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CIK 0001843283 • 2 13F filings • Oct 27, 2025 – Jan 21, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $245K | 0.1% | 1,057 SH | |
| ALPHABET INC | CAP STK CL A | $7.9M | 4.0% | 32,441 SH | |
| AMAZON COM INC | COM | $6.5M | 3.3% | 29,723 SH | |
| APPLE INC | COM | $11.7M | 6.0% | 46,000 SH | |
| BANK AMERICA CORP | COM | $266K | 0.1% | 5,161 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.5% | 5,735 SH | |
| BHP GROUP LTD | SPONSORED ADS | $334K | 0.2% | 5,997 SH | |
| BROADCOM INC | COM | $4.3M | 2.2% | 13,022 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $281K | 0.1% | 6,674 SH | |
| CATERPILLAR INC | COM | $495K | 0.3% | 1,038 SH | |
| CONOCOPHILLIPS | COM | $296K | 0.2% | 3,130 SH | |
| COSTCO WHSL CORP NEW | COM | $794K | 0.4% | 857 SH | |
| COTERRA ENERGY INC | COM | $8.6M | 4.4% | 362,399 SH | |
| ELI LILLY & CO | COM | $1.6M | 0.8% | 2,142 SH | |
| EQT CORP | COM | $203K | 0.1% | 3,725 SH | |
| EXXON MOBIL CORP | COM | $1.7M | 0.9% | 15,020 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.4M | 0.7% | 20,331 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $1.2M | 0.6% | 32,687 SH | |
| GE AEROSPACE | COM NEW | $207K | 0.1% | 688 SH | |
| GENTEX CORP | COM | $9.4M | 4.8% | 330,412 SH | |
| HOME DEPOT INC | COM | $814K | 0.4% | 2,009 SH | |
| HONEYWELL INTL INC | COM | $978K | 0.5% | 4,644 SH | |
| INTERDIGITAL INC | COM | $842K | 0.4% | 2,438 SH | |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $286K | 0.1% | 5,496 SH | |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | $16.2M | 8.3% | 234,679 SH | |
| ISHARES TR | CORE S&P US GWT | $356K | 0.2% | 2,163 SH | |
| ISHARES TR | TOP 20 U S STOCK | $10.9M | 5.6% | 357,153 SH | |
| ISHARES TR | US INFRASTRUC | $17.7M | 9.1% | 334,779 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.6% | 5,838 SH | |
| JPMORGAN CHASE & CO. | COM | $2.5M | 1.3% | 7,991 SH | |
| MASTERCARD INCORPORATED | CL A | $956K | 0.5% | 1,680 SH | |
| META PLATFORMS INC | CL A | $4.4M | 2.3% | 5,978 SH | |
| MICROSOFT CORP | COM | $12.4M | 6.4% | 23,915 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $9.6M | 4.9% | 143,358 SH | |
| MORNINGSTAR INC | COM | $6.1M | 3.1% | 26,228 SH | |
| NETFLIX INC | COM | $1.2M | 0.6% | 976 SH | |
| NORFOLK SOUTHN CORP | COM | $655K | 0.3% | 2,180 SH | |
| NVIDIA CORPORATION | COM | $12.7M | 6.5% | 67,942 SH | |
| ORACLE CORP | COM | $1.1M | 0.6% | 4,027 SH | |
| PHILLIPS 66 | COM | $237K | 0.1% | 1,745 SH | |
| PPG INDS INC | COM | $552K | 0.3% | 5,256 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.7% | 2,104 SH | |
| TESLA INC | COM | $3.4M | 1.7% | 7,592 SH | |
| THE CIGNA GROUP | COM | $368K | 0.2% | 1,276 SH | |
| VALUED ADVISERS TR | REGAN FLTG RATE | $949K | 0.5% | 37,259 SH | |
| VANECK ETF TRUST | BDC INCOME ETF | $15.5M | 7.9% | 1,037,143 SH | |
| VEEVA SYS INC | CL A COM | $9.2M | 4.7% | 30,964 SH | |
| VISA INC | COM CL A | $1.5M | 0.7% | 4,269 SH | |
| WALMART INC | COM | $961K | 0.5% | 9,323 SH |