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CIK 0002056001 • 7 13F filings • Apr 22, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $230K | 0.1% | 733 SH | New |
| AMAZON COM INC | COM | $244K | 0.1%Prev: 0.1% | 1,055 SH | Increased+57 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $21.2M | 12.3%Prev: 12.4% | 280,189 SH | Increased+27,041 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.7M | 6.8%Prev: 6.9% | 114,585 SH | Increased+11,664 SH |
| APPLE INC | COM | $734K | 0.4%Prev: 0.4% | 2,701 SH | Increased+90 SH |
| BOEING CO | COM | $211K | 0.1%Prev: 0.1% | 972 SH | Increased |
| COLUMBIA ETF TR I | RESH ENHNC COR | $25.8M | 15.0%Prev: 14.6% | 632,410 SH | Increased+96,135 SH |
| FIRST TR EXCHANGE TRADED FD | FIRST TRUST SMID | $835K | 0.5%Prev: 0.6% | 27,428 SH | Decreased-3,169 SH |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $16.4M | 9.5%Prev: 10.2% | 130,118 SH | Increased+10,505 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $361K | 0.2%Prev: 0.2% | 1,567 SH | Increased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $6.2M | 3.6% | 180,737 SH | New |
| INTERDIGITAL INC | COM | $273K | 0.2%Prev: 0.2% | 858 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $920K | 0.5%Prev: 0.8% | 3,636 SH | Decreased-1,379 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $15.1M | 8.8%Prev: 9.2% | 272,325 SH | Increased+21,868 SH |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | $501K | 0.3%Prev: 0.3% | 8,775 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $505K | 0.3%Prev: 0.3% | 822 SH | Decreased-23 SH |
| ISHARES GOLD TR | ISHARES NEW | $718K | 0.4%Prev: 0.4% | 8,843 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $301K | 0.2%Prev: 0.2% | 439 SH | Increased+14 SH |
| ISHARES TR | GLOBAL 100 ETF | $891K | 0.5%Prev: 0.6% | 7,033 SH | Decreased-619 SH |
| ISHARES TR | ISHARES SEMICDTR | $214K | 0.1% | 711 SH | New |
| ISHARES TR | RUS MID CAP ETF | $299K | 0.2%Prev: 0.2% | 3,103 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $353K | 0.2%Prev: 0.2% | 2,867 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $223K | 0.1%Prev: 0.1% | 1,115 SH | Increased |
| ISHARES TR | US AER DEF ETF | $228K | 0.1%Prev: 0.2% | 1,060 SH | Increased |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $18.7M | 10.9%Prev: 11.3% | 370,270 SH | Increased+41,632 SH |
| JPMORGAN CHASE & CO. | COM | $211K | 0.1% | 655 SH | New |
| MICROSOFT CORP | COM | $564K | 0.3%Prev: 0.4% | 1,166 SH | Decreased+74 SH |
| MONSTER BEVERAGE CORP NEW | COM | $245K | 0.1%Prev: 0.1% | 3,202 SH | Increased |
| NVIDIA CORPORATION | COM | $303K | 0.2% | 1,625 SH | New |
| PGIM ETF TR | AAA CLO ETF | $512K | 0.3%Prev: 0.3% | 9,982 SH | Increased+972 SH |
| PROSHARES TR | S&P 500 DV ARIST | $2.9M | 1.7%Prev: 2.2% | 28,045 SH | Decreased-3,723 SH |
| SNAP ON INC | COM | $209K | 0.1%Prev: 0.1% | 607 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $344K | 0.2% | 867 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $932K | 0.5%Prev: 0.6% | 19,916 SH | Decreased-146 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $7.3M | 4.2%Prev: 4.5% | 185,388 SH | Increased+15,753 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $28.0M | 16.3% | 266,696 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $784K | 0.5% | 9,139 SH | New |
| VANECK MERK GOLD ETF | GOLD SHS | $6.4M | 3.7%Prev: 3.2% | 154,665 SH | Increased+27,739 SH |
| 13F-HR |
| 0002085853-26-000823 |
| $210.2M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR/A | 0001667731-25-001055 | $133.9M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000502 | $180.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000477 | $116.6M | View |