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CIK 0001897144 • 6 13F filings • Apr 23, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | FOCUSED DYNAMIC | $2.0M | 1.0% | 18,696 SH | New |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $13.8M | 6.7% | 126,687 SH | New |
| BROADCOM INC | COM | $1.2M | 0.6% | 4,248 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASDAQ TRANSN | $2.7M | 1.3% | 86,501 SH | New |
| GE AEROSPACE | COM NEW | $982K | 0.5% | 3,815 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $438K | 0.2%Prev: 0.3% | 5,805 SH | Decreased-1,276 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $4.6M | 2.2% | 37,926 SH | New |
| HOWMET AEROSPACE INC | COM | $1.0M | 0.5% | 5,539 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $17.7M | 8.5% | 157,070 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $921K | 0.4% | 14,934 SH | New |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $14.2M | 6.9%Prev: 7.3% | 121,061 SH | Decreased-5,879 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | $2.8M | 1.3% | 73,037 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $1.9M | 0.9% | 14,874 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $2.7M | 1.3% | 36,405 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $11.4M | 5.5% | 20,734 SH | New |
| ISHARES TR | CORE 30/70 CONSE | $8.6M | 4.1% | 219,617 SH | New |
| ISHARES TR | CORE S&P US GWT | $7.2M | 3.5% | 47,824 SH | New |
| ISHARES TR | MORNINGSTAR GRWT | $4.3M | 2.1% | 43,902 SH | New |
| ISHARES TR | MRNGSTR INC ETF | $836K | 0.4% | 40,288 SH | New |
| ISHARES TR | MSCI USA QUALITY | $2.6M | 1.3% | 43,489 SH | New |
| ISHARES TR | RUS TP200 GR ETF | $8.4M | 4.0%Prev: 3.7% | 33,965 SH | Increased+1,672 SH |
| ISHARES TR | S&P 500 GRWT ETF | $8.4M | 4.1% | 76,448 SH | New |
| ISHARES TR | U S EQUITY FACTR | $4.1M | 2.0% | 63,421 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $817K | 0.4% | 15,980 SH | New |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | $414K | 0.2%Prev: 0.2% | 6,132 SH | Decreased-734 SH |
| LEGG MASON ETF INVT | CLEARBRIDEG LR | $427K | 0.2% | 5,384 SH | New |
| META PLATFORMS INC | CL A | $1.1M | 0.5% | 1,541 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.3M | 0.6% | 10,346 SH | New |
| MONOLITHIC PWR SYS INC | COM | $1.0M | 0.5% | 1,428 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $449K | 0.2% | 4,784 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.5% | 7,797 SH | New |
| PIMCO ETF TR | ENHNCD LW DUR AC | $788K | 0.4% | 8,220 SH | New |
| QUANTA SVCS INC | COM | $1.2M | 0.6% | 3,085 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $783K | 0.4%Prev: 0.5% | 32,124 SH | Decreased-12,296 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $23.2M | 11.2%Prev: 1.0% | 795,956 SH | Increased+719,077 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $2.8M | 1.3% | 52,617 SH | New |
| SPDR SERIES TRUST | MSCI USA STRTGIC | $9.0M | 4.4% | 55,442 SH | New |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | $825K | 0.4% | 17,559 SH | New |
| TIMOTHY PLAN | HIG DV STK ETF | $947K | 0.5%Prev: 0.3% | 25,053 SH | Increased+10,225 SH |
| TIMOTHY PLAN | US LRGMD CP CORE | $951K | 0.5%Prev: 0.3% | 21,177 SH | Increased+8,590 SH |
| TRANE TECHNOLOGIES PLC | SHS | $979K | 0.5% | 2,238 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $15.0M | 7.2% | 34,286 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $2.6M | 1.2% | 23,603 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $7.4M | 3.6% | 20,259 SH | New |
| VISTRA CORP | COM | $1.1M | 0.5% | 5,794 SH | New |
| WISDOMTREE TR | INTRST RATE HDGE | $810K | 0.4% | 36,430 SH | New |
| WISDOMTREE TR | US LARGECAP FUND | $9.0M | 4.3%Prev: 4.0% | 140,061 SH | Increased+11,493 SH |
| WISDOMTREE TR | US QUALITY GROW | $453K | 0.2% | 8,627 SH | New |
| 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 |