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CIK 0002109222 • 2 13F filings • May 4, 2026 – Jul 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $352K | 0.9% | 1,777 SH | |
| ADVANCED MICRO DEVICES INC | COM | $467K | 1.1% | 2,297 SH | |
| ALPHABET INC | CAP STK CL A | $1.3M | 3.1% | 4,398 SH | |
| AMAZON COM INC | COM | $1.5M | 3.6% | 7,039 SH | |
| AMERICAN TOWER CORP | COM | $422K | 1.0% | 2,447 SH | |
| AMPHENOL CORP | CL A | $472K | 1.2% | 3,734 SH | |
| APPLE INC | COM | $2.5M | 6.1% | 9,845 SH | |
| AUTOZONE INC | COM | $233K | 0.6% | 69 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $635K | 1.6% | 1,326 SH | |
| BNY MELLON ETF TRUST | CORE BOND ETF | $2.7M | 6.6% | 63,538 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $603K | 1.5% | 11,972 SH | |
| BOSTON SCIENTIFIC CORP | COM | $204K | 0.5% | 3,250 SH | |
| BROADCOM INC | COM | $707K | 1.7% | 2,285 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $349K | 0.9% | 2,149 SH | |
| CATERPILLAR INC | COM | $241K | 0.6% | 340 SH | |
| CHEMED CORP NEW | COM | $382K | 0.9% | 1,010 SH | |
| CINTAS CORP | COM | $314K | 0.8% | 1,859 SH | |
| COPART INC | COM | $373K | 0.9% | 11,235 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $402K | 1.0% | 1,030 SH | |
| DIAMONDBACK ENERGY INC | COM | $538K | 1.3% | 2,718 SH | |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $1.3M | 3.1% | 25,472 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $518K | 1.3% | 9,476 SH | |
| ELI LILLY & CO | COM | $577K | 1.4% | 627 SH | |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $3.8M | 9.4% | 91,428 SH | |
| EXXON MOBIL CORP | COM | $652K | 1.6% | 3,842 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $228K | 0.6% | 1,685 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $462K | 1.1% | 1,003 SH | |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | $337K | 0.8% | 13,206 SH | |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $306K | 0.8% | 22,242 SH | |
| ISHARES INC | CORE MSCI EMKT | $249K | 0.6% | 3,573 SH | |
| JPMORGAN CHASE & CO | COM | $928K | 2.3% | 3,154 SH | |
| LINDE PLC | SHS | $412K | 1.0% | 830 SH | |
| META PLATFORMS INC | CL A | $674K | 1.7% | 1,178 SH | |
| MICROSOFT CORP | COM | $1.6M | 3.9% | 4,329 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $468K | 1.1% | 1,079 SH | |
| NETFLIX INC. | COM | $507K | 1.2% | 5,274 SH | |
| NEXTERA ENERGY INC | COM | $446K | 1.1% | 4,798 SH | |
| NVIDIA CORPORATION | COM | $2.8M | 7.0% | 16,312 SH | |
| PROCTER & GAMBLE CO | COM | $355K | 0.9% | 2,461 SH | |
| PROGRESSIVE CORP | COM | $418K | 1.0% | 2,108 SH | |
| PULTE GROUP INC | COM | $336K | 0.8% | 2,855 SH | |
| QUANTA SVCS INC | COM | $648K | 1.6% | 1,180 SH | |
| ROPER TECHNOLOGIES INC | COM | $305K | 0.7% | 861 SH | |
| S&P GLOBAL INC | COM | $316K | 0.8% | 742 SH | |
| SCHWAB CHARLES CORP | COM | $355K | 0.9% | 3,779 SH | |
| SERVICENOW INC | COM | $414K | 1.0% | 3,960 SH | |
| STRATEGY SHS | DAY HAGAN SMART | $230K | 0.6% | 4,936 SH | |
| STRYKER CORPORATION | COM | $335K | 0.8% | 1,018 SH | |
| TESLA INC | COM | $729K | 1.8% | 1,960 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $351K | 0.9% | 715 SH | |
| UBER TECHNOLOGIES INC | COM | $392K | 1.0% | 5,444 SH | |
| UNITEDHEALTH GROUP INC | COM | $332K | 0.8% | 1,228 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $505K | 1.2% | 9,348 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.3M | 5.6% | 35,884 SH | |
| VISA INC | COM CL A | $544K | 1.3% | 1,801 SH | |
| WALMART INC | COM | $726K | 1.8% | 5,843 SH | |
| WELLS FARGO & CO | COM | $271K | 0.7% | 3,405 SH |
| 13F-HR |
| 0002085853-26-000546 |
| $40.8M |
| View |