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CIK 0002131286 • 2 13F filings • Apr 29, 2026 – Jul 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $623K | 0.6%Prev: 0.5% | 1,871 SH | Increased |
| CATERPILLAR INC | COM | $308K | 0.3%Prev: 0.4% | 380 SH | Decreased |
| CHEVRON CORPORATION | COM | $400K | 0.4%Prev: 0.3% | 1,957 SH | Increased-1 SH |
| DT MIDSTREAM INC | COMMON STOCK | $456K | 0.4%Prev: 0.5% | 3,820 SH | Decreased+23 SH |
| DTE ENERGY CO | COM | $936K | 0.9%Prev: 1.1% | 7,688 SH | Decreased+60 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | $13.7M | 13.2%Prev: 13.3% | 697,281 SH | Decreased+19,230 SH |
| INVESCO QQQ TR | UNIT SER 1 | $14.1M | 13.6%Prev: 13.7% | 18,996 SH | Decreased-381 SH |
| ISHARES TR | 7-10 YR TRSY BD | $9.1M | 8.8%Prev: 9.2% | 102,205 SH | Decreased+1,033 SH |
| ISHARES TR | CORE US AGGBD ET | $14.4M | 13.9%Prev: 16.7% | 151,788 SH | Decreased-24,514 SH |
| JOHNSON & JOHNSON | COM | $203K | 0.2%Prev: 0.2% | 767 SH | Increased-31 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.9M | 2.8%Prev: 2.6% | 46,926 SH | Increased-4,385 SH |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $3.8M | 3.7%Prev: 3.9% | 96,072 SH | Decreased+5,328 SH |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $6.7M | 6.5%Prev: 3.7% | 295,560 SH | Increased+131,397 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.4M | 3.3% | 5,578 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $1.2M | 1.2% | 5,352 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $6.4M | 6.2% | 16,982 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $3.2M | 3.1% | 14,789 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.4M | 15.8%Prev: 15.4% | 23,340 SH | Increased-122 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.0M | 4.8%Prev: 7.8% | 21,456 SH | Decreased-12,833 SH |
| WALMART INC | COM | $237K | 0.2%Prev: 0.2% | 2,280 SH | Decreased |
| Q1 2026 |
| 13F-HR |
| 0002085853-26-000529 |
| $97.1M |
| View |