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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 | $541K | 0.5%Prev: 0.5% | 1,871 SH | Increased |
| CATERPILLAR INC | COM | $405K | 0.4%Prev: 0.3% | 380 SH | Increased |
| CHEVRON CORPORATION | COM | $325K | 0.3%Prev: 0.4% | 1,958 SH | Decreased+37 SH |
| DT MIDSTREAM INC | COMMON STOCK | $557K | 0.5%Prev: 0.5% | 3,797 SH | Increased+25 SH |
| DTE ENERGY CO | COM | $1.2M | 1.1%Prev: 1.1% | 7,628 SH | Increased+60 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | $13.9M | 13.3%Prev: 14.3% | 678,051 SH | Increased+5,669 SH |
| INVESCO QQQ TR | UNIT SER 1 | $14.3M | 13.7%Prev: 11.5% | 19,377 SH | Increased-58 SH |
| ISHARES TR | 7-10 YR TRSY BD | $9.6M | 9.2%Prev: 9.9% | 101,172 SH | Decreased-73 SH |
| ISHARES TR | CORE US AGGBD ET | $17.5M | 16.7%Prev: 18.0% | 176,302 SH | Increased+616 SH |
| JOHNSON & JOHNSON | COM | $203K | 0.2% | 798 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.7M | 2.6% | 51,311 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $4.1M | 3.9% | 90,744 SH | New |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $3.8M | 3.7% | 164,163 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.1M | 15.4%Prev: 14.5% | 23,462 SH | Increased-82 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 1.2%Prev: 1.2% | 5,193 SH | Increased-63 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.3M | 6.1%Prev: 5.7% | 17,120 SH | Increased-65 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.2M | 3.1%Prev: 2.9% | 14,750 SH | Increased+206 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $8.1M | 7.8%Prev: 7.5% | 34,289 SH | Increased+238 SH |
| WALMART INC | COM | $258K | 0.2%Prev: 0.3% | 2,280 SH | Decreased |
| Q1 2026 |
| 13F-HR |
| 0002085853-26-000529 |
| $97.1M |
| View |