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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 | $475K | 0.5% | 1,871 SH | |
| CATERPILLAR INC | COM | $269K | 0.3% | 380 SH | |
| CHEVRON CORPORATION | COM | $397K | 0.4% | 1,921 SH | |
| DT MIDSTREAM INC | COMMON STOCK | $508K | 0.5% | 3,772 SH | |
| DTE ENERGY CO | COM | $1.1M | 1.1% | 7,568 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | $13.8M | 14.3% | 672,382 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $11.2M | 11.5% | 19,435 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $9.7M | 9.9% | 101,245 SH | |
| ISHARES TR | CORE US AGGBD ET | $17.4M | 18.0% | 175,686 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $3.1M | 3.2% | 50,795 SH | |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $4.1M | 4.3% | 90,230 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.8M | 3.9% | 162,330 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.1M | 14.5% | 23,544 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.2% | 5,256 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.5M | 5.7% | 17,185 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 2.9% | 14,544 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $7.3M | 7.5% | 34,051 SH | |
| WALMART INC | COM | $283K | 0.3% | 2,280 SH |
| Q1 2026 |
| 13F-HR |
| 0002085853-26-000529 |
| $97.1M |
| View |