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CIK 0002044121 • 6 13F filings • Apr 23, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.3M | 0.7%Prev: 0.8% | 5,704 SH | Decreased-550 SH |
| ALPHABET INC | CAP STK CL A | $979K | 0.5%Prev: 0.4% | 3,129 SH | Increased+6 SH |
| ALPHABET INC | CAP STK CL C | $868K | 0.5%Prev: 0.4% | 2,765 SH | Increased |
| ALTRIA GROUP INC | COM | $621K | 0.3%Prev: 0.4% | 10,772 SH | Decreased-316 SH |
| AMAZON COM INC | COM | $403K | 0.2%Prev: 0.2% | 1,748 SH | Increased+50 SH |
| AMDOCS LTD | SHS | $479K | 0.3%Prev: 0.2% | 5,953 SH | Increased+321 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.4M | 4.0%Prev: 3.9% | 96,260 SH | Increased+626 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.5M | 2.4%Prev: 2.2% | 43,954 SH | Increased+3,095 SH |
| AMGEN INC | COM | $1.0M | 0.5%Prev: 0.5% | 3,124 SH | Increased-137 SH |
| APPLE INC | COM | $4.9M | 2.6%Prev: 2.5% | 17,903 SH | Increased-288 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.5%Prev: 0.5% | 2,005 SH | Increased+9 SH |
| CARLISLE COS INC | COM | $645K | 0.3%Prev: 0.3% | 2,015 SH | Increased+61 SH |
| CATERPILLAR INC | COM | $208K | 0.1%Prev: 0.2% | 364 SH | Decreased-335 SH |
| CHEVRON CORP NEW | COM | $434K | 0.2%Prev: 0.2% | 2,847 SH | Decreased+12 SH |
| COMCAST CORP NEW | CL A | $378K | 0.2%Prev: 0.2% | 12,634 SH | Decreased-1,245 SH |
| CONAGRA BRANDS INC | COM | $380K | 0.2%Prev: 0.3% | 21,971 SH | Decreased-8,567 SH |
| CUMMINS INC | COM | $1.5M | 0.8%Prev: 0.7% | 2,857 SH | Increased-323 SH |
| DOMINOS PIZZA INC | COM | $606K | 0.3%Prev: 0.3% | 1,453 SH | Increased+178 SH |
| DONALDSON INC | COM | $819K | 0.4%Prev: 0.4% | 9,237 SH | Increased+275 SH |
| EXXON MOBIL CORP | COM | $624K | 0.3%Prev: 0.3% | 5,184 SH | Increased-122 SH |
| FIRST FINL BANKSHARES INC | COM | $310K | 0.2%Prev: 0.2% | 10,384 SH | Decreased |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | $1.7M | 0.9%Prev: 0.9% | 18,547 SH | Increased+1,138 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $808K | 0.4%Prev: 0.4% | 8,405 SH | Increased+229 SH |
| FRESH DEL MONTE PRODUCE INC | ORD | $944K | 0.5%Prev: 0.5% | 26,482 SH | Increased+1,410 SH |
| GENPACT LIMITED | SHS | $844K | 0.4%Prev: 0.4% | 18,032 SH | Increased+650 SH |
| GOLDMAN SACHS GROUP INC | COM | $264K | 0.1%Prev: 0.1% | 300 SH | Increased |
| HERSHEY CO | COM | $907K | 0.5%Prev: 0.5% | 4,986 SH | Decreased-83 SH |
| INTUITIVE SURGICAL INC | COM NEW | $577K | 0.3%Prev: 0.2% | 1,019 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $549K | 0.3%Prev: 0.3% | 6,904 SH | Increased+1,050 SH |
| ISHARES GOLD TR | ISHARES NEW | $227K | 0.1%Prev: 0.1% | 2,800 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $11.3M | 6.0%Prev: 5.2% | 93,761 SH | Increased+12,593 SH |
| ISHARES TR | CORE S&P TTL STK | $1.2M | 0.6%Prev: 0.6% | 8,022 SH | Increased-159 SH |
| ISHARES TR | RUS 1000 GRW ETF | $19.6M | 10.5%Prev: 10.3% | 41,417 SH | Increased+474 SH |
| ISHARES TR | RUS 1000 VAL ETF | $24.7M | 13.2%Prev: 11.3% | 117,450 SH | Increased+14,464 SH |
| JANUS HENDERSON GROUP PLC | ORD SHS | $562K | 0.3%Prev: 0.3% | 11,810 SH | Increased+805 SH |
| JEFFERIES FINL GROUP INC | COM | $569K | 0.3%Prev: 0.4% | 9,180 SH | Decreased-1,722 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.7%Prev: 0.6% | 5,951 SH | Increased+125 SH |
| MARSH & MCLENNAN COS INC | COM | $650K | 0.3% | 3,504 SH | New |
| MCDONALDS CORP | COM | $244K | 0.1%Prev: 0.1% | 797 SH | Increased+27 SH |
| MERCK & CO INC | COM | $1.2M | 0.7%Prev: 0.5% | 11,827 SH | Increased-89 SH |
| MICROSOFT CORP | COM | $8.9M | 4.7%Prev: 5.1% | 18,383 SH | Decreased+14 SH |
| MOSAIC CO NEW | COM | $466K | 0.2%Prev: 0.4% | 19,337 SH | Decreased-3,021 SH |
| NETAPP INC | COM | $932K | 0.5%Prev: 0.6% | 8,700 SH | Decreased-329 SH |
| NVIDIA CORPORATION | COM | $491K | 0.3%Prev: 0.3% | 2,632 SH | Increased+19 SH |
| ORACLE CORP | COM | $842K | 0.4%Prev: 0.6% | 4,322 SH | Decreased+234 SH |
| PACER FDS TR | US CASH COWS 100 | $13.2M | 7.0%Prev: 8.3% | 219,078 SH | Decreased-48,774 SH |
| PACER FDS TR | US LRG CP CASH | $10.7M | 5.7%Prev: 6.0% | 304,194 SH | Decreased-4,335 SH |
| PACKAGING CORP AMER | COM | $527K | 0.3%Prev: 0.3% | 2,555 SH | Increased+300 SH |
| PPG INDS INC | COM | $727K | 0.4%Prev: 0.4% | 7,092 SH | Decreased+91 SH |
| PRIMERICA INC | COM | $517K | 0.3%Prev: 0.3% | 2,000 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $308K | 0.2%Prev: 0.3% | 2,149 SH | Decreased-1,000 SH |
| ROYAL BK CDA | COM | $268K | 0.1%Prev: 0.2% | 1,570 SH | Decreased-500 SH |
| ROYAL GOLD INC | COM | $999K | 0.5%Prev: 0.5% | 4,494 SH | Increased-320 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $20.7M | 11.0%Prev: 10.8% | 860,077 SH | Increased-6,285 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $661K | 0.4%Prev: 0.3% | 7,565 SH | Increased+1,150 SH |
| STRATEGY SHS | DAY HAGAN SMART | $278K | 0.1%Prev: 0.3% | 5,697 SH | Decreased-4,385 SH |
| TENNANT CO | COM | $526K | 0.3%Prev: 0.3% | 7,133 SH | Increased+1,050 SH |
| TESLA INC | COM | $804K | 0.4%Prev: 0.4% | 1,787 SH | Increased |
| TORO CO | COM | $657K | 0.4%Prev: 0.4% | 8,342 SH | Decreased-357 SH |
| TRAVELERS COMPANIES INC | COM | $503K | 0.3%Prev: 0.3% | 1,735 SH | Increased |
| UNITED PARCEL SERVICE INC | CL B | $426K | 0.2%Prev: 0.2% | 4,290 SH | Decreased-1,009 SH |
| US BANCORP DEL | COM NEW | $658K | 0.4%Prev: 0.3% | 12,332 SH | Increased-200 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $224K | 0.1%Prev: 0.1% | 710 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $16.4M | 8.8%Prev: 8.8% | 56,541 SH | Increased+896 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 2.3%Prev: 2.4% | 13,003 SH | Decreased-642 SH |
| VISA INC | COM CL A | $436K | 0.2%Prev: 0.2% | 1,243 SH | Decreased-55 SH |
| WALMART INC | COM | $560K | 0.3%Prev: 0.3% | 5,024 SH | Increased-110 SH |
| WISDOMTREE TR | US MIDCAP FUND | $3.3M | 1.7%Prev: 1.6% | 49,031 SH | Increased+4,858 SH |
| ZOETIS INC | CL A | $754K | 0.4%Prev: 0.5% | 5,992 SH | Decreased+58 SH |
| 13F-HR |
| 0002044121-26-000003 |
| $221.8M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002044121-25-000003 | $173.6M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002044121-26-000002 | $188.0M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0002044121-25-000002 | $160.0M | View |