev: 1.6% | 33,881 SH | Increased+1,234 SH |
| ALPHABET INC | CAP STK CL A | $675K | 0.6%Prev: 0.6% | 2,156 SH | Decreased+29 SH |
| ALPHABET INC | CAP STK CL C | $2.8M | 2.5%Prev: 2.1% | 8,800 SH | Decreased+832 SH |
| AMAZON COM INC | COM | $1.9M | 1.7%Prev: 1.5% | 8,074 SH | Decreased-322 SH |
| APPLE INC | COM | $2.4M | 2.1%Prev: 2.0% | 8,706 SH | Decreased-859 SH |
| BAXTER INTL INC | COM | $238K | 0.2% | 12,424 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.9%Prev: 1.8% | 4,307 SH | Decreased-729 SH |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $318K | 0.3% | 5,621 SH | New |
| BROADCOM INC | COM | $779K | 0.7%Prev: 0.7% | 2,252 SH | Decreased-386 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $222K | 0.2% | 4,848 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $211K | 0.2% | 2,860 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $205K | 0.2% | 5,528 SH | New |
| CORNING INC | COM | $529K | 0.5%Prev: 1.1% | 6,042 SH | Decreased+383 SH |
| EOG RES INC | COM | $260K | 0.2% | 2,480 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $3.2M | 2.9%Prev: 2.5% | 54,064 SH | Decreased-3,786 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $2.5M | 2.2% | 64,383 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $292K | 0.3%Prev: 0.2% | 6,062 SH | Decreased+905 SH |
| GOLDMAN SACHS GROUP INC | COM | $239K | 0.2%Prev: 0.2% | 272 SH | Decreased-19 SH |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $287K | 0.3%Prev: 0.3% | 10,123 SH | Decreased-2,839 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $232K | 0.2% | 809 SH | New |
| HOWARD HUGHES HOLDINGS INC | COM | $281K | 0.3% | 3,521 SH | New |
| INTEL CORP | COM | $468K | 0.4%Prev: 1.1% | 12,688 SH | Decreased+1,990 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.3M | 2.0%Prev: 2.4% | 18,933 SH | Decreased-1,273 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 1.2%Prev: 1.5% | 2,226 SH | Decreased-644 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $498K | 0.4% | 4,966 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 1.1%Prev: 0.9% | 1,775 SH | Decreased+101 SH |
| ISHARES TR | CORE US AGGBD ET | $5.1M | 4.5%Prev: 4.0% | 50,715 SH | Decreased-4,074 SH |
| ISHARES TR | RUS MD CP GR ETF | $3.3M | 3.0%Prev: 2.9% | 24,224 SH | Decreased-3,152 SH |
| ISHARES TR | RUS TOP 200 ETF | $734K | 0.7%Prev: 0.6% | 4,299 SH | Decreased+181 SH |
| ISHARES TR | RUSSELL 3000 ETF | $231K | 0.2%Prev: 0.2% | 596 SH | Decreased |
| ISHARES TR | S&P 100 ETF | $632K | 0.6%Prev: 0.7% | 1,842 SH | Decreased-704 SH |
| ISHARES TR | S&P 500 GRWT ETF | $419K | 0.4%Prev: 0.6% | 3,397 SH | Decreased-2,198 SH |
| ISHARES TR | S&P SML 600 GWT | $3.7M | 3.3%Prev: 3.5% | 26,093 SH | Decreased-827 SH |
| ISHARES TR | US CONSM STAPLES | $608K | 0.5%Prev: 0.6% | 9,080 SH | Decreased-2,168 SH |
| JPMORGAN CHASE & CO. | COM | $1.9M | 1.7% | 5,868 SH | New |
| LAM RESEARCH CORP | COM NEW | $604K | 0.5%Prev: 1.3% | 3,521 SH | Decreased-616 SH |
| META PLATFORMS INC | CL A | $1.8M | 1.6%Prev: 1.4% | 2,654 SH | Decreased-669 SH |
| MICRON TECHNOLOGY INC | COM | $701K | 0.6%Prev: 2.2% | 2,455 SH | Decreased-145 SH |
| MICROSOFT CORP | COM | $1.0M | 0.9%Prev: 0.7% | 2,135 SH | Increased-586 SH |
| NETFLIX INC | COM | $389K | 0.3% | 4,153 SH | New |
| NEWMONT CORP | COM | $587K | 0.5% | 5,874 SH | New |
| NIKE INC | CL B | $209K | 0.2% | 3,257 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 1.3%Prev: 1.2% | 7,569 SH | Decreased-585 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.1M | 4.6%Prev: 4.1% | 50,961 SH | Decreased-4,817 SH |
| RESTAURANT BRANDS INTL INC | COM | $349K | 0.3% | 5,068 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $696K | 0.6%Prev: 1.6% | 2,519 SH | Decreased+219 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $211K | 0.2% | 1,365 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.0M | 0.9% | 2,146 SH | New |
| SPDR GOLD TR | GOLD SHS | $473K | 0.4%Prev: 0.4% | 1,193 SH | Decreased-135 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $7.0M | 6.2% | 10,245 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $16.9M | 15.1% | 164,341 SH | New |
| TERADYNE INC | COM | $551K | 0.5% | 2,847 SH | New |
| TESLA INC | COM | $850K | 0.8%Prev: 0.8% | 1,889 SH | Decreased-559 SH |
| UBER TECHNOLOGIES INC | COM | $267K | 0.2%Prev: 0.2% | 3,263 SH | Decreased-1,452 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $215K | 0.2%Prev: 0.2% | 2,905 SH | Decreased-678 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $429K | 0.4%Prev: 0.3% | 880 SH | Increased-4,095 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 7.7%Prev: 7.8% | 13,855 SH | Decreased-1,580 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 1.7%Prev: 1.9% | 5,602 SH | Decreased-1,519 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.1M | 4.5%Prev: 4.3% | 26,555 SH | Decreased-146 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 2.3%Prev: 2.9% | 41,504 SH | Decreased-13,372 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $4.6M | 4.1%Prev: 3.9% | 11,200 SH | Decreased-50,021 SH |
| VISA INC | COM CL A | $570K | 0.5%Prev: 0.4% | 1,626 SH | Decreased-60 SH |
| WALMART INC | COM | $1.0M | 0.9%Prev: 1.1% | 9,200 SH | Decreased-4,376 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $1.2M | 1.1% | 42,888 SH | New |
| WESTERN DIGITAL CORP | COM | $1.0M | 0.9%Prev: 1.7% | 5,861 SH | Decreased+2,308 SH |
| 13F-HR |
| 0001754960-26-000370 |
| $111.4M |
| View |