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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 | $1.0M | 0.7% | 1,757 SH | New |
| ADVISORSHARES TR | ADVISORSHS ETF | $2.2M | 1.6%Prev: 1.9% | 32,647 SH | Increased-397 SH |
| ALPHABET INC | CAP STK CL A | $760K | 0.6%Prev: 0.6% | 2,127 SH | Increased-39 SH |
| ALPHABET INC | CAP STK CL C | $2.8M | 2.1%Prev: 2.1% | 7,968 SH | Increased-29 SH |
| AMAZON COM INC | COM | $2.0M | 1.5%Prev: 1.6% | 8,396 SH | Increased+43 SH |
| APPLE INC | COM | $2.8M | 2.0%Prev: 2.2% | 9,565 SH | Increased-54 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.5M | 1.8%Prev: 2.2% | 5,036 SH | Increased-121 SH |
| BROADCOM INC | COM | $997K | 0.7%Prev: 0.7% | 2,638 SH | Increased+78 SH |
| CATERPILLAR INC | COM | $309K | 0.2% | 290 SH | New |
| CORNING INC | COM | $1.4M | 1.1%Prev: 0.6% | 5,659 SH | Increased+336 SH |
| DELL TECHNOLOGIES INC | CL C | $1.0M | 0.8% | 2,423 SH | New |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $3.1M | 2.3%Prev: 2.6% | 72,506 SH | Increased+350 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $3.5M | 2.5%Prev: 2.9% | 57,850 SH | Increased+3,478 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $215K | 0.2% | 641 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $304K | 0.2%Prev: 0.2% | 5,157 SH | Increased-1 SH |
| GOLDMAN SACHS GROUP INC | COM | $294K | 0.2%Prev: 0.2% | 291 SH | Increased |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $365K | 0.3%Prev: 0.3% | 12,962 SH | Increased+2,839 SH |
| INTEL CORP | COM | $1.5M | 1.1% | 10,698 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $3.3M | 2.4%Prev: 2.0% | 20,206 SH | Increased+50 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 1.5%Prev: 1.2% | 2,870 SH | Increased+647 SH |
| ISHARES TR | 0-3 MTH TREASURY | $500K | 0.4% | 4,966 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.9%Prev: 1.0% | 1,674 SH | Increased-13 SH |
| ISHARES TR | CORE US AGGBD ET | $5.4M | 4.0%Prev: 5.2% | 54,789 SH | Decreased-3,055 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.0M | 2.9%Prev: 3.0% | 27,376 SH | Increased+1,340 SH |
| ISHARES TR | RUS TOP 200 ETF | $762K | 0.6%Prev: 0.6% | 4,118 SH | Increased-181 SH |
| ISHARES TR | RUSSELL 3000 ETF | $254K | 0.2%Prev: 0.2% | 596 SH | Increased |
| ISHARES TR | S&P 100 ETF | $932K | 0.7%Prev: 0.7% | 2,546 SH | Increased+12 SH |
| ISHARES TR | S&P 500 GRWT ETF | $771K | 0.6%Prev: 0.5% | 5,595 SH | Increased+192 SH |
| ISHARES TR | S&P SML 600 GWT | $4.8M | 3.5%Prev: 3.4% | 26,920 SH | Increased+678 SH |
| ISHARES TR | US CONSM STAPLES | $817K | 0.6%Prev: 0.8% | 11,248 SH | Decreased-1,228 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $378K | 0.3% | 7,470 SH | New |
| JPMORGAN CHASE & CO | COM | $1.4M | 1.0%Prev: 1.1% | 4,181 SH | Increased+27 SH |
| LAM RESEARCH CORP | COM NEW | $1.8M | 1.3%Prev: 0.7% | 4,137 SH | Increased+366 SH |
| META PLATFORMS INC | CL A | $1.9M | 1.4%Prev: 1.4% | 3,323 SH | Increased+663 SH |
| MICRON TECHNOLOGY INC | COM | $3.0M | 2.2%Prev: 0.8% | 2,600 SH | Increased+82 SH |
| MICROSOFT CORP | COM | $1.0M | 0.7%Prev: 0.9% | 2,721 SH | Increased+74 SH |
| NETFLIX INC. | COM | $411K | 0.3%Prev: 0.4% | 5,758 SH | Increased+1,620 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.2%Prev: 1.3% | 8,154 SH | Increased-109 SH |
| ON SEMICONDUCTOR CORP | COM | $590K | 0.4% | 6,241 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.6M | 4.1%Prev: 4.6% | 55,778 SH | Increased+4,534 SH |
| SANDISK CORP | COM | $1.6M | 1.2% | 708 SH | New |
| SCHEIN HENRY INC | COM | $203K | 0.1% | 2,429 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $547K | 0.4%Prev: 0.5% | 17,245 SH | Increased-260 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $2.2M | 1.6%Prev: 0.8% | 2,300 SH | Increased+31 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $492K | 0.4% | 3,097 SH | New |
| SPDR GOLD TR | GOLD SHS | $489K | 0.4%Prev: 0.5% | 1,328 SH | Decreased+93 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $2.4M | 1.7% | 25,995 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $15.9M | 11.6% | 133,745 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $488K | 0.4% | 5,378 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.3M | 5.4%Prev: 5.9% | 9,790 SH | Increased-300 SH |
| TESLA INC | COM | $1.0M | 0.8%Prev: 0.7% | 2,448 SH | Increased+237 SH |
| UBER TECHNOLOGIES INC | COM | $340K | 0.2% | 4,715 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $263K | 0.2%Prev: 0.2% | 3,583 SH | Increased+678 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $429K | 0.3%Prev: 0.3% | 4,975 SH | Increased+4,100 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.6M | 7.8%Prev: 7.7% | 15,435 SH | Increased+1,125 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.9%Prev: 1.8% | 7,121 SH | Increased+1,010 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.8M | 4.3%Prev: 4.6% | 26,701 SH | Increased+456 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $497K | 0.4%Prev: 0.4% | 2,101 SH | Increased+10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.9M | 2.9%Prev: 3.1% | 54,876 SH | Increased+612 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $5.4M | 3.9%Prev: 3.9% | 61,221 SH | Increased+49,461 SH |
| VISA INC | COM CL A | $579K | 0.4%Prev: 0.5% | 1,686 SH | Increased+7 SH |
| WALMART INC | COM | $1.5M | 1.1%Prev: 1.5% | 13,576 SH | Decreased+517 SH |
| WESTERN DIGITAL CORP | COM | $2.3M | 1.7%Prev: 1.1% | 3,553 SH | Increased-1,049 SH |
| 13F-HR |
| 0001754960-26-000370 |
| $111.4M |
| View |