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CIK 0001843578 • 6 13F filings • Apr 15, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $206K | 0.1%Prev: 0.1% | 1,645 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.5%Prev: 0.4% | 4,700 SH | Increased |
| AMAZON COM INC | COM | $258K | 0.1%Prev: 0.1% | 1,118 SH | Increased |
| APPLE INC | COM | $762K | 0.3%Prev: 0.2% | 2,801 SH | Increased+320 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.5M | 0.5%Prev: 0.6% | 28,771 SH | Increased+816 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $7.0M | 2.4% | 313,634 SH | New |
| BOEING CO | COM | $232K | 0.1%Prev: 0.1% | 1,067 SH | Decreased-427 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $10.7M | 3.6% | 240,497 SH | New |
| CAPITAL ONE FINL CORP | COM | $394K | 0.1%Prev: 0.2% | 1,625 SH | Decreased-424 SH |
| CATERPILLAR INC | COM | $882K | 0.3%Prev: 0.3% | 1,539 SH | Increased+3 SH |
| CSX CORP | COM | $238K | 0.1%Prev: 0.1% | 6,557 SH | Increased+39 SH |
| FIRST TR EXCH TRADED FD III | RIVRFRNT DYN DEV | $235K | 0.1%Prev: 0.1% | 2,920 SH | Decreased-178 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $901K | 0.3%Prev: 0.3% | 9,374 SH | Decreased-769 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $603K | 0.2%Prev: 0.2% | 10,710 SH | Decreased-683 SH |
| HUNTINGTON BANCSHARES INC | COM | $440K | 0.1%Prev: 0.2% | 25,387 SH | Increased+6 SH |
| HUNTINGTON INGALLS INDS INC | COM | $202K | 0.1% | 594 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $309K | 0.1%Prev: 0.1% | 1,043 SH | Increased+292 SH |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $765K | 0.3%Prev: 0.3% | 12,260 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $435K | 0.1%Prev: 0.1% | 6,467 SH | Increased+860 SH |
| ISHARES TR | CORE MSCI EAFE | $12.5M | 4.2%Prev: 5.6% | 139,951 SH | Decreased-33,931 SH |
| ISHARES TR | CORE S&P MCP ETF | $428K | 0.1%Prev: 0.2% | 6,478 SH | Decreased-875 SH |
| ISHARES TR | CORE S&P SCP ETF | $324K | 0.1%Prev: 0.1% | 2,700 SH | Decreased-271 SH |
| ISHARES TR | CORE S&P TTL STK | $3.4M | 1.2%Prev: 1.3% | 22,956 SH | Decreased-1,980 SH |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 0.8%Prev: 0.9% | 3,594 SH | Increased-29 SH |
| ISHARES TR | MSCI EMG MKT ETF | $3.1M | 1.1%Prev: 1.2% | 57,271 SH | Decreased-2,509 SH |
| ISHARES TR | RUS 2000 GRW ETF | $13.3M | 4.5% | 41,177 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $6.3M | 2.1%Prev: 2.5% | 37,156 SH | Decreased-2,905 SH |
| ISHARES TR | RUSSELL 2000 ETF | $361K | 0.1% | 1,468 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $21.7M | 7.3%Prev: 7.7% | 56,009 SH | Increased+867 SH |
| ISHARES TR | S&P 500 GRWT ETF | $640K | 0.2%Prev: 0.2% | 5,196 SH | Increased-54 SH |
| ISHARES TR | S&P 500 VAL ETF | $672K | 0.2%Prev: 0.2% | 3,171 SH | Increased+429 SH |
| MICROSOFT CORP | COM | $1.9M | 0.6%Prev: 0.7% | 3,891 SH | Decreased |
| NEOS ETF TRUST | FIS CHRISTIAN | $1.2M | 0.4%Prev: 0.4% | 37,713 SH | Increased+2,307 SH |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | $34.9M | 11.8%Prev: 17.2% | 948,534 SH | Decreased-352,220 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $13.1M | 4.4%Prev: 2.0% | 289,767 SH | Increased+166,507 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $15.7M | 5.3%Prev: 5.0% | 63,078 SH | Increased+8,512 SH |
| NORTHERN LTS FD TR IV | INSPIRE FIDELIS | $3.9M | 1.3% | 108,411 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $1.2M | 0.4%Prev: 0.4% | 28,153 SH | Increased+1,271 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.2M | 0.4%Prev: 0.4% | 34,177 SH | Increased+1,569 SH |
| NVIDIA CORPORATION | COM | $298K | 0.1%Prev: 0.1% | 1,596 SH | Decreased-363 SH |
| PACER FDS TR | US CASH COWS 100 | $1.7M | 0.6%Prev: 0.7% | 28,282 SH | Decreased-3,006 SH |
| PROCTER AND GAMBLE CO | COM | $711K | 0.2%Prev: 0.3% | 4,959 SH | Decreased-40 SH |
| RTX CORPORATION | COM | $301K | 0.1%Prev: 0.1% | 1,644 SH | Increased-104 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $252K | 0.1%Prev: 0.1% | 10,483 SH | Decreased-1,291 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $262K | 0.1%Prev: 0.1% | 10,002 SH | Decreased-2,090 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $347K | 0.1%Prev: 0.1% | 10,623 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $16.6M | 5.6%Prev: 6.9% | 618,115 SH | Decreased-84,071 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $660K | 0.2%Prev: 0.3% | 21,951 SH | Decreased-5,576 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $771K | 0.3%Prev: 0.3% | 27,059 SH | Decreased-5,208 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $11.1M | 3.7% | 76,768 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $8.0M | 2.7% | 187,431 SH | New |
| SPDR GOLD TR | GOLD SHS | $307K | 0.1%Prev: 0.1% | 775 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $25.4M | 8.6%Prev: 9.9% | 37,178 SH | Decreased-2,849 SH |
| STRATEGY SHS | EVENTIDE HIGH DI | $1.8M | 0.6%Prev: 0.6% | 69,191 SH | Increased+9,277 SH |
| STRATEGY SHS | EVENTIDE SMALL C | $3.9M | 1.3% | 151,474 SH | New |
| STRATEGY SHS | EVENTIDE US MRKT | $14.3M | 4.8%Prev: 4.9% | 530,298 SH | Increased+42,752 SH |
| TIMOTHY PLAN | HIG DV STK ETF | $1.1M | 0.4%Prev: 0.4% | 27,930 SH | Increased+2,327 SH |
| TIMOTHY PLAN | INTL ETF | $7.7M | 2.6%Prev: 1.9% | 221,185 SH | Increased+68,105 SH |
| TIMOTHY PLAN | U S SM CP CORE | $1.1M | 0.4%Prev: 0.4% | 26,874 SH | Increased+1,598 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.2M | 1.1%Prev: 1.2% | 6,576 SH | Increased+24 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $22.6M | 7.7%Prev: 6.6% | 71,793 SH | Increased+13,941 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $944K | 0.3%Prev: 0.4% | 3,253 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $297K | 0.1%Prev: 0.1% | 473 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.1M | 1.0%Prev: 0.1% | 11,969 SH | Increased+10,846 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $282K | 0.1% | 934 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.4%Prev: 0.5% | 3,689 SH | Decreased-248 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $669K | 0.2%Prev: 0.4% | 2,662 SH | Decreased-1,349 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $203K | 0.1% | 493 SH | New |
| 13F-HR |
| 0001843578-26-000005 |
| $297.8M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001843578-25-000006 | $271.8M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001843578-26-000003 | $266.0M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001843578-25-000003 | $237.9M | View |