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CIK 0002055275 • 2 13F filings • May 13, 2025 – Aug 6, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $231K | 0.2% | 1,222 SH | New |
| AMAZON COM INC | COM | $889K | 0.7%Prev: 0.8% | 4,142 SH | Decreased-725 SH |
| APPLE INC | COM | $1.4M | 1.1%Prev: 1.2% | 6,740 SH | Increased+63 SH |
| CINCINNATI FINL CORP | COM | $918K | 0.8%Prev: 0.8% | 6,282 SH | Increased+37 SH |
| COSTCO WHSL CORP NEW | COM | $349K | 0.3%Prev: 0.3% | 366 SH | Decreased+2 SH |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | $3.0M | 2.5%Prev: 2.4% | 79,091 SH | Increased+1,454 SH |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $912K | 0.8%Prev: 0.7% | 19,870 SH | Increased+2,158 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $4.3M | 3.5%Prev: 3.7% | 177,999 SH | Increased+4,695 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $626K | 0.5%Prev: 0.5% | 2,744 SH | Increased+94 SH |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $675K | 0.6%Prev: 0.5% | 32,310 SH | Increased+3,799 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $2.6M | 2.1%Prev: 2.1% | 114,478 SH | Increased+7,483 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $450K | 0.4%Prev: 0.4% | 23,980 SH | Increased+1,138 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $1.9M | 1.5%Prev: 1.5% | 87,324 SH | Increased+8,711 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.0M | 0.8%Prev: 0.9% | 49,764 SH | Decreased-90 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | $11.4M | 9.4%Prev: 9.8% | 492,654 SH | Increased+14,774 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $4.9M | 4.1%Prev: 4.2% | 252,749 SH | Increased+10,563 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $8.5M | 7.0%Prev: 7.3% | 432,241 SH | Increased+13,344 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $2.7M | 2.2%Prev: 2.1% | 121,173 SH | Increased+11,208 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $6.6M | 5.4%Prev: 5.6% | 282,006 SH | Increased+12,069 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $601K | 0.5%Prev: 0.5% | 29,270 SH | Increased+4,413 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.0M | 2.4%Prev: 2.4% | 16,366 SH | Increased+288 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.5M | 3.7%Prev: 3.5% | 8,136 SH | Increased+46 SH |
| ISHARES TR | 0-5YR HI YL CP | $464K | 0.4%Prev: 0.4% | 10,852 SH | Increased+192 SH |
| ISHARES TR | CORE MSCI EAFE | $557K | 0.5%Prev: 0.5% | 6,816 SH | Increased+91 SH |
| ISHARES TR | CORE S&P US GWT | $298K | 0.2%Prev: 0.2% | 1,956 SH | Increased+1 SH |
| ISHARES TR | HIGH YLD SYSTM B | $380K | 0.3%Prev: 0.3% | 8,065 SH | Increased+150 SH |
| ISHARES TR | IBONDS 2026 TERM | $7.0M | 5.8%Prev: 6.0% | 304,244 SH | Increased+12,779 SH |
| ISHARES TR | IBONDS 2027 TERM | $2.2M | 1.8%Prev: 1.8% | 97,610 SH | Increased+7,270 SH |
| ISHARES TR | IBONDS 25 TRM HG | $1.3M | 1.1%Prev: 1.1% | 54,449 SH | Increased+307 SH |
| ISHARES TR | IBONDS 27 ETF | $6.4M | 5.2%Prev: 5.4% | 262,378 SH | Increased+9,909 SH |
| ISHARES TR | IBONDS 28 TR HI | $2.4M | 2.0%Prev: 1.9% | 100,648 SH | Increased+7,107 SH |
| ISHARES TR | IBONDS 29 TR HI | $1.9M | 1.6%Prev: 1.5% | 81,772 SH | Increased+7,562 SH |
| ISHARES TR | IBONDS DEC2026 | $4.5M | 3.7%Prev: 3.8% | 186,724 SH | Increased+8,253 SH |
| ISHARES TR | IBONDS DEC25 ETF | $516K | 0.4%Prev: 0.5% | 20,554 SH | Decreased-407 SH |
| ISHARES TR | RUS 1000 ETF | $6.3M | 5.2%Prev: 4.9% | 18,322 SH | Increased+341 SH |
| ISHARES TR | RUS 1000 GRW ETF | $8.7M | 7.1%Prev: 6.6% | 20,053 SH | Increased+189 SH |
| ISHARES TR | RUS 1000 VAL ETF | $3.8M | 3.1%Prev: 3.1% | 19,549 SH | Increased+279 SH |
| ISHARES TR | RUS MD CP GR ETF | $237K | 0.2%Prev: 0.2% | 1,702 SH | Increased+1 SH |
| ISHARES TR | RUS MID CAP ETF | $1.5M | 1.2%Prev: 1.2% | 16,067 SH | Increased+134 SH |
| ISHARES TR | SELECT DIVID ETF | $262K | 0.2%Prev: 0.2% | 1,955 SH | Increased+18 SH |
| ISHARES TR | US INFRASTRUC | $325K | 0.3%Prev: 0.3% | 6,504 SH | Increased+25 SH |
| ISHARES U S ETF TR | IT RT HDG HGYL | $1.3M | 1.0%Prev: 1.0% | 14,548 SH | Increased+796 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $772K | 0.6%Prev: 0.7% | 15,263 SH | Increased+105 SH |
| LPL FINL HLDGS INC | COM | $424K | 0.3%Prev: 0.3% | 1,147 SH | Increased |
| META PLATFORMS INC | CL A | $328K | 0.3%Prev: 0.2% | 437 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $980K | 0.8%Prev: 0.7% | 1,870 SH | Increased |
| NVIDIA CORPORATION | COM | $916K | 0.8%Prev: 0.5% | 5,270 SH | Increased+102 SH |
| PRICE T ROWE GROUP INC | COM | $289K | 0.2%Prev: 0.2% | 2,800 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $231K | 0.2%Prev: 0.2% | 1,534 SH | Decreased+22 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $348K | 0.3%Prev: 0.3% | 559 SH | Increased+50 SH |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $1.7M | 1.4% | 17,708 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.7M | 1.4% | 32,486 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $235K | 0.2%Prev: 0.2% | 528 SH | Increased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $497K | 0.4%Prev: 0.4% | 869 SH | Increased+1 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 1.2%Prev: 1.2% | 4,742 SH | Increased+25 SH |