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CIK 0002113283 • 3 13F filings • Feb 25, 2026 – Aug 6, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $621K | 0.4% | 2,164 SH | |
| AMAZON COM INC | COM | $670K | 0.4% | 3,219 SH | |
| AMPLIFY ETF TR | BLOCKCHAIN TECHN | $6.7M | 4.5% | 135,216 SH | |
| APPLE INC | COM | $1.4M | 0.9% | 5,341 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $270K | 0.2% | 6,938 SH | |
| EA SERIES TRUST | STRIVE 500 ETF | $1000K | 0.7% | 23,823 SH | |
| EA SERIES TRUST | STRIVE ENHANCED | $1.5M | 1.0% | 71,658 SH | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $9.4M | 6.3% | 85,052 SH | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $8.6M | 5.8% | 52,652 SH | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $3.1M | 2.1% | 69,184 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $8.3M | 5.5% | 162,940 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $854K | 0.6% | 8,524 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $1.7M | 1.2% | 58,263 SH | |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $6.7M | 4.5% | 100,872 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $37.4M | 25.0% | 64,833 SH | |
| ISHARES TR | 10+ YR INVST GRD | $413K | 0.3% | 8,327 SH | |
| ISHARES TR | BROAD USD HIGH | $3.4M | 2.3% | 92,751 SH | |
| ISHARES TR | CALIF MUN BD ETF | $5.6M | 3.7% | 97,938 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $1.1M | 0.7% | 12,075 SH | |
| ISHARES TR | CORE S&P500 ETF | $931K | 0.6% | 1,426 SH | |
| ISHARES TR | EAFE SML CP ETF | $260K | 0.2% | 3,312 SH | |
| ISHARES TR | FLTG RATE NT ETF | $4.4M | 2.9% | 86,013 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $1.3M | 0.8% | 23,828 SH | |
| ISHARES TR | NATIONAL MUN ETF | $744K | 0.5% | 7,011 SH | |
| ISHARES TR | RUS MD CP GR ETF | $319K | 0.2% | 2,489 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $334K | 0.2% | 2,294 SH | |
| ISHARES TR | S&P SML 600 GWT | $284K | 0.2% | 1,966 SH | |
| ISHARES TR | SP SMCP600VL ETF | $370K | 0.2% | 3,126 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $530K | 0.4% | 10,405 SH | |
| MICROSOFT CORP | COM | $322K | 0.2% | 871 SH | |
| NETFLIX INC. | COM | $387K | 0.3% | 4,030 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.7% | 6,080 SH | |
| PALO ALTO NETWORKS INC | COM | $289K | 0.2% | 1,805 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $27.2M | 18.2% | 355,607 SH | |
| STRATEGY INC | CL A NEW | $657K | 0.4% | 5,265 SH | |
| TESLA INC | COM | $408K | 0.3% | 1,097 SH | |
| THEMES ETF TR | GENERATIVE ARTIF | $236K | 0.2% | 7,341 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $979K | 0.7% | 4,804 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $943K | 0.6% | 2,158 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $8.0M | 5.4% | 11,499 SH | |
| WISDOMTREE TR | EM MKTS QTLY DIV | $302K | 0.2% | 9,106 SH | |
| WISDOMTREE TR | INTL QULTY DIV | $403K | 0.3% | 10,045 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $311K | 0.2% | 3,536 SH |
| Q2 2026 |
| 13F-HR |
| 0001951757-26-001130 |
| $178.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000868 | $149.7M | View |