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CIK 0001740451 • 6 13F filings • Apr 22, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $466K | 0.4%Prev: 0.4% | 1,713 SH | Decreased-181 SH |
| CALAMOS ETF TR | BITCOIN 80 SERIE | $5.7M | 4.5% | 265,101 SH | New |
| CALAMOS ETF TR | NASDAQ 100 STRUC | $14.0M | 11.0%Prev: 11.1% | 520,255 SH | Increased+14,132 SH |
| CALAMOS ETF TR | RUSSELL 2000 STR | $17.1M | 13.5%Prev: 14.1% | 635,045 SH | Decreased-25,199 SH |
| CINTAS CORP | COM | $226K | 0.2%Prev: 0.2% | 1,200 SH | Decreased |
| COCA COLA CO | COM | $282K | 0.2%Prev: 0.2% | 4,033 SH | Increased+26 SH |
| GLOBAL NET LEASE INC | COM NEW | $252K | 0.2%Prev: 0.2% | 29,346 SH | Decreased-2,567 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $14.4M | 11.3%Prev: 11.4% | 144,432 SH | Increased+6,719 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFND 1YR | $14.1M | 11.1%Prev: 11.1% | 526,129 SH | Increased+15,892 SH |
| INNOVATOR ETFS TRUST | EQUITY MNGD 100 | $14.5M | 11.4%Prev: 11.5% | 539,182 SH | Increased+11,227 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $8.6M | 6.7%Prev: 5.9% | 85,190 SH | Increased+13,463 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $8.4M | 6.6% | 76,656 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $9.5M | 7.4% | 186,852 SH | New |
| MCDONALDS CORP | COM | $200K | 0.2% | 655 SH | New |
| MICROSOFT CORP | COM | $795K | 0.6%Prev: 0.7% | 1,644 SH | Decreased-7 SH |
| PROCTER AND GAMBLE CO | COM | $1.5M | 1.2%Prev: 1.3% | 10,466 SH | Decreased-182 SH |
| RBB FD INC | US TREAS 3 MNTH | $14.1M | 11.1%Prev: 11.5% | 283,618 SH | Increased+3,239 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $497K | 0.4% | 5,438 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $1.7M | 1.3%Prev: 1.3% | 51,265 SH | Increased-500 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $624K | 0.5%Prev: 0.3% | 26,374 SH | Increased-626 SH |
| US BANCORP DEL | COM NEW | $270K | 0.2%Prev: 0.2% | 5,065 SH | Increased |
| 13F-HR |
| 0001951757-26-001248 |
| $134.6M |
| View |
| Jul 10, 2025 | Q2 2024 | 13F-HR | 0001951757-25-000604 | $116.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000820 | $125.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000397 | $112.4M | View |