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CIK 0001813454 • 3 13F filings • Feb 24, 2026 – Jul 16, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVISORSHARES TR | ADVISORSHS ETF | $2.1M | 1.9% | 33,044 SH | |
| ALBEMARLE CORP | COM | $760K | 0.7% | 4,225 SH | |
| ALPHABET INC | CAP STK CL A | $623K | 0.6% | 2,166 SH | |
| ALPHABET INC | CAP STK CL C | $2.3M | 2.1% | 7,997 SH | |
| AMAZON COM INC | COM | $1.7M | 1.6% | 8,353 SH | |
| APPLE INC | COM | $2.4M | 2.2% | 9,619 SH | |
| APPLIED MATLS INC | COM | $709K | 0.6% | 2,074 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.5M | 2.2% | 5,157 SH | |
| BROADCOM INC | COM | $792K | 0.7% | 2,560 SH | |
| CORNING INC | COM | $724K | 0.6% | 5,323 SH | |
| EXXON MOBIL CORP | COM | $205K | 0.2% | 1,210 SH | |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $2.8M | 2.6% | 72,156 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $3.3M | 2.9% | 54,372 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $262K | 0.2% | 5,158 SH | |
| GOLDMAN SACHS GROUP INC | COM | $246K | 0.2% | 291 SH | |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $279K | 0.3% | 10,123 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.3M | 2.0% | 20,156 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.2% | 2,223 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $500K | 0.4% | 4,966 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 1.0% | 1,687 SH | |
| ISHARES TR | CORE US AGGBD ET | $5.7M | 5.2% | 57,844 SH | |
| ISHARES TR | RUS MD CP GR ETF | $3.3M | 3.0% | 26,036 SH | |
| ISHARES TR | RUS TOP 200 ETF | $690K | 0.6% | 4,299 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $221K | 0.2% | 596 SH | |
| ISHARES TR | S&P 100 ETF | $806K | 0.7% | 2,534 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $611K | 0.5% | 5,403 SH | |
| ISHARES TR | S&P SML 600 GWT | $3.8M | 3.4% | 26,242 SH | |
| ISHARES TR | US CONSM STAPLES | $874K | 0.8% | 12,476 SH | |
| JPMORGAN CHASE & CO | COM | $1.2M | 1.1% | 4,154 SH | |
| LAM RESEARCH CORP | COM NEW | $807K | 0.7% | 3,771 SH | |
| META PLATFORMS INC | CL A | $1.5M | 1.4% | 2,660 SH | |
| MICRON TECHNOLOGY INC | COM | $851K | 0.8% | 2,518 SH | |
| MICROSOFT CORP | COM | $980K | 0.9% | 2,647 SH | |
| MODERNA INC | COM | $689K | 0.6% | 13,557 SH | |
| NETFLIX INC. | COM | $398K | 0.4% | 4,138 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 1.3% | 8,263 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.2M | 4.6% | 51,244 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $537K | 0.5% | 17,505 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $891K | 0.8% | 2,269 SH | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $603K | 0.5% | 4,113 SH | |
| SPDR GOLD TR | GOLD SHS | $531K | 0.5% | 1,235 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $15.7M | 14.1% | 162,436 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.6M | 5.9% | 10,090 SH | |
| TERADYNE INC | COM | $851K | 0.8% | 2,872 SH | |
| TESLA INC | COM | $822K | 0.7% | 2,211 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $214K | 0.2% | 2,905 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $382K | 0.3% | 875 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.6M | 7.7% | 14,310 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.8% | 6,111 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.1M | 4.6% | 26,245 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $450K | 0.4% | 2,091 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.5M | 3.1% | 54,264 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $4.3M | 3.9% | 11,760 SH | |
| VISA INC | COM CL A | $507K | 0.5% | 1,679 SH | |
| WALMART INC | COM | $1.6M | 1.5% | 13,059 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $916K | 0.8% | 33,354 SH | |
| WESTERN DIGITAL CORP | COM | $1.2M | 1.1% | 4,602 SH |
| 13F-HR |
| 0001754960-26-000370 |
| $111.4M |
| View |