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CIK 0001897144 • 6 13F filings • Apr 23, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | OSHARES US QUALT | $2.5M | 1.3% | 47,804 SH | |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $12.0M | 6.2% | 128,399 SH | |
| AMGEN INC | COM | $1.0M | 0.5% | 3,241 SH | |
| APPLE INC | COM | $902K | 0.5% | 4,061 SH | |
| APTIV PLC | COM SHS | $929K | 0.5% | 15,617 SH | |
| BROADCOM INC | COM | $852K | 0.4% | 5,089 SH | |
| DEXCOM INC | COM | $799K | 0.4% | 11,701 SH | |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | $2.9M | 1.5% | 22,118 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $1.9M | 1.0% | 44,063 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.7M | 1.4% | 28,681 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL LOW | $5.6M | 2.9% | 183,597 SH | |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $933K | 0.5% | 15,116 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $416K | 0.2% | 5,566 SH | |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $4.5M | 2.3% | 47,364 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $9.4M | 4.8% | 141,512 SH | |
| ISHARES TR | HDG MSCI EAFE | $12.1M | 6.2% | 334,071 SH | |
| ISHARES TR | MSCI INTL QUALTY | $361K | 0.2% | 9,094 SH | |
| ISHARES TR | MSCI USA MIN VOL | $8.9M | 4.6% | 94,822 SH | |
| ISHARES TR | MSCI USA QLT FCT | $3.0M | 1.5% | 17,322 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.4M | 1.3% | 6,775 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $7.6M | 3.9% | 81,913 SH | |
| ISHARES TR | U S EQUITY FACTR | $1.8M | 0.9% | 31,864 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $895K | 0.5% | 17,584 SH | |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | $1.8M | 0.9% | 31,400 SH | |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | $650K | 0.3% | 10,683 SH | |
| JPMORGAN CHASE & CO. | COM | $982K | 0.5% | 4,004 SH | |
| LEGG MASON ETF INVT | CLEARBRIDEG LR | $370K | 0.2% | 5,301 SH | |
| MEDTRONIC PLC | SHS | $998K | 0.5% | 11,107 SH | |
| NEWMONT CORP | COM | $960K | 0.5% | 19,881 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $370K | 0.2% | 4,721 SH | |
| PACER FDS TR | US LRG CP CASH | $11.7M | 6.0% | 378,572 SH | |
| PIMCO ETF TR | ENHNCD LW DUR AC | $873K | 0.4% | 9,093 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.7% | 56,846 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.1M | 2.1% | 147,257 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.8M | 1.9% | 151,359 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $2.9M | 1.5% | 14,923 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $2.6M | 1.3% | 33,263 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $9.1M | 4.7% | 98,882 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $10.5M | 5.4% | 159,544 SH | |
| SPDR SER TR | S&P INS ETF | $3.0M | 1.5% | 48,974 SH | |
| SPDR SER TR | SSGA US LRG ETF | $12.7M | 6.5% | 72,947 SH | |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | $856K | 0.4% | 19,106 SH | |
| STARBUCKS CORP | COM | $917K | 0.5% | 9,349 SH | |
| TIMOTHY PLAN | HIG DV STK ETF | $890K | 0.5% | 23,670 SH | |
| TIMOTHY PLAN | US LRGMD CP CORE | $1.2M | 0.6% | 27,610 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $897K | 0.5% | 17,984 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $3.0M | 1.6% | 23,332 SH | |
| WISDOMTREE TR | INTRST RATE HDGE | $8.5M | 4.4% | 382,502 SH | |
| WISDOMTREE TR | ITL HDG QTLY DIV | $423K | 0.2% | 9,739 SH | |
| WISDOMTREE TR | US HIGH DIVIDEND | $10.1M | 5.2% | 102,291 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $9.0M | 4.6% | 112,987 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $3.8M | 2.0% | 48,143 SH | |
| WISDOMTREE TR | YIELD ENHANCD US | $888K | 0.5% | 20,438 SH | |
| YUM BRANDS INC | COM | $854K | 0.4% | 5,430 SH |
| 13F-HR |
| 0001897144-26-000006 |
| $280.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005103 | $207.3M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001897144-26-000005 | $218.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002258 | $194.7M | View |